[Exclusive] Clients are being asked to finalize their requirements into mid 2027, with larger customers already booking capacity over the next two to three years.

Walk through a metal gate, sidestep a pile of boxes, take an elevator to a floor of serviced offices and enter the latest battleground for Samsung Electronics Co.

[Opinion] The US could impose a tax on Taiwanese chips. But it would hurt the very companies Trump used to bolster his tech credentials.

[Opinion] The US could impose a tax on Taiwanese chips. But it would hurt the very companies Trump used to bolster his tech credentials.

A former lieutenant general, Kao An-kuo, and five other associates were indicted earlier this month for efforts to form a paramilitary organization that would act to sabotage the Taiwanese government…

Culpium: noun [U] — a cure for lack of knowledge, understanding or clarity. *taken by those seeking to improve comprehension of technology, semiconductors, and supply chains especially in Asia. *See y...

Analysis-based opinion & exclusive news. No fluff or padding. My beat is technology. This is what independent journalism looks like. Click to read Tim Culpan’s Position, a Substack publication.

[Opinion] With CEO Pat Gelsinger gone, everyone's taking shots at Intel's board. Here are the only numbers that matter

[Opinion] It's true that the nation has become more adept at making gear which is used to make chips. But this chart puts that development in context

While declaring the martial law, President Yoon accused opposition of anti-state activities.

[Opinion] His strategy was a Hail Mary, but Pat’s last big act has Intel repeating AMD’s mistake of 15 years ago.

[Opinion] Big businesses have the heft and reach to switch up their supply chains. Mom-and-pop shops will be the pawns in this game of geopolitical chicken

[Opinion] A big takeaway from this earnings season is the disparity between US and Chinese OG internet companies

Technology Columnist. 25-year resident of Taipei. Opinions mine, but we can share. Specialties are chips, tech supply chain, Taiwan/China. Also AI, social media, cyber.

[Opinion] Nintendo is falling behind Sony after a few solid years. Next year will be crucial to the family of Zelda and Mario

[Opinion] SoftBank Vision Fund is underperforming the S&P 500. A big bet on Sam Altman's OpenAI won't change that

The focus on semiconductors risks taking attention away from America’s crucial aerospace sector.