Archive - Collyer Bridge

APAC Wrap: 21 August 2026

Nand pricing rebound, Korean capital returns, Alibaba AI capex

Aug 21 • Collyer Bridge

APAC Wrap: 13 August 2026

OCP Asia, Singapore semicap subsystems and testing, YMTC, Inner Mongolia > Johor, Temasek, LBT, SiTime.

Aug 13 • Collyer Bridge

A Google Deepmind engineer explains the memory crisis

A report from FMS 2026

Aug 11 • Collyer Bridge

APAC Wrap: 2 August 2026

HBM, NAND, Renesas, Mediatek, Intel.

Aug 3 • Collyer Bridge

July 2026

Memory and Storage: a perspective from Singapore

A mysterious note drags the markets lower today.

Jul 24 • Collyer Bridge

APAC Wrap: 17 July 2026

A less straightforward second half.

Jul 17 • Collyer Bridge

Meta leadership on demand for compute

Jul 9 • Collyer Bridge

APAC Wrap: 7 July 2026

Export controls, Kyber, Nittobo, Kingboard, Sumco, Memory, Semicap, Taiwan monthly numbers, and more.

Jul 7 • Collyer Bridge

APAC Wrap: 3 July 2026

Meta, Kioxia, Silicon Wafers, Kokusai, Nanya P, Samsung.

Jul 3 • Collyer Bridge

APAC Wrap: 1 July 2026

Mythos return, memory weakness, silicon wafers, Bloom suppliers.

Jul 1 • Collyer Bridge

June 2026

APAC Wrap: 28 June 2026

Over the last three days, we've actually had reassuring AI headlines and talking points...

Jun 28 • Collyer Bridge

APAC Wrap: 22 June 2026

SuperAI, Expert Interview Launch, Rigaku, PCB supply chain, Mediatek, NAND WFE.

Jun 22 • Collyer Bridge

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