Why Taiwan’s Chip Success Skips DRAM
Perfectly timed for Computex. Taiwan kills it in chips. Except memory. But why did it fail? @asianometry Jon explains the history & challenges of Taiwan’s DRAM industry. A nostalgic story for many. Great video. https://t.co/fJIETk9BcT
Foxconn to Build Mitsubishi EVs for Australia
Foxconn is about to enter the Australian car market. The Taiwanese company will make EVs for Japan’s Mitsubishi. The cars will be made in Taiwan, based on Foxconn’s design & engineering, and get shipped Downunder. 🚙🇦🇺
US Regulator Probes Arm for Possible Semiconductor Monopoly
We just recorded an episode of @Supply_Chained on Arm and I didn’t see this coming: “The US competition and consumer protection regulator is probing whether Arm is trying to illegally monopolize parts of the semiconductor market,” @Bloomberg reports
Amazon Acquires Minority Stake in Taiwan ASIC Designer AlChip
Amazon this week closed the purchase of a minor stake in Taiwan chip designer AlChip Alchip designs ASICs for @awscloud https://t.co/3JbqucrgWh
Record CASCI Index Driven by Strong Chip Performance
The only way to track the manufacture and shipping of AI Compute is through the CASCI Composite index, by @Culpium April's CASCI Composite hit a record. BUT: Chip strength made up for faltering momentum elsewhere in the supply chain. Head to...
AI Compute Booms, Yet Mid‑Stream Parts Lag Behind
The AI Compute sector has never been stronger. But there are hot spots, and some weaknesses. Chips remain the driver. Mid-stream component & mechanical parts weakened considerably. Final assembly is flat. Full details in this month's CASCI report, exclusive to @Culpium
Key AI Rollout Update for Culpium Subscribers
An important update on the state of the AI rollout Details direct to @Culpium subscribers https://t.co/HasCPLV0GX
Culpium Named SOPA Finalist for Second Consecutive Year
Some news @Culpium is a SOPA finalist for the second year in a row. Society of Publishers Asia — Opinion Writing Congrats to my fellow finalists. A very worthy bunch https://t.co/0sUyYZdk2k
MacBook Neo's Future Threatened by Dwindling Leftover iPhone Chips
Subscribers to Culpium just got an exclusive update on the plight of the super-popular MacBook Neo. Neo is an important part of @Apple's Mac strategy. But it's built on binned ("less-than-perfect") iPhone chips. And those leftover chips are running out.
Tim Cook Confirms Massive Demand for Neo Device
I wrote this a month ago. Tim Cook confirmed the Neo’s outsized demand last week. https://t.co/yR6Ee5nuV7
Foxconn Revenue Jumps 35% YTD Despite Base Effect
Just in: Hon Hai (Foxconn) revenue up 35% YTD (USD terms) Slight weakness in consumer electronics, but only because of a higher base the month prior. Some important things to remember: 1/ https://t.co/Gx6A1kdlF0
Recovery Wins: You’re Not Done Until You’re Dead
Four years ago I completed a full Ironman triathlon. One year ago I was feeding through a tube down my nose. Last week I ran 2km. You’re not dead til you’re dead.
DRAM Oligopoly Masks Price Hikes, Not Volume Growth
The myth of rising memory-chip sales. Oligopoly in action: Samsung, SK Hynix, and Micron aren’t shipping more DRAM they’re just raising prices. https://t.co/QwV7EMKEmy https://t.co/zUVgU49n6t
TSMC Schedules A13 Shrink, A12 for 2029, Launches Photonic
Just in: TSMC revealed the next nodes in its technology roadmap A13 is a 6% shrink of A14 A12 will follow A13 Both scheduled for 2029 Also, Compact Universal Photonic Engine with Co-Packages Optics commencing production this year
Untold Facts From Tim Cook’s Three‑Decade Apple Legacy
There's so much of Tim Cook's legacy that's unknown to the outside world. I outlined just some of the interesting facts behind is almost three decades at the company. https://t.co/A2acAnS7JB https://t.co/AWj5GHaxOW