Illyquid / Collyer Bridge

Identity

• X: @illyquid
• Substack: Collyer Bridge
• Real name: not disclosed
• Tier: ★★ paid (active)

Coverage

Asian AI / semis / hardware research with live analysis on X; investment research on Substack. Same author across both platforms.

Notable content

• CB APAC wrap 17 April 2026 → connects Macronix (2337.TW), NAND. Framing: "emerging as a highly profitable monopoly in the eMMC memory market as the 'Big Four' memory giants abandon this market and reallocate their capacity toward high-margin HBM and high-end NAND flash." See 2337 for full deep-dive.

Cross-references

• Macronix (2337.TW), NAND