Culpium and Asianometry

Supply Chained

Technology EN ↓ Odcinki: 12

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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Autor

Culpium and Asianometry

Kategoria

Technology

Strona podcastu

podcasters.spotify.com

Ostatni odcinek

7 lip 2026

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Odcinki

It’s Not Me It’s You: The memory blame game and what’s next 07.07.2026 23:23

Tim and Jon discuss the back and forth between Apple and Micron. What is going on? Who is to blame?

Fanuc: Robot Granddaddy 30.06.2026 21:57

In today's episode, Jon and Tim talk about one of Japan's top NC controller makers, Fanuc, and its journey to a robot pioneer. Robot grandaddy as one might say.

Japan's Non-tech High-tech Heroes 23.06.2026 23:00

In today's episode, Jon and Tim discuss a bevy of Japanese companies with secret side hustles in semiconductors and high technology.

Inside Data Centers: Where the AI magic happens in Singapore & Malaysia 16.06.2026 20:59

In this episode, Jon talks a bit about his visit to the data centers of Malaysia and Singapore ranging from the big ones in the jungle to the high tech ones with immersed GPUs.

Metrology, Inspection & Test: Weirdly controversial, oddly fascinating 09.06.2026 21:25

Jon and Tim discuss the differences between Test, Metrology and Inspection. And why people in these fields get very mad if you mix them up.

Turbines: Inside the Magic of Metallurgy 02.06.2026 19:31

Jon tells Tim about the magical mysteries involved in making turbine blades. One of Asianometry's hottest topics.

ASML: Riding the AI wave, but crushed by its own success 26.05.2026 22:12

Jon and Tim discuss five major questions about ASML, now Europe's biggest technology company by market cap.

Foxconn: No longer addicted to Apple; there is a new love or two 19.05.2026 21:01

Tim & Jon take a look at how Foxconn is moving away from iPhones toward Nvidia AI servers. And satellites. Yes, satellites.

DRAMflation: A non-growth growth strategy to ride the AI boom 12.05.2026 24:20

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

ARM Might be Swallowing its Own Poison Pill 05.05.2026 19:37

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?

Binning. An Old Nvidia Practice that’s Also Behind Sparse Supply of Macbook Neo 28.04.2026 21:56

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.

TSMC Breaks Records, Capacity Expansion, CapEx Lag, the DRAM Brake 20.04.2026 29:55

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.