Culpium

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

[Tim Culpan @tculpan]

Just in and exclusive to @culpium

Intel is Struggling to Supply Laptop Chips Built Around its New 18A Node https://t.co/lJP8zgARnH

[Culpium @Culpium]

Plans by @elonmusk to make AI chips may run headfirst into reality

A clarifying discussion @Culpium’s website.

[Culpium @Culpium]

@chyang888 @tculpan Because they’re working their *sses off, too. And feel they should be getting more of the spoils.

[Culpium @Culpium]

Full rundown with exclusive details from @tculpan on the saga at TSMC at Culpium’s website.

[Culpium @Culpium]

Dear President Trump, We Didn't Steal Your Chip Business

https://t.co/6j77unfIZw

[Culpium @Culpium]

Exclusive to @Culpium

Read it. You'll understand.

[Tim Culpan @tculpan]

Taiwan President Lai Ching-te sets the record straight on Taiwan's semiconductor prowess. And his political strategy.

[Culpium @Culpium]

The AI compute sector is booming.
But there is some rough spots.
April CASCI Composite digs out the strong and the weak.

Exclusive to subscribers at @Culpium

[Tim Culpan @tculpan]

The AI Compute sector has never been stronger.

But there are hot spots, and some weaknesses.

Chips remain the driver.

Mid-stream component & mechanical parts weakened considerably.

Final assembly is flat.

Full details in this month's CASCI report, exclusive to @Culpium

[Supply Chained @Supply_Chained]

From @asianometry’s Jon and @tculpan of @Culpium comes a fresh new podcast.

Introducing “Supply-Chained”.

Episode One is out now through all the usual podcast channels.

Tune in.

https://t.co/fUIJJPBK68