Culpium, by Tim Culpan | Substack

What SK Hynix's IPO Prospectus Doesn't Tell You

[Opinion] The world's second-largest memory chip maker has more stories than F-1 reveals

Jul 8 • Tim Culpan

Inside Apple's Chipflation Dilemma

[Exclusive] The iPhone maker is facing unprecedented cost expansion, with memory jumping to become the single-largest cost item.

Jul 1 • Tim Culpan

TSMC Clients Handed Price Hikes Across All Advanced Nodes

[Exclusive] Price rises extend across 75% of TSMC's wafer-revenue base, deeper and broader than previously expected.

Jun 23 • Tim Culpan

GlobalWafers Has a Texas-Sized Problem

A proposed cement plant puts the silicon-wafer maker's Sherman site under a cloud, one that will remain until the Texas administration decides what it…

Jun 17 • Tim Culpan

CASCI Data Points to Massive AI Capacity Ramp

We've never seen anything like this. Ever. The Culpium AI Supply Chain Index (CASCI) climbed 1.7pts in May to 139.5 points, driven by…

Jun 10 • Tim Culpan

More From Culpium

Intel is Struggling to Supply Laptop Chips Built Around its New 18A Node

[Exclusive] A shortage of processors at its comeback node has clients worried about stability of future supply.

Jun 2 • Tim Culpan

The Ultimate Guide to Computex and the Kingmakers of Tech

[Opinion] Tech execs aren't joining the parade for the glam. They're in Taipei to impress partners and curry favor with those who determine their fate.

Jun 1 • Tim Culpan

The World's Premier Chipmaker is Facing its Biggest Crisis Yet

[Opinion] Chairman and CEO CC Wei needs to make changes to employee relations, fast. His skyrocketing pay package doesn't much help matters.

May 27 • Tim Culpan

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

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

May 21 • Tim Culpan

AI Flash Boys, Pulling Wool, and China's Fight to Catch the US

[Opinion] Claims that China is on par with the US don't hold up as Trump prepares to discuss AI during his Beijing trip

May 13 • Tim Culpan

CASCI Composite Shows AI Chip Strength as Mid-Stream Output Slows

The Culpium AI Supply Chain Index (CASCI) climbed to a new record, powered by continued momentum among semiconductor & component makers. The rest of the…

May 11 • Tim Culpan

Apple Doubles MacBook Neo Production, Orders Fresh Batch of Chips

[Exclusive] After facing a dilemma, Apple opted for a fresh run of SoCs to be made at TSMC in order to meet strong demand

May 6 • Tim Culpan

Memory Makers Are Strangling the Rest of the Tech Industry

[Opinion] The AI sector will finally get the chips it needs, but everyone else will continue hurting for years to come

Apr 30 • Tim Culpan

Cook's True Legacy is Little Known and Quite Misunderstood

[Opinion] Call him woke. Call him a hypocrite. But definitely call Tim Cook a changemaker.

Apr 22 • Tim Culpan

TSMC to Musk: There's No Shortcuts in the Chip Business

[Opinion] CC Wei is playing tortoise as Elon Musk takes the role of hare in the global AI chip race.

Apr 16 • Tim Culpan

CASCI Composite Signals Hot AI Server Growth

The Culpium AI Supply Chain Index (CASCI) climbed 0.2pts in March to 135.7 points

Apr 13 • Tim Culpan

Introducing the World's Most Powerful AI-Buildout Tracking Tool

[CASCI] Global, real, and fast. An unparalleled look at what's happening in the AI compute sector.

Apr 9 • Tim Culpan

Culpium, by Tim Culpan

Culpium, by Tim Culpan

Exclusive news plus unparalleled insights and analysis on the global economy, supply chains, and technology from a veteran of Asian technology journalism. Independent. Culpium: noun [U] — a cure for lack of knowledge, understanding or clarity.

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