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Fujitsu and Rapidus Target a 1.4nm AI Chip in One of Japan’s Boldest Semiconductor Moves Yet
Semiconductor Angel Morales 4/1/26 Semiconductor Angel Morales 4/1/26

Fujitsu and Rapidus Target a 1.4nm AI Chip in One of Japan’s Boldest Semiconductor Moves Yet

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TSMC 2nm Trade Secret Case Intensifies as Engineers Face Up to 14 Years in Prison Over Alleged Smartphone Photo Leak
Semiconductor Angel Morales 3/31/26 Semiconductor Angel Morales 3/31/26

TSMC 2nm Trade Secret Case Intensifies as Engineers Face Up to 14 Years in Prison Over Alleged Smartphone Photo Leak

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Micron Reportedly Eyes Stacked GDDR Memory for AI, a Move That Could Put Even More Pressure on Gaming GPU Supply
AI, Hardware, Semiconductor Angel Morales 3/31/26 AI, Hardware, Semiconductor Angel Morales 3/31/26

Micron Reportedly Eyes Stacked GDDR Memory for AI, a Move That Could Put Even More Pressure on Gaming GPU Supply

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TSMC 3nm Capacity Tightens Further as Priority Shifts Toward Long Term Core Customers
Semiconductor Angel Morales 3/30/26 Semiconductor Angel Morales 3/30/26

TSMC 3nm Capacity Tightens Further as Priority Shifts Toward Long Term Core Customers

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Pat Gelsinger Says Wall Street’s Short Term Focus Hurt Intel’s Manufacturing Push and America’s Chip Ambitions
Semiconductor, Hardware Angel Morales 3/30/26 Semiconductor, Hardware Angel Morales 3/30/26

Pat Gelsinger Says Wall Street’s Short Term Focus Hurt Intel’s Manufacturing Push and America’s Chip Ambitions

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Taiwan Is Facing Its Lowest Western Rainfall in 75 Years, Putting Fresh Attention on Water Risk Around TSMC’s Fab Network
Semiconductor Angel Morales 3/30/26 Semiconductor Angel Morales 3/30/26

Taiwan Is Facing Its Lowest Western Rainfall in 75 Years, Putting Fresh Attention on Water Risk Around TSMC’s Fab Network

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Arm Launches Its First Ever Data Center Silicon With the AGI CPU, Marking a Historic Shift Beyond IP Licensing
Semiconductor, AI, Hardware Angel Morales 3/25/26 Semiconductor, AI, Hardware Angel Morales 3/25/26

Arm Launches Its First Ever Data Center Silicon With the AGI CPU, Marking a Historic Shift Beyond IP Licensing

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Jensen Huang Says NVIDIA Is Not a One Man Company, Arguing Knowledge Is Shared Continuously Across Leadership
Semiconductor, Hardware Angel Morales 3/25/26 Semiconductor, Hardware Angel Morales 3/25/26

Jensen Huang Says NVIDIA Is Not a One Man Company, Arguing Knowledge Is Shared Continuously Across Leadership

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Samsung’s 2nm GAA Yields Reportedly Reach 60%, Showing Real Progress
Semiconductor Angel Morales 3/25/26 Semiconductor Angel Morales 3/25/26

Samsung’s 2nm GAA Yields Reportedly Reach 60%, Showing Real Progress

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Tesla’s TeraFab Hiring Push Reaches Taiwan as Musk’s Chip Ambitions Move From Presentation to Recruitment
Semiconductor Angel Morales 3/25/26 Semiconductor Angel Morales 3/25/26

Tesla’s TeraFab Hiring Push Reaches Taiwan as Musk’s Chip Ambitions Move From Presentation to Recruitment

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TSMC Arizona Fab 4 Is Reportedly Already Booked with a 2030 Production Timeline
Semiconductor, Industry Angel Morales 3/24/26 Semiconductor, Industry Angel Morales 3/24/26

TSMC Arizona Fab 4 Is Reportedly Already Booked with a 2030 Production Timeline

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Middle East Conflict Raises a Serious New Risk for Chips, but the Taiwan Power Collapse Scenario Is Still Not a Confirmed Outcome
AI, Semiconductor, News Angel Morales 3/23/26 AI, Semiconductor, News Angel Morales 3/23/26

Middle East Conflict Raises a Serious New Risk for Chips, but the Taiwan Power Collapse Scenario Is Still Not a Confirmed Outcome

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Elon Musk Unveils TeraFab as a Radical New Chip Manufacturing Bet, but the Scale Claims Are Already Raising Serious Questions
Semiconductor Angel Morales 3/23/26 Semiconductor Angel Morales 3/23/26

Elon Musk Unveils TeraFab as a Radical New Chip Manufacturing Bet, but the Scale Claims Are Already Raising Serious Questions

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Big Tech Is Locking In Memory for Years, and That Could Keep the Shortage Alive Much Longer Than Expected
Semiconductor, News Angel Morales 3/23/26 Semiconductor, News Angel Morales 3/23/26

Big Tech Is Locking In Memory for Years, and That Could Keep the Shortage Alive Much Longer Than Expected

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AMD Secures Samsung HBM4 for Instinct MI455X, but the Real Surprise Is the Foundry Angle
Semiconductor, Hardware Angel Morales 3/20/26 Semiconductor, Hardware Angel Morales 3/20/26

AMD Secures Samsung HBM4 for Instinct MI455X, but the Real Surprise Is the Foundry Angle

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Samsung Pushes 3 to 5 Year Memory Contracts With Small Discounts as It Tries to Extend the AI DRAM Boom
Semiconductor, Hardware Angel Morales 3/19/26 Semiconductor, Hardware Angel Morales 3/19/26

Samsung Pushes 3 to 5 Year Memory Contracts With Small Discounts as It Tries to Extend the AI DRAM Boom

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Samsung Unveils HBM4E With Up to 4 TB/s Bandwidth Per Stack, While HBM4 Enters Mass Production for NVIDIA Vera Rubin
Semiconductor, AI, Hardware, GTC 2026 Angel Morales 3/17/26 Semiconductor, AI, Hardware, GTC 2026 Angel Morales 3/17/26

Samsung Unveils HBM4E With Up to 4 TB/s Bandwidth Per Stack, While HBM4 Enters Mass Production for NVIDIA Vera Rubin

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Micron Starts High Volume Production of HBM4, PCIe Gen6 SSDs and SOCAMM2 for NVIDIA Vera Rubin
Semiconductor, Hardware, GTC 2026 Angel Morales 3/17/26 Semiconductor, Hardware, GTC 2026 Angel Morales 3/17/26

Micron Starts High Volume Production of HBM4, PCIe Gen6 SSDs and SOCAMM2 for NVIDIA Vera Rubin

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Intel Heads to NVIDIA GTC as Agentic AI Pushes CPUs Back Into the Spotlight
GDC 2026, Semiconductor, AI, Hardware Angel Morales 3/16/26 GDC 2026, Semiconductor, AI, Hardware Angel Morales 3/16/26

Intel Heads to NVIDIA GTC as Agentic AI Pushes CPUs Back Into the Spotlight

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Elon Musk Says Tesla’s TeraFab Reveal Is Coming Next Week as Chip Supply Pressure Builds
Semiconductor Angel Morales 3/16/26 Semiconductor Angel Morales 3/16/26

Elon Musk Says Tesla’s TeraFab Reveal Is Coming Next Week as Chip Supply Pressure Builds

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