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ACMR · Technology · Semiconductors · Market cap $2.62B

1 fund in our archive has pitched ACM Research — most recently Kathmandu Capital in June 2025.

Company profile

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.

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1
Reported positions
1
Bought
0
Sold
2
Letters

Position history

Between Q2 2025 and Q2 2026, 1 fund letter reported a position in ACM Research — 1 opened or added to the position.

Fund letters reporting a position in ACM Research, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261100
Q2 20250001

Fund activity · 1 position · 1 move

Fund coverage · 1 thesis

  • 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.

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