$Acm Research Inc.(ACMR)$ Micron, SK Hynix, and Samsung are keeping their output disciplined, while China's CXMT wants to flood the market with its own memory. For CXMT to do that, it needs equipment. ACM Research has built deep relationships inside the Chinese semiconductor industry and is one of the primary equipment suppliers there. ACM also has growing traction in Korea with SK Hynix. I picked up a few shares after seeing this. My main holding is SKHY.
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