Collyer Bridge
Differentiated research in poorly covered markets.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 112 | Founded | a year ago | Last Issue | 9 days ago |
| Active | |||||
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collyerbridge.comLatest Issues
APAC Wrap: 2 August 2026
HBM, NAND, Renesas, Mediatek, Intel.
Hello, It was quieter than usual here last week - my travel and gearing up for the Future of Memory and Storage conference coincided with a very unusual week in the markets. I think the further drawdown...
Memory and Storage: a perspective from Singapore
A mysterious note drags the markets lower today.
Someone’s note of recent comments made by Morgan Stanley’s Shawn Kim has been circulating today. This was thought to be the reason for the pullback in the Asian morning session.
APAC Wrap: 17 July 2026
A less straightforward second half.
You might have noticed that this newsletter has been more muted about new ideas since June, and that there has not been a post dedicated to a standalone idea or theme since May.
Meta Capex
Meta leadership on demand for compute
By now you might have seen this paragraph on Meta’s capex in a follow up Bloomberg article about Meta’s image generation model:
APAC Wrap: 7 July 2026
Export controls, Kyber, Nittobo, Kingboard, Sumco, Memory, Semicap, Taiwan monthly numbers, and more.
Beijing considering curbing overseas access of China’s top models (RT)
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Differentiated research in poorly covered markets.
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