ACM Research: Carving Out Their Niche

Cappuccino Finance
3.24K Followers
(13min)

Summary

  • ACM Research supplies advanced semiconductor equipment to improve product yield, including cleaning equipment, ECP, furnaces, and advanced packaging equipment.
  • The company boasts deep technological expertise, with 498 patents as of 2023.
  • ACM Research has strategically located state-of-the-art production facilities in multiple countries.
  • The investment thesis highlights ACM Research's innovative capital equipment and global presence as key strengths.

Semiconductor and Computer Chip Manufacturing at Fab or Foundry with robotic arms with silicon wafers

kynny

Investment Thesis

ACM Research (NASDAQ:ACMR) is a semiconductor equipment manufacturing company that supplies advanced, innovative capital equipment for semiconductor companies all over the world. The semiconductor companies use ACM Research's equipment to improve their product yield. ACM Research's products include

This article was written by

3.24K Followers
I believe in fundamental analysis and disciplined market research. I have strong quant background with a Ph.D. (Chemical Engineering, University of California, Santa Barbara) in model predictive control and an MBA (Jones School of Business, Rice University). My primary focus is to identify 1) small cap companies with strong fundamentals and growth potential, 2) large cap companies going through temporary set-backs, and 3) stable companies with solid dividend yields and growth potential.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of ACMR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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