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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.... more
FAQs about Supply Chained:How many episodes does Supply Chained have?The podcast currently has 13 episodes available.
May 05, 2026ARM Might be Swallowing its Own Poison PillIn 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? ...more20minPlay
April 28, 2026Binning. An Old Nvidia Practice that’s Also Behind Sparse Supply of Macbook NeoIn 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. ...more22minPlay
April 20, 2026TSMC Breaks Records, Capacity Expansion, CapEx Lag, the DRAM BrakeTim 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....more30minPlay
FAQs about Supply Chained:How many episodes does Supply Chained have?The podcast currently has 13 episodes available.