Slide 1: Supplemental Investor Presentation
Technology Product Customer Differentiation Platformization Globalization Supplemental Investor Presentation Earnings Release – Second Quarter 2026 August 7, 2026
Slide 2: Forward-Looking Statements
Forward-Looking Statements. Certain statements contained in this presentation 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 simila
Slide 3: Q2 2026 Summary
Q2 2026 Summary Q2 2026 Financial Results • $292.9 million revenue (up 36.0% y/y); total shipments of $281.5 million (up 36.4% y/y) • 46.0% GAAP gross margin (versus 48.5% in Q2 2025) • 46.0% non-GAAP gross margin (versus 48.7% in Q2 2025) • $49.7 million GAAP operating income (up 56.9% y/y; 17.0% o
Slide 4: Q2 and YTD Revenue Detail
Q2 and YTD Revenue Detail Revenue by Product: Q2’25 vs Q2’26 Revenue by Product: 1H’25 vs 1H’26 36.0% $292.9M 35.2% $524.2M 11% Advanced Packaging & Other 11% Advanced Packaging & Other $215.4M $387.7M 6% 7% 41% ECP, Furnace & Other 44% ECP, Furnace & Other 22% 20% 72% 73% 49% Cleaning 45% Cleaning
Slide 5: Expanding Serviceable Available Market ("SAM")
Expanding Serviceable Available Market (“SAM”)1 PECVD | $6.2B Introduced late 2022 Track | $3.5B Introduced late 2022 Estimated 2025 SAM of $22 billion addressed 2020: Furnace, LPCVD, Furnace | $1.7B by ACM Research’s Vacuum Anneal , High- Temperature Oxidation, 2022: Furnace ALD current product The
Slide 6: Long-Term Target for $4B+ in Revenue
Long-Term Target for $4B+ in Revenue Long-Term Target Composition ACM Research Advanced Packaging & Other ACM Research ECP, Furnace & Other > $4B* Mainland China SAM1 China SAM 2 Share3 Revenue Cleaning $7.4B $2.6B 60% $1.54B Cleaning ECP $1.8B $0.6B 60% $368M Furnace $1.7B $0.6B 15% $88M PECVD $6.2
Slide 7: Customer Concentration (≥10%) and Revenue Mix by Customer Type
Customer Concentration (≥10%) and Revenue Mix by Customer Type 10% Customer Mix – Annual Ranking Revenue Mix by Customer Type Largest 2nd 3rd 4th 2025 16.9% 13.5% 11.6% 10.2% 52.2% Customer Type 2025 2024 2023 Memory 27.3% 21.8% 24.1% 2024 14.7% 13.6% 12.0% 11.9% 52.2% Foundry/Logic/Other 58.9% 71.1
Slide 8: ACM Shanghai Facilities
ACM Shanghai Facilities ACM Shanghai HQ and R&D Center Chuansha Production Facilities Lingang R&D and Production Center • ACM Shanghai Headquarters and China R&D • Located in Chuansha area of Pudong district, • Lingang R&D and Production Center Center approximately 11 miles from ACM Shanghai’s Zhang
Slide 9: ACM Oregon R&D and Clean Room Facility
ACM Oregon R&D and Clean Room Facility 6357 NE Evergreen Parkway, Hillsboro, Oregon • Purchased October 1, 2024 • 39,500 sq. feet facility including 5,200 sq. feet clean room • To further expand ACM’s R&D and demonstration capability in the U.S. market 9
Slide 10: 2026 Outlook
2026 Outlook • Raised 2026 Revenue Guidance Range: $1.125–$1.175bn (vs. prior $1.08–$1.175bn) • Outlook reflects, among other things: • Current assessment of the continuing impact from international trade policy • Various expected spending scenarios of key customers, supply chain constraints, and th
Slide 11: Q2 2026 Financial Results
Q2 2026 Financial Results Revenue Non-GAAP Gross Profit +36.0% 28.6% $292.9M $134.8M $215.4M $104.8M 46.0% 48.7% Q2‘25 Q2’26 Q2’25 Q2’26 EPS Balance Sheet Finished goods inventory GAAP Non-GAAP Ending cash & cash equivalents 1 1 $1.23 $0.61 $1,252M $1,356M $0.55 $1,098M $1,133M $0.44 $484M $302M $29
Slide 12: ACM Research Product Platform
PLANETARY ACMPARET ACM Neptune Series (Stress-free polishing Tools) Uranus Series Panel-level advanced packaging Tools) Saturn Series (PECVD Toals) CUSTOMER Mercury Series (Track Tools) Mars Series (Furnace Tools) Venus Series (Electroplating Tools) Jupiter Series (Wafer-level advanced packaging Too
Slide 13: Q2 2026 GAAP to Non-GAAP Reconciliation
Q2 2026 GAAP to Non-GAAP Reconciliation 13
Slide 14: THANK YOU!
THANK YOU！ ACM Research Technology Product Customer Differentiation Platformization Globalization