ACMR vs KLIC: Battle of the Semiconductor Equipment Stocks

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':"";if(r){var a=n.promos.showYahooLogo?"":"yns-no-logo";r=r.replace("{notifOnboardBtnLabel}",n.promos.notifOnboardBtnLabel).replace("{notifOnboardMsg}",n.promos.notifOnboardMsg).replace("{subscriptionTopic}",n.promos.subscriptionTopic).replace("{noLogoClass}",a).replace("{promoLogo}",n.promos.promoLogo)}var s=t.newCount>n.panel.maxCount?t.newCount:"",c=n.panel.notificationCenterPath,l=c?"":R,u=n.panel.headerMsg?"":" "+R,d=c?U:"",p=void 0;t.count?p=t.markup:p='{emptyPanelMsg}'.replace("{emptyPanelMsg}",n.panel.emptyPanelMsg);return e=e.replace("{notifMarkup}",p).replace("{promoMarkup}",r).replace("{hideClass}",l).replace("{notifCenterLink}",c).replace("{paddingClass}",d).replace("{headerMsg}",n.panel.headerMsg).replace("{hideHeaderClass}",u).replace(/{notificationCenterNavMsg}/g,n.panel.notificationCenterNavMsg).replace(/{newCount}/g,s)}},{key:"render",value:function(e,t){var n=this;if(n._panelNode){var o=void 0,i=n._panelNode,r=void 0,a=void 0;switch(e){case"expanded_panel":o='{promoMarkup}{notifMarkup}',a=n._store.getNotifications(),r=n._generatePanelMarkup(o,a),i.innerHTML=r;break;case"error_panel":r=(o='{errorMsg}').replace("{errorMsg}",n._config.panel.errorMsg),i.innerHTML=r}t&&t()}else t&&t(new Error("No panel parent"))}},{key:"createPanelParentNode",value:function(e){e&&(e.innerHTML='',this._panelNode=document.getElementById(P))}},{key:"updateBadgeNode",value:function(e){if(e){var t=this._store.getNotifications().newCount,n=this._config.badge.maxCount;if(t){var o=t>n?n+"+":t;e.innerHTML=o}else e.innerHTML=""}}},{key:"addStyles",value:function(e){if(e&&"undefined"!=typeof window){var t=document.getElementById(this._config.panel.styleTagId);t||((t=document.createElement("style")).type="text/css",t.id=this._config.panel.styleTagId,t.innerText=e,document.head.appendChild(t))}}}]),e}(),j=function(){function e(t,n,o){E(this,e);var i=this;i._store=n,i._view=o,i._config=t;var 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e=this;e._store.resetNewCount(),e._view.updateBadgeNode(e._badgeNode),M(e._badgeNode,e._config.badge.hideClass)}},{key:"_showIndicator",value:function(){this._indicatorNode&&(this._store.getNotifications().newCount?M(this._indicatorNode,this._config.panel.indicatorClass):I(this._indicatorNode,this._config.panel.indicatorClass))}},{key:"_showBadge",value:function(){var e=this;e._store.getNotifications().newCount?I(e._badgeNode,e._config.badge.hideClass):M(e._badgeNode,e._config.badge.hideClass)}}]),e}(),F={promos:{eligibleBodyClass:"display-push-promos",enableNotifOnboard:!0,bypassEligibleClassCheck:!1,notifOnboardBtnLabel:"Notify Me",notifOnboardMsg:"Get alerts for breaking news and top stories",promoLogo:"https://s.yimg.com/cv/apiv2/ae/news/circle_bell.png",showYahooLogo:!0,subscriptionTopic:"gondor_homerun_news"},badge:{hideClass:"",maxCount:5,selector:""},panel:{emptyPanelMsg:"You have no new 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Kulicke & Soffa (KLIC) reported Q1 revenue of $199.63M, up 20.2% YoY, with non-GAAP EPS of $0.44 beating consensus, and maintained 49.6% gross margin as its restructuring into Power Semiconductor and Advanced Packaging gains traction.ACM faces margin recovery headwinds tied to China exposure and unfavorable semi-critical cleaning tool mix, while Kulicke’s exit from Electronics Assembly and strategic refocus on higher-margin segments is delivering cleaner, more predictable earnings growth.A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here.ACM Research (NASDAQ:ACMR) and Kulicke & Soffa (NASDAQ:KLIC) both make semiconductor tools, but their latest earnings told very different stories. ACM posted record annual revenue while margins collapsed. Kulicke beat estimates and guided higher. Same sector, very different momentum.ACM Research closed Q4 2025 with $244.43M in revenue, a 9.4% YoY gain that beat estimates. But the headline hid a bruising margin story. Gross margin fell to 40.9% from 49.6% a year earlier, squeezed by product mix shifts toward lower-margin semi-critical cleaning tools, competitive pricing pressure, and inventory charges. Non-GAAP EPS came in at $0.25, missing the $0.53 consensus by a wide margin. For the full year, ACM delivered $901.31M in revenue, up 15.2%, a genuine record, but EPS of $1.61 still missed estimates.Kulicke's Q1 FY2026 looked cleaner. Revenue hit $199.63M, up 20.2% YoY, beating the $190M estimate. Non-GAAP EPS of $0.44 crushed the $0.33 consensus. Gross margin held at 49.6%. After restructuring that included exiting its Electronics Assembly equipment business and absorbing roughly $86.6M in charges, the recovery trajectory is unmistakable.Read: Data Shows One Habit Doubles American’s Savings And Boosts RetirementMost Americans drastically underestimate how much they need to retire and overestimate how prepared they are. But data shows that people with one habit have more than double the savings of those who don’t.MetricACMR (Q4 2025)KLIC (Q1 FY2026)Revenue$244.43M$199.63MRevenue YoY+9.4%+20.2%Gross Margin40.9%49.6%EPS vs. Estimate$0.25 actual vs $0.53 estimate$0.44 actual vs $0.33 estimateCash$757.37M$282.13MACM's business remains heavily anchored in China, creating real exposure to export controls and trade policy shifts. CEO David Wang is pushing to diversify, pointing to the Singapore foundry deployment and an Oregon facility expected to open in the second half of 2026. Wang framed the ambition directly: "We believe ACM has the customers, the products, the capacity and the capital to execute on our global business plan and we remain committed to our long-term target of $4 billion in revenue." 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