
What smart money is saying about ACM Research
1 fund in our archive has pitched ACM Research — most recently Kathmandu Capital in June 2025.
ACM Research, Inc., together with its subsidiaries, develops, manufactures, and sells single-wafer wet cleaning equipment for enhancing the manufacturing process and yield for integrated chips worldwide. It offers space alternated phase shift technology for flat and patterned wafer surfaces, which employs alternating phases of megasonic waves to deliver megasonic energy in a uniform manner on a microscopic level; timely energized bubble oscillation technology for patterned wafer surfaces at advanced process nodes, which provides cleaning for 2D and 3D patterned wafers; Tahoe technology for delivering cleaning performance using less sulfuric acid and hydrogen peroxide; and electro-chemical plating technology for advanced metal plating. The company markets and sells its products under the Ultra C brand name through direct sales force and third-party representatives. ACM Research, Inc. was incorporated in 1998 and is headquartered in Fremont, California.
Get an email when a fund writes about it
Position history
Between Q2 2025 and Q2 2026, 1 fund letter reported a position in ACM Research — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position · 1 move
- New positionGoodhart Partners Global Future Leaders FundJune 2026
“Alongside Soitec and ASML, we have built new positions in ACM Research and ams-OSRAM this quarter, adding to our existing holding in PDF Solutions since launch.”
ACM Research
Fund coverage · 1 thesis
- Kathmandu CapitalJune 2025
Poised to ride China’s semiconductor self-sufficiency drive, ACM Research offers explosive upside through market share gains, valuation arbitrage, and a protected U.S. listing that unlocks asymmetric growth potential.
Read the full thesis
Read every full thesis on ACM Research
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→