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APAC Wrap: 24 May 2026
More notes from last week.
May 24
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Collyer Bridge
14
APAC Wrap: 21 May 2026
AT&S; MLCC inputs; GL Techno; PCBs; SSDs
May 22
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22
MLCCs ripping
Good discussion in the Substack chat over the last 2 to 3 days coinciding with a 15% move in Yageo, which has now more than doubled since the start of…
May 20
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16
2
Discounted exposure to copper clad laminates
A value play from a regular contributor.
May 12
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26
2
May Update
This post is a review of the ideas we follow.
May 8
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37
3
APAC Wrap: Semicap Subsystems in Japan; PCBs in Korea; ASICs and Optics in Taiwan.
Semicap Subsystems in Japan; PCBs in Korea; ASICs and Optics in Taiwan.
May 1
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13
1
April 2026
Korea now available on IBKR: a shortlist from X and the FundaAI platform
A shortlist from X and the FundaAI platform.
Apr 28
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28
Intel supply chain ideas
We collected some Intel supply chain ideas from our readers today.
Apr 24
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20
3
APAC Wrap: 21 April 2026
Rigaku, Macronix, Japan Earthquake, Victory Giant
Apr 21
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13
Forgent Power Solutions
Iqbal is back with a new post.
Apr 20
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19
2
APAC Wrap: 17 April 2026
Kioxia, Macronix, Probe Cards, Semicap, Unitika.
Apr 17
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19
2
APAC Wrap: 9 April 2026
Applied, Rigaku, Micronics and JEM, and more...
Apr 9
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10
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