Collyer Bridge
Collyer BridgeDifferentiated 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 | 70 | Subscribers | Read | collyerbridge.com |
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Latest Issues
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Hidden TSMC Supplier Basket (Part Two)
Folks, The company we discussed in the previous post hit a new all time high today, on a pretty weak day overall for Japan:
TSMC and Kioxia supplier buying back shares and selling its HQ for up to 2/3 its market cap
TSMC Supplier Basket (Part One)
APAC Roundup: 20 February 2026
Onto earnings call
Japanese Picks and Shovels Update
Happy Lunar New Year.
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Authors
The writers behind this newsletter.
Differentiated research in poorly covered markets.
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