ACM Research, Inc. (ACMR) Q2 2026 Earnings Call Transcript

ACM Research, Inc. ( ACMR ) Q2 2026 Earnings Call August 7, 2026 8:00 AM EDT Company Participants David Wang - Founder, Chairman, CEO & President Mark McKechnie - CFO, Executive VP, Secretary & Treasurer Conference Call Participants Steven C. Pelayo - The Blueshirt Group, LLC Sujeeva De Silva - ROTH Capital Partners, LLC, Research Division Yu Shi - Needham & Company, LLC, Research Division Jimmy Huang - JPMorgan Chase & Co, Research Division Presentation Operator Good day, ladies and gentlemen. Thank you for standing by. Welcome to the ACM Research Second Quarter 2026 Earnings Conference Call. [Operator Instructions] As a reminder, we are recording today's call. If you have any objections, you may disconnect at this time. Now I will turn the call over to Mr. Steven Pelayo, Managing Director of the Blueshirt Group. Steven, please go ahead. Steven C. Pelayo The Blueshirt Group, LLC Good day, everyone. Thank you for joining us to discuss second quarter 2026 results, which we released before the U.S. market opened today. The release is available on our website as well as from Newswire services. There is also a supplemental slide deck posted to the Investors section of our website that we will reference during our prepared remarks. On the call with me today are CEO, Dr. David Wong; our CFO, Mark McKechnie; and Lisa Feng, our CFO of our operating subsidiary, ACM Shanghai. Before we continue, please turn to Slide 2. Let me remind you that remarks made during this call may include predictions, estimates or other information that might be considered forward-looking. These forward-looking statements represent ACM's current judgment for the future. However, they are subject to risks and uncertainties that could cause actual results to differ materially. Those risks are described under Risk Factors and elsewhere in ACM's filings with the Securities and Exchange Commission. Please do