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Meta Capex
Meta leadership on demand for compute
Jul 9
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1
APAC Wrap: 7 July 2026
Export controls, Kyber, Nittobo, Kingboard, Sumco, Memory, Semicap, Taiwan monthly numbers, and more.
Jul 7
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15
APAC Wrap: 3 July 2026
Meta, Kioxia, Silicon Wafers, Kokusai, Nanya P, Samsung.
Jul 3
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20
APAC Wrap: 1 July 2026
Mythos return, memory weakness, silicon wafers, Bloom suppliers.
Jul 1
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9
June 2026
APAC Wrap: 28 June 2026
Over the last three days, we've actually had reassuring AI headlines and talking points...
Jun 28
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12
1
APAC Wrap: 22 June 2026
SuperAI, Expert Interview Launch, Rigaku, PCB supply chain, Mediatek, NAND WFE.
Jun 22
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11
APAC Wrap: 17 June 2026
Penang / Kulim minting multibaggers.
Jun 17
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28
2
APAC Wrap: 8 June 2026
Marvell, AP Memory, Macronix, Yageo, Rigaku
Jun 8
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17
1
APAC Wrap: 5 June 2026
Hello from Taipei.
Jun 5
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20
May 2026
Small Parts, Big Cycle: Passive Components
A few notes below on (1) MLCCs and (2) Silicon Capacitors today.
May 28
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18
2
APAC Wrap: 24 May 2026
More notes from last week.
May 24
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16
APAC Wrap: 21 May 2026
AT&S; MLCC inputs; GL Techno; PCBs; SSDs
May 22
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23
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