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Supply Chained

Culpium and Asianometry

Jon of Asianometry and Tim Culpan of Culpium explore the depth & history of supply chains to unveil how today’s technology is made. And what comes next.

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Episodes

28 episodes

  1. Jon Goes to Semicon 18:05
  2. The Terafab Kerfuffle: Tim's Scoop Caused a Stir, But What's Next for the Epic Fab? 22:06
  3. Anthropic IPO: Parsing the Prospectus Leak Reports 26:26
  4. Supply Chains & Mother Nature: When Thai Floods Hit HDDs 17:54
  5. Adventures in Chip Design 15:59
  6. TSMC, ASML, and High NA EUV 16:39
  7. Hot Chips and SEMICON Taiwan 22:29
  8. The Myth of Micron: Not so American After All 18:36
  9. Bye Bye Tim Cook 13:27
  10. TSMC Keeps Truckin' 13:42
  11. Power Semis: The Chonks of the Chip World 19:25
  12. Mid-Year Review 22:55
  13. Model Wars: What Really Matters in the Open v. Closed Debate 15:49
  14. Hardware is Hard 19:44
  15. The EU & Chips: Moving Slow and (Not) Breaking Things 23:27
  16. CASCI: Tricks for Tracking the AI Supply Chain 16:12
  17. It’s Not Me It’s You: The memory blame game and what’s next 23:23
  18. Fanuc: Robot Granddaddy 21:57
  19. Japan's Non-tech High-tech Heroes 23:00
  20. Inside Data Centers: Where the AI magic happens in Singapore & Malaysia 20:59
  21. Metrology, Inspection & Test: Weirdly controversial, oddly fascinating 21:25
  22. Turbines: Inside the Magic of Metallurgy 19:31
  23. ASML: Riding the AI wave, but crushed by its own success 22:12
  24. Foxconn: No longer addicted to Apple; there is a new love or two 21:01
  25. DRAMflation: A non-growth growth strategy to ride the AI boom 24:20
  26. ARM Might be Swallowing its Own Poison Pill 19:37
  27. Binning. An Old Nvidia Practice that’s Also Behind Sparse Supply of Macbook Neo 21:56
  28. TSMC Breaks Records, Capacity Expansion, CapEx Lag, the DRAM Brake 29:55