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Tim Culpan

Tim Culpan

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Taiwan‑based journalist and chipwatcher; covers Asia tech/equities supply chain; Substack author (Culpium)

Nvidia Should Drop Super Micro to Avoid Reputation Risk
Social•Mar 21, 2026

Nvidia Should Drop Super Micro to Avoid Reputation Risk

I think it would behoove Jensen & Nvidia to quickly and publicly cut Super Micro from its supply of chips. What’s the upside from keeping them as a customer? There’s plenty of others who’d take the allocation, without the security and reputation risk.

By Tim Culpan
Taiwan Law Mandates
Social•Mar 19, 2026

Taiwan Law Mandates

Taiwan securities law requires every listed company to publish monthly revenue by the 10th. That's TSMC, Hon Hai, Wiwynn, Gigabyte, Cooler Master — the entire AI supply chain. Before earnings. Before analyst upgrades. This is the playbook: https://t.co/1zQE3ozz4M

By Tim Culpan
Track AI Compute Rollout with Taiwan's Server Data
Social•Mar 18, 2026

Track AI Compute Rollout with Taiwan's Server Data

Here it is. The best, most powerful, and most valuable guide to tracking the AI Compute Rollout. Culpium walks you through Taiwan monthly data to grab leading data on AI server production across the supply chain. Subscribers get it first. Find it here: https://t.co/hVm0yMKeHg...

By Tim Culpan
Watch Taiwan Firms for Early AI Server Supply Signals
Social•Mar 17, 2026

Watch Taiwan Firms for Early AI Server Supply Signals

The best way to get an early heads up on AI server supply is to watch Taiwan companies. What’s even better is that they all report revenue monthly. This week I’ll be emailing out a masterclass on Tracking the Global...

By Tim Culpan
Foxconn Acquires 50% of Mitsubishi Electric's Auto Parts Unit
Social•Mar 17, 2026

Foxconn Acquires 50% of Mitsubishi Electric's Auto Parts Unit

A deal Foxconn has been chasing for quite a while. Mitsubishi Electric to sell 50% stake in auto parts unit to Foxconn https://t.co/djtmqFxZPE

By Tim Culpan
Meta Follows Oracle; Watch OpenAI and Anthropic
Social•Mar 16, 2026

Meta Follows Oracle; Watch OpenAI and Anthropic

Meta is the latest to “Do a Dorsey”. Oracle already did. Who’s next? Amazon, Google? The ones to really watch out for are OpenAI & Anthropic.

By Tim Culpan
Taiwan OEM Revenue Surges Signal AI Boom
Social•Mar 12, 2026

Taiwan OEM Revenue Surges Signal AI Boom

One of the best ways to track AI demand isn’t Nvidia. It’s watching Taiwan’s contract manufacturers. When companies like Foxconn, Wistron, and Quanta start posting billions in additional revenue, you know the AI build-out is accelerating. More here: https://t.co/KUpxDMf2Wg

By Tim Culpan
Taiwan's AI Supply Chain Covers End‑to‑End Hardware
Social•Mar 12, 2026

Taiwan's AI Supply Chain Covers End‑to‑End Hardware

2/ Taiwan’s AI supply chain includes companies specializing in: *AI servers *cooling systems *testing equipment *chip packaging *compute racks & trays *fab construction *contract manufacturing

By Tim Culpan
AI Boom Fueled by Hundreds of Hidden Taiwanese Suppliers
Social•Mar 12, 2026

AI Boom Fueled by Hundreds of Hidden Taiwanese Suppliers

Everyone talks about Nvidia and TSMC. But the AI boom is actually powered by hundreds of Taiwanese companies most people have never heard of. I built a massive list of the Taiwanese suppliers riding the AI wave. Only at Culpium. https://t.co/KUpxDMev6I

By Tim Culpan
KOSPI Plunges to Its Steepest Drop Since 2008
Social•Mar 4, 2026

KOSPI Plunges to Its Steepest Drop Since 2008

South Korea’s KOSPI index dropped the most since the 2008 financial crisis. It’s all starting to fit together My latest at Culpium https://t.co/75TudacVv5

By Tim Culpan