This AI Bubble is More Memory Than Dot-Com

[Opinion] Massive capex is going toward factories that are churning out an ever-cheaper commodity. Pets.com was healthy by comparison.

Dec 3 • 

Tim Culpan

14

3

2

November 2025

Foxconn Reconnecting With its Past is the Future America Needs

[Opinion] Taiwanese and American companies share a common future, US leaders need to recognize that fact.

Nov 26 • 

Tim Culpan

5

1

TSMC Arizona Outage Saw Fab Halt, Apple Wafers Scrapped

[Exclusive] Supply of industrial gases used for chipmaking was interrupted when power at a vendor's facilities was cut.

Nov 24 • 

Tim Culpan

18

6

2

Culpium is Back: Remission, Recovery and Return

Regular programing won't yet return, but it's time to brush off the cobwebs.

Nov 19 • 

Tim Culpan

23

5

3

May 2025

Culpium is a Finalist for the SOPA Journalism Awards

Selection proves that small, thoughtful, and independent media have a role to play in public discourse. And you can help.

May 8 • 

Tim Culpan

16

3

1

February 2025

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 • 

Tim Culpan

22

5

6

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

29

3

6

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

10

2

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

9

3

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 • 

Tim Culpan

15

7

1

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 • 

Tim Culpan

24

1

3

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

7

1