Supply Chained

Ranking history

About the show

Latest episodes

• Supply Chains & Mother Nature: When Thai Floods Hit HDDs

  October 6, 2026 · 18 min

  Tim & Jon recall the year massive floods hit Thailand, and the lessons to be learnt for the supply-chained

• Adventures in Chip Design

  September 29, 2026 · 16 min

  Jon & Tim discuss advances in AI-systems for designing chips, and where they still fall short.

• TSMC, ASML, and High NA EUV

  September 21, 2026 · 17 min

  Jon & Tim discuss something even more awesome and challenging than EUV.

• Hot Chips and SEMICON Taiwan

  September 15, 2026 · 22 min

  Tim & Jon share spicy takes from the two hottest chip events on the calendar.

• The Myth of Micron: Not so American After All

  September 8, 2026 · 19 min

  Jon & Tim discuss how Micron zigged when peers zagged, and the "Myth of Micron".

• Bye Bye Tim Cook

  September 1, 2026 · 13 min

  Jon & Tim look at some forgotten facets of his time at Apple, and how John Ternus may make some changes when he takes power.

• TSMC Keeps Truckin'

  August 25, 2026 · 14 min

  Jon and Tim discuss the nuances of cross node utilization and the unheralded role of these wafer trucks going up and down Taiwan.

• Power Semis: The Chonks of the Chip World

  August 18, 2026 · 19 min

  Jon & Tim discuss the meaty chips that don't get enough attention, and why now is their time to shine.