Nomura·2026-10-07CompanyInitiationSuspended → Buy$118ACM Research (ACMR.OQ) Cleaning pioneer expanding footprint
Goldman Sachs·2026-10-05CompanyBuy$159ACM Research (ACMR.US): Strong growth visibility; product expansion to drive higher equipment content; Buy
Morgan Stanley·2026-09-15SectorOverweight$130Greater China Technology Semiconductors: China Advanced Packaging: Favor Capex Beneficiaries& Share Gainers
Goldman Sachs·2026-09-08CompanyBuy$166ACM Research (ACMR.US): Chairman visit: Innovative SPE design to capture AI-driven market expansionChina WFE spending: GS forecast2028E
Goldman Sachs·2026-07-01SectorChina SPE_ Memory_ advanced logic capacity expansion drives growth ahead; Valuation framework reset on better long-term visibility
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Morgan Stanley·2026-08-24Sector$130Greater China Semiconductors: Global AI ASICs Outlook,Quantum Security,and China AI compute