Culpium || Award winning journalist. Ironman. Pilot. Chipwatcher. 中文, Java, , Python, C. Masters in CS. #NoMeatAthlete
Taipei City, Taiwan
Joined June 2008
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@culpium
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I compiled this list of @AnthropicAI lease obligations.
More than $780 BILLION over the next decade.
@Broadcom the biggest among them. @Google and @SpaceX also majors
At the same time, Anthropic spends almost nothing on capex.
Take a read (paywall off)
culpium.com/p/anthropic-s1-n…
"That’s right, Anthropic’s corpus of leading-edge, change-the-world frontier models are trained and kept on computers it doesn’t even own."
Anthropic S1 Now Live! First Look open.substack.com/pub/timcul…
Typhoon Champi is serious business
This video was taken in Taichung, Central Taiwan
threads.com/share/BAsLUby2Jw…
Just in
Taiwan to shut Friday as Typhoon Champi approaches.
Out of an abundance of caution, TSMC canceled its annual Sports Day scheduled for Saturday.
Just in.
@MicronTech says it has signed a deal with the labor union in Taiwan.
They cancelled mediation schedule for Thursday.
I asked TSMC chairman CC Wei today whether he can share more on his company’s possible deal with @elonmusk and @TerafabCorp
Ever the joker, he told me “I’ll share more at the next investor conference”
Friends, they just held an IR call yesterday.
The next one is in January 🤣
This is it.
This is the key quote from TSMC on @TerafabCorp
And yet, everyone missed it — too caught up on CC Wei’s comment about running the fab to notice what he said about excess capacity at the fab.
And note what @elonmusk said about renting.
Two weeks ago @Culpium broke news of talks between TSMC & @TerafabCorp
@elonmusk has said his team will run the fab
TSMC just said it will run the fab
Both sides have dropped hints as to how it may work.
Two things can be true at once
Here’s how:
open.substack.com/pub/timcul…
TSMC finally speaks about Terafab, and paints a picture of a new future
open.substack.com/pub/timcul…
Just in:
TSMC reported 3Q Earnings.
Highlights
Net income NT$763 billion*, +69% Y/y
Operating NT$876 billion*, +75%
GM: 66.4% v Guidance 65-67%
OM: 58.7% v Guidance 56-58%
*indicates record high
CASCI is proving to be a powerful tool for tracking the AI compute rollout.
September CASCI dropped for the 1st time in 12 months
CASCI foreshadowed Midstream weakness in the August report, noting at the time that “momentum is petering out”
Read on
culpium.com/p/casci-posts-fi…
Just in:
CASCI Posts First Drop in 12 Months as Constraints Bite
Midstream suppliers get squeezed from both sides, Culpium AI Supply Chain Index shows.
culpium.com/p/casci-posts-fi…
Culpium Executive (Founder) members just received the First Look at the September 2026 Culpium AI Supply Chain Index (CASCI) monthly report.
Culpium Premium (Paid) members get it 24 hours later.
Actual data.
Proprietary model
Real alpha.
culpium.com/subscribe
Inside.
@TerafabCorp has put in an order for @ASMLcompany EUV machines, and sees delivery of the tools to its R&D fab mid-2027.
(though, this timeline may be a little rubbery)
culpium.com/p/inside-tsmc-te…
“The limiting factor will be turning the chips on,” Musk said. “You need power and transformers and cooling.”
Inside TSMC, Texas, and the Terafab Tango
open.substack.com/pub/timcul…
