Supply Chained

Culpium and Asianometry

Jon of Asianometry and Tim Culpan of Culpium explore the depth & history of supply chains to unveil how today’s technology is made. And what comes next.

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24 episodes
weekly
Avg 20 min
English

Episodes 24

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Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.

May 12 · 24 min
DRAMflation: A non-growth growth strategy to ride the AI boom
Tim and Jon discuss the recent price surge in DRAM and how the DRAM oligopoly are responding. They then question whether this rally is truly sustainable
May 5 · 19 min
ARM Might be Swallowing its Own Poison Pill
In today's episode, Tim and Jon discuss Arm Holdings and its recent decision to go into making their own CPUs. What kind of calculus was involved in such a decision?
April 28 · 21 min
Binning. An Old Nvidia Practice that’s Also Behind Sparse Supply of Macbook Neo
In today's episode, Tim and Jon discuss the ancient semiconductor industry secret behind Apple's best-selling Macbook Neo laptop. A little trick that Nvidia has been using for many years.
April 20 · 29 min
TSMC Breaks Records, Capacity Expansion, CapEx Lag, the DRAM Brake
Tim and Jon introduce Supply Chained, a new podcast for the curious, the care-free and the craven. In the inaugural episode, we talk TSMC’s recent earnings announcement. Financial performance, margins, capacity disappointments, and more.

Showing 21–24 of 24 episodes

Supply Chained

Episodes 24

DRAMflation: A non-growth growth strategy to ride the AI boom

ARM Might be Swallowing its Own Poison Pill

Binning. An Old Nvidia Practice that’s Also Behind Sparse Supply of Macbook Neo

TSMC Breaks Records, Capacity Expansion, CapEx Lag, the DRAM Brake