The Laughing Third in the Trade War: How ACM Research Benefits from China's Chip Crisis

Paradoxical Beneficiary of Sanctions: The stronger the US restricts high-tech exports to China, the greater the demand for alternatives – and ACM delivers as a technologically strong niche player (cleaning & advanced packaging) exactly the "shovels" for China’s semiconductor autonomy. Exciting Risk-Reward Profile: High growth rates and profitability meet a significant valuation gap compared to US peers – with the "elephant in the room”: a potentially binary geopolitical risk, should export regulations suddenly change. ACM Research...