Advertise on podcast: Supply Chained

Rating

★★★★★

from

2 reviews

Description

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.

Podcast episodes

Check latest episodes from Supply Chained podcast

The Terafab Kerfuffle: Tim's Scoop Caused a Stir, But What's Next for the Epic Fab?

2026/10/20

Tim & Jon discuss fanciful ideas like Terafab, Flying Cars and Elon Musk agreeing to share

Anthropic IPO: Parsing the Prospectus Leak Reports

2026/10/13

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

2026/10/06

Tim & Jon recall the year massive floods hit Thailand, and the lessons to be learnt for the supply-chained

Adventures in Chip Design

2026/09/29

Jon & Tim discuss advances in AI-systems for designing chips, and where they still fall short.

TSMC, ASML, and High NA EUV

2026/09/21

Jon & Tim discuss something even more awesome and challenging than EUV.

Hot Chips and SEMICON Taiwan

2026/09/15

Tim & Jon share spicy takes from the two hottest chip events on the calendar.

The Myth of Micron: Not so American After All

2026/09/08

Jon & Tim discuss how Micron zigged when peers zagged, and the "Myth of Micron".

Bye Bye Tim Cook

2026/09/01

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'

2026/08/25

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

2026/08/18

Jon & Tim discuss the meaty chips that don't get enough attention, and why now is their time to shine.

Mid-Year Review

2026/08/11

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

2026/08/04

Tim and Jon discuss the recent debate over closed and open-weights AI models, but with a more hardware-centric approach.

Hardware is Hard

2026/07/28

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

2026/07/21

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

2026/07/14

Tim talks a bit about his new launched project: CASCI, which looks deep into the Taiwanese supply chain for information about the AI buildout.