Hong Kong–based Triata Capital significantly increased its position in ACM Research during the third quarter, adding 413,000 shares to bring its total holding to 2 million shares valued at approximately $78.39 million as of September 30. This upsize represented a $37.20 million increase from the previous quarter and now accounts for 9.15% of Triata’s reported U.S. equity assets under management of $856.81 million. With 15 reportable positions in its 13F filing, ACM Research ranks as the fund’s fourth-largest holding, underscoring Triata’s conviction in the next phase of semiconductor equipment demand. Over the past year, ACM Research shares have outperformed broader markets, climbing 162% as investors position for accelerated capital spending in advanced wafer cleaning and electrochemical plating technologies.

On December 29, ACM Research announced it will issue its preliminary full-year 2025 revenue range and initial 2026 revenue outlook before U.S. markets open on January 22, 2026. The company also confirmed its virtual participation in the 28th Annual Needham Growth Conference on January 15, where management will host one-on-one investor meetings. ACM Research, a leading supplier of wafer and panel processing solutions for semiconductor and advanced packaging applications, spans product offerings including single-wafer wet cleaning, electroplating, stress-free polishing, vertical furnaces, track systems, PECVD, and panel-level packaging tools. The upcoming guidance release will provide investors with the first comprehensive view of revenue trends driven by ongoing strength in advanced node cleaning and plating equipment sales.