Semiconductor, Report Angel Morales 8/20/26 Semiconductor, Report Angel Morales 8/20/26 Samsung Raises Foundry Prices by Up to 15% as AI Demand Fills Advanced Capacity Read More Semiconductor Angel Morales 8/20/26 Semiconductor Angel Morales 8/20/26 Chinese Chip Tool Profits Jump Over 400% as Global Equipment Backlogs Hit 24 Months Read More Semiconductor, Hardware Angel Morales 8/19/26 Semiconductor, Hardware Angel Morales 8/19/26 Morgan Stanley Warns DDR4 Prices Could Jump 50% in Q3 as HBM Drains Legacy DRAM Supply Read More Semiconductor, Hardware, AI Angel Morales 8/19/26 Semiconductor, Hardware, AI Angel Morales 8/19/26 Intel Could Be Gaining AI Packaging Business as TSMC CoWoS Demand Spills Into Malaysia Read More AI, Hardware, Semiconductor Angel Morales 8/17/26 AI, Hardware, Semiconductor Angel Morales 8/17/26 Phison CEO Warns NAND Supply May Stay Tight for 4 Years as AI Storage Demand Accelerates Read More Semiconductor, Hardware, AI Angel Morales 8/17/26 Semiconductor, Hardware, AI Angel Morales 8/17/26 SanDisk HBF Comparison Faces Questions Over HBM Bandwidth, BF16 and NAND Endurance Read More AI, Hardware, Semiconductor Angel Morales 8/17/26 AI, Hardware, Semiconductor Angel Morales 8/17/26 Samsung Reportedly Prepares 2 nm HBM Base Die Production as AI Memory Roadmap Accelerates Read More AI, Hardware, Semiconductor Angel Morales 8/17/26 AI, Hardware, Semiconductor Angel Morales 8/17/26 NVIDIA CPO Timeline Holds as Coherent Targets New Optics Revenue in 2H 2026 Read More Semiconductor, Hardware Angel Morales 8/17/26 Semiconductor, Hardware Angel Morales 8/17/26 UBS Sees Micron DRAM Gross Margin Reaching 95% as HBM Complexity Weighs on Profitability Read More Semiconductor, Hardware, Announcement Angel Morales 8/14/26 Semiconductor, Hardware, Announcement Angel Morales 8/14/26 Qualcomm Snapdragon C Targets 300$ Windows Laptops With 8 CPU Cores and Up to 16 GB Memory Read More AI, Semiconductor, Hardware Angel Morales 8/14/26 AI, Semiconductor, Hardware Angel Morales 8/14/26 TSMC CoWoS Yield Surpasses 98% as AI Packaging Scales Toward Massive 14 Reticle Designs Read More Semiconductor, Hardware Angel Morales 8/14/26 Semiconductor, Hardware Angel Morales 8/14/26 Intel CEO Lip Bu Tan Signals New Memory Push as CPU and Memory Stacking Becomes a Strategic Focus Read More Semiconductor, Hardware Angel Morales 8/13/26 Semiconductor, Hardware Angel Morales 8/13/26 YMTC Becomes World’s No. 3 NAND Supplier by Shipments as China Targets Samsung Scale Capacity Read More Semiconductor, Hardware Angel Morales 8/12/26 Semiconductor, Hardware Angel Morales 8/12/26 CXMT DDR5 Yield Reportedly Breaks 90% as China Narrows the DRAM Manufacturing Gap Read More Semiconductor, Business Angel Morales 8/12/26 Semiconductor, Business Angel Morales 8/12/26 Samsung Pushes High NA EUV to 1nm as Cost and Technical Challenges Slow Adoption Read More Semiconductor, Industry Angel Morales 8/12/26 Semiconductor, Industry Angel Morales 8/12/26 Intel Fab 38 Shows Signs of Renewed Activity as Israel Expansion Returns to Focus Read More Semiconductor, Industry Angel Morales 8/11/26 Semiconductor, Industry Angel Morales 8/11/26 TSMC Could Redirect Capacity Toward AI if Apple Chip Inventory Builds, Taiwan Analyst Says Read More AI, Semiconductor, Hardware Angel Morales 8/11/26 AI, Semiconductor, Hardware Angel Morales 8/11/26 Samsung HBM4 Yield Reportedly Reaches 80% as AI Memory Production Accelerates Read More AI, Hardware, Semiconductor Angel Morales 8/11/26 AI, Hardware, Semiconductor Angel Morales 8/11/26 NVIDIA Vera Rubin Packs 74.7 TB of DRAM as AI Memory Costs Surge Read More Semiconductor, Hardware Angel Morales 8/11/26 Semiconductor, Hardware Angel Morales 8/11/26 TSMC Longtan Expansion Revived as 1.4 nm Fab Plans Return to the Table Read More Older Posts
Semiconductor, Report Angel Morales 8/20/26 Semiconductor, Report Angel Morales 8/20/26 Samsung Raises Foundry Prices by Up to 15% as AI Demand Fills Advanced Capacity Read More
Semiconductor Angel Morales 8/20/26 Semiconductor Angel Morales 8/20/26 Chinese Chip Tool Profits Jump Over 400% as Global Equipment Backlogs Hit 24 Months Read More
Semiconductor, Hardware Angel Morales 8/19/26 Semiconductor, Hardware Angel Morales 8/19/26 Morgan Stanley Warns DDR4 Prices Could Jump 50% in Q3 as HBM Drains Legacy DRAM Supply Read More
Semiconductor, Hardware, AI Angel Morales 8/19/26 Semiconductor, Hardware, AI Angel Morales 8/19/26 Intel Could Be Gaining AI Packaging Business as TSMC CoWoS Demand Spills Into Malaysia Read More
AI, Hardware, Semiconductor Angel Morales 8/17/26 AI, Hardware, Semiconductor Angel Morales 8/17/26 Phison CEO Warns NAND Supply May Stay Tight for 4 Years as AI Storage Demand Accelerates Read More
Semiconductor, Hardware, AI Angel Morales 8/17/26 Semiconductor, Hardware, AI Angel Morales 8/17/26 SanDisk HBF Comparison Faces Questions Over HBM Bandwidth, BF16 and NAND Endurance Read More
AI, Hardware, Semiconductor Angel Morales 8/17/26 AI, Hardware, Semiconductor Angel Morales 8/17/26 Samsung Reportedly Prepares 2 nm HBM Base Die Production as AI Memory Roadmap Accelerates Read More
AI, Hardware, Semiconductor Angel Morales 8/17/26 AI, Hardware, Semiconductor Angel Morales 8/17/26 NVIDIA CPO Timeline Holds as Coherent Targets New Optics Revenue in 2H 2026 Read More
Semiconductor, Hardware Angel Morales 8/17/26 Semiconductor, Hardware Angel Morales 8/17/26 UBS Sees Micron DRAM Gross Margin Reaching 95% as HBM Complexity Weighs on Profitability Read More
Semiconductor, Hardware, Announcement Angel Morales 8/14/26 Semiconductor, Hardware, Announcement Angel Morales 8/14/26 Qualcomm Snapdragon C Targets 300$ Windows Laptops With 8 CPU Cores and Up to 16 GB Memory Read More
AI, Semiconductor, Hardware Angel Morales 8/14/26 AI, Semiconductor, Hardware Angel Morales 8/14/26 TSMC CoWoS Yield Surpasses 98% as AI Packaging Scales Toward Massive 14 Reticle Designs Read More
Semiconductor, Hardware Angel Morales 8/14/26 Semiconductor, Hardware Angel Morales 8/14/26 Intel CEO Lip Bu Tan Signals New Memory Push as CPU and Memory Stacking Becomes a Strategic Focus Read More
Semiconductor, Hardware Angel Morales 8/13/26 Semiconductor, Hardware Angel Morales 8/13/26 YMTC Becomes World’s No. 3 NAND Supplier by Shipments as China Targets Samsung Scale Capacity Read More
Semiconductor, Hardware Angel Morales 8/12/26 Semiconductor, Hardware Angel Morales 8/12/26 CXMT DDR5 Yield Reportedly Breaks 90% as China Narrows the DRAM Manufacturing Gap Read More
Semiconductor, Business Angel Morales 8/12/26 Semiconductor, Business Angel Morales 8/12/26 Samsung Pushes High NA EUV to 1nm as Cost and Technical Challenges Slow Adoption Read More
Semiconductor, Industry Angel Morales 8/12/26 Semiconductor, Industry Angel Morales 8/12/26 Intel Fab 38 Shows Signs of Renewed Activity as Israel Expansion Returns to Focus Read More
Semiconductor, Industry Angel Morales 8/11/26 Semiconductor, Industry Angel Morales 8/11/26 TSMC Could Redirect Capacity Toward AI if Apple Chip Inventory Builds, Taiwan Analyst Says Read More
AI, Semiconductor, Hardware Angel Morales 8/11/26 AI, Semiconductor, Hardware Angel Morales 8/11/26 Samsung HBM4 Yield Reportedly Reaches 80% as AI Memory Production Accelerates Read More
AI, Hardware, Semiconductor Angel Morales 8/11/26 AI, Hardware, Semiconductor Angel Morales 8/11/26 NVIDIA Vera Rubin Packs 74.7 TB of DRAM as AI Memory Costs Surge Read More
Semiconductor, Hardware Angel Morales 8/11/26 Semiconductor, Hardware Angel Morales 8/11/26 TSMC Longtan Expansion Revived as 1.4 nm Fab Plans Return to the Table Read More
