Investors are currently favoring popular semiconductor stocks, which offer less potential for significant growth compared to lesser-known stocks. Companies like ACM Research, which has seen revenue growth from $108 million in 2019 to $782 million in 2024, could benefit from China’s chip self-sufficiency initiatives. While mainstream stocks are widely trusted, the same names were once considered risky. Emerging semiconductor stocks driven by AI present an opportunity for higher returns, though they entail risks.
ACM Research (ACMR) is a semiconductor equipment company that can capitalize significantly on China's push for chip self-sufficiency. It specializes in single-wafer wet cleaning tools that remove contaminants to improve chip yields.
Its sales have surged over the years. Revenue was just $108 million with $19 million in net income back in 2019. In 2024, ACM Research posted $782 million in revenue and $104 million in net income.
Regardless, the same marquee companies Wall Street is pouring money into today were considered just as risky a few years ago.
These semiconductor stocks are under-the-radar and have significant upside potential. Their growth is being supercharged by AI.
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