ACM Research (ACMR) —Expanding Share in China’s $35B Semi Market

Company Overview:
ACM Research, Inc. ACMR develops advanced wet cleaning and process tools that enhance chip fabrication yields, offering exposure to the fast-growing semiconductor equipment sector.

Key Catalysts:

China localization tailwinds: ACMR currently holds ~14% market share in China’s $35B wafer equipment market, with potential to reach 25% by 2030.

Technology leadership: The upgraded Ultra Cwb cleaning tool improves chip production efficiency, driving both revenue growth and margin expansion.

Scalability & supply chain control: Ongoing capacity growth at the Lingang facility strengthens operational scale and competitive positioning.

Investment Outlook:
Bullish above: $23.50–$24.00
Upside target: $50.00–$52.00, backed by China demand, tech upgrades, and facility expansion.

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