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APAC Wrap: 9 April 2026
Applied, Rigaku, Micronics and JEM, and more...
Apr 9
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Collyer Bridge
7
FundaAI x Collyer Bridge
A new chapter.
Apr 6
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23
4
2
Redefining the Substack writer / reader relationship
When I started this newsletter, it was clear to me that I only needed 1,000 true fans and that at that scale I could have a unique relationship with my…
Apr 5
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12
7
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MLC NAND, X-Rays, and Vacuum Chambers
Lots of news for the APAC holdings yesterday so I thought to get this out asap.
Apr 1
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16
1
March 2026
APAC Wrap: 30 March 2026
Japan goes ex-div; TSMC and its suppliers; Samsung; Soitec; Malaysia
Mar 30
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4
APAC Wrap: 27 March 2026
GLW; Hynix and Kioxia; Taiwanese probe cards; Funda AI's new supply chain tool
Mar 28
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7
2
APAC Wrap: 25 March 2026
Innotech sells its HQ; PCBs; Nanya Tech; Transformers; CPUs
Mar 25
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5
1
March Update: Hong Kong
A server chassis maker and a Amphenol partner in Hong Kong.
Mar 24
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8
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The Substack Log (Part 2)
We keep track of profitable Substack calls
Mar 21
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Collyer Bridge
9
APAC Wrap: A new idea in China
Coming back to that GS report that sent Nittobo up 150%
Mar 20
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6
APAC Roundup: 18 March 2026
Zhipu, Minimax, Alibaba, GDS, Wasion, UMS Integration
Mar 18
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3
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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.
Mar 17
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Collyer Bridge
14
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2
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