Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Thematic (Sector/Industry)

<ul>
<li>We tracked AI models, infrastructure, and M&amp;A; this week: OpenAI launched GPT-5.5, Anthropic took anchor commitments from Amazon and Google, and DeepSeek released V4 Preview.</li>
<li>Moonshot shipped Kimi K2.6, Alibaba split Qwen into a closed Max tier and open dense 27B, Tencent released Hy3 Preview, Xiaomi launched MiMo-V2.5.</li>
<li>SpaceX took a purchase option on Cursor, Tencent and Alibaba opened DeepSeek's first external round, and NDRC curbed US capital into Chinese AI.</li>
</ul>


We tracked AI models, infrastructure, and M&amp;A; this week: OpenAI launched GPT-5.5, Anthropic took anchor commitments from Amazon and Google, and DeepSeek released V4 Preview.
Moonshot shipped Kimi K2.6, Alibaba split Qwen into a closed Max tier and open dense 27B, Tencent released Hy3 Preview, Xiaomi launched MiMo-V2.5.
SpaceX took a purchase option on Cursor, Tencent and Alibaba opened DeepSeek's first external round, and NDRC curbed US capital into Chinese AI.


This Week in AI (Apr 19-25): GPT-5.5 Comes After Opus 4.7; Deepseek V4 After Long Wait

Weekly podcast series by SemiWiki.com, SemiWiki.com

SemiWiki.com

Weekly podcast series by SemiWiki.com

Semiconductor Insiders: A weekly podcast series by SemiWiki.com, the open forum for semiconductor professionals.

<ul><li>Physical AI encompasses applications that interact with humans and perform actions in the physical world, like self-driving cars and robots</li><li>The evolution of AI models at the edge includes language models processing text and visual data, as well as actions in vision language action models</li><li>Design constraints in physical AI applications include considerations for latency, bandwidth, and power, impacting the development of IP and semiconductor technologies.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Physical AI encompasses applications that interact with humans and perform actions in the physical world, like self-driving cars and robotsThe evolution of AI models at the edge includes language models processing text and visual data, as well as actions in vision language action modelsDesign constraints in physical AI applications include considerations for latency, bandwidth, and power, impacting the development of IP and semiconductor technologies.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast EP342: The Evolution and Impact of Physical AI with Hezi Saar

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

<ul>
<li>Co-Packaged optics delivers real power savings, but removing the DSP transfers signal integrity, thermal management, and yield risk from a correctable chip onto the physical assembly; a less forgiving environment.</li>
<li>CPO adds irreplacibility as another constraint, turning a $300 module swap into a potential scrap event on a high-value assembly. This makes yield (and testing) the defining economic constraint.</li>
<li>The $20 billion by 2036 CPO market is not in dispute. But the investment opportunities are not uniformly distributed, spread across packaging, thermal architecture, and test infrastructure.  </li>
</ul>


Co-Packaged optics delivers real power savings, but removing the DSP transfers signal integrity, thermal management, and yield risk from a correctable chip onto the physical assembly; a less forgiving environment.
CPO adds irreplacibility as another constraint, turning a $300 module swap into a potential scrap event on a high-value assembly. This makes yield (and testing) the defining economic constraint.
The $20 billion by 2036 CPO market is not in dispute. But the investment opportunities are not uniformly distributed, spread across packaging, thermal architecture, and test infrastructure.  


[Part 1] Co-Packaged Optics: The Case For, and the Fine Print

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>US and Israeli strikes on Qatar's Ras Laffan removed 20% of global LNG supply overnight, sending European gas prices surging 70%.</li>
<li>With solar now cheaper than gas-fired power, integrated solar manufacturers and battery storage players are staring at a once-in-a-generation demand surge.</li>
<li>
India sits at the intersection of every tailwind i.e. protected home demand, European export pull, Middle East procurement, and the world's largest untapped battery storage pipeline.</li>
</ul>


US and Israeli strikes on Qatar's Ras Laffan removed 20% of global LNG supply overnight, sending European gas prices surging 70%.
With solar now cheaper than gas-fired power, integrated solar manufacturers and battery storage players are staring at a once-in-a-generation demand surge.

India sits at the intersection of every tailwind i.e. protected home demand, European export pull, Middle East procurement, and the world's largest untapped battery storage pipeline.


The Global Gas Crisis of 2026: How It Creates Massive Opportunity for Solar and BESS Players

<ul>
<li>Chinese suppliers are gaining share as shortages force OEMs to qualify alternative vendors, creating structural leakage that is hard to reverse even after supply normalises.</li>
<li>Demand elasticity is emerging in lower-end devices, where elevated memory prices are starting to compress volumes and trigger renegotiation pressure in commodity segments.</li>
<li>Hyperscaler spending is becoming more staggered, with phased deployments and higher utilisation of existing capacity making memory demand lumpier rather than structurally weaker.</li>
</ul>


Chinese suppliers are gaining share as shortages force OEMs to qualify alternative vendors, creating structural leakage that is hard to reverse even after supply normalises.
Demand elasticity is emerging in lower-end devices, where elevated memory prices are starting to compress volumes and trigger renegotiation pressure in commodity segments.
Hyperscaler spending is becoming more staggered, with phased deployments and higher utilisation of existing capacity making memory demand lumpier rather than structurally weaker.


TurboQuant Was an Excuse; The Memory Cycle Was Already Splitting.

United States

Alphabet Inc. operates as a holding company. The Company, through its subsidiaries, provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products.

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Alphabet (GOOGL US)

This Week in AI (Apr 19-25): GPT-5.5 Comes After Opus 4.7; Deepseek V4 After Long Wait

This week in AI: GPT-5.5 tops Opus 4.7 on AAII v4.0; DeepSeek V4 cuts open-weight cost; SpaceX takes $60bn option on Cursor; Tencent and Alibaba...

Ke Yan, CFA, FRM

Podcast EP342: The Evolution and Impact of Physical AI with Hezi Saar

The market for physical AI is diverse and expanding, with applications in various industries, while the evolution of AI technology and intellectual...

SemiWiki.com

[Part 1] Co-Packaged Optics: The Case For, and the Fine Print

Co-Packaged optics offers power savings, but risks signal integrity and yield issues, making yield and testing the key economic constraints in the...

Mint Finance

The Global Gas Crisis of 2026: How It Creates Massive Opportunity for Solar and BESS Players

US and Israeli strikes removed 20% of global LNG supply, causing European gas prices to surge; solar now cheaper than gas, leading to increased...

Nimish Maheshwari

TurboQuant Was an Excuse; The Memory Cycle Was Already Splitting.

Shortages are leading OEMs to qualify new vendors; Memory price hikes are affecting lower-end devices, while hyperscalers' spending patterns are...

Mint Finance

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

This Week in AI (Apr 19-25): GPT-5.5 Comes After Opus 4.7; Deepseek V4 After Long Wait

This week in AI: GPT-5.5 tops Opus 4.7 on AAII v4.0; DeepSeek V4 cuts open-weight cost; SpaceX takes $60bn option on Cursor; Tencent and Alibaba...

Ke Yan, CFA, FRM

Podcast EP342: The Evolution and Impact of Physical AI with Hezi Saar

The market for physical AI is diverse and expanding, with applications in various industries, while the evolution of AI technology and intellectual...

SemiWiki.com

[Part 1] Co-Packaged Optics: The Case For, and the Fine Print

​Co-Packaged optics offers power savings, but risks signal integrity and yield issues, making yield and testing the key economic constraints in the...

Mint Finance

The Global Gas Crisis of 2026: How It Creates Massive Opportunity for Solar and BESS Players

​US and Israeli strikes removed 20% of global LNG supply, causing European gas prices to surge; solar now cheaper than gas, leading to increased...

Nimish Maheshwari

TurboQuant Was an Excuse; The Memory Cycle Was Already Splitting.

​Shortages are leading OEMs to qualify new vendors; Memory price hikes are affecting lower-end devices, while hyperscalers' spending patterns are...

Mint Finance

Co-Packaged optics offers power savings, but risks signal integrity and yield issues, making yield and testing the key economic constraints in the...

US and Israeli strikes removed 20% of global LNG supply, causing European gas prices to surge; solar now cheaper than gas, leading to increased...

Shortages are leading OEMs to qualify new vendors; Memory price hikes are affecting lower-end devices, while hyperscalers' spending patterns are...