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Supply Chained

Culpium and Asianometry

Technology

Latest episode

6 episodes

ASML: Riding the AI wave, but crushed by its own success
2026/05/26 | 22 mins.
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
2026/05/19 | 21 mins.
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
2026/05/12 | 24 mins.
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
2026/05/05 | 19 mins.
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
2026/04/28 | 21 mins.
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.

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About Supply Chained

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 website

Technology