Semiconductor, Industry Angel Morales 10/1/26 Semiconductor, Industry Angel Morales 10/1/26 Samsung Foundry Losses Could Narrow as HBM4 Drives 4 nm Demand Read More AI, Semiconductor Angel Morales 9/24/26 AI, Semiconductor Angel Morales 9/24/26 12 Inch Polished Wafer Prices Could Rise Over 40% in 2027 as AI Tightens Supply Read More AI, Semiconductor, Business Angel Morales 9/14/26 AI, Semiconductor, Business Angel Morales 9/14/26 TSMC Could Double CoWoS Capacity by 2028 as AI Packaging Demand Spills to Rivals Read More 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, 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, 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, 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, Hardware, Industry Angel Morales 8/11/26 AI, Hardware, Industry Angel Morales 8/11/26 China’s Domestic AI Chips Could Capture Nearly 90% of High End Market in 2026 Read More Semiconductor, Hardware Angel Morales 7/31/26 Semiconductor, Hardware Angel Morales 7/31/26 Intel Solves Encapsulation Barrier for AI Packages Beyond 7x Reticle Size Read More AI, Semiconductor, Industry Angel Morales 7/17/26 AI, Semiconductor, Industry Angel Morales 7/17/26 TSMC Raises US Investment to $265 Billion With Four More Arizona Facilities Read More Semiconductor, Industry Angel Morales 7/16/26 Semiconductor, Industry Angel Morales 7/16/26 Hydrofluoric Acid and Isopropanol Prices Rise as AI Chip Demand Tightens Supply Read More Semiconductor, Hardware Angel Morales 7/15/26 Semiconductor, Hardware Angel Morales 7/15/26 NVIDIA Halves Asian Buyer List to Block AI Chip Diversion Into China Read More Semiconductor, Hardware Angel Morales 7/13/26 Semiconductor, Hardware Angel Morales 7/13/26 China’s Helium Export Ban Revives Intel CEO Lip Bu Tan’s Warning Over AI Chip Supply Read More AI, Hardware, Semiconductor Angel Morales 6/17/26 AI, Hardware, Semiconductor Angel Morales 6/17/26 Intel 18A P Enters Risk Production With Power Boost And Dual Contact Transistor Design Read More AI, Semiconductor Angel Morales 6/17/26 AI, Semiconductor Angel Morales 6/17/26 TSMC Bets On Glass For CoWoS As AI Packaging Race Moves Beyond Organic Substrates Read More AI, Hardware Angel Morales 6/12/26 AI, Hardware Angel Morales 6/12/26 Intel 14A Gains Momentum As Cadence Expands Foundry Partnership Read More AI, Semiconductor, Hardware Angel Morales 5/15/26 AI, Semiconductor, Hardware Angel Morales 5/15/26 NVIDIA Wins H200 Access for 10 Chinese Firms, but No Shipments Yet as It Tries to Rebuild a Market That Fell From 95% Share to Near Zero Read More AI, Semiconductor, Hardware, Industry Angel Morales 5/14/26 AI, Semiconductor, Hardware, Industry Angel Morales 5/14/26 Jensen Huang Joins Trump’s China Trip After All, Reversing Earlier Reports He Would Skip the Visit Read More Semiconductor, Industry, AI Angel Morales 5/13/26 Semiconductor, Industry, AI Angel Morales 5/13/26 TSMC Joins Applied Materials at 5 Billion$ EPIC Center to Tackle 3D Transistor Scaling for the Next AI Chip Era Read More 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 Read More Older Posts
Semiconductor, Industry Angel Morales 10/1/26 Semiconductor, Industry Angel Morales 10/1/26 Samsung Foundry Losses Could Narrow as HBM4 Drives 4 nm Demand Read More
AI, Semiconductor Angel Morales 9/24/26 AI, Semiconductor Angel Morales 9/24/26 12 Inch Polished Wafer Prices Could Rise Over 40% in 2027 as AI Tightens Supply Read More
AI, Semiconductor, Business Angel Morales 9/14/26 AI, Semiconductor, Business Angel Morales 9/14/26 TSMC Could Double CoWoS Capacity by 2028 as AI Packaging Demand Spills to Rivals Read More
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, 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, 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, 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, Hardware, Industry Angel Morales 8/11/26 AI, Hardware, Industry Angel Morales 8/11/26 China’s Domestic AI Chips Could Capture Nearly 90% of High End Market in 2026 Read More
Semiconductor, Hardware Angel Morales 7/31/26 Semiconductor, Hardware Angel Morales 7/31/26 Intel Solves Encapsulation Barrier for AI Packages Beyond 7x Reticle Size Read More
AI, Semiconductor, Industry Angel Morales 7/17/26 AI, Semiconductor, Industry Angel Morales 7/17/26 TSMC Raises US Investment to $265 Billion With Four More Arizona Facilities Read More
Semiconductor, Industry Angel Morales 7/16/26 Semiconductor, Industry Angel Morales 7/16/26 Hydrofluoric Acid and Isopropanol Prices Rise as AI Chip Demand Tightens Supply Read More
Semiconductor, Hardware Angel Morales 7/15/26 Semiconductor, Hardware Angel Morales 7/15/26 NVIDIA Halves Asian Buyer List to Block AI Chip Diversion Into China Read More
Semiconductor, Hardware Angel Morales 7/13/26 Semiconductor, Hardware Angel Morales 7/13/26 China’s Helium Export Ban Revives Intel CEO Lip Bu Tan’s Warning Over AI Chip Supply Read More
AI, Hardware, Semiconductor Angel Morales 6/17/26 AI, Hardware, Semiconductor Angel Morales 6/17/26 Intel 18A P Enters Risk Production With Power Boost And Dual Contact Transistor Design Read More
AI, Semiconductor Angel Morales 6/17/26 AI, Semiconductor Angel Morales 6/17/26 TSMC Bets On Glass For CoWoS As AI Packaging Race Moves Beyond Organic Substrates Read More
AI, Hardware Angel Morales 6/12/26 AI, Hardware Angel Morales 6/12/26 Intel 14A Gains Momentum As Cadence Expands Foundry Partnership Read More
AI, Semiconductor, Hardware Angel Morales 5/15/26 AI, Semiconductor, Hardware Angel Morales 5/15/26 NVIDIA Wins H200 Access for 10 Chinese Firms, but No Shipments Yet as It Tries to Rebuild a Market That Fell From 95% Share to Near Zero Read More
AI, Semiconductor, Hardware, Industry Angel Morales 5/14/26 AI, Semiconductor, Hardware, Industry Angel Morales 5/14/26 Jensen Huang Joins Trump’s China Trip After All, Reversing Earlier Reports He Would Skip the Visit Read More
Semiconductor, Industry, AI Angel Morales 5/13/26 Semiconductor, Industry, AI Angel Morales 5/13/26 TSMC Joins Applied Materials at 5 Billion$ EPIC Center to Tackle 3D Transistor Scaling for the Next AI Chip Era Read More
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 Read More
