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.

Επεισόδια

  1. 6 ΗΜ. ΠΡΙΝ

    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 λεπτά

  2. 12 ΜΑΪ́

    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 λεπτά

  3. 5 ΜΑΪ́

    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 λεπτά

  4. 28 ΑΠΡ

    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 λεπτά

  5. 20 ΑΠΡ

    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 λεπτά
  • 5 επεισόδια

Σχετικά με το podcast

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.

Πληροφορίες

  • Δημιουργός
    Culpium and Asianometry
  • Έτη παρουσίας
    2 χιλ.
  • Επεισόδια
    5
  • Καταλληλότητα
    Κατάλληλο
  • Πνευματικά δικαιώματα
    © Culpium and Asianometry
  • Ιστότοπος εκπομπής
    Supply Chained

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