Professional
Added to YB: 2025-07-08
Pitch date: 2025-07-04
ACMR [neutral]
ACM Research, Inc.
+161.47%
current return
Author Info
No bio for this author
Company Info
ACM Research, Inc., together with its subsidiaries, develops, manufactures, and sells capital equipment in Mainland China and internationally.
Market Cap
$3.7B
Pitch Price
$27.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.15
P/E
40.98
EV/Sales
3.65
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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