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Huawei's R&D Campaign in Two Charts
[Opinion] It's spending big, with a little (a lot) of help from a friend
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Tim Culpan
1
What Supply Chain Security REALLY Means
[Opinion] How the $280 billion CHIPS & Science Act relates to exploding pagers in Lebanon
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Tim Culpan
Apple Mobile Processors Are Now Made in America. By TSMC
[Exclusive] The iPhone maker is ready to be the first client of TSMC's new Arizona fab. Finally, the iPhone will boast a processor that's Made in…
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Tim Culpan
6
Apple v The World in Two Charts
[Opinion] There's a metric for everyone.
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Tim Culpan
Winning iPhone Orders is no Longer Victory
Apple is a great customer to have. But the timing's not great to get into iPhone assembly.
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Tim Culpan
TSMC v Intel in Two Charts [Correct]
[Opinion] Because a picture tells a thousand words
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Tim Culpan
The Death of LCDs, Means New Life for Chips
[Opinion] Major moves in recent weeks show that LCD's days are numbered. But it's great timing for semiconductor makers.
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Tim Culpan
2

August 2024

So, here we are ...
I have a question for you.
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Tim Culpan
3

April 2023

Welcome to Tim Culpan's Substack
The place for unique and exclusive insights, and updates on my work.
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Tim Culpan
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