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Yes. $ACMR has been expanding globally outside China, particularly South Korea. And perhaps Taiwan soon enough. https://t.co/lRFcfxXROd https://t.co/AT1Ba6S2EJ
NASDAQ
ACM Research, Inc.
ACMR
20 stories
$3.6B Market cap · 2026-10-27
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Bernstein today on accelerating localization at all levels in China including SCM, driving total localization and growth for WFE $ACMR https://t.co/kliKnVYQdy
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CXMT’s capex is $ACMR’s revenue https://t.co/o00hQXc6vE https://t.co/NpGPdO5sQv
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I have been bullish on China’s WFE localization after reading Chip War in 2023 on my couch $ACMR https://t.co/TYlm6DgtuK
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If Bernstein’s capex numbers for CXMT are anywhere in the ballpark, semicap ought to do well. At this point $ACMR seems to be still be a cheap hedge on memory https://t.co/b4lAZogFcJ https://t.co/kShCjd5m9x
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Bernstein on CXMT: “We believe a new fab of max capacity at 100k wpm is being built in Shanghai now, & is due to begin production early next year. There is no mention of this fab in any company filings” Models capex rising 70% YoY through ‘28 to $35B CXMT capex is $ACMR revenue https://t.co/rQXi6eh7PX
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$ACMR seems to be the simplest way to play the inevitable CXMT/YMTC ramp https://t.co/NlvTBGCZSr
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$ACMR https://t.co/ooo2FrPWFw
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FT on Huawei’s quest. China WFE looking stronger. SMIC, CXMT and YMTC are all customers of US listed ACM Research $ACMR https://t.co/KJmyqHFa17
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$ACMR https://t.co/gzKlQTn1pF
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YMTC is another top customer of $ACMR ACM Research seems to be the most clear direct US-listed beneficiary of the inevitable Chinese memory wave https://t.co/zrRv9YQSXQ
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$ACMR evolving its institutional shareholder base as its earnings power & liquidity increase: US-listed bet on China Semicap. Capital Group now top 4. Ward Ferry, 12 West, Citadel… https://t.co/7mMHvefEYe https://t.co/cY0fynu04r
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JPM taking $ACMR PT from $70 to $110 >105% order growth (memory likely more than half) > international markets expanding > ECP lead (#3 globally) > “Platform in the making” https://t.co/caRVrfHgSm
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Bernstein China Semicap & WFE update: $101 bn in ‘28 > WFE ramp drives reacceleration of local WFE vendors > logic underestimated > memory revised up: CXMT, YM & JHICC easier to ramp clean rooms > local vendors take share from global vendors > ‘27-28 numbers go up $ACMR https://t.co/8qZFoulEau
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GS on $ACMR beat and 2026 raise. PT $164 2027 numbers and memory contribution (CXMT matter more) imho https://t.co/XXKNyhL8Gg
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$ACMR https://t.co/iEnipv5cD6
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Hmmm so what happens to China WFE and local semicap? $ACMR https://t.co/zCLlueeF3O
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“Huawei’s report on its progress gave Ding leeway to be more aggressive. He delivered a blunt warning to China’s largest AI users, according to people familiar with the message: Anyone who resisted employing domestic chips was a traitor.” $ACMR https://t.co/2DDOgMTQEW
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As usual with Hemingway, the last three sentences here are key $ACMR https://t.co/GhNV2Ci8IM
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$ACMR https://t.co/7I0HGYPlfP
