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 | 102 | Founded | 9 months ago | Last Issue | 7 days ago |
| Active | |||||
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collyerbridge.comLatest Issues
APAC Wrap: 8 June 2026
Marvell, AP Memory, Macronix, Yageo, Rigaku
Hello, Back for a conference in Singapore before heading to Penang / Kulim for the weekend.
APAC Wrap: 5 June 2026
Hello from Taipei.
Hello from Taipei.
Small Parts, Big Cycle: Passive Components
A few notes below on (1) MLCCs and (2) Silicon Capacitors today.
A few notes below on (1) MLCCs and (2) Silicon Capacitors today.
APAC Wrap: 24 May 2026
More notes from last week.
JPM on Asian Tech: Overall AI Semi trade likely to continue given healthy Nvidia print
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.
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| #21 |
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The writers behind this newsletter.
Differentiated research in poorly covered markets.
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