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Intel CEO Lip Bu Tan Reshapes Company Strategy After Admitting Intel Lost Data Center Leadership
Semiconductor, Business Angel Morales 5/20/26 Semiconductor, Business Angel Morales 5/20/26

Intel CEO Lip Bu Tan Reshapes Company Strategy After Admitting Intel Lost Data Center Leadership

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Ex Samsung Chip Boss Says China’s DRAM Expansion Could Ease DDR5 Price Surge by 2027
Semiconductor, Hardware Angel Morales 5/19/26 Semiconductor, Hardware Angel Morales 5/19/26

Ex Samsung Chip Boss Says China’s DRAM Expansion Could Ease DDR5 Price Surge by 2027

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Samsung Strike Risk Eases After Court Injunction and Government Pressure Push Union Back to Talks
Semiconductor Angel Morales 5/19/26 Semiconductor Angel Morales 5/19/26

Samsung Strike Risk Eases After Court Injunction and Government Pressure Push Union Back to Talks

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TSMC Moves Toward 1nm Planning as Advanced Node Race With Samsung Intensifies
Semiconductor Angel Morales 5/19/26 Semiconductor Angel Morales 5/19/26

TSMC Moves Toward 1nm Planning as Advanced Node Race With Samsung Intensifies

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NVIDIA’s Rubin Ultra Could Hand Intel a Lifeline if UBS Is Right About EMIB T on a 4 Chip Variant
AI, Hardware, Semiconductor Angel Morales 5/18/26 AI, Hardware, Semiconductor Angel Morales 5/18/26

NVIDIA’s Rubin Ultra Could Hand Intel a Lifeline if UBS Is Right About EMIB T on a 4 Chip Variant

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Intel Returns to Formula 1 as McLaren Racing’s Official Compute Partner Across F1, IndyCar, and Sim Racing
Hardware, Semiconductor Angel Morales 5/18/26 Hardware, Semiconductor Angel Morales 5/18/26

Intel Returns to Formula 1 as McLaren Racing’s Official Compute Partner Across F1, IndyCar, and Sim Racing

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NVIDIA Wins H200 Access for 10 Chinese Firms, but No Shipments Yet as It Tries to Rebuild a Market That Fell From 95% Share to Near Zero
AI, Semiconductor, Hardware Angel Morales 5/15/26 AI, Semiconductor, Hardware Angel Morales 5/15/26

NVIDIA Wins H200 Access for 10 Chinese Firms, but No Shipments Yet as It Tries to Rebuild a Market That Fell From 95% Share to Near Zero

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Samsung Strike Fears Are Already Moving the Memory Market as DDR4 Prices Surge in Shenzhen
Semiconductor Angel Morales 5/15/26 Semiconductor Angel Morales 5/15/26

Samsung Strike Fears Are Already Moving the Memory Market as DDR4 Prices Surge in Shenzhen

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Jensen Huang Joins Trump’s China Trip After All, Reversing Earlier Reports He Would Skip the Visit
AI, Semiconductor, Hardware, Industry Angel Morales 5/14/26 AI, Semiconductor, Hardware, Industry Angel Morales 5/14/26

Jensen Huang Joins Trump’s China Trip After All, Reversing Earlier Reports He Would Skip the Visit

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TSMC Joins Applied Materials at 5 Billion$ EPIC Center to Tackle 3D Transistor Scaling for the Next AI Chip Era
Semiconductor, Industry, AI Angel Morales 5/13/26 Semiconductor, Industry, AI Angel Morales 5/13/26

TSMC Joins Applied Materials at 5 Billion$ EPIC Center to Tackle 3D Transistor Scaling for the Next AI Chip Era

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Apple Intel Chip Deal Could Spark €4.6 Billion Equipment Rush for ASML as BofA Sees Major Foundry Upside
Semiconductor Angel Morales 5/13/26 Semiconductor Angel Morales 5/13/26

Apple Intel Chip Deal Could Spark €4.6 Billion Equipment Rush for ASML as BofA Sees Major Foundry Upside

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Intel Reportedly Brings On Package Memory Back With Razor Lake AX to Challenge AMD’s Future Halo Class APUs
Semiconductor, Hardware Angel Morales 5/12/26 Semiconductor, Hardware Angel Morales 5/12/26

Intel Reportedly Brings On Package Memory Back With Razor Lake AX to Challenge AMD’s Future Halo Class APUs

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Elon Musk and Tim Cook to Join Trump’s China Visit, While NVIDIA CEO Jensen Huang Is Reportedly Not Attending
Semiconductor, Industry Angel Morales 5/12/26 Semiconductor, Industry Angel Morales 5/12/26

Elon Musk and Tim Cook to Join Trump’s China Visit, While NVIDIA CEO Jensen Huang Is Reportedly Not Attending

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Ajinomoto Reportedly Eyes 30% ABF Film Price Hike as AI Server Demand Keeps Substrate Market Tight Through 2027
Semiconductor Angel Morales 5/12/26 Semiconductor Angel Morales 5/12/26

Ajinomoto Reportedly Eyes 30% ABF Film Price Hike as AI Server Demand Keeps Substrate Market Tight Through 2027

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Loongson Targets DRAM And Android As Its 2027 CPU And GPU Roadmap Shows Modest Ambition
Semiconductor, Hardware Angel Morales 5/12/26 Semiconductor, Hardware Angel Morales 5/12/26

Loongson Targets DRAM And Android As Its 2027 CPU And GPU Roadmap Shows Modest Ambition

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Chinese DDR5 Server Memory Push Expands as SINKER Starts Shipping 64 GB RDIMMs to Data Centers
Semiconductor, Hardware Angel Morales 5/12/26 Semiconductor, Hardware Angel Morales 5/12/26

Chinese DDR5 Server Memory Push Expands as SINKER Starts Shipping 64 GB RDIMMs to Data Centers

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SK hynix Reportedly Evaluates Intel EMIB as CoWoS Capacity Tightens the AI Packaging Market
Semiconductor Angel Morales 5/12/26 Semiconductor Angel Morales 5/12/26

SK hynix Reportedly Evaluates Intel EMIB as CoWoS Capacity Tightens the AI Packaging Market

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Silicon Motion CEO Warns DRAM and SSD Shortages Could Stretch Into 2028 as AI Demand Keeps Tightening Supply
Semiconductor, AI, Hardware Angel Morales 5/11/26 Semiconductor, AI, Hardware Angel Morales 5/11/26

Silicon Motion CEO Warns DRAM and SSD Shortages Could Stretch Into 2028 as AI Demand Keeps Tightening Supply

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SMIC Founder Says Chasing 3nm and 2nm Alone Is a “Misconception” as He Pushes Niche Semiconductor Markets as the Real Breakthrough Path
Semiconductor Angel Morales 5/11/26 Semiconductor Angel Morales 5/11/26

SMIC Founder Says Chasing 3nm and 2nm Alone Is a “Misconception” as He Pushes Niche Semiconductor Markets as the Real Breakthrough Path

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Intel and NVIDIA Tease Deeper Collaboration as Lip Bu Tan Congratulates Jensen Huang at Carnegie Mellon Ceremony
Semiconductor, Hardware, AI Angel Morales 5/11/26 Semiconductor, Hardware, AI Angel Morales 5/11/26

Intel and NVIDIA Tease Deeper Collaboration as Lip Bu Tan Congratulates Jensen Huang at Carnegie Mellon Ceremony

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