Hardware, Business Angel Morales 10/20/26 Hardware, Business Angel Morales 10/20/26 Michael Dell Warns Memory Shortage Could Worsen in 2027 as AI Server Backlog Hits $95 Billion Read More AI, Hardware Angel Morales 9/3/26 AI, Hardware Angel Morales 9/3/26 Google Is Pulling DDR4 From Retired Servers to Keep New AI Infrastructure Running Read More AI, Hardware, Industry Angel Morales 6/30/26 AI, Hardware, Industry Angel Morales 6/30/26 Supermicro Says It Is Cooperating After Taiwan Office Search in NVIDIA AI Server Probe Read More 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 Read More AI, Hardware Angel Morales 5/11/26 AI, Hardware Angel Morales 5/11/26 NVIDIA’s Vera Rubin Timeline Looks Intact as July Customer Shipments and 2H 2026 Partner Availability Stay on Track Read More Semiconductor, AI, Hardware Angel Morales 4/24/26 Semiconductor, AI, Hardware Angel Morales 4/24/26 Rambus Quietly Builds a Core Piece of the AI Server Memory Shift as SOCAMM2 Gains Momentum Read More Hardware, Announcement Angel Morales 4/24/26 Hardware, Announcement Angel Morales 4/24/26 JEDEC Previews LPDDR6 With SOCAMM2, PIM, and 512 GB Density Goals for Next Generation AI Servers Read More Semiconductor, AI, Hardware Angel Morales 4/21/26 Semiconductor, AI, Hardware Angel Morales 4/21/26 SK hynix Begins Mass Production of 192GB SOCAMM2 for NVIDIA Vera Rubin and Next Generation AI Data Centers Read More Hardware Angel Morales 4/7/26 Hardware Angel Morales 4/7/26 Intel CPU Price Hike Rumor Points to 30% Increase in 2026 as Server Demand Pressures Consumer Supply Read More AI, Hardware, News Angel Morales 3/23/26 AI, Hardware, News Angel Morales 3/23/26 Supermicro Faces US Smuggling Charges Over Alleged 2.5 Billion Dollar NVIDIA Server Diversion to China Read More Semiconductor, Hardware Angel Morales 3/13/26 Semiconductor, Hardware Angel Morales 3/13/26 Memory Shortages Could Last Into H2 2027 as AI Demand Keeps Tightening DRAM Supply Read More AI, Hardware Angel Morales 1/20/26 AI, Hardware Angel Morales 1/20/26 Suppliers Report Smooth Vera Rubin Ramp So Far as NVIDIA Reuses Key Blackwell Elements Read More Hardware Angel Morales 1/19/26 Hardware Angel Morales 1/19/26 Samsung DRAM Output Growth Looks Capped at 5% in 2026, Setting Up a Longer Consumer Memory Squeeze Read More CES 2025, AI Angel Morales 1/7/26 CES 2025, AI Angel Morales 1/7/26 NVIDIA Says It Is Well Positioned For The DRAM Supercycle, But Gaming GPUs Could Still Get Squeezed By Memory Shortages Read More AI, Hardware, Announcement, CES 2026 Angel Morales 1/6/26 AI, Hardware, Announcement, CES 2026 Angel Morales 1/6/26 NVIDIA To Dominate The AI Markets With Its Rubin Platform Read More AI, Hardware Angel Morales 12/23/25 AI, Hardware Angel Morales 12/23/25 NVIDIA GB300 Blackwell Ultra AI Servers Reportedly See Major Yield Gains After Design Choices, Setting Up a Big 2026 Ramp Read More Hardware, Announcement Angel Morales 12/18/25 Hardware, Announcement Angel Morales 12/18/25 SK hynix Achieves Industry First Certification for 256GB DDR5 RDIMM on Intel Xeon 6 Read More Semiconductor, Hardware Angel Morales 12/15/25 Semiconductor, Hardware Angel Morales 12/15/25 SK Hynix Warns DRAM Supply Tightness Will Persist Through 2028 as AI Demand Reshapes the Memory Market Read More Semiconductor, Industry Angel Morales 11/20/25 Semiconductor, Industry Angel Morales 11/20/25 NVIDIA’s Shift From DDR5 to LPDDR for AI Servers Intensifies Global DRAM Shortages and Strains PC and Mobile Supply Chains Read More AI, Hardware Angel Morales 10/21/25 AI, Hardware Angel Morales 10/21/25 NVIDIA’s ‘Cutting-Edge’ Vera Rubin AI Servers Are Already in Development by Foxconn Read More Older Posts
Hardware, Business Angel Morales 10/20/26 Hardware, Business Angel Morales 10/20/26 Michael Dell Warns Memory Shortage Could Worsen in 2027 as AI Server Backlog Hits $95 Billion Read More
AI, Hardware Angel Morales 9/3/26 AI, Hardware Angel Morales 9/3/26 Google Is Pulling DDR4 From Retired Servers to Keep New AI Infrastructure Running Read More
AI, Hardware, Industry Angel Morales 6/30/26 AI, Hardware, Industry Angel Morales 6/30/26 Supermicro Says It Is Cooperating After Taiwan Office Search in NVIDIA AI Server Probe Read More
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 Read More
AI, Hardware Angel Morales 5/11/26 AI, Hardware Angel Morales 5/11/26 NVIDIA’s Vera Rubin Timeline Looks Intact as July Customer Shipments and 2H 2026 Partner Availability Stay on Track Read More
Semiconductor, AI, Hardware Angel Morales 4/24/26 Semiconductor, AI, Hardware Angel Morales 4/24/26 Rambus Quietly Builds a Core Piece of the AI Server Memory Shift as SOCAMM2 Gains Momentum Read More
Hardware, Announcement Angel Morales 4/24/26 Hardware, Announcement Angel Morales 4/24/26 JEDEC Previews LPDDR6 With SOCAMM2, PIM, and 512 GB Density Goals for Next Generation AI Servers Read More
Semiconductor, AI, Hardware Angel Morales 4/21/26 Semiconductor, AI, Hardware Angel Morales 4/21/26 SK hynix Begins Mass Production of 192GB SOCAMM2 for NVIDIA Vera Rubin and Next Generation AI Data Centers Read More
Hardware Angel Morales 4/7/26 Hardware Angel Morales 4/7/26 Intel CPU Price Hike Rumor Points to 30% Increase in 2026 as Server Demand Pressures Consumer Supply Read More
AI, Hardware, News Angel Morales 3/23/26 AI, Hardware, News Angel Morales 3/23/26 Supermicro Faces US Smuggling Charges Over Alleged 2.5 Billion Dollar NVIDIA Server Diversion to China Read More
Semiconductor, Hardware Angel Morales 3/13/26 Semiconductor, Hardware Angel Morales 3/13/26 Memory Shortages Could Last Into H2 2027 as AI Demand Keeps Tightening DRAM Supply Read More
AI, Hardware Angel Morales 1/20/26 AI, Hardware Angel Morales 1/20/26 Suppliers Report Smooth Vera Rubin Ramp So Far as NVIDIA Reuses Key Blackwell Elements Read More
Hardware Angel Morales 1/19/26 Hardware Angel Morales 1/19/26 Samsung DRAM Output Growth Looks Capped at 5% in 2026, Setting Up a Longer Consumer Memory Squeeze Read More
CES 2025, AI Angel Morales 1/7/26 CES 2025, AI Angel Morales 1/7/26 NVIDIA Says It Is Well Positioned For The DRAM Supercycle, But Gaming GPUs Could Still Get Squeezed By Memory Shortages Read More
AI, Hardware, Announcement, CES 2026 Angel Morales 1/6/26 AI, Hardware, Announcement, CES 2026 Angel Morales 1/6/26 NVIDIA To Dominate The AI Markets With Its Rubin Platform Read More
AI, Hardware Angel Morales 12/23/25 AI, Hardware Angel Morales 12/23/25 NVIDIA GB300 Blackwell Ultra AI Servers Reportedly See Major Yield Gains After Design Choices, Setting Up a Big 2026 Ramp Read More
Hardware, Announcement Angel Morales 12/18/25 Hardware, Announcement Angel Morales 12/18/25 SK hynix Achieves Industry First Certification for 256GB DDR5 RDIMM on Intel Xeon 6 Read More
Semiconductor, Hardware Angel Morales 12/15/25 Semiconductor, Hardware Angel Morales 12/15/25 SK Hynix Warns DRAM Supply Tightness Will Persist Through 2028 as AI Demand Reshapes the Memory Market Read More
Semiconductor, Industry Angel Morales 11/20/25 Semiconductor, Industry Angel Morales 11/20/25 NVIDIA’s Shift From DDR5 to LPDDR for AI Servers Intensifies Global DRAM Shortages and Strains PC and Mobile Supply Chains Read More
AI, Hardware Angel Morales 10/21/25 AI, Hardware Angel Morales 10/21/25 NVIDIA’s ‘Cutting-Edge’ Vera Rubin AI Servers Are Already in Development by Foxconn Read More
