Supply Chained

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  TSMC, ASML, and High NA EUV 21.09.2026 16min

  Jon & Tim discuss something even more awesome and challenging than EUV.
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  Hot Chips and SEMICON Taiwan 15.09.2026 22min

  Tim & Jon share spicy takes from the two hottest chip events on the calendar.
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  The Myth of Micron: Not so American After All 08.09.2026 18min

  Jon & Tim discuss how Micron zigged when peers zagged, and the "Myth of Micron".
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  Bye Bye Tim Cook 01.09.2026 13min

  Jon & Tim look at some forgotten facets of his time at Apple, and how John Ternus may make some changes when he takes power.
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  TSMC Keeps Truckin' 25.08.2026 13min

  Jon and Tim discuss the nuances of cross node utilization and the unheralded role of these wafer trucks going up and down Taiwan.
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  Power Semis: The Chonks of the Chip World 18.08.2026 19min

  Jon & Tim discuss the meaty chips that don't get enough attention, and why now is their time to shine.
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  Mid-Year Review 11.08.2026 22min

  Jon & Tim take stock of this crazy year in AI, and look at what may happen in the remaining months
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  Model Wars: What Really Matters in the Open v. Closed Debate 04.08.2026 15min

  Tim and Jon discuss the recent debate over closed and open-weights AI models, but with a more hardware-centric approach.
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  Hardware is Hard 28.07.2026 19min

  Tim and Jon discuss the differences in perspective between hardware and software people. People know hardware is hard, but what does that mean?
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  The EU & Chips: Moving Slow and (Not) Breaking Things 21.07.2026 23min

  Jon and Tim talk about the EU Chips Act, and the failings of the EU chips policy. What might be next for EU Chips 2.0? Perhaps the weaponization of ASML?
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  CASCI: Tricks for Tracking the AI Supply Chain 14.07.2026 16min

  Tim talks a bit about his new launched project: CASCI, which looks deep into the Taiwanese supply chain for information about the AI buildout.
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  It’s Not Me It’s You: The memory blame game and what’s next 07.07.2026 23min

  Tim and Jon discuss the back and forth between Apple and Micron. What is going on? Who is to blame?
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  Fanuc: Robot Granddaddy 30.06.2026 21min

  In today's episode, Jon and Tim talk about one of Japan's top NC controller makers, Fanuc, and its journey to a robot pioneer. Robot grandaddy as one might say.
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  Japan's Non-tech High-tech Heroes 23.06.2026 23min

  In today's episode, Jon and Tim discuss a bevy of Japanese companies with secret side hustles in semiconductors and high technology.
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  Inside Data Centers: Where the AI magic happens in Singapore & Malaysia 16.06.2026 20min

  In this episode, Jon talks a bit about his visit to the data centers of Malaysia and Singapore ranging from the big ones in the jungle to the high tech ones with immersed GPUs.
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  Metrology, Inspection & Test: Weirdly controversial, oddly fascinating 09.06.2026 21min

  Jon and Tim discuss the differences between Test, Metrology and Inspection. And why people in these fields get very mad if you mix them up.
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  Turbines: Inside the Magic of Metallurgy 02.06.2026 19min

  Jon tells Tim about the magical mysteries involved in making turbine blades. One of Asianometry's hottest topics.
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  ASML: Riding the AI wave, but crushed by its own success 26.05.2026 22min

  Jon and Tim discuss five major questions about ASML, now Europe's biggest technology company by market cap.
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  Foxconn: No longer addicted to Apple; there is a new love or two 19.05.2026 21min

  Tim & Jon take a look at how Foxconn is moving away from iPhones toward Nvidia AI servers. And satellites. Yes, satellites.
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  DRAMflation: A non-growth growth strategy to ride the AI boom 12.05.2026 24min

  Tim and Jon discuss the recent price surge in DRAM and how the DRAM oligopoly are responding. They then question whether this rally is truly sustainable