Tim Culpan

Culpium || Award winning journalist. Ironman. Pilot. Chipwatcher. 中文, Java, , Python, C. Masters in CS. #NoMeatAthlete

[Tim Culpan @tculpan]

Welcome to Culpium

A cure for idiocy.

Independent, experienced, well-researched, fact-based, uncompromising.
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https://t.co/yt0PGDwSAK

[Tim Culpan @tculpan]

Jensen was here

Compal booth at Computex (and many others)

[Tim Culpan @tculpan]

Perfectly timed for Computex.

Taiwan kills it in chips. Except memory.

But why did it fail? @asianometry Jon explains the history & challenges of Taiwan’s DRAM industry.

A nostalgic story for many. Great video.

https://t.co/fJIETk9BcT

[Terence Shen @Terenceshen]

Anti-Communist protesters on Jeju Island, South Korea, were attacked by three Chinese Communist Party thugs. One of the attackers shouted, “Put your things away” and threatened to report it to the Chinese embassy.

[Tim Culpan @tculpan]

@ASMLcompany TSMC Chairman & CEO CC Wei spoke with reporters after today’s AGM. @Culpium was there 🥳

[Tim Culpan @tculpan]

Packed house for TSMC’s annual general meeting in Hsinchu.
Chairman & CEO CC Wei delivered a big year for shareholders in 2025 with record net profit & EPS.
High expectations for 2026 & beyond.
Employee pay, future investments, geopolitics, & tech leadership key topics

[Tim Culpan @tculpan]

TSMC CEO says it has bought @ASMLcompany High-NA EUV machines and done R&D with them. Declined to say how many units.
But is not bringing it into production at this time.

[Tim Culpan @tculpan]

@dontflytoohigh When asked, CC Wei repeated earlier explanations on employee comp
TSMC has three stakeholders: shareholders, staff, society.
TSMC’s social responsibilty continues to climb.
Nothing new from 10 days ago. But the topic won’t die.

[Jeremiah Johnson 🌐 @JeremiahDJohns]

Angelica, the fact that you went to a nice restaurant and had a curated experience changes absolutely nothing about the factual reporting described above.

I see you find 'moral indignation' to be sad. I find your newfound enthusiasm for the CCP to be sad. You've decided, for reasons unknown to me, to transform yourself from a liberal into a shill for a murderous, totalitarian regime. Months ago you casually asked me "Isn't liberalism actually pretty bad? Maybe the Chinese system is better?" and I ignored you, because I wasn't in the mood to start a fight with an acquaintance. But I'll give you an answer now.

Liberalism remains morally superior to authoritarianism. The Chinese system is not better. The CCP are monstrous, murderous thugs. You personally are an immoral person. You are making yourself a willing accessory to crimes against humanity, and you sicken me. You are a handmaiden to genocide, and deserve to be judged as such.

You talk about how you met a nice young person as though that changes the millions kidnapped, tortured, or sent into forced labor programs. You lie and obfuscate and distract from the core facts, which remain true no matter how many lamb skewers you ate. China is attempting to kill an entire culture, and they are succeeding. I hope one day you realize the gravity of your mistake, realize that the CCP would happily murder you and your entire family if they found an ounce of profit in doing so, and that a system that allows for the kinds of totalitarian control the CCP has will always be abused to stamp out human freedom.

Until that day I would like you to know how deeply abhorrent I find you and your new ideological skinsuit and would request you never again spread CCP propaganda in my replies.

[Tim Culpan @tculpan]

Foxconn has fans.

Cool, right?

[Tim Culpan @tculpan]

Servers in space!

This is what an orbital data center rack looks like. (Kinda like an earthbound rack).
Foxconn makes them with Ramon Space.

Foxconn sees LEO sats as a big part of its future.

[Tim Culpan @tculpan]

Well-meaning by Foxconn, but I cannot imagine anything worse than a robot delivering my chemo during cancer therapy

humans FTW

[Tim Culpan @tculpan]

@gh0sted123 Are they? How?

[Tim Culpan @tculpan]

Intel’s 18A was supposed to be its comeback node.
But it can’t get enough chips to PC makers.
⏬

[C Y @chyang888]

@tculpan Only 1 fab (AZ Fab 52) capable of making 18A. Conversion of fab in Oregon and Ireland will take at least another year. Ohio Fab not ready until at least 2030.

[Tim Culpan @tculpan]

https://t.co/xfwP10HNYO

[Tim Culpan @tculpan]

This is cowbell from @vikramskr
Definitely worth a read

[Vikram Sekar @vikramskr]

Now might be a good time to dust off the SambaNova deep-dive I wrote recently.

It’s massive DDR capacity has unique advantages

https://t.co/zVQBoqPDIP

[Jessica Schiffer @jessicaschiffer]

If you want journalism to exist, maybe don't screenshot entire paywalled stories and post them on Twitter. You're not sticking it to the media industry, you're just making it harder for independent reporters to get paid for their work. Absolute loser behavior.

[Techmeme @Techmeme]

Sources: Intel faces a supply shortage of its Panther Lake and Wildcat Lake laptop chips built on its 18A process node; Intel says there are "some" shortages (@tculpan / Culpium)

(Visit Techmeme dot com for the link and full context!)

[François Cattelain @CattelainFrano1]

Proof #17 that most Intel bulls have no idea what they're doing.

Market hype differs from cold hard industrial realities.

Intel's comeback is remarkable, but the company is - and more importantly will remain in the years to come - far behind TSMC in terms of leading edge volume