Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings

• ACMR is a wafer fabrication equipment company that sells tools to semiconductor fabrication plants
• The company operates in a sector dominated by oligopolies with strong competitive advantages
• The symbiotic relationship between FABS and WFE makers creates barriers to entry for new competitors, providing long-term stability for the industry and companies like ACMR.

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