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…

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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…

JUST IN: SK Hynix revenue and profit MISS estimates. ASP pricing decelerates. Capex to climb as much as 80% Full details at @culpium

A $28 billion capital raise introduces @SKhynix to US investors. But not all the details are in its F-1 filing.

Last week, @apple raised prices across its suite of devices. It blamed memory-chip makers. That’s not the real reason @culpium has an insider’s peek at what happened, and what it really means for Apple.

Just in and exclusive to @culpium Intel is Struggling to Supply Laptop Chips Built Around its New 18A Node culpium.com/p/intel-is-strug…

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