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Supply Chained
By Culpium and AsianometryTechnology
Supply Chained episodes
- 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.
14 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.
14 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.
20 min - Mid-Year Review
Jon & Tim take stock of this crazy year in AI, and look at what may happen in the remaining months
23 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.
16 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?
20 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?
24 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.
17 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?
24 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.
22 min
About Supply Chained
From the publisher's feed
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.