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Microsoft Just Said the Nvidia Part Out Loud
[Opinion] Understanding capex and expansion strategies is crucial for both investors and supply-chain executives
Aug 2
•
Tim Culpan
19
2
4
July 2026
SK Hynix Sales and Profit Miss, Bears Roar
SK forecasts full-year capex to rise as much as 80% to high 40 trillion won range
Jul 28
•
Tim Culpan
10
2
1
The US-China AI Battle is About Economics, Not Technology
[Opinion] Economic strength is the true AI war, technological prowess is merely one battle
Jul 22
•
Tim Culpan
16
5
4
The World Cup, a Dumb Ball, and the Glory of Old Tech
[Opinion] This year's ball-tracking technology uses decades-old chips and recycled designs. And, like the game, is absolutely beautiful
Jul 19
•
Tim Culpan
23
1
6
TSMC is Now the Biggest Driver of AI, Not the Brake
[Opinion] More capex, more fabs, faster revenue growth, larger US footprint. It's clear that Chip Kong is ready to push AI growth further ahead
Jul 16
•
Tim Culpan
17
2
AI Server Makers are Under Strain, CASCI Data Shows
[CASCI] Signs of deceleration at the assembly end, even as chip and component revenue growth accelerates at the start of the supply chain
Jul 13
•
Tim Culpan
18
1
1
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
21
2
3
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
29
1
5
June 2026
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
26
7
3
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
9
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
5
2
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
20
3
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