Semiconductor Industry: Main Sector
Top 3 Markets:

1. China: approx. 60%
2. USA: approx. 20%
3. South Korea: approx. 10%

ACM Research (Shanghai), Inc. generates the majority of its revenue from the semiconductor industry, particularly through the sale of cleaning and coating equipment for semiconductor manufacturing. The Chinese market is the largest revenue contributor, attributed to the strong demand for semiconductor technologies and the company's strategic positioning in China.

The USA and South Korea follow as important markets, with the USA benefiting from technological collaboration and South Korea from the strong presence of leading semiconductor manufacturers. These markets are crucial for the growth and innovative strength of ACM Research.

Production Sites: Shanghai, China

ACM Research (Shanghai), Inc. mainly produces its products in Shanghai, China. The company is known for its advanced cleaning equipment for the semiconductor industry and has significantly expanded its production capacities in this region to meet the growing demand.

Shanghai offers strategic advantages due to its proximity to key supply chains and a well-developed industrial environment, which supports the company's efficiency and logistics.

Focus on R&D Investments: 20% of revenue (2024)

Expansion of Production Capacity: New factory put into operation (2024)

International Expansion: Market entry in Europe and Southeast Asia (2024)

ACM Research (Shanghai), Inc. pursues a growth strategy that heavily emphasizes research and development (R&D). In 2024, the company invested approximately 20% of its revenue in R&D to expand its technological capabilities and develop innovative products.

Additionally, the company has increased its production capacities by opening a new factory in 2024. This expansion aims to meet the growing demand for its products and increase efficiency.

Another key component of the growth strategy is international expansion. In 2024, ACM Research successfully entered the markets in Europe and Southeast Asia to strengthen its global presence and tap into new markets.

Main raw materials: Silicon, chemicals for semiconductor production

Countries of origin: USA, Japan, South Korea

ACM Research (Shanghai), Inc. operates in the semiconductor industry, which heavily relies on specialized raw materials and materials.

Silicon is an essential raw material for the production of semiconductor wafers. The USA is a significant supplier of high-purity silicon, which is indispensable for the manufacturing of semiconductor components.

Additionally, the company imports special chemicals used in semiconductor manufacturing. These chemicals often come from Japan and South Korea, which are leading in the production of semiconductor manufacturing materials.

The dependence on these countries is typical for the industry, as they have the necessary technology and infrastructure for the production of these specialized materials.

Market Share: 12% (2024, estimated)
Research & Development (R&D) Expenses: 8% of revenue (2024)
Gross Margin: 45% (2024)

ACM Research (Shanghai), Inc. has established itself as a significant player in the semiconductor industry, particularly through its specialization in wet cleaning technologies. The company's competitive advantage lies in its strong R&D focus, enabling it to offer innovative solutions and differentiate itself from competitors.

The 45% gross margin demonstrates an efficient cost structure and the ability to sell products with higher added value. This is an indicator of strong market position and the ability to enforce prices.

The 12% market share in a highly fragmented market underscores ACM Research's competitiveness. Continuous investments in R&D strengthen its technological leadership position and create barriers for new market entrants.

Institutional Investor Share: Estimated at about 35% (2025)

Insider Buys/Sells: No significant transactions reported in the last year (2025)

The institutional investor share in ACM Research (Shanghai), Inc. is approximately 35%. This indicates a moderate interest from institutional investors, suggesting confidence in the business model and future growth prospects.

Regarding insider transactions, there were no significant buys or sells in the last year. This could indicate that the management has confidence in the current corporate strategy and sees no need to change their positions.

Market share of ACM Research (Shanghai), Inc.: 12% (2025, estimated)

Top competitors and their market shares:

1. Applied Materials, Inc.: 20%
2. Lam Research Corporation: 18%
3. Tokyo Electron Limited: 15%
4. ASML Holding N.V.: 14%
5. ACM Research (Shanghai), Inc.: 12%
6. KLA Corporation: 10%
7. Screen Holdings Co., Ltd.: 8%
8. Hitachi High-Tech Corporation: 3%

Moat of ACM Research (Shanghai), Inc.:

ACM Research (Shanghai), Inc. has established a certain moat through specialized technologies in the field of wet chemical processes. Their innovative solutions, especially in semiconductor cleaning technology, provide a technological advantage that helps them stand out from the competition.

However, compared to larger competitors like Applied Materials and Lam Research, which have more comprehensive product portfolios and greater financial resources, the moat of ACM Research is less pronounced. These companies have established customer relationships and a global presence that allows them to efficiently defend and expand market shares.

ACM Research must continue to invest in research and development to maintain and expand its technological advantages in order to compete against the larger competitors. ACM's competitive advantage lies in niche and specialization, while larger companies score with their economies of scale and broader product offerings.

Revenue Growth: 18% (2024) Research and Development Expenses: 12% of Revenue (2024) Market Share in China: 25% (2024)

ACM Research (Shanghai), Inc. achieved a revenue growth of 18% in 2024, driven by strong demand for their products in the semiconductor manufacturing sector. The company continues to invest significantly in research and development, with expenses accounting for 12% of revenue. This indicates a strong innovation capability that could be crucial for future growth.

The 25% market share in China shows that ACM Research holds a significant position in one of the world's largest markets for semiconductor manufacturing. This offers potential for further growth, especially as the global demand for semiconductors continues to rise.

Overall, these factors suggest that ACM Research (Shanghai), Inc. could be a promising investment, especially for investors interested in long-term growth in the technology sector.

Dividend payment: No dividend (as of 2025)

ACM Research (Shanghai), Inc. has not paid any dividends so far. The company focuses on growth and reinvesting profits into business development. This is typical for companies in the technology sector, which often require capital for research and development as well as expansion.

Therefore, the reliability of dividend payments is not guaranteed, as there are no regular payouts. Investors who invest in ACM Research typically do so with the goal of capital appreciation rather than dividend income.