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APAC Wrap: Cybersecurity in focus in Korea and Japan
South Korea president tells cabinet AI appears to have been used in bank hacks (Reuters)
Oct 6
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Thailand and the Philippines have an outsized impact on HDDs
We round up an eventful week for HDDs and end off with a note on ABF and Testing.
Oct 4
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1
September 2026
Substrates: AT&S defies pullback in semis
AT&S added to Citrini Dynamic AI basket; also featured on CNBC
Sep 29
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28
Musing on Bloom
Bloom FM notice is standard practice; Investors digest pushback on Muse.
Sep 26
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1
Who benefits from a Chinese optical transceiver ban?
A Malaysian photonics manufacturing partner that counts Lumentum, Coherent and AAOI as customers.
Sep 23
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1
APAC Wrap: 14 September 2026
DRAM and NAND; Upstream bottlenecks; TDK; Murata; Video Gen
Sep 14
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7
Pacing the Frontier
Investors are working overtime to digest the implications of Dario’s Pacing the Frontier essay.
Sep 13
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3
APAC Wrap: 9 September 2026
Korean fabs, Kioxia, Fiber
Sep 9
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Citi & GS Conferences Day 1
Agents, Enterprise, NAND demand, Cyber
Sep 8
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APAC Wrap: 2 September 2026
Reminder: I’ll be in New York next week until 14 September.
Sep 2
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August 2026
Kingboard Holdings / Laminates Earnings
Kingboard has seemingly been left for dead - when Kingboard Laminates reported +55% revenue and +209% profit at noon on Monday, the stock barely…
Aug 25
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4
Asian supply chain rumours lift some ABF substrate names today
ABF substrates a bright spot this week.
Aug 25
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