ACM Research, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
ACM Research, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report3 of 6 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
ACM Research, Inc., together with its subsidiaries, develops, manufactures, and sells single-wafer wet cleaning equipment for enhancing the manufacturing process and yield for integrated chips worldwide. It offers space alternated phase shift technology for flat and patterned wafer surfaces, which employs alternating phases of megasonic waves to deliver megasonic energy in a uniform manner on a microscopic level; timely energized bubble oscillation technology for patterned wafer surfaces at advanced process nodes, which provides cleaning for 2D and 3D patterned wafers; Tahoe technology for delivering cleaning performance using less sulfuric acid and hydrogen peroxide; and electro-chemical plating technology for advanced metal plating. The company markets and sells its products under the Ultra C brand name through direct sales force and third-party representatives. ACM Research, Inc. was incorporated in 1998 and is headquartered in Fremont, California.
ACM Research, Inc., together with its subsidiaries, develops, manufactures, and sells single-wafer wet cleaning equipment for enhancing the manufacturing process and yield for integrated chips worldwide. It offers space alternated phase shift technology for flat and patterned wafer surfaces, which employs alternating phases of megasonic waves to deliver megasonic energy in a uniform manner on a microscopic level; timely energized bubble oscillation technology for patterned wafer surfaces at advanced process nodes, which provides cleaning for 2D and 3D patterned wafers; Tahoe technology for delivering cleaning performance using less sulfuric acid and hydrogen peroxide; and electro-chemical plating technology for advanced metal plating. The company markets and sells its products under the Ultra C brand name through direct sales force and third-party representatives. ACM Research, Inc. was incorporated in 1998 and is headquartered in Fremont, California.
No other changes.
No other changes.
No thesis.
Largest filed tie
0
filed ties
Annual filing, covered
10-K parsed · Mar 2 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Mar 2 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
ACM Research, Inc.
46.26
+0.93 · +2.06%
+6.10%
vs ±13.4% implied · ×0.46
shaded = implied · ▲▼ = realized
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $1.1B | 16.37% | +8.47% |
| Vanguard Portfolioindex-like | $425.0M | 6.33% | +51.98% |
| Vanguardindex-like | $312.5M | 4.65% | +8.76% |
| Capital World Investors | $304.3M | 4.53% | new |
| State Streetindex-like | $277.7M | 4.14% | +9.08% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $1.1B | 16.37% | +8.47% |
| Vanguard Portfolioindex-like | $425.0M | 6.33% | +51.98% |
| Vanguardindex-like | $312.5M | 4.65% | +8.76% |
| Capital World Investors | $304.3M | 4.53% | new |
| State Streetindex-like | $277.7M | 4.14% | +9.08% |
Same SIC code · 6
Same SEC industry code: LAM Research Corp, Asml Holding NV, Axcelis Technologies Inc and 3 more; of ACM Research, Inc.'s 6 closest co-movers, 1 shares that code.
Same SIC code · 6
Same SEC industry code: LAM Research Corp, Asml Holding NV, Axcelis Technologies Inc and 3 more; of ACM Research, Inc.'s 6 closest co-movers, 1 shares that code.
Bull2
Bear1
Expected move
Inputs8Q avg ±13.3%·×0.80·cheap
spot 45.33exp Nov 6ATM strike 45.5ATM straddle 5.68IV 173%