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Yongwei Lei

Director and Equity Analyst at UBS

Yongwei Lei is a Director and Equity Analyst at UBS, specializing in coverage of the China technology and internet sector, including prominent companies such as Alibaba, Tencent, and JD.com. He is recognized for his in-depth research and actionable investment insights, maintaining strong performance metrics with a history of accurate stock recommendations and high investor engagement. Yongwei began his career in the financial industry in the early 2010s, previously holding research analyst roles at other leading financial firms before joining UBS in 2018. He is a FINRA-registered professional holding Series 7 and Series 63 licenses, known in the industry for his analytical expertise and strategic thought leadership.

Yongwei Lei's questions to ACM Research (ACMR) leadership

Yongwei Lei's questions to ACM Research (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.

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