Collyer Bridge
Differentiated research in poorly covered markets.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 117 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||
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collyerbridge.comLatest Issues
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 reacted.
Kingboard has seemingly been left for dead - when Kingboard Laminates reported +55% r...
Asian supply chain rumours lift some ABF substrate names today
ABF substrates a bright spot this week.
We’re hoping the AI trade bottoms this week as we clear a spot of bad economic and trade news, Nvidia earnings and Warsh’s debut Jackson Hole speech on Friday.
APAC Wrap: 21 August 2026
Nand pricing rebound, Korean capital returns, Alibaba AI capex
Posts are going out from Paris the next three weeks so they will be later than usual if you are in Asia.
APAC Wrap: 13 August 2026
OCP Asia, Singapore semicap subsystems and testing, YMTC, Inner Mongolia > Johor, Temasek, LBT, SiTime.
ABF Shortage called out by TSMC at OCP Asia
A Google Deepmind engineer explains the memory crisis
A report from FMS 2026
As you know, since April we considered memory one of the easier trades in AI, and expressed a preference for NAND over DRAM.
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Differentiated research in poorly covered markets.
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