Exclusive news & analysis from Asia's post-experienced and trusted technology journalist. Founded by @tculpan, read by everyone
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Culpium retweeted
Micron and the Myth of American Memory
“Sanjay Mehrotra will likely go down as the boldest and most courageous CEO in Micron’s history. Or the man who led the chip giant to ruin.”
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Culpium retweeted
Many thanks for the show of support.
And welcome to the Culpium inner circle.
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Culpium retweeted
Just in:
AI supply chain growth just jumped the most in six months.
CASCI data shows server sales accelerated. But shortages of non-memory components is hurting the entire sector.
culpium.com/p/exclusive-ai-s…
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Just in:
The July CASCI Composite Index of AI compute jumped the most in six months.
Culpium subscribers just got full details on where the strengths and weakness lie in the AI supply chain.
culpium.com/embed
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One of the most important statements ever made about the global AI rollout came last Wednesday from Amy Hood, Microsoft’s Chief Financial Officer.
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Another pledged reader.
Thanks James.
Want a shout out? Pledge a paid subscription now.
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Culpium retweeted
JUST IN:
SK Hynix revenue and profit MISS estimates.
ASP pricing decelerates.
Capex to climb as much as 80%
Full details at @culpium
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TSMC's triple upgrade - higher revenue, boosted capex, and an expanded Arizona plan - signals real AI demand, overriding Silicon Valley hype.
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Culpium retweeted
A $28 billion capital raise introduces @SKhynix to US investors.
But not all the details are in its F-1 filing.
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Exclusive details on the impact of memory prices on @Apple’s cost base.
Many saw the hike as another example of Apple flexing its pricing power, convinced that consumers will still buy no matter how much Cupertino charges.
It’s the exact opposite.
open.substack.com/pub/timcul…
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