ACM Research

ACMRsupplier

ACM Research makes cutting-edge wafer-cleaning equipment with proprietary SAPS/TEBO technology, capturing significant share in China's domestic semiconductor fabs amid US export-control tailwinds.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($780M)

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China (CXMT, YMTC, SMIC) (82%)

Korea & Other (18%)

Segment Breakdown & Key Customers

Product Details

SAPS / TEBO Cleaning Systems72%

Ultra-clean wafer surface preparation using space alternated phase shift (SAPS) and timely energized bubble oscillation (TEBO) technology.

Semi-Critical Cleaning18%

Track-compatible post-etch and post-CMP cleaning tools for less critical applications.

ECP & Other10%

Electrochemical plating (copper) and other advanced packaging process tools.

Supply Chain Relationships

Key Customers

smic

Wafer cleaning equipment

Impact: critical

Competitors

Applied Materials

Cleaning/surface prep tools

Impact: moderate

Macro & Market Context

반도체Sector News

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Upcoming Catalysts

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

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Company Info

Headquarters

Fremont, California, USA

Founded

1998

Employees

1,600

Website

acmrcsh.com

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