Movement Alert|ACM Research Rises 7.02% in Regular Trading, Record Global Semiconductor Equipment Shipments Continue to Boost Sector

Market Focus
06/18

On June 18, ACM Research rose 7.02% in regular trading, trading at $103.67/share, with turnover of $24.44 million. The rally was driven by record-breaking global semiconductor equipment shipment data and broad sector strength.

On the news front, SEMI released a report showing that first-quarter global semiconductor equipment shipments surged 14% year-over-year to $36.55 billion, marking a record quarterly sales figure. The record performance was driven by sustained AI-related capital investment, encompassing capacity expansion and technology upgrades supporting advanced logic chips, DRAM, and advanced packaging. The broader semiconductor equipment sector rallied in tandem, with Applied Materials up 7.43%, Lam Research up 6.97%, KLA up 6.96%, and ASML up 2.63%.

ACM Research, a leading provider of wet cleaning and electroplating equipment, has achieved breakthroughs in high-temperature SPM cleaning technology compatible with GAA and HBM high-end computing chip mass production. The company continues to secure advanced packaging equipment orders both domestically and internationally, with a backlog of approximately 17 billion yuan, underpinning strong earnings visibility.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

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