Articles from www.culpium.com

Articles from www.culpium.com

Samsung, SK Hynix, and Micron earnings show increased DRAM prices, not shipments, indicating a focus on revenue over helping clients get the products they need (www.culpium.com)
11 days ago Samsung

Sources: TSMC urges clients to apply for N2 production allocation as far out as Q2 2027, with large capacity allotments nearly sold out for the next two years (www.culpium.com)
2026-2-28

Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia was likely TSMC's top customer in at least one or two quarters in 2025 (www.culpium.com)
2026-1-16 AI Apple Nvidia

Sources: TSMC's Arizona plant is now producing Systems-in-Package for the Apple Watch, almost certainly the S9, in addition to the A16 processor for iPhones (www.culpium.com)
2025-1-9 Apple

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