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Exclusive news plus unparalleled insights and analysis on the global economy, supply chains, and technology from a veteran of Asian technology journalism. Independent.Culpium:noun [U] — a cure for lack of knowledge, understanding or clarity.
News
Micron and the Myth of American Memory
Good evening from Taipei,If Micron's corporate life were to be written like a human biography, the opening chapter would read something like this:Born in a basement - the child of semiconductor engineeers and an Idaho potato farmer - Micron dabbled in des
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Nvidia Who? The AI Supply Chain Has Moved its Focus Beyond GPUs
Good Evening from Taipei,At the start of the year I explained how Apple had lost its position as TSMC's biggest customer and was no longer Hsinchu's Belle of the Ball. "Apple, which once held a dominant position on TSMC's customer list, now needs to fight
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Exclusive: AI Server Growth Rebounds After Months of Weakness, CASCI Data Shows
CASCI Composite July 2026 Highlights:145.3 points, highest on record+4.4 pts, largest gain in six monthsNon-memory component shortages are keeping suppliers from hitting revenue potentialThe Culpium AI Supply Chain Index(CASCI)CASCI is a proprietary index
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Exclusive: Apple is Scrambling for DRAM Weeks Ahead of Ultra, iPhone 18 Launch
Good Evening from Taipei,Apple and its suppliers are scrambling to get enough memory chips for its upcoming release of new iPhone models, my sources tell me.With less than six weeks until the expected debut of the foldable iPhone Ultra as well as the iPho
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Microsoft Just Said the Nvidia Part Out Loud
Good Evening from Taipei,One of the most important statements ever made about the global AI rollout came last Wednesday from Amy Hood, Microsoft's Chief Financial Officer. She had a lot of competition for quote of the week.This part is for subscribers onl
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