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.

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29 episodes
weekly
Avg 20 min
English

Episodes 29

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June 16 · 20 min
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.
June 9 · 21 min
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.
June 2 · 19 min
Turbines: Inside the Magic of Metallurgy
Jon tells Tim about the magical mysteries involved in making turbine blades. One of Asianometry's hottest topics.
May 26 · 22 min
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.
May 19 · 21 min
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.
May 12 · 24 min
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
May 5 · 19 min
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?
April 28 · 21 min
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.
April 20 · 29 min
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.

Showing 21–29 of 29 episodes