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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Join thousands of CEOs, investors, engineers, buyers, lawyers (and journalists) who are getting the best in Asia tech & global hardware news from an industry veteran.
@culpium
Independent. Unbiased. No fluff.
culpium.com/about
Hey folks. Heads up
Culpium Premium (aka paid) monthly will jump to $25/month on Nov 1
Annual unchanged.
Note: if you sign up now you lock in the current rate through the life of your membership, unless you cancel
🙏
culpium.com/subscribe
Just in!
SK Hynix revenue & operating profit beat estimates.
Net income misses on forex, investment losses.
Revenue: 104.6 trillion won ($79B), est: 98.2T won
Operating Profit: 83.3 trillion won, est: 77T won
Margins expand.
Full details first at Culpium
⬇️
SK Hynix will pay out 14T won in cash dividends for 3Q
20,000 won/share = 10k for earnings + 10k special
Share buybacks of at least 60T won for full-year 2026.
You saw it first, here at Culpium.
culpium.com/p/sk-hynix-3q-re…
A quick & easy rundown of @AnthropicAI’s IPO from @Culpium
This overview will take just a few minutes and tell you all you need to know.
And I’ve pulled the paywall.
So, easier than ever.
⬇️
open.substack.com/pub/timcul…
Take a look at this stat:
$2.3bln: Property + Lease Rights
$2.5bln: Restricted cash
@AnthropicAI is crazy asset-light.
More value held in *locked-up* cash than its own compute infrastructure.
Bulls will love it.
Bears will hate it.
culpium.com/p/anthropic-s1-n…
Tim Culpan retweeted
Interesting 👇👇👇
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…
This last graf has real Google-IPO vibes
@AnthropicAI is positioning itself as the Google of our generation. (Powered, quite literally, by Google)
culpium.com/p/anthropic-s1-n…
I read @AnthropicAI’s 200-page prospectus so you don’t have to.
Some amazing stats.
“Anthropic’s revenue-per-dollar-of-compute looks impressive. The cost is really hidden in lease obligations.”
culpium.com/p/anthropic-s1-n…
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.
