What smart money is saying about Advanced Micro-Fabrication Equipment
688012.SS
No fund has written a full thesis on Advanced Micro-Fabrication Equipment in our archive, but 3 fund letters report a position in it — most recently Antipodes Emerging Markets Fund (PIE) in September 2026.
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3
Reported positions
0
Bought
3
Sold
3
Letters
Position history
Every position in Advanced Micro-Fabrication Equipment on record in the archive was reported in Q3 2026, across 3 fund letters — 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 3 | 0 |
Fund activity · 3 positions · 3 moves
- September 2026
“We exited AMEC, the Chinese semiconductor equipment maker.”
Advanced Micro-Fabrication Equipment - TrimmedMatthews Asia Innovators FundSeptember 2026
“China was the largest detractor to performance, primarily due to semiconductor equipment holdings. NAURA Technology declined -30%, while Advanced Micro-Fabrication Equipment fell -32%. Both companies are leading domestic suppliers of semiconductor manufacturing equipment and remain positioned to benefit from China’s efforts to localize critical technology in our view. During the quarter, however, the shares were affected by a broader rotation away from AI-related hardware and the continuing impact of U.S. export restrictions; we slightly reduced our exposure to both names.”
Advanced Micro-Fabrication Equipment - September 2026
“We exited AMEC, the Chinese semiconductor equipment maker.”
Advanced Micro-Fabrication Equipment
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