ACM Research, Inc.
ACMR
position
long
Gavin Baker, Atreides Management
Thesis
ACMR is highlighted as a potential beneficiary in the semiconductor space as China aims for independence in semiconductor manufacturing, which could lead to significant growth for the company.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether ACMR has benefited from the anticipated growth in the semiconductor space. The thesis regarding China's push for semiconductor independence remains relevant, but without concrete evidence of price movement or company performance, the outcome is uncertain.
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