Collyer Bridge
Differentiated research in poorly covered markets. Currently covering Japanese data center supply chain, Chinese power equipment, Johor data centers, and Singapore construction.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 98 | Founded | 9 months ago | Last Issue | 5 days ago |
| Active | |||||
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collyerbridge.comLatest Issues
APAC Wrap: 21 May 2026
AT&S; MLCC inputs; GL Techno; PCBs; SSDs
I will be at Computex in two weeks - please reach out if you’d like to meet.
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 April:
Good discussion in the Substack chat over the last 2 to 3 days coinciding with a...
Discounted exposure to copper clad laminates
A value play from a regular contributor.
We have a number of readers who identify as value investors. In the midst of this AI melt-up, they have been trying to find some value plays.
May Update
This post is a review of the ideas we follow.
This post is a review of the ideas we follow. We also highlight contributions from our Substack chat and conversations with investors in Singapore.
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.
Toto: Limit Up
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| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #21 |
Authors
The writers behind this newsletter.
Differentiated research in poorly covered markets.
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