Supply Chained
Supply Chained is a podcast hosted by Jon of Asianometry and Tim Culpan of Culpium. They examine the history and complexity of global supply chains, focusing on how modern technology is manufactured. The show uncovers the systems, factories, and decisions behind today's electronics and other tech products. It also explores where supply chains may be heading next.
单集
The Terafab Kerfuffle: Tim's Scoop Caused a Stir, But What's Next for the Epic Fab?
Tim & Jon discuss fanciful ideas like Terafab, Flying Cars and Elon Musk agreeing to share
Anthropic IPO: Parsing the Prospectus Leak Reports
Tim & Jon examine the early data and recall a vaguely familiar time when IPOs were hot
Supply Chains & Mother Nature: When Thai Floods Hit HDDs
Tim & Jon recall the year massive floods hit Thailand, and the lessons to be learnt for the supply-chained
Adventures in Chip Design
Jon & Tim discuss advances in AI-systems for designing chips, and where they still fall short.
TSMC, ASML, and High NA EUV
Jon & Tim discuss something even more awesome and challenging than EUV.
Hot Chips and SEMICON Taiwan
Tim & Jon share spicy takes from the two hottest chip events on the calendar.
The Myth of Micron: Not so American After All
Jon & Tim discuss how Micron zigged when peers zagged, and the "Myth of Micron".
Bye Bye Tim Cook
Jon & Tim look at some forgotten facets of his time at Apple, and how John Ternus may make some changes when he takes power.
TSMC Keeps Truckin'
Jon and Tim discuss the nuances of cross node utilization and the unheralded role of these wafer trucks going up and down Taiwan.
Power Semis: The Chonks of the Chip World
Jon & Tim discuss the meaty chips that don't get enough attention, and why now is their time to shine.
Mid-Year Review
Jon & Tim take stock of this crazy year in AI, and look at what may happen in the remaining months
Model Wars: What Really Matters in the Open v. Closed Debate
Tim and Jon discuss the recent debate over closed and open-weights AI models, but with a more hardware-centric approach.
Hardware is Hard
Tim and Jon discuss the differences in perspective between hardware and software people. People know hardware is hard, but what does that mean?
The EU & Chips: Moving Slow and (Not) Breaking Things
Jon and Tim talk about the EU Chips Act, and the failings of the EU chips policy. What might be next for EU Chips 2.0? Perhaps the weaponization of ASML?
CASCI: Tricks for Tracking the AI Supply Chain
Tim talks a bit about his new launched project: CASCI, which looks deep into the Taiwanese supply chain for information about the AI buildout.
It’s Not Me It’s You: The memory blame game and what’s next
Tim and Jon discuss the back and forth between Apple and Micron. What is going on? Who is to blame?
Fanuc: Robot Granddaddy
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
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
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
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
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
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
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
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
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
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
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.
