Yongwei Lei's questions to ACM Research Inc (ACMR) leadership • Q2 2025
Question
Yongwei Lei from UBS asked why ACM Research's Q2 year-over-year growth appeared to lag that of its Chinese peers and whether this was due to customer mix.
Answer
CEO David Wang expressed confidence in the company's outlook, noting that quarterly performance can vary. He highlighted that a new wave of products, including furnace, PECVD, and track, are expected to become more significant revenue contributors in the coming year, supporting future growth. He also pointed to a very strong outlook for Q3.