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How a TSMC Tax Would be a FAFO Move for the US
[Opinion] The US could impose a tax on Taiwanese chips. But it would hurt the very companies Trump used to bolster his tech credentials.
Feb 6
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Tim Culpan
13
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Culpium, by Tim Culpan
How a TSMC Tax Would be a FAFO Move for the US
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Deepseek is More Wall Street Than Silicon Valley
[Opinion] It's a Chinese company. But chip curbs and big-power rivalry are less relevant than people think.
Feb 3
•
Tim Culpan
25
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Culpium, by Tim Culpan
Deepseek is More Wall Street Than Silicon Valley
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January 2025
TSMC to Make Chips for Cryptominer Bitdeer at New US Fab
[Exclusive] Technically, it's not breaking the law. But TSMC may be courting trouble if it keeps sailing so close to the wind
Jan 17
•
Tim Culpan
8
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Culpium, by Tim Culpan
TSMC to Make Chips for Cryptominer Bitdeer at New US Fab
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TSMC Earnings Show AI Is Lifting All Boats
[Opinion] Full-year earnings and outlook show how important AI is for all sectors of tech.
Jan 16
•
Tim Culpan
8
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Culpium, by Tim Culpan
TSMC Earnings Show AI Is Lifting All Boats
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Apple Doubles Down with Second Chip at TSMC Arizona
[Exclusive] Apple Watch SiP chip joins A16 processor. AMD's Ryzen 9000 also in production. Plus capacity updates.
Jan 8
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Tim Culpan
14
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Culpium, by Tim Culpan
Apple Doubles Down with Second Chip at TSMC Arizona
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December 2024
A $65 Billion Unprofitable Monopoly
[Opinion] America's most-advanced semiconductor fabs will remain underwater into the 2030s while remaining the only game in town
Dec 18, 2024
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Tim Culpan
18
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Culpium, by Tim Culpan
A $65 Billion Unprofitable Monopoly
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The Value of Intel's Board in Two Charts
[Opinion] With CEO Pat Gelsinger gone, everyone's taking shots at Intel's board. Here are the only numbers that matter
Dec 12, 2024
•
Tim Culpan
6
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Culpium, by Tim Culpan
The Value of Intel's Board in Two Charts
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When Boring is a Survival Strategy
[Opinion] China tech's old guard are pushing into AI. But now's not the time to be famous for it
Dec 11, 2024
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Tim Culpan
10
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Culpium, by Tim Culpan
When Boring is a Survival Strategy
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China's Chip Self-Sufficiency in One Chart
[Opinion] It's true that the nation has become more adept at making gear which is used to make chips. But this chart puts that development in context
Dec 5, 2024
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Tim Culpan
14
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Culpium, by Tim Culpan
China's Chip Self-Sufficiency in One Chart
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Gelsinger Was it. Intel Has no Plan B
[Opinion] His strategy was a Hail Mary, but Pat’s last big act has Intel repeating AMD’s mistake of 15 years ago.
Dec 3, 2024
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Tim Culpan
17
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Culpium, by Tim Culpan
Gelsinger Was it. Intel Has no Plan B
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November 2024
Happy (to Have) Holidays. A Chart
[Opinion] Its Thanksgiving notwithstanding, the US slightly below average when it comes to annual public holidays
Nov 28, 2024
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Tim Culpan
3
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Culpium, by Tim Culpan
Happy (to Have) Holidays. A Chart
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Trump Tariffs Will Help Big Business, Hurt Small. Here's How
[Opinion] Big businesses have the heft and reach to switch up their supply chains. Mom-and-pop shops will be the pawns in this game of geopolitical…
Nov 27, 2024
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Tim Culpan
9
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Culpium, by Tim Culpan
Trump Tariffs Will Help Big Business, Hurt Small. Here's How
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