Articles from www.culpium.com

Articles from www.culpium.com

Anthropic S-1: it spent just $482M on capex in H1 2026, leasing most of its compute, and its capex is almost entirely outsourced via $782B in lease obligations (www.culpium.com)
16 days ago

Sources: TSMC execs in charge of overseas operations met Texas officials and started more serious discussions in H1 2026, after talking on and off for 10+ years (www.culpium.com)
2026-10-12 Texas

Sources: TSMC is exploring plans to work with Elon Musk's Terafab project as it mulls a presence in Texas, adding to its existing plans to expand in Arizona (www.culpium.com)
2026-10-3 Elon Musk Texas

SK Hynix's IPO prospectus analysis, as it seeks to raise ~$28B on the Nasdaq: highly leveraged to HBM, extensive ties to China, and health and safety issues (www.culpium.com)
2026-7-8 China IPO

Sources: Intel faces a supply shortage of its Panther Lake and Wildcat Lake laptop chips built on its 18A process node; Intel says there are “some” shortages (www.culpium.com)
2026-6-3 Intel

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)
2026-4-30 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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