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ACM Research: Shanghai backlog totals RMB 17.1B

The backlog combines shipped tools awaiting Chinese GAAP revenue recognition with orders for tools expected to ship later.

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Form Type
8-K

Rhea-AI Filing Summary

ACM Research, Inc. (ACMR) reported that its operating subsidiary ACM Shanghai had a backlog of RMB 17.1 billion as of September 29, 2026, equivalent to USD $2.5 billion for reference using the September 29 Wall Street Journal closing exchange rate. The backlog was up 88.2% year over year compared with the prior year’s disclosed backlog. It includes orders for tools already shipped but not yet recognized as revenue under Chinese GAAP, as well as orders for tools expected to ship later. ACM states that backlog is not a GAAP-defined measure and that orders may not generate the estimated revenue.

ACM Shanghai will release full results for the nine months ended September 30, 2026, on October 28 after China’s market close; ACM will report preliminary nine-month results before the U.S. market opens that day. ACM will release full third-quarter results and hold a related conference call in early November 2026.

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Item 8.01 Other Events Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, or exhibit attachments filed with this report.
Backlog RMB 17.1 billion ACM Shanghai, as of September 29, 2026
Backlog USD $2.5 billion Reference translation using the September 29, 2026 Wall Street Journal closing exchange rate
Year-over-year backlog increase 88.2% Compared with the prior year’s disclosed backlog
backlog financial
"Backlog is not a financial measure that is defined or recognized"
A backlog is the amount of work or orders that a company has received but hasn't completed yet. It’s like a restaurant with many dishes to serve; the backlog shows how many orders are still waiting to be finished. It matters because a large backlog can indicate strong demand or potential delays in delivering products or services.
Chinese GAAP financial
"not yet recognized as revenue under Chinese GAAP"
U.S. generally accepted accounting principles financial
"not defined or recognized by Chinese GAAP or U.S. generally accepted accounting principles"
U.S. generally accepted accounting principles (U.S. GAAP) are the standard set of rules and conventions U.S. companies use to prepare their financial statements so numbers are reported consistently. For investors, GAAP is like a common recipe or rulebook that makes it possible to compare earnings, assets and liabilities across companies and trust that figures aren’t being presented in wildly different ways; differences in methods can materially affect perceived profitability and risk.
forward-looking statements regulatory
"may be forward-looking statements within the meaning"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What was ACMR’s backlog and how much did it grow?

ACM Shanghai’s backlog was RMB 17.1 billion as of September 29, 2026, equivalent to USD $2.5 billion for reference, and increased 88.2% year over year compared with the prior year’s disclosed backlog. The USD figure uses the September 29, 2026 Wall Street Journal closing exchange rate.

When will ACMR report its 2026 nine-month and third-quarter results?

ACM Shanghai will release full results for the nine months ended September 30, 2026, on October 28 after the market close in China, and ACM will report preliminary nine-month results before the U.S. market opens that day. ACM will release full third-quarter results and hold a corresponding conference call in early November 2026.

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

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false000168006200016800622026-09-302026-09-30

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): September 30, 2026
ACM Research, Inc.
(Exact Name of Registrant as Specified in its Charter)
Delaware001-3827394-3290283
(State or Other Jurisdiction of Incorporation)(Commission File Number)(IRS Employer Identification No.)
42307 Osgood Road, Suite I
Fremont, California
94539
(Address of Principal Executive Offices)(Zip Code)
Registrant’s telephone number, including area code: (510) 445-3700
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
oWritten communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
oSoliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
oPre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
oPre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading symbolName of each exchange on which registered
Class A Common Stock, par value $0.0001 per shareACMRThe Nasdaq Stock Market LLC
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2 of the Securities Exchange Act of 1934:Emerging growth company o
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o



Item 8.01 Other Events.

On September 30, 2026, we issued a press release entitled “ACM Research’s Operating Subsidiary ACM Research (Shanghai) Provides Backlog Data.” The full text of the press release is furnished as Exhibit 99.1 hereto and is incorporated herein by reference..

Item 9.01    Financial Statements and Exhibits.
(d)    Exhibits.
ExhibitDescription
99.1
104
Press Release of ACM Research, Inc. dated September 30, 2026
Cover Page Interactive Data File (embedded within the XBRL document)


2


SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned, hereunto duly authorized.
ACM RESEARCH, INC.
By:    /s/ Mark McKechnie________________________
    Mark McKechnie
Chief Financial Officer and Treasurer
Dated: September 30, 2026
3

ACM Research’s Operating Subsidiary ACM Research (Shanghai) Provides Backlog Data
Fremont, Calif., September 30, 2026 – ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer and panel processing solutions for semiconductor and advanced packaging applications, today announced that its operating subsidiary, ACM Research (Shanghai), Inc. (“ACM Shanghai”) posted backlog figures for ACM Shanghai as of September 29, 2026 on the Shanghai Stock Exchange website [link to China Disclosure].

Backlog

As of September 29, 2026, ACM Shanghai’s total backlog amounted to RMB 17.1 billion (USD $2.5 billion), an 88.2% year-over-year increase compared with the prior year’s disclosed backlog. The total backlog figures include a mix of orders for tools that have been shipped but not yet recognized as revenue under Chinese generally accepted accounting principles (“Chinese GAAP”), and orders for tools expected to be shipped at a future date.

Backlog is not a financial measure that is defined or recognized by Chinese GAAP or U.S. generally accepted accounting principles, and ACM Shanghai’s method for determining and calculating backlog, and the underlying assumptions, may not be comparable to the methodologies and assumptions used by other companies. Orders included in backlog may not actually generate the amounts of revenue estimated above.

All USD amounts above are for reference only and are translated using the September 29, 2026 Wall Street Journal closing exchange rate.

Reporting Dates

ACM Shanghai will release its full financial results for the nine months ended September 30, 2026 on October 28, 2026 after the market close in China, and on the same day ACM will report preliminary financial results for the nine months ended September 30, 2026 before the market open in the U.S.

ACM will release its full financial results for the third quarter of 2026 and conduct a corresponding conference call to discuss the results in early November 2026. The specific reporting date and details of the conference call will be released at a later date.


Forward-Looking Statements

1616263254.2



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. ACM Research logo is a trademark of ACM Research, Inc. For convenience, these trademarks appear in this press release without ™ symbols, 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.


For investor and media inquiries, please contact:

In the United States:
The Blueshirt Group
Steven C. Pelayo, CFA
+1 (360) 808-5154
steven@blueshirtgroup.co
In China:
The Blueshirt Group Asia
Gary Dvorchak, CFA
gary@blueshirtgroup.co
1616263254.2

Filing Exhibits & Attachments

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