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ACM Research Is Gaining Ground as China Replaces Foreign Semiconductor Equipment

ACM Research’s China revenue grew 15.8% in 2025, despite a 0.5% decline in China’s overall semiconductor equipment market. Revenue outside wafer cleaning surged approximately 160% in the first half of 2026, reaching 51.3% of consolidated sales. ACM Research’s $2.5 billion backlog, up 88.2% year over year, supports its 2026 revenue growth outlook. China’s Equipment Localization Is Creating New Opportunities for ACM Research China’s semiconductor equipment industry is undergoing a significant restructuring as domestic manufacturers expand their capabilities in wafer cleaning, deposition, etching, electrochemical…

Dr. Robert Castellano · 6 hours ago

These 3 Chip Giants Turn Massive Cash Flow Into Growing Dividends

Most income investors write off chipmakers the moment they see the yield, but a handful of semiconductor companies have been quietly compounding their payouts through recessions, factory buildouts, and market downturns in ways that…

Chris Lange · 6 hours ago