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The hottest idea in Taiwan deserves your attention
This company has been mentioned a few times on social media, but it has been lost in a sea of tweets and paragraphs competing for your attention.
8 hrs ago
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Collyer Bridge
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APAC Roundup: 13 March 2026
'27 WFE spend, Corning, Japanese fiber, Mipox, Nittobo, JEM, Metasurface.
Mar 13
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Collyer Bridge
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March Update: Malaysia
Cleanrooms, HVAC, and electrification.
Mar 13
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Collyer Bridge
8
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APAC Roundup: Mostly About Oil Though
First off, can I just say that if you’re not already a paid subscriber or you’re not paying any attention to the APAC value chain, you are very much…
Mar 10
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Collyer Bridge
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March Update: Japan
March potentially offers an attractive entry point for those new to Japanese investments and this newsletter.
Mar 9
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Collyer Bridge
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APAC Roundup: 4 March 2026
Teradyne, JEM, Seikoh Giken, Santec, suppliers to KYEC and ASE, new bottlenecks in Middle East.
Mar 4
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Collyer Bridge
10
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APAC Roundup: 1 March 2026
Been busy the last two weeks - I am now receiving more ideas than ever.
Mar 1
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Collyer Bridge
15
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February 2026
Hidden TSMC Supplier Basket (Part Two)
Folks, The company we discussed in the previous post hit a new all time high today, on a pretty weak day overall for Japan:
Feb 27
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Collyer Bridge
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TSMC and Kioxia supplier buying back shares and selling its HQ for up to 2/3 its market cap
TSMC Supplier Basket (Part One)
Feb 25
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Collyer Bridge
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APAC Roundup: 20 February 2026
Onto earnings call
Feb 20
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Collyer Bridge
12
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Japanese Picks and Shovels Update
Happy Lunar New Year.
Feb 18
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Collyer Bridge
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APAC Roundup: 16 February 2026
Union Tool, Mitsui Kinzoku, Seikoh Giken, and Applied's results
Feb 16
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Collyer Bridge
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