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.

Episoder

  1. 3 dage siden

    Turbines: Inside the Magic of Metallurgy

    Jon tells Tim about the magical mysteries involved in making turbine blades. One of Asianometry's hottest topics.

    20 min.

  2. 26. maj

    ASML: Riding the AI wave, but crushed by its own success

    Jon and Tim discuss five major questions about ASML, now Europe's biggest technology company by market cap.

    22 min.

  3. 19. maj

    Foxconn: No longer addicted to Apple; there is a new love or two

    Tim & Jon take a look at how Foxconn is moving away from iPhones toward Nvidia AI servers. And satellites. Yes, satellites.

    21 min.

  4. 12. maj

    DRAMflation: A non-growth growth strategy to ride the AI boom

    Tim and Jon discuss the recent price surge in DRAM and how the DRAM oligopoly are responding. They then question whether this rally is truly sustainable

    24 min.

  5. 5. maj

    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.

  6. 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.

  7. 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.
  • 7 episoder

Om

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.

Oplysninger

  • Skaber
    Culpium and Asianometry
  • Aktive år
    2 t
  • Episoder
    7
  • Vurdering
    Ikke anstødeligt
  • Copyright
    © Culpium and Asianometry
  • Websted for serie
    Supply Chained

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