Tim talks a bit about his new launched project: CASCI, which looks deep into the Taiwanese supply chain for information about the AI buildout.

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

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.

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

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.

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.

Jon tells Tim about the magical mysteries involved in making turbine blades. One of Asianometry's hottest topics.

Jon and Tim discuss five major questions about ASML, now Europe's biggest technology company by market cap.

Tim & Jon take a look at how Foxconn is moving away from iPhones toward Nvidia AI servers. And satellites. Yes, satellites.

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