Tim Culpan

1 week ago | culpium.com | Tim Culpan

Good Evening from Taipei,This morning, I found out that Culpium has been selected as a finalist for The Society of Publishers in Asia (SOPA) awards, the most prestigious journalism awards in the region. The nomination is in the category of Excellence in Opinion Writing - Regional. SOPA Awards, and this category, tend to be dominated by large and established media outlets; the two other finalists in my category are both from Singapore’s storied Straits Times newspaper.

Feb 6, 2025 | culpium.com | Tim Culpan

Good Morning from Taipei, I think it’s highly probable that TSMC Arizona will be spun off due to US government pressure. It would initially be 100% controlled by TSMC, but eventually could get listed on the NYSE or NASDAQ with TSMC HQ’s stake slowly declining. The business model would probably be some kind of technology and management licensing deal because I see no hope for TSMC Arizona doing leading-edge process R&D on its own.

Feb 6, 2025 | open.substack.com | Tim Culpan

Good Morning from Taipei, I think it’s highly probable that TSMC Arizona will be spun off due to US government pressure. It would initially be 100% controlled by TSMC, but eventually could get listed on the NYSE or NASDAQ with TSMC HQ’s stake slowly declining. The business model would probably be some kind of technology and management licensing deal because I see no hope for TSMC Arizona doing leading-edge process R&D on its own.

Feb 2, 2025 | culpium.com | Tim Culpan

Good Morning from Taipei,I get the sense that many people have spent more time opining about Deepseek than actually reading and trying to understand the company and its recent developments. Rather than weigh in with yet another quicktake, I decided to step away until the noise died down. Now seems as good a time as any to explain what I think most people have missed. First, I think the obsession with Deepseek’s nationality misses the most important characteristic of the company.

Jan 16, 2025 | culpium.com | Tim Culpan

Good Morning from Taipei,TSMC is set to begin production of chips for Bitcoin chip mining company Bitdeer in Arizona this quarter, according to my sources. Six months after planning, then pulling, production of chips for fellow Chinese crypto mining company Bitmain in Arizona, the Taiwanese company is pushing ahead with manufacturing chips for a different China-connected high-performance computing client at a US federally funded facility.