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    Jun Hang

    Research Analyst at J.P. Morgan

    Jun Hang is an Executive Director and Equity Research Analyst at J.P. Morgan, specializing in coverage of the China Technology, Media, and Telecom (TMT) sector with a focus on leading companies such as Alibaba, Tencent, Baidu, and JD.com. Renowned for his analytical rigor, he consistently ranks among the top TMT analysts in Asia, with TipRanks reflecting a high accuracy rate and positive average return on investment across his stock recommendations. Hang began his career at UBS and Credit Suisse before joining J.P. Morgan in 2017, where he has since advanced to his current leadership role. He is a CFA charterholder and maintains active professional registrations, including FINRA Series 7 and 63 licenses.

    Jun Hang's questions to ACM Research (ACMR) leadership

    Jun Hang's questions to ACM Research (ACMR) leadership • Q2 2025

    Question

    Jun Hang from J.P. Morgan asked for the 2026 China WFE outlook, a perspective on the competitive landscape for cleaning tools, and an update on progress in Taiwan and the panel-level packaging (PLP) timeline.

    Answer

    CEO David Wang stated that while 2026 WFE is hard to predict, ACM expects to outgrow the market due to its new product pipeline. He positioned ACM as the #1 cleaning tool supplier in China, driven by a broad, differentiated portfolio. For PLP, he highlighted ACM's unique horizontal plating technology as a key enabler that could accelerate the industry's adoption timeline. CFO Mark McKechnie added that current high OpEx reflects investment in this future growth.

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