Primer: International Games System (3293 TT) - Oct 2026
Strategic Pivot to High-Margin Digital Licensing: International Games System (IGS, 3293 TT) has successfully transitioned from a legacy arcade...
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AP Memory Technology (6531 TT): Synthetic Expert Call Transcript (13 Oct 2026)
AP Memory Technology (APMT) maintains a structural dual-engine growth model, pairing its high-volume, legacy IoTRAM™ business—shipping over 1...
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Nanya Q326 Earnings Review. Has The Cycle Peaked?
ASPs rose more than 60% QoQ and more than 500% YoY, almost entirely reflecting the renewal of long-term agreements (LTAs) at materially higher prices.
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TSMC (2330.TT;TSM.US): Preferred Scenario Is: Investment Slightly Exceeds Near-Term Demand by 2028
TSMC’s revenue could grow by approximately 40%–43% YoY in 2026. 2027 growth remains dominated by AI. Investment Slightly Exceeds Near-Term Demand —...
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Aequitas: AP Memory Technology GDR Offering - Well Flagged US$422m GDR
AP Memory Technology Corporation (6531 TT) is raising around US$422m, selling 14.8m shares via a GDR offering. In this note, we run the deal...
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