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.

Folgen

  1. VOR 17 STD.

    ARM Might be Swallowing its Own Poison Pill

    In today's episode, Tim and Jon discuss Arm Holdings and its recent decision to go into making their own CPUs. What kind of calculus was involved in such a decision?

    20 Min.

  2. 28. APR.

    Binning. An Old Nvidia Practice that’s Also Behind Sparse Supply of Macbook Neo

    In today's episode, Tim and Jon discuss the ancient semiconductor industry secret behind Apple's best-selling Macbook Neo laptop. A little trick that Nvidia has been using for many years.

    22 Min.

  3. 20. APR.

    TSMC Breaks Records, Capacity Expansion, CapEx Lag, the DRAM Brake

    Tim and Jon introduce Supply Chained, a new podcast for the curious, the care-free and the craven. In the inaugural episode, we talk TSMC’s recent earnings announcement. Financial performance, margins, capacity disappointments, and more.

    30 Min.
  • 3 Folgen

Info

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.

Informationen

  • Erstellt von
    Culpium and Asianometry
  • Jahre aktiv
    2026
  • Folgen
    3
  • Bewertung
    Unbedenklich
  • Copyright
    © Culpium and Asianometry
  • Sendungswebsite
    Supply Chained

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