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“$ACMR and Naura $002371 might receive some orders, any other potential beneficiaries (at least for non-mainland investors?)”
@zephyr_z9
ACMR named as direct WFE order beneficiary; 65% Q1 order growth at ACM Shanghai signals accelerating 2026 revenue
ACMRLONG@ $102.85
$76.79-25.34%
since call Jun 27
“Dig into WFE sub systems”
@zephyr_z9
WFE subsystem suppliers are the deeper beneficiary of China capex surge; MKSI provides components to every tool maker in the chain
MKSILONG@ $394.79
$299.58-24.12%
since call Jun 27
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