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    Abdullah Dilawar

    Research Analyst at Compass Point Research & Trading

    Abdullah Dilawar is a Research Analyst at Compass Point Research & Trading, specializing in coverage of the cryptocurrency and blockchain industry, with detailed work on companies such as Circle and market commentary on assets like Bitcoin. His research often provides quantitative metrics and market structure analysis, including metrics on average cost basis and holder behavior, which have been cited in industry coverage. Dilawar began his analyst career after earning a degree from the University of Michigan in 2019, with prior experience at Credit Suisse Securities and New Street Research LLC before joining Compass Point. He holds a strong record in sector insights, and his credentials reflect extensive experience in equity research for emerging technology and digital asset markets.

    Abdullah Dilawar's questions to Canaan (CAN) leadership

    Abdullah Dilawar's questions to Canaan (CAN) leadership • Q2 2025

    Question

    Abdullah Dilawar from Compass Point Research & Trading asked if there have been any changes in customer ASIC demand since May and whether market sentiment has rebounded to Q1 levels.

    Answer

    CEO Nangeng Zhang confirmed positive demand changes since July, with North American institutional customers adapting to the new tariff environment. He highlighted that strong demand in Asia and other regions offset U.S. weakness in Q2. While U.S. demand has not fully recovered to pre-tariff levels, Zhang stated that the new U.S. manufacturing facility is a key initiative to lower costs and improve supply, which should help normalize the market.

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