Culpium

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

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

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

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

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

Good Morning from Taipei,SK Hynix bears may have been right. Second-quarter operating profit climbed a mind-boggling 557% to a record 60.54 trillion won ($4.2 billion). But that was short of the 64.31 trillion won average of analyst estimates compiled by

Good Evening from Taipei,Chinese AI models are the hottest topic in tech this week. Moonshot AI topped the headlines with its Kimi K3 model, followed soon after by Alibaba's Qwen 3.8-Max.They're generally viewed as technological developments. I see them a

Good Evening from Taipei,I don't normally publish on a Sunday, but this Sunday is different. It's World Cup Final Day. Outside of the Olympic opening & closing ceremonies, it's one of the world's most-watched events. So I am using it as an excuse to tell

Good Evening from Taipei,TSMC is now without a doubt the world's premier facilitator of the AI boom.Second-quarter earnings, reported Thursday afternoon, were themselves quite undramatic. Revenue was in line with guidance and gross margin just beat its ow

CASCI Composite June 2026 Highlights:140.9 points, driven by rapid uptick in chipmaking+1.4 pts, rising for 10th straight monthDivergence emerging between strong upstream and weaker downstream tiersThis month's CASCI report was delayed by a typhoon which