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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
18
3
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
14
3
May 2026
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
35
3
4
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
42
5
10
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
13
4
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
7
1
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
23
4
April 2026
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
32
5
6
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
15
1
4
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
19
1
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