Supply Chained

Culpium and Asianometry
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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.

ఎపిసోడ్‌లు

  1. 7 గం. క్రితం

    It’s Not Me It’s You: The memory blame game and what’s next

    Tim and Jon discuss the back and forth between Apple and Micron. What is going on? Who is to blame?

    23 నిమి

  2. 30 జూన్

    Fanuc: Robot Granddaddy

    In today's episode, Jon and Tim talk about one of Japan's top NC controller makers, Fanuc, and its journey to a robot pioneer. Robot grandaddy as one might say.

    22 నిమి

  3. 23 జూన్

    Japan's Non-tech High-tech Heroes

    In today's episode, Jon and Tim discuss a bevy of Japanese companies with secret side hustles in semiconductors and high technology.

    23 నిమి

  4. 16 జూన్

    Inside Data Centers: Where the AI magic happens in Singapore & Malaysia

    In this episode, Jon talks a bit about his visit to the data centers of Malaysia and Singapore ranging from the big ones in the jungle to the high tech ones with immersed GPUs.

    21 నిమి

  5. 9 జూన్

    Metrology, Inspection & Test: Weirdly controversial, oddly fascinating

    Jon and Tim discuss the differences between Test, Metrology and Inspection. And why people in these fields get very mad if you mix them up.

    21 నిమి

  6. 2 జూన్

    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 నిమి

  7. 26 మే

    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 నిమి

  8. 19 మే

    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 నిమి

  9. 12 మే

    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 నిమి

  10. 5 మే

    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 నిమి

  11. 28 ఏప్రి

    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 నిమి

  12. 20 ఏప్రి

    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 నిమి
  • 12 ఎపిసోడ్‌లు

పరిచయం

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.

సమాచారం

  • రూపకర్త
    Culpium and Asianometry
  • యాక్టివ్‌గా ఉన్న సంవత్సరాలు
    2వే
  • ఎపిసోడ్‌లు
    12
  • రేటింగ్
    సార్వజనీనం
  • కాపీరైట్
    © Culpium and Asianometry
  • వెబ్‌సైట్‌ను చూపించండి
    Supply Chained

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