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Tim Culpan @tculpan.bsky.social · 1d

No. That’s not what the paper says at all.

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Tim Culpan @tculpan.bsky.social · 4d

The state of AI explained in one image.

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Reposted by Tim Culpan

Alex Turnbull @alexbhturnbull.bsky.social · 20d

I remember when Molycorp went down and look at where that got us. Bottom line is private capital alone is not up to this. The contrarian distressed guy in me wants to take the other side of this conga line of clowns who did one heavily staged managed trip to China and gave up. #EnergySky

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Tim Culpan @tculpan.bsky.social · Jul 17

TSMC just forecast full-year revenue will climb 30%, that's an upgrade to its previous mid-20s figure.
It's all about AI.
Overseas expansion continues, with management looking to speed up its ramp up at Arizona, TSMC told investors Thursday.

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Tim Culpan @tculpan.bsky.social · Jul 17

TSMC just posted revenue & operating profit which beat guidance.
What's impressive is that gross margin came in near top of guidance, despite a strengthening Taiwan dollar. (1% stronger TWD = 0.4% weaker gross margin).
GM was hit by about 280bps due to forex, management told investors Thursday.

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Reposted by Tim Culpan

Verified Account Tracker @verified.pds.mmatt.net · Jul 1

✅ @tculpan.bsky.social has been verified by @bsky.app.

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Tim Culpan @tculpan.bsky.social · Jun 17

Note to Donald Trump
It really doesn’t take much.

Just sayin’

Start Your Own Smartphone Company for $1,000
By @tculpan (10 years ago)

www.bloomberg.com/news/article...

Start Your Own Smartphone Company for $1,000

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.

www.bloomberg.com

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Tim Culpan @tculpan.bsky.social · Jun 11

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Tim Culpan @tculpan.bsky.social · Jun 11

Just in:
Taiwan was just hit by a big quake.
This alert, sent by phone, arrived 30-45sec before the tremor hit northern Taiwan.
Our alert system really worked.

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Tim Culpan @tculpan.bsky.social · Jun 4

Never forget that there’s “nothing to remember” about this day

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Tim Culpan @tculpan.bsky.social · May 30

OMG. Congrats.
CCRT is one of the most brutal things that can be done to the human body. And then surgery to boot!
All the best in reclaiming control of your life in all its glory.

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Tim Culpan @tculpan.bsky.social · Apr 27

Mango Cancer

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Tim Culpan @tculpan.bsky.social · Apr 15

You should not be surprised when TSMC trims its full-year sector forecast this Thursday at its 1Q earnings event.

culpium.com

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Reposted by Tim Culpan

Boo!-per Lund @cooperlund.online · Apr 3

My schadenfreude for the day is that Bitcoin's down basically as much as the NASDAQ, and if Bitcoin did what its fans said it did it would be the opposite.

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Reposted by Tim Culpan

U.S. Consumer Product Safety Commission @cpsc.gov · Apr 3

#WARNING: @cpsc.gov warns consumers to immediately stop using INSE Cordless Stick Vacuums models S6P Pro and S6T due to fire and burn hazards; risk of serious injury and death; sold on amazon.com.

Full warning: cpsc.gov/Warnings/202...

Defective INSE Cordless Vacuums models S6P Pro and S6T

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Tim Culpan @tculpan.bsky.social · Apr 3

Trump’s new income tax policy:

How much you spent / How much your earned

See! Policy is easy.

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Tim Culpan @tculpan.bsky.social · Apr 3

Thomas Friedman saw only what Beijing wanted him to see.

It wasn’t the future.

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Reposted by Tim Culpan

The Editorial Board @editorialboard.bsky.social · Mar 27

When apparent agents of the state do not identify themselves and do not declare the authority by which they are acting—“This is the XYZ police and you are under arrest”—they are, by definition, secret police.

Matt Novak @paleofuture.bsky.social · Mar 26

Video of the international student at Tufts being arrested by "federal authorities" in Massachusetts has been released and it's terrifying.

They're not even uniformed officers. Just secret police thugs in hoodies and masks.

From WCVB: youtu.be/PuFIs7OkzYY

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Tim Culpan @tculpan.bsky.social · Feb 10

The US-Taiwan semiconductor relationship has changed drastically.

I was surprised by what the data showed me.

The implications for the US are profound

www.culpium.com/p/how-a-tsmc...

How a TSMC Tax Would be a FAFO Move for the US

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

www.culpium.com

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Reposted by Tim Culpan

Pierre-Yves Baubry 博磊 @pybaubry.bsky.social · Feb 7

"The US doesn’t have the capacity to manufacture anywhere near a similar volume of equivalent devices. It would take months, if not years, to build the factories, spin up the tools, and then go through the qualification process", @tculpan.bsky.social writes.

How a TSMC Tax Would be a FAFO Move for the US

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

open.substack.com

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Tim Culpan @tculpan.bsky.social · Feb 6

To a dog,
the carrot & the stick
have opposite roles.

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Tim Culpan @tculpan.bsky.social · Feb 3

There’s a better way to look at Deepseek

www.culpium.com/p/deepseek-i...

Tim Culpan @tculpan.bsky.social · Jan 27

Taiwan’s KMT vehemently opposes abolishing the death penalty. A matter of principle, which I understand but don’t agree with.

I wonder whether the party vehemently opposes employing it for treason 🙄

newbloommag.net/2025/01/27/r...

Veterans Detained Over Paramilitary Plot to Sabotage Government in Wartime | New Bloom Magazine

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…

newbloommag.net

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Tim Culpan @tculpan.bsky.social · Jan 17

Huh? What?
Getting heaps of LinkedIn connection requests from accounts like this recently.
Microsoft can’t seem to contain the spread.