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ACM Research, Inc. (ACMR): A Bull Case Theory

We came across a bullish thesis on ACM Research, Inc. on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on ACMR. ACM Research, Inc.'s share was trading at $29.60 as of June 22nd. ACMR’s trailing and forward P/E were 18.85 and 14.79, respectively according to Yahoo Finance.

ACM Research (ACMR), a leading Chinese semiconductor wafer cleaning equipment manufacturer, is positioned to benefit significantly from China’s accelerated push for semiconductor supply chain localization amid intensifying trade and geopolitical tensions with the...