<p>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.</p>

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.

TSMC Breaks Records, Capacity Expansion, CapEx Lag, the DRAM Brake

Jon of Asianometry and Tim Culpan of Culpium explore the depth &amp; history of supply chains to unveil how today’s technology is made. And what comes next.

Technology

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.

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TSMC Breaks Records, Capacity Expansion, CapEx Lag, the DRAM Brake

TSMC Breaks Records, Capacity Expansion, CapEx Lag, the DRAM Brake