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ACM RESEARCH
Los alcistas dicen
Domestic market demand
Expansion of China's memory and advanced-node fabs together with increased procurement of local equipment is likely to boost demand for domestic equipment suppliers and support revenue growth.
Product ramp and backlog
Strong backlog visibility and growing shipment volumes for new deposition and furnace equipment indicate potential upside from product traction and support an analyst's overweight view despite margin headwinds.
Strategic asset monetization
Partial sale of the Shanghai unit strengthens financial flexibility and allows consideration of additional stake sales to fund expansion if valuations are favorable.
