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Supply Chained
By Culpium and AsianometryTechnology
Supply Chained episodes
- 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.
23 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.
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.
22 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.
20 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.
23 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.
22 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
25 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?
20 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.
22 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.
30 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.