TechChain Insights: Visit with Nvidia Server Chassis Producer Chenbro; A Ubiquitous Supplier
​Chenbro holds 10-15% market share in server chassis, serving major data center names like AWS and Nvidia, with new server market color to be...
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Taiwan Tech Weekly: Declines With Nvidia; Taiwan's Vietnam Shift Continues; UMC's Outlook Improves
New Vietnam investments by Hon Hai and Wistron, Elan preparing for significant AI PC uptake in 4Q24/1H25, UMC's outlook increasingly optimistic for...
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Baidu: Priced to Fail
In this insight, we analyse Baidu’s search query and digital advertising revenue market share trends, revenue growth outlook, margin expansion...
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TikTok Shop Faces Regulatory Hurdles in Bid to Become No. 1 in Vietnam, Expert Says
Regulatory risks could derail TikTok’s drive to become Vietnam’s No. 1 online marketplace, an industry expert said. The ByteDance-owned...
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J&T Global Express Q124 Operating Stats: One Step Forward for Disclosure, & One Step Back
We were pleasantly surprised to see J&T disclose Q124 operating stats so promptly, but we still wonder why the company hasn't explained its abrupt...
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