2 hours ago
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William Temple
Tue, March 17, 2026 astatine 8:30 AM CDT 4 min read
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ACM Research (ACMR) posted grounds $901.31M yearly revenue, up 15.2%, but gross borderline collapsed to 40.9% from 49.6% owed to unfavorable merchandise premix and competitory pressure, resulting successful an EPS miss. Kulicke & Soffa (KLIC) reported Q1 gross of $199.63M, up 20.2% YoY, with non-GAAP EPS of $0.44 beating consensus, and maintained 49.6% gross borderline arsenic its restructuring into Power Semiconductor and Advanced Packaging gains traction.
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ACM faces borderline betterment headwinds tied to China vulnerability and unfavorable semi-critical cleaning instrumentality mix, portion Kulicke’s exit from Electronics Assembly and strategical refocus connected higher-margin segments is delivering cleaner, much predictable net growth.
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ACM Research (NASDAQ:ACMR) and Kulicke & Soffa (NASDAQ:KLIC) some marque semiconductor tools, but their latest net told precise antithetic stories. ACM posted grounds yearly gross portion margins collapsed. Kulicke bushed estimates and guided higher. Same sector, precise antithetic momentum.
ACM Research closed Q4 2025 with $244.43M successful revenue, a 9.4% YoY summation that bushed estimates. But the header hid a bruising borderline story. Gross borderline fell to 40.9% from 49.6% a twelvemonth earlier, squeezed by merchandise premix shifts toward lower-margin semi-critical cleaning tools, competitory pricing pressure, and inventory charges. Non-GAAP EPS came successful astatine $0.25, missing the $0.53 statement by a wide margin. For the afloat year, ACM delivered $901.31M successful revenue, up 15.2%, a genuine record, but EPS of $1.61 inactive missed estimates.
Kulicke's Q1 FY2026 looked cleaner. Revenue deed $199.63M, up 20.2% YoY, beating the $190M estimate. Non-GAAP EPS of $0.44 crushed the $0.33 consensus. Gross borderline held astatine 49.6%. After restructuring that included exiting its Electronics Assembly instrumentality concern and absorbing astir $86.6M successful charges, the betterment trajectory is unmistakable.
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| Revenue | $244.43M | $199.63M |
| Revenue YoY | +9.4% | +20.2% |
| Gross Margin | 40.9% | 49.6% |
| EPS vs. Estimate | $0.25 existent vs $0.53 estimate | $0.44 existent vs $0.33 estimate |
| Cash | $757.37M | $282.13M |
ACM's concern remains heavy anchored successful China, creating existent vulnerability to export controls and commercialized argumentation shifts. CEO David Wang is pushing to diversify, pointing to the Singapore foundry deployment and an Oregon installation expected to unfastened successful the 2nd fractional of 2026. Wang framed the ambition directly: "We judge ACM has the customers, the products, the capableness and the superior to execute connected our planetary concern program and we stay committed to our semipermanent people of $4 cardinal successful revenue." That people is real, but the way runs done geopolitical uncertainty.
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