Archive - Culpium, by 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

Apple in Talks to Boost Mac Neo Production as Sales Exceed Expectations

[Exclusive] Aluminum and DRAM chip prices are rising, binned chips are running out, and demand is hot.

Apr 7 • Tim Culpan

Washed Wafers vs Washed Cutlery, TSMC Braces for Drought

[Exclusive] Low rainfall forces chipmaker to escalate water-management protocols.

Apr 1 • Tim Culpan

March 2026

War and Chips. And the KMT.

[Opinion] Once atop an authoritarian dictatorship, the KMT's role in maintaining peace, and keeping the chips flowing, is of increasing importance.

Mar 25 • Tim Culpan

Tracking the AI Compute Rollout With Taiwan Monthly Data

[Opinion] The world's most-valuable how-to guide for watching, and predicting, the global AI rollout.

Mar 18 • Tim Culpan

There's a Whole Lot of Taiwanese AI Winners Not Called TSMC

[Opinion] A deep supply chain highlights just how much the global AI expansion depends on this one island nation.

Mar 12 • Tim Culpan

Ray Dalio, Citrini and the KOSPI's Plunge

[Opinion] Normalcy is what we both need, and must avoid, if this age of AI is to continue without a hiccup

Mar 4 • Tim Culpan

February 2026

TSMC's N2 Node is Almost Booked Out for the Next Two Years

[Exclusive] Clients are being asked to finalize their requirements into mid 2027, with larger customers already booking capacity over the next two to…

Feb 26 • Tim Culpan

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