Culpium

Exclusive news & analysis from Asia's post-experienced and trusted technology journalist. Founded by @tculpan, read by everyone

[Tim Culpan @tculpan]

Micron and the Myth of American Memory

“Sanjay Mehrotra will likely go down as the boldest and most courageous CEO in Micron’s history. Or the man who led the chip giant to ruin.”

https://t.co/9W1EPL7nBk

[Tim Culpan @tculpan]

Many thanks for the show of support.

And welcome to the Culpium inner circle.

https://t.co/bnwHj8tCEQ

[Culpium @Culpium]

Another pledged subscriber, with a simple summary of why Culpium exists.

Thanks for your support.
Welcome to Culpium

[Culpium @Culpium]

From the archives: https://t.co/GCGZvytnhA

[Tim Culpan @tculpan]

Just in:

AI supply chain growth just jumped the most in six months.

CASCI data shows server sales accelerated. But shortages of non-memory components is hurting the entire sector.

https://t.co/SIlSiG3xS2

[Culpium @Culpium]

Just in:

The July CASCI Composite Index of AI compute jumped the most in six months.

Culpium subscribers just got full details on where the strengths and weakness lie in the AI supply chain.

https://t.co/XzdENxdw5d

[Culpium @Culpium]

From the archives:
https://t.co/gy4kAIlODa

[Culpium @Culpium]

From the archives:

https://t.co/TRTWHA9c6g

[Culpium @Culpium]

From the archives: https://t.co/k7DCaJzOl1

[Culpium @Culpium]

One of the most important statements ever made about the global AI rollout came last Wednesday from Amy Hood, Microsoft’s Chief Financial Officer.

https://t.co/JbTyLF3VaO

[Culpium @Culpium]

Another pledged reader.

Thanks James.

Want a shout out? Pledge a paid subscription now.
https://t.co/fgblXjlpdg

[Culpium @Culpium]

More details on SK Hynix earnings, which missed.

first from @tculpan on @Culpium

[Tim Culpan @tculpan]

@SKhynix more highlights from SK Hynix 2Q Earnings:
Gross margin 83% v 79% prior quarter
OM 76% v 72%

DRAM bit growth + high single digit%
NAND bit growth + mid-teen%

[Tim Culpan @tculpan]

JUST IN:

SK Hynix revenue and profit MISS estimates.

ASP pricing decelerates.

Capex to climb as much as 80%

Full details at @culpium

[Culpium @Culpium]

From a Culpium Centurion.

(Culpium Centurions are the first 100 paid/pledged subscribers to @culpium)

[Culpium @Culpium]

@tculpan @jimcramer TSMC's triple upgrade—higher revenue, boosted capex, and a new Arizona plan—signals real AI demand, overriding Silicon Valley hype.

https://t.co/Ha9JKDrG8u

[Culpium @Culpium]

TSMC's triple upgrade - higher revenue, boosted capex, and an expanded Arizona plan - signals real AI demand, overriding Silicon Valley hype.

https://t.co/Ha9JKDrG8u

[Culpium @Culpium]

We need to take heed of TSMC’s heightened optimism.

[Culpium @Culpium]

2/
Now is a good chance to understand who I am, what I believe in, what I offer

I don’t talk up investments
I don’t have stocks to push

I offer:
Exclusive news
Unparalleled analysis & insight
Independence
26yrs on the beat

Sound enticing?

Join me
https://t.co/S7HBTp9cWJ

[Culpium @Culpium]

1/
Readers saw this update in yesterday’s edition of @culpium

The response has been amazing

In short, Culpium by @tculpan will be going paid in a few months

The subscription price will rise 40% a week later.

I want to offer readers, long-time & new, a chance to pledge early

[Tim Culpan @tculpan]

A $28 billion capital raise introduces @SKhynix to US investors.
But not all the details are in its F-1 filing.