@Culpium

Exclusive news & analysis from Asia's post-experienced and trusted technology journalist. Founded by @tculpan, read by everyone

Joined April 2026
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  • Followers321
9Media
Culpium retweeted
Tim Culpan@tculpanAug 19
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.” open.substack.com/pub/timcul…

Micron and the Myth of American Memory

[Opinion] A rush to patriotism could be the undoing of America's last remaining memory hope

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Culpium retweeted
Tim Culpan@tculpanAug 15
Many thanks for the show of support. And welcome to the Culpium inner circle. culpium.com/embed
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Another pledged subscriber, with a simple summary of why Culpium exists. Thanks for your support. Welcome to Culpium
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From the archives: culpium.com/p/chinas-ai-prog…

The US-China AI Battle is About Economics, Not Technology

[Opinion] Economic strength is the true AI war, technological prowess is merely one battle

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Culpium retweeted
Tim Culpan@tculpanAug 10
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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From the archives: culpium.com/p/cooks-true-leg…

Cook's True Legacy is Little Known and Quite Misunderstood

[Opinion] Call him woke. Call him a hypocrite. But definitely call Tim Cook a changemaker.

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From the archives: culpium.com/p/intel-is-strug…

Intel is Struggling to Supply Laptop Chips Built Around its New 18A Node

[Exclusive] A shortage of processors at its comeback node has clients worried about stability of future supply.

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From the archives: culpium.com/p/what-sk-hynixs…

What SK Hynix's IPO Prospectus Doesn't Tell You

[Opinion] The world's second-largest memory chip maker has more stories than F-1 reveals

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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. open.substack.com/pub/timcul…
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Another pledged reader. Thanks James. Want a shout out? Pledge a paid subscription now. culpium.com/about
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More details on SK Hynix earnings, which missed. first from @tculpan on @Culpium
Tim Culpan@tculpanJul 28
Replying to @tculpan @SKhynix
more highlights from SK Hynix 2Q Earnings: Gross margin 83% v 79% prior quarter OM 76% v 72% DRAM bit growth + high single digit% NAND bit growth + mid-teen%
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Culpium retweeted
Tim Culpan@tculpanJul 28
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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From a Culpium Centurion. (Culpium Centurions are the first 100 paid/pledged subscribers to @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. open.substack.com/pub/timcul…

TSMC is Now the Biggest Driver of AI, Not the Brake

[Opinion] More capex, more fabs, faster revenue growth, larger US footprint. It's clear that Chip Kong is ready to push AI growth further ahead

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We need to take heed of TSMC’s heightened optimism.
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1/ Readers saw this update in yesterday’s edition of @culpium The response has been amazing In short, Culpium by @tculpan will be going paid in a few months The subscription price will rise 40% a week later. I want to offer readers, long-time & new, a chance to pledge early
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2/ Now is a good chance to understand who I am, what I believe in, what I offer I don’t talk up investments I don’t have stocks to push I offer: Exclusive news Unparalleled analysis & insight Independence 26yrs on the beat Sound enticing? Join me culpium.com/about

About - Culpium, by Tim Culpan

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...

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Culpium retweeted
Tim Culpan@tculpanJul 8
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.
Tim Culpan@tculpanJul 1
Replying to @tculpan
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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