ACM Research in our Pivotal Point Check: Rumors of NVIDIA H20 Chip Supply Suspension to China Drive Semiconductor Equipment Stock up 20%!
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ACM benefits from tensions between the USA and China. Second quarter earnings expectations were significantly exceeded. The company provides advanced equipment for the global semiconductor industry and benefits from the growing chip market. ACM Research is a key manufacturer of semiconductor equipment. The company experienced a strong increase in its stock on August 22, 2025. The share price rose by nearly 20% on high trading volume. The price jump occurred after it was announced that NVIDIA might suspend the delivery of H20 AI chips...
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