ACM Research: A Clean Way To Invest In China's WFE Localization
Portfolio Pulse from
ACM Research is poised to benefit from China's semiconductor industry localization, with a positive FY 2024 outlook and FY 2025 revenue guidance. The company is expected to exceed its FY 2025 revenue targets due to Huawei's new AI chip and ByteDance's AI CapEx plans.
February 17, 2025 | 11:00 am
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ACM Research is expected to benefit from China's semiconductor localization, with a strong FY 2024 outlook and FY 2025 revenue guidance. Growth is anticipated due to Huawei's AI chip and ByteDance's AI CapEx.
ACM Research's updated FY 2024 outlook and FY 2025 revenue guidance indicate positive growth prospects due to China's semiconductor localization. The involvement of major players like Huawei and ByteDance further supports the expectation of exceeding revenue targets.
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