The author discusses the potential implications of a proposed TSMC Tax on Taiwanese semiconductors by President Trump, analyzing its impact on TSMC, American companies, and the semiconductor industry. The text highlights the chall...
About:
Tim Culpan is a Taipei-based independent journalist specializing in technology, semiconductors, and supply chains in Asia, with interests in AI, social media, and cyber.
Website:
Specializations:
Interests:
Outgoing Links:
Subscribe to RSS:
The blog post discusses the significant developments in the tech industry, particularly focusing on the rise of generative AI and the challenges faced by Intel, a leading chipmaker. It highlights TSMC's pivotal role in AI chip man...
Apple faces challenges in securing chip production capacity from TSMC as Nvidia's demand for high-performance chips surges amid the AI boom.
The article discusses the current AI bubble, comparing it to the dot-com bubble of the early 2000s. It defines a bubble as inflated company valuations unsupported by revenue and profits, highlighting the role of leverage in exacer...
The author reflects on their cancer journey, underscoring the vital role of human empathy in healthcare amidst the rise of AI tools in medicine.
The post discusses updates on TSMC's production capabilities in Arizona, including the addition of Apple's S9 SiP for the Apple Watch and the confirmation of AMD's Ryzen 9000, codenamed Eldora, now in production. It highlights the...
TSMC's N2 production capacity is nearly sold out through 2027, creating challenges for chip designers amid rising demand from AI technologies.
Taiwan's semiconductor industry, led by TSMC and supported by companies like Wistron and Foxconn, is crucial for the global AI hardware supply chain.
A power outage at Linde's industrial gas facility disrupted manufacturing at TSMC's Fab 21 in Arizona, leading to the scrapping of thousands of wafers for clients like Apple, Nvidia, and AMD. The incident, caused by a power fault,...
TSMC is set to begin production of chips for Bitdeer, a Bitcoin chip mining company, in Arizona, despite previous complications with producing chips for Bitmain and connections to Huawei. This development raises concerns about TSM...
5.9AI不是你在癌症危機中所需的那位醫生
2025-12-30 • healthcare empathy cancer ai patient care
A personal reflection on the cancer journey, highlighting the irreplaceable role of human empathy in healthcare amidst the rise of AI technology.
The author, Tim Culpan, reflects on his hiatus from writing due to undergoing intensive cancer treatment, including chemotherapy and radiotherapy. He discusses the recent developments in the tech industry, particularly regarding T...
The post argues for and against allowing Nvidia to sell chips to China, highlighting the complexities of U.S.-China tech relations and the implications for innovation and economic interests.
Recent declines in three of the 'Magnificent Seven' AI stocks below their 200-day moving average signal potential bearish trends in the market, raising investor concerns.
Apple's miscalculation of demand for the iPhone Air has resulted in significant excess inventory and potential financial losses, underscoring challenges in market understanding and supply chain management.
The article discusses Foxconn's evolution from a final assembly company to a key player in component manufacturing, emphasizing its importance for the U.S. economy. Chairman Liu Young-way highlighted the company's roots and its sh...
The author critiques Intel's Board of Directors and CEO Pat Gelsinger's compensation, suggesting that both are to blame for the company's struggles. The post includes two charts that illustrate the contrast between TSMC and Intel'...
The article discusses the current state of three prominent Chinese tech founders—Robin Li of Baidu, Eddie Wu of Alibaba, and Pony Ma of Tencent—who have led their companies for over two decades. It highlights how their businesses ...
The KOSPI's sharp decline reflects economic fears tied to rising oil prices and the potential impact of AI on employment and consumer spending.
TSMC's announcement of 3-nanometer technology for its Japan venture highlights its strategic adaptability to market demands and political timing.
The blog post critiques the prevailing narratives surrounding Deepseek, a company often framed within the context of US-China rivalry. The author argues that the focus on Deepseek's nationality oversimplifies its significance, emp...
The blog post discusses TSMC's earnings and outlook following its 2024 investor conference, highlighting key financial metrics and future projections. TSMC anticipates a 25% revenue growth in 2025, driven by AI and high-performanc...
The blog post discusses misconceptions about China's semiconductor self-sufficiency, arguing that the belief it was spurred by US restrictions is unfounded. It references a report by Gregory C. Allen from the Center for Strategic ...
Culpium has been nominated as a finalist for the SOPA awards in the category of Excellence in Opinion Writing - Regional, competing against established media outlets. This recognition comes shortly after Culpium's launch and highl...