Dear President Trump, We Didn't Steal Your Chip Business
open.substack.com/pub/timculpan/…
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Culpium
5 posts
Culpium
@Culpium
Exclusive news & analysis from Asia's post-experienced and trusted technology journalist. Founded by @tculpan, read by everyone
Katılım Nisan 2026
8 Takip Edilen19 Takipçiler
Exclusive to @Culpium
Read it. You'll understand.
Tim Culpan@tculpan
Taiwan President Lai Ching-te sets the record straight on Taiwan's semiconductor prowess. And his political strategy.
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Culpium retweetledi
The AI Compute sector has never been stronger.
But there are hot spots, and some weaknesses.
Chips remain the driver.
Mid-stream component & mechanical parts weakened considerably.
Final assembly is flat.
Full details in this month's CASCI report, exclusive to @Culpium
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Culpium retweetledi
From @asianometry’s Jon and @tculpan of @Culpium comes a fresh new podcast.
Introducing “Supply-Chained”.
Episode One is out now through all the usual podcast channels.
Tune in.
open.spotify.com/show/65X5CeC8G…
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