Supply Chained

Tim & Jon discuss fanciful ideas like Terafab, Flying Cars and Elon Musk agreeing to share

Tim & Jon examine the early data and recall a vaguely familiar time when IPOs were hot

Tim & Jon recall the year massive floods hit Thailand, and the lessons to be learnt for the supply-chained

Jon & Tim discuss advances in AI-systems for designing chips, and where they still fall short.

Jon & Tim discuss something even more awesome and challenging than EUV.

Tim & Jon share spicy takes from the two hottest chip events on the calendar.

Jon & Tim discuss how Micron zigged when peers zagged, and the "Myth of Micron".

Jon & Tim look at some forgotten facets of his time at Apple, and how John Ternus may make some changes when he takes power.

Jon and Tim discuss the nuances of cross node utilization and the unheralded role of these wafer trucks going up and down Taiwan.

Jon & Tim discuss the meaty chips that don't get enough attention, and why now is their time to shine.

Jon & Tim take stock of this crazy year in AI, and look at what may happen in the remaining months

Tim and Jon discuss the recent debate over closed and open-weights AI models, but with a more hardware-centric approach.

Tim and Jon discuss the differences in perspective between hardware and software people. People know hardware is hard, but what does that mean?

Jon and Tim talk about the EU Chips Act, and the failings of the EU chips policy. What might be next for EU Chips 2.0? Perhaps the weaponization of ASML?

Tim talks a bit about his new launched project: CASCI, which looks deep into the Taiwanese supply chain for information about the AI buildout.

Tim and Jon discuss the back and forth between Apple and Micron. What is going on? Who is to blame?

In today's episode, Jon and Tim talk about one of Japan's top NC controller makers, Fanuc, and its journey to a robot pioneer. Robot grandaddy as one might say.

In today's episode, Jon and Tim discuss a bevy of Japanese companies with secret side hustles in semiconductors and high technology.

In this episode, Jon talks a bit about his visit to the data centers of Malaysia and Singapore ranging from the big ones in the jungle to the high tech ones with immersed GPUs.

Jon and Tim discuss the differences between Test, Metrology and Inspection. And why people in these fields get very mad if you mix them up.

Jon tells Tim about the magical mysteries involved in making turbine blades. One of Asianometry's hottest topics.

Jon and Tim discuss five major questions about ASML, now Europe's biggest technology company by market cap.

Tim & Jon take a look at how Foxconn is moving away from iPhones toward Nvidia AI servers. And satellites. Yes, satellites.

Tim and Jon discuss the recent price surge in DRAM and how the DRAM oligopoly are responding. They then question whether this rally is truly sustainable

In today's episode, Tim and Jon discuss Arm Holdings and its recent decision to go into making their own CPUs. What kind of calculus was involved in such a decision?

In today's episode, Tim and Jon discuss the ancient semiconductor industry secret behind Apple's best-selling Macbook Neo laptop. A little trick that Nvidia has been using for many years.

Tim and Jon introduce Supply Chained, a new podcast for the curious, the care-free and the craven. In the inaugural episode, we talk TSMC’s recent earnings announcement. Financial performance, margins, capacity disappointments, and more.