Asian Equities: A Close Look at India - Identifying Opportunities in a Well-Diversified Market
India is outperforming due to AI capex anxiety &, improving macro data. Some sectors cheaper than market on growth-adjusted PE. 20 stocks screened...
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Primer: TSMC (Taiwan Semiconductor Manufacturing) (2330 TT) - Jul 2026
TSMC is the world's undisputed leader in semiconductor manufacturing, possessing a dominant market share and a significant technological lead in...
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Taiwan Tech Weekly: AMD Wins First Training Chip Order Outside NVIDIA; NVDA Prepays Amkor's Capex
AMD commits $5bn to Anthropic for it to buy AI training accelerators, NVIDIA prepaying for Arizona packaging, Samsung and SK Hynix plan expansions...
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AI Supply Chain Revenue Signals: The Memory Surge Settles While AI Server Demand Broadens
AI server demand surged in June, driving revenue growth, while memory prices stabilized and AI demand tightened consumer component supply.
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Co-Packaged Optics 101: The Future of High-Density AI Interconnects
The copper wall is here. Above ~200Gbps per lane, copper can no longer carry signals more than a few metres without prohibitive power and...
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