Supply Chained

Culpium and Asianometry
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  • 科技
  • 每週更新

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.

集數

  1. 3 天前

    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 分鐘

  2. 5月19日

    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 分鐘

  3. 5月12日

    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 分鐘

  4. 5月5日

    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 分鐘

  5. 4月28日

    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 分鐘

  6. 4月20日

    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 分鐘
  • 共 6 集

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5
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簡介

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.

資訊

  • 創作者
    Culpium and Asianometry
  • 活躍年代
    2026年
  • 集數
    6
  • 年齡分級
    兒少適宜
  • 版權
    © Culpium and Asianometry
  • 節目網站
    Supply Chained

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