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ACM Research, Inc.

ACMR

Technology · 84.36 -1.5% today

Partial group confirmationMarket checked 18 Aug, 15:55 GMT-4

Jodie situation report

ACM Research, Inc.'s move is spreading beyond its market group.

ACMR accounts for 8.9% of the group's measured movement across 9.2 effective names. all 12 measured members are falling in raw terms, but 11 of 12 session-normalized paths align to the downside. Capital-flow agreement is 6%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

Session-normalized 5m paths
Role in the moveCounter-move#5 of 12 by movement share
Group movement share8.9%Absolute path energy—not portfolio weight
Relative path+3.07%counter
Effective breadth9.2 / 12broad
Relative alignment11/12downside path · 1 counter-moving
Capital-flow agreement6%not yet clean
SEQUENCE READ

No material onset for ACMR could be timestamped inside the aligned 5-minute window.

What changed
  • Revenue increased 36.0% versus the comparable filing period.
  • Gross margin fell 2.5 percentage points.
EVIDENCE COVERAGE

9 of 16 members in Semiconductor Equipment & Electricals are active. 0 of 6 disclosed connections are confirming.

What would change this read
  • At least 11 of 16 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • ADI remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 5 of 16 members or fewer.

Watch this read

Who this business touches

The relationships behind ACMR

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

PKGPackaging Corporation of AmericapartnerMar 2, 2026

Our Ultra ECP ap, or Advanced Packaging, technology was developed for back-end assembly processes to deliver a more uniform metal layer at the notch area of wafers prior to packaging.

TRCKFiling-linked namepartnerMar 2, 2026

Our Ultra Track products include a 300mm process tool that delivers uniform air downflow, fast robot handling and configurable software to address specific customer requirements, and has multiple features that enhance performance across defectivity, throughpu…

AMATApplied Materials, Inc.competitorMar 2, 2026

Principal competitors for our PECVD and Track products also include Lam Research Corporation, Applied Materials, Inc., and Suzhou Jingtuo Semiconductor Technology Co., Ltd .

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 8 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ACMR is currently a Participant in the organic co-movement group Semiconductor Equipment & Electricals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.