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

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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

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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

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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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This AI Bubble is Now Flashing the Granddaddy of Bearish Signals

[Opinion] Paul Tudor Jones is among investors who see the 200-day MA as a metric to track. It's now showing warning signs for a number of AI players

Feb 9 • Tim Culpan

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TSMC's Latest Japan Announcement Shows its Increasing Savvy

[Opinion] Adding 3nm to the Kumamoto site is more than altruism, it's a pragmatic adjustment to a changing market. The timing was no mistake, either.

Feb 6 • Tim Culpan

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January 2026

Apple Set to Scrap Parts for Up to 1.5 Million Units of iPhone Air

[Exclusive] Inventory write-offs may hit 1.5 million units across the supply chain, but the risk may still be worth it.

Jan 28 • Tim Culpan

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Apple is Fighting for TSMC Capacity as Nvidia Takes Center Stage

[Exclusive] A 15-year relationship helped TSMC grow and Apple leap ahead of rivals. Nvidia is stealing the spotlight, but Apple's importance is not…

Jan 15 • Tim Culpan

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December 2025

AI不是你在癌症危機中所需的那位醫生

一路走來經歷了鼻胃管到最後芬太尼成癮，癌症治療護理有很多面向無法單靠AI完成，需要真人留心。

Dec 30, 2025 • 高燦鳴

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AI Isn't the Doctor You Need in a Cancer Crisis

From feeding tubes to fentanyl addiction, my personal journey shows there are many aspects of cancer care that require human attention. We can't rely on…

Dec 16, 2025 • Tim Culpan

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Steelmanning Trump's Backflip on Nvidia Sales to China

[Opinion] A look at the logic of selling AI chips to China. And why I still think it's flawed.

Dec 10, 2025 • Tim Culpan

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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, 2025 • Tim Culpan

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