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.

Play

Open in

20 episodes
weekly
Avg 20 min
English

Episodes 20

Newest Oldest Longest

All20 Unplayed20 In progress0 Played0

Tuesday · 13 min
Bye Bye Tim Cook
Jon & Tim look at some forgotten facets of his time at Apple, and how John Ternus may make some changes when he takes power.
August 25 · 13 min
TSMC Keeps Truckin'
Jon and Tim discuss the nuances of cross node utilization and the unheralded role of these wafer trucks going up and down Taiwan.
August 18 · 19 min
Power Semis: The Chonks of the Chip World
Jon & Tim discuss the meaty chips that don't get enough attention, and why now is their time to shine.
August 11 · 22 min
Mid-Year Review
Jon & Tim take stock of this crazy year in AI, and look at what may happen in the remaining months
August 4 · 15 min
Model Wars: What Really Matters in the Open v. Closed Debate
Tim and Jon discuss the recent debate over closed and open-weights AI models, but with a more hardware-centric approach.
July 28 · 19 min
Hardware is Hard
Tim and Jon discuss the differences in perspective between hardware and software people. People know hardware is hard, but what does that mean?
July 21 · 23 min
The EU & Chips: Moving Slow and (Not) Breaking Things
Jon and Tim talk about the EU Chips Act, and the failings of the EU chips policy. What might be next for EU Chips 2.0? Perhaps the weaponization of ASML?
July 14 · 16 min
CASCI: Tricks for Tracking the AI Supply Chain
Tim talks a bit about his new launched project: CASCI, which looks deep into the Taiwanese supply chain for information about the AI buildout.
July 7 · 23 min
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?
June 30 · 21 min
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.
June 23 · 23 min
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.
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 1–20 of 20 episodes