Triata’s Bold Gamble Amidst Chip Equipment Frenzy

The filing of November 12th reveals not merely a financial transaction, but a strategic declaration. With the acquisition of these additional shares, Triata now holds 2 million ACMR shares valued at $78.39 million – a position constituting 9.15% of their 13F portfolio, and securing its place as their fourth most significant alliance. This consolidation occurs amidst a broader portfolio worth $856.81 million, where ACM Research now stands alongside internet darlings such as PDD and VNET in what might be considered a most unconventional marriage of interests.








