Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Equity Long-Short, Semiconductors

Weekly Earnings (ASML, LRCX, TSMC, Nanya)

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Bottom-Up

<ul><li>ACM Research is a bit of an oddball stock. It’s a US listing of a Chinese company, with 82% ownership of the Chinese subsidiary.</li><li>The US listing is the parent company and has been in the crossfire of US-China trade tensions for years.</li><li>It is probably the best Chinese Semicap company and has real orders with multinational companies, notably SK Hynix.</li></ul>

ACM Research is a bit of an oddball stock. It’s a US listing of a Chinese company, with 82% ownership of the Chinese subsidiary.The US listing is the parent company and has been in the crossfire of US-China trade tensions for years.It is probably the best Chinese Semicap company and has real orders with multinational companies, notably SK Hynix.

ACM Research

Chinese Semiconductor Beneficiary