Creators of Culpium and Asianometry Launch New Podcast
A new podcast from the names behind @Culpium and @Asianometry Listen, subscribe & like. We hope you enjoy. https://t.co/Psil1jt54O
New Podcast Connects Today’s Events to Supply Chain History
Hey peeps. Jon of @asianometry and I have just launched @Supply_Chained A podcast exploring the link between current events & historical developments in technology, manufacturing, and supply chains. We hope you enjoy. https://t.co/4OJ57fzg0N
Claude Windows App Fails, Users Threaten Switch to ChatGPT
The latest iteration of @anthrropic's Claude desktop app for Window is so bad. Truly shIte. Better to roll it back. Yet, the company has no obvious window for product feedback. Get it together @anthropic or you'll losemore folks to @OpenAI's @ChatGPTapp
TSMC's Historic Quarter: What Happened and What’s Next
Join the Culpium substack chat in 4mins. TSMC's historic quarter. What just happened, and what's to come. Subscribers only (but it's free) https://t.co/vqv9GQYyVZ
TSMC Defies Slow Critiques, Shows Strong Earnings
Some say TSMC is too slow. But earnings today show it’s stronger than ever, even as a bold new entrant joins the chip race. CC Wei 🐢 @elonmusk 🐇 https://t.co/mrlSHR8taT https://t.co/FtqYRRTCxQ
Taiwan Emerges as Global Economic Powerhouse
Three facts worth storing in memory: -Taiwan’s stock market is now bigger than the UK’s -Taiwan is on track to be a larger source of US imports than China. -Eight of the world’s ten largest companies rely on Taiwanese (#9 & #10...
TSMC Q1 Earnings Preview Amid Record AI Compute Surge
Good morning from Taipei. TSMC reports 1Q earnings & hosts an IR call later today. The AI compute sector is at its hottest level on record. I’ll have full coverage soon after the call. Straight to your inbox from https://t.co/yt0PGDxqqi
AI Compute Hits Record High, Explore Supply Chain
AI compute at a record high. CASCI takes you inside the AI supply chain. https://t.co/uZIigc0UJL https://t.co/8rUTqg8Xxd
KMT Chair’s Xi Meeting Signals Wider Regional Implications
KMT Chair Cheng Li-wun just met Xi Jinping. Events like this matter far beyond the Taiwan Strait https://t.co/QoX0QEMgRk https://t.co/RrjzHha4Xd
Two AI Compute Leaders Deliver Strong Q1, Await CASCI Data
Two companies Two revenue reports. Two major players in AI compute Two ends of the supply chain — upstream & downstream Two incredibly strong 1Q results. But there’s more to see Watch for CASCI data on Monday. At https://t.co/oyOrkAZffd https://t.co/FADUmUCAYh
Apple Undecided on Expanding MacBook Neo Production
Exclusive: Apple is pondering whether to ramp up production of MacBook Neo, or let it run its course. Quanta and Foxconn aren't yet sure whether they'll be asked to make a new batch of this year's model. Or just wait until next...
Foldable iPhone Faces Engineering Snags, May Delay Shipments
Ouch for Apple. Another big scoop from @Lauly_Th_Li & @ChengTingFang from @NikkeiAsia Foldable iPhone hits engineering snags, shipment delays possible: sources https://t.co/8cqnC2fxl4
TSMC Steps in to Preempt Water Crisis
Helium, electricity, and now water. TSMC is jumping in to mitigate a problem before it becomes one. Exclusive details at Culpium https://t.co/mCHVC62aYq
Taiwan's Political Choices Ripple Through Global Supply Chains
Taiwan politics isn’t just a local issue. When a party like the KMT shapes how closely the country engages with China and the US, it influences a supply chain the entire world depends on. That’s why it matters far beyond Taiwan. https://t.co/2eGMOnyZKp
Meta Fined Revenue Equivalent to 16 Hours for Child Exploitation
Meta fined 16 hours of revenue for aiding child exploitation. Yup. Do the numbers, that’s what it equates to. https://t.co/VWP5HfSSWZ
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...
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
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...
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...
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
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.
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
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
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
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