Professional
Added to YB: 2025-07-08
Pitch date: 2025-07-04
ACMR [neutral]
ACM Research, Inc.
+41.82%
current return
Author Info
No bio for this author
Company Info
ACM Research, Inc., together with its subsidiaries, develops, manufactures, and sells capital equipment worldwide.
Market Cap
$2.4B
Pitch Price
$27.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.94
P/E
21.49
EV/Sales
2.30
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Kathmandu Capital Portfolio Holding: ACM Research, Inc.
ACMR (holding update): Leading Chinese wafer cleaning equipment manufacturer positioned to benefit from China's semiconductor self-sufficiency push. 14% market share in $2B cleaning market could grow to 25% by 2030 (+$7B revenue). Growing 20% CAGR for past decade, 3x faster than Western peers but trades at discount. Delaware HoldCo owns 83% of Shanghai-listed shares trading at 250%+ premium.
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