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北京时间·🕒 发布 17:00:00时区推断·⟳ 抓取 17:03:01·⚡ 决策 08-07 17:07:40 +4m39s·81.1 天前

ACM Research宣布将Ultra C Tahoe扩展为多工艺湿法处理平台,新增先进湿法蚀刻与监控晶圆回收应用

公司自发产品平台扩展稿:未披露订单金额、未点名客户、无收入影响量化,相对ACMR约54.6亿美元市值无法估算增量,属软催化

📄 原文GlobeNewswire All Public Companies↗ 原文
ACM Research Expands Ultra C Tahoe into a Wet Processing Platform
ACM Research Expands Ultra C Tahoe into a Wet Processing Accessibility: Skip TopNav Consumer Products and Services News…
不做 ACM Research(ACMR.US)
公司自发平台扩展稿:无订单金额、无客户点名、无收入影响披露,相对约54.6亿美元市值无法量化增量,属软催化;且ACMR同日发布Q2财报,本交易日股价由财报主导,该PR无独立edge,不做
不做 盛美上海(688082.SH)
盛美上海是Tahoe经营主体,但本条同样无金额与增量收入披露;A股已收盘、下一交易日为下周一,届时母公司ACMR Q2财报反应将主导其定价,本PR独立驱动被稀释;且该股近20日波动剧烈(-35%)、无明确趋势,不构成本条催化下的做多依据,不做
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-08-07 · 扩散 low · price-in 风险 low ↗

消息传播链

  1. 2026-08-07 05:00 ET首发ACM Research公司通稿(GlobeNewswire)一手源原文 ↗
    公司IR一手通稿,美股盘前发布;仅称平台『被多家领先半导体制造商采用』,无客户名单、无订单金额、无收入指引,传播刚起步
    市场反应:盘前报价78.98美元较前收79.9微跌约1.2%,无同向放量确认

关键理由

  • 公司自发产品平台扩展稿:未披露订单金额、未点名客户、无收入影响量化,相对ACMR约54.6亿美元市值无法估算增量,属软催化
  • ACMR同日(8月7日)发布Q2财报,本美股交易日价格主驱动是财报而非本条产品稿,Tahoe扩展不构成独立可交易催化
  • Tahoe平台2024年11月已公告性能突破并在中国大陆客户处量产、2025年7月亦有Ultra C wb升级稿,本条属连续增量新闻而非从0到1,预期差有限

主要风险

  • 『已被多家领先半导体制造商采用』若被市场解读为订单信号,盘中或有情绪性脉冲,但无金额与营收支撑,追入期望为负
  • 盛美上海(688082.SH)为Tahoe实际经营主体,但其下一交易日为下周一,届时母公司Q2财报反应将成为主导变量,本条PR的独立归因被稀释

反向证据

  • 做多前查反向 · 来源 web · 日期 2024-11-07 · 影响 weakens
    Tahoe平台宣传稿自2024年起多次发布(2024-11性能突破、2025-07 wb升级),均为无金额的产品PR,本条同类型、无量化增量,做多依据被削弱
    检索:ACM Research Ultra C Tahoe wet processing platform expansion 原文 ↗
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原文全文

展开原文 · 8,703 字
ACM Research Expands Ultra C Tahoe into a Wet Processing
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ACM Research Expands Ultra C Tahoe into a Wet Processing Platform
Adds Advanced Wet Etch and Monitor Wafer Reclaim Applications for Logic and Memory Manufacturing
August 07, 2026 05:00 ET
| Source:
ACM Research, Inc.
FREMONT, Calif., Aug. 07, 2026 (GLOBE NEWSWIRE) --
(“ACM”) (NASDAQ: ACMR), a leading supplier of wafer and panel processing solutions for semiconductor and advanced packaging applications, today announced that it has expanded its Ultra C Tahoe system into a multi-process wet processing platform with new process applications that support a broader range of advanced wet processing applications for logic and memory device manufacturing. The expanded platform has been adopted by multiple leading semiconductor manufacturers, demonstrating its production readiness, versatility and scalability for advanced semiconductor manufacturing.
Leveraging ACM's proprietary hybrid wet processing technology, the Ultra C Tahoe platform integrates batch and single wafer processes into a common architecture, enabling multiple advanced wet processes to be performed on a single platform. The platform fully leverages the advantages of batch cleaning, supporting longer process times and reducing chemical consumption, while also delivering the key benefits of single-wafer cleaning, including high particle removal efficiency, significantly reduced cross-contamination between wafers, and precise process time control. Recycle monitor wafer reclaim processing capabilities were recently added to the Ultra C Tahoe platform for advanced process node. The Ultra C Tahoe system leverages the hybrid architecture to consolidate multiple processing steps previously performed on separate tools into a single hybrid platform. This reduces wafer transfers between tools and shortens cycle time, while delivering improved particle removal performance and higher throughput.
“As semiconductor manufacturing becomes more complex, customers need solutions that improve productivity while remaining flexible enough to support evolving process requirements,” said Dr. David Wang, President and Chief Executive Officer of ACM. “Expanding Tahoe into a multi-process platform demonstrates the versatility of our hybrid architecture and its scalability for advanced semiconductor manufacturing. ACM will continue to drive world-class process performance and integrating environmental benefits into product development to help make advanced semiconductor manufacturing more efficient and sustainable.”
New Applications and key Benefits of the Ultra C Tahoe Platform:
Expanded Process Capabilities:
The addition of bench nitrogen (N2) bubbling technology expands the platform to support a growing portfolio of advanced wet processing applications, including uniform silicon nitride recess etching, polysilicon etching and etch-back, tungsten recess processing, and silicon-germanium recess etching. Together with ACM's proprietary SAPS, TEBO, SMT technologies, as well as hot IPA drying, the expanded platform provides integrated etching, advanced cleaning, and drying capabilities while minimizing damage to patterned structures.
More Efficient Monitor Wafer Reclaim:
Monitor wafer is used to track tool conditions and process stability. Tahoe Recycle monitor wafer reclaim process supports film and residue removal, cleaning, and drying. It consolidates these steps into a single hybrid platform, reducing wafer transfers between tools and shortening cycle time. The process also provides enhanced film-removal capability for double-side-coated and thick-film wafers, improving reclaimed-wafer cleanliness and overall process efficiency. The Tahoe Recycle application is now running in volume production at customer facilities.
Enhanced Particle
and Contamination Control:
The Ultra C Tahoe platform has achieved an average particle count of fewer than 6 particles at 26 nm, with surface metal contamination below 1 × 10⁹ atoms/cm².
Environmental and Cost Benefits:
The Ultra C Tahoe platform can reduce sulfuric acid consumption by up to 75%, helping lower high-volume manufacturing costs, reduce related chemical waste and support customers’ sustainability and ESG goals.
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 C, SAPS, TEBO 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 Lundeen
USA
Bodewell Group
Robert 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) 808-5154
Korea
steven@blueshirtgroup.co
ACM Research (Korea), Inc.
+82 70-41006699
Gary Dvorchak, CFA
+86 (138) 1079-1480
Taiwan
gary@blueshirtgroup.co
David Chang
+886 921999884
Singapore
Adrian Ong
+65 8813-1107
GlobeNewswire
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