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ACM Research’s Ultra ECP ap-p Horizontal Panel Electroplating Tool Receives First Production Order and Evaluation Order from Customers

(Moderate)
(Very Positive)
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ACM Research (NASDAQ: ACMR) announced it has received two orders for its proprietary Ultra ECP ap-p horizontal panel-level electroplating tool from advanced packaging customers. The first is a production order for one 510 × 515 mm system from an existing mainland China customer, scheduled for delivery in the first half of 2027. The second is an evaluation order for one 310 × 310 mm system from a new leading panel manufacturer in Asia, with delivery planned for the fourth quarter of 2026.

According to ACM, the Ultra ECP ap-p, which it believes is the world’s first commercial horizontal panel-level copper deposition system for the large-panel market, supports multiple panel formats and metals, and incorporates features aimed at enhancing plating uniformity, process stability and efficiency in advanced packaging.

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Positive

  • First production order for 510 × 515 mm Ultra ECP ap-p, delivery 1H 2027
  • Evaluation order for 310 × 310 mm Ultra ECP ap-p from new Asian panel customer, delivery Q4 2026
  • Tool supports multiple panel sizes (up to 600 × 600 mm) and metals (Cu, Ni, SnAg, Au)

Negative

  • None.

Market reaction after panel electroplating orders: ACMR +13.95%

+13.95% $90.00
15m delay
+13.95% Vs previous close
$90.00 Last Price
$80.50 $92.00 Day Range
$6.29B Market Cap
0.0x Rel. Volume

Following this news, ACMR has gained 13.95%, reflecting a significant positive market reaction. Our momentum scanner has triggered 2 alerts so far, indicating moderate trading interest and price volatility. The stock is currently trading at $90.00.

Data tracked by StockTitan Argus (15 min delayed). Upgrade to Gold for real-time data.

Market Context

ACMR's historical record included a +6.9% response to first-quarter earnings but negative reactions ...
Analysis

ACMR's historical record included a +6.9% response to first-quarter earnings but negative reactions to two April operating updates. The orders add customer validation; net selling remains a risk to monitor.

Key Figures

Production Tool Format: 510 × 515 mm Production Tool Quantity: 1 tool Production Delivery: First half of 2027 +4 more
7 metrics
Production Tool Format 510 × 515 mm First production order
Production Tool Quantity 1 tool Existing advanced packaging customer
Production Delivery First half of 2027 Scheduled delivery for production order
Evaluation Tool Format 310 × 310 mm Evaluation order
Evaluation Tool Quantity 1 tool New panel-manufacturer customer in Asia
Evaluation Delivery Fourth quarter of 2026 Scheduled delivery for evaluation order
Supported Panel Format 600 × 600 mm Ultra ECP ap-p supported formats

Historical Context

4 past events · Latest: Jul 15 (Neutral)
Pattern 4 events
Date Event Sentiment 24h Move Catalyst
Jul 15 earnings scheduling notice Neutral -8.6% Announced timing for second-quarter 2026 results and investor conference call.
May 07 first-quarter earnings Positive +6.9% Reported revenue growth, higher shipments, and reiterated full-year revenue guidance.
Apr 27 PECVD system shipment Positive -5.1% Shipped first PECVD SiCN system to a semiconductor manufacturer for site validation.
Apr 27 preliminary revenue update Positive -5.1% Reported preliminary quarterly revenue and shipments while reaffirming annual outlook.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

ACMR-specific history showed one positive aligned reaction and three divergences, including two negative reactions to positive operating updates.

Key Terms

panel-level electroplating, redistribution layer (RDL), copper deposition, dry contact chuck
4 terms
panel-level electroplating technical
"horizontal panel-level electroplating tool from two advanced packaging customers"
Panel-level electroplating is a manufacturing process that deposits thin metal layers onto large, flat substrates or panels that hold many electronic parts at once, rather than plating each tiny component individually. Like painting an entire wall instead of brush-coating bricks one by one, it boosts production speed, consistency and scalability; investors track it because it can lower unit costs, raise output capacity and influence product quality and margin profiles.
redistribution layer (RDL) technical
"pillar, bump and redistribution layer (RDL) processes"
A redistribution layer (RDL) is a very thin patterned metal layer added to a semiconductor chip or package to reroute tiny internal electrical contacts to larger, more accessible pads on the outside. It helps connect the chip to the rest of a circuit during assembly and packaging. For investors, RDL quality and supply affect manufacturing yield, product reliability, assembly cost and performance, so advances or shortages can influence a maker’s margins and production capacity — like improving plumbing to reduce leaks and speed flow.
copper deposition technical
"commercial horizontal panel-level copper deposition system"
Copper deposition is the build-up or layering of copper metal onto a surface or into material, caused by chemical reactions, electroplating, mineral precipitation, corrosion, or biological processes. It matters to investors because it affects the value and cost structure across industries—altering ore grades and mine recoveries, influencing manufacturing quality for electronics and plumbing, and creating regulatory, environmental or remediation liabilities much like how mineral scale or rust can change a machine’s performance and maintenance needs.
dry contact chuck technical
"four-sided sealing dry contact chuck for improved reliability"
A dry contact chuck is a device used in manufacturing and testing to hold a flat part, like a semiconductor wafer or circuit board, by firm, non-liquid contact—typically using mechanical clamps, vacuum suction, or electrostatic force without any coolant or wetting fluid. For investors, it matters because this kind of tooling affects production speed, contamination risk, and yield in high-tech manufacturing, so changes in demand or performance can influence equipment makers and chipmakers.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Advances Large-Panel Horizontal Electroplating Toward Volume Production and Strengthens ACM’s Position in Advanced Packaging

FREMONT, Calif., Aug. 07, 2026 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer and panel processing solutions for semiconductor and advanced packaging applications, today announced it has received orders for its proprietary Ultra ECP ap-p horizontal panel-level electroplating tool from two advanced packaging customers. This includes orders for:

  • The first production order for one 510 × 515 mm Ultra ECP ap-p tool from an existing advanced packaging customer in mainland China, with delivery scheduled for the first half of 2027; and
  • An evaluation order for one 310 × 310 mm Ultra ECP ap-p tool from a new leading panel-manufacturer customer based in Asia, with delivery scheduled for the fourth quarter of 2026.

We believe our Ultra ECP ap-p represents the world’s first commercial horizontal panel-level copper deposition system for large panel market, supporting plating steps across pillar, bump and redistribution layer (RDL) processes. These orders broaden market reach of the Ultra ECP ap-p, support the expansion of ACM’s global customer base, and further strengthen ACM’s position in the panel-level advanced packaging equipment market.

“The Ultra ECP ap-p was developed to address increasing requirements for plating uniformity, process stability and production efficiency as advanced packaging moves toward higher levels of integration and larger panel formats,” said Dr. David Wang, President and Chief Executive Officer of ACM. “We are encouraged by the customer response reflected in these orders and remain committed to advancing our panel-level electroplating technology, supporting customer qualification and volume-production adoption, and delivering competitive solutions for advanced packaging manufacturing.”
The Ultra ECP ap-p features ACM’s proprietary horizontal electroplating technology and supports panel formats including 310 × 310 mm, 510 × 515 mm and 600 × 600 mm, as well as copper (Cu), nickel (Ni), tin-silver (SnAg) and gold (Au) plating processes. The system features a four-sided sealing dry contact chuck for improved reliability, in-cell rinse functionality to minimize chemical cross-contamination between different plating cells, and a horizontal electroplating design synchronizing a rotating square electrical field with the rotating chuck for superior deposition uniformity.

Forward-Looking Statements

Certain statements contained in this press release are not historical facts and may be forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “plans,” “expects,” “believes,” “anticipates,” “designed,” and similar words are intended to identify forward-looking statements. Forward-looking statements are based on ACM management’s current expectations and beliefs and involve a number of risks and uncertainties that are difficult to predict and that could cause actual results to differ materially from those stated or implied by the forward-looking statements. A description of certain of these risks, uncertainties and other matters can be found in filings ACM makes with the U.S. Securities and Exchange Commission, all of which are available at www.sec.gov. Because forward-looking statements involve risks and uncertainties, actual results and events may differ materially from results and events currently expected by ACM. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof. ACM undertakes no obligation to publicly update these forward-looking statements to reflect events or circumstances that occur after the date hereof or to reflect any change in its expectations with regard to these forward-looking statements or the occurrence of unanticipated events.

About ACM Research, Inc.

ACM develops, manufactures and sells semiconductor process equipment spanning cleaning, electroplating, stress-free polishing, vertical furnace processes, track, PECVD, and wafer- and panel-level packaging tools, enabling advanced and semi-critical semiconductor device manufacturing. ACM is committed to delivering customized, high-performance, cost-effective process solutions that semiconductor manufacturers can use in numerous manufacturing steps to improve productivity and product yield. For more information, visit www.acmr.com.

© ACM Research, Inc. Ultra ECP ap-p and the ACM Research logo are trademarks of ACM Research, Inc. For convenience, the trademark appears in this press release without ™ symbol, but that practice does not mean ACM will not assert, to the fullest extent under applicable law, its rights to such trademarks. All other trademarks are the property of their respective owners.

Media Contact: Company Contacts:
Alyssa LundeenUSA
Bodewell GroupRobert Metter
+1 218.398.0776+1 503.367.9753
alundeen@bodewellgroup.com 
 China
 Xi Wang
IR Contacts:ACM Research (Shanghai), Inc.
The Blueshirt Group+86 21 50808868
Steven C. Pelayo, CFA 
+1 (360) 808-5154Korea
steven@blueshirtgroup.coACM Research (Korea), Inc.
 +82 70-41006699
Gary Dvorchak, CFA 
+86 (138) 1079-1480Taiwan
gary@blueshirtgroup.coDavid Chang
 +886 921999884
  
 Singapore
 Adrian Ong
 +65 8813-1107

FAQ

What did ACM Research (NASDAQ: ACMR) announce about its Ultra ECP ap-p tool on August 7, 2026?

ACM Research announced first production and evaluation orders for its Ultra ECP ap-p horizontal panel electroplating tools. According to ACM, the orders come from an existing advanced packaging customer in mainland China and a new leading panel manufacturer in Asia, with deliveries in 2026 and 2027.

What are the delivery timelines for ACMR’s new Ultra ECP ap-p panel electroplating orders?

The 510 × 515 mm production tool is scheduled for delivery in the first half of 2027. According to ACM, the 310 × 310 mm evaluation tool for the new Asian panel customer is planned for delivery in the fourth quarter of 2026, supporting future qualification efforts.

What panel sizes and metals does ACM Research’s Ultra ECP ap-p system support?

Ultra ECP ap-p supports 310 × 310 mm, 510 × 515 mm and 600 × 600 mm panel formats. According to ACM, the tool handles copper (Cu), nickel (Ni), tin-silver (SnAg) and gold (Au) plating, covering pillar, bump and redistribution layer processes in advanced packaging.

Why are the first production and evaluation orders for Ultra ECP ap-p important for ACMR investors?

The orders indicate initial commercial and evaluation adoption of ACM’s horizontal panel-level electroplating technology. According to ACM, they broaden market reach, expand its global advanced packaging customer base and strengthen its position in the panel-level advanced packaging equipment market, which may interest long-term investors.

What key technical features does ACM Research highlight for the Ultra ECP ap-p panel electroplating tool?

The system uses proprietary horizontal electroplating with a four-sided sealing dry contact chuck and in-cell rinse. According to ACM, it synchronizes a rotating square electrical field with the rotating chuck to improve deposition uniformity, process stability and production efficiency for advanced packaging applications.

How does ACM Research describe the market positioning of its Ultra ECP ap-p panel tool?

ACM believes Ultra ECP ap-p is the world’s first commercial horizontal panel-level copper deposition system for the large-panel market. According to ACM, the tool targets advanced packaging applications, including pillar, bump and redistribution layer processes, as panel formats and integration levels increase.