Semiconductor, Hardware Angel Morales 4/8/26 Semiconductor, Hardware Angel Morales 4/8/26 Apple’s Baltra AI Chip May Be Moving Further In House as New Samsung Substrate Report Signals Deeper Packaging Control Read More Semiconductor Angel Morales 4/8/26 Semiconductor Angel Morales 4/8/26 Intel Officially Joins Elon Musk’s TeraFab Project as Texas AI Chip Push Targets 1 TW of Compute Per Year Read More Semiconductor Angel Morales 4/7/26 Semiconductor Angel Morales 4/7/26 Intel’s Advanced Packaging Push Is Gaining Real Momentum as Customer Commitments Reach Into the Billions Read More 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 Read More 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 Read More 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 Read More AI, Hardware Angel Morales 3/19/26 AI, Hardware Angel Morales 3/19/26 NVIDIA Restarts H200 Production for China as Jensen Huang Confirms New Orders Are In Read More 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 Read More AI, Semiconductor, Hardware Angel Morales 3/6/26 AI, Semiconductor, Hardware Angel Morales 3/6/26 New US AI Chip Export Rules Could Tie Global Shipments to Compute Power Read More AI, Hardware, Semiconductor Angel Morales 3/6/26 AI, Hardware, Semiconductor Angel Morales 3/6/26 NVIDIA Reportedly Shifts H200 Production Away From China and Toward Vera Rubin Read More AI, Hardware Angel Morales 1/15/26 AI, Hardware Angel Morales 1/15/26 NVIDIA H200 Shipments to China Reportedly Blocked at Customs, Adding Fresh Uncertainty to an Already Volatile Channel Read More AI, Hardware Angel Morales 1/9/26 AI, Hardware Angel Morales 1/9/26 NVIDIA Reportedly Demands Full Upfront Payments for H200 Orders in China to Hedge Against Policy Uncertainty Read More Semiconductor Angel Morales 12/23/25 Semiconductor Angel Morales 12/23/25 TSMC Reportedly Eyes 2nm Upgrade for Kumamoto Fab 2 to Stay Competitive When It Comes Online Read More Semiconductor Angel Morales 11/25/25 Semiconductor Angel Morales 11/25/25 TSMC’s CEO Admits Chip Production Is “Insufficient,” Falling Three Times Short of Global Demand Read More AI, Hardware Angel Morales 11/4/25 AI, Hardware Angel Morales 11/4/25 NVIDIA’s AI Chips Now Approved for Export to the UAE as Microsoft Expands Regional Investments Read More Semiconductor Angel Morales 11/3/25 Semiconductor Angel Morales 11/3/25 TSMC’s 3nm and Beyond Chips May See Price Hikes, but Demand Remains Unshaken Read More Semiconductor, News Angel Morales 10/20/25 Semiconductor, News Angel Morales 10/20/25 SMC Arizona Pushes Out the First Blackwell Chip Wafer Made in America Read More Semiconductor Angel Morales 10/17/25 Semiconductor Angel Morales 10/17/25 TSMC to Acquire Second Plot of Land for Arizona Fabs, Aiming to Bring N2 and Future Chip Technologies to the US Read More AI, Semiconductor Angel Morales 10/15/25 AI, Semiconductor Angel Morales 10/15/25 Custom CPUs & XPUs Made By Samsung Foundry Could Now Leverage NVIDIA’s NVLink Ecosystem Read More Semiconductor Angel Morales 9/26/25 Semiconductor Angel Morales 9/26/25 China’s YMTC Expands Into DRAM Market With Focus on HBM to Ease Domestic AI Shortage Read More Older Posts
Semiconductor, Hardware Angel Morales 4/8/26 Semiconductor, Hardware Angel Morales 4/8/26 Apple’s Baltra AI Chip May Be Moving Further In House as New Samsung Substrate Report Signals Deeper Packaging Control Read More
Semiconductor Angel Morales 4/8/26 Semiconductor Angel Morales 4/8/26 Intel Officially Joins Elon Musk’s TeraFab Project as Texas AI Chip Push Targets 1 TW of Compute Per Year Read More
Semiconductor Angel Morales 4/7/26 Semiconductor Angel Morales 4/7/26 Intel’s Advanced Packaging Push Is Gaining Real Momentum as Customer Commitments Reach Into the Billions Read More
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 Read More
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 Read More
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 Read More
AI, Hardware Angel Morales 3/19/26 AI, Hardware Angel Morales 3/19/26 NVIDIA Restarts H200 Production for China as Jensen Huang Confirms New Orders Are In Read More
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 Read More
AI, Semiconductor, Hardware Angel Morales 3/6/26 AI, Semiconductor, Hardware Angel Morales 3/6/26 New US AI Chip Export Rules Could Tie Global Shipments to Compute Power Read More
AI, Hardware, Semiconductor Angel Morales 3/6/26 AI, Hardware, Semiconductor Angel Morales 3/6/26 NVIDIA Reportedly Shifts H200 Production Away From China and Toward Vera Rubin Read More
AI, Hardware Angel Morales 1/15/26 AI, Hardware Angel Morales 1/15/26 NVIDIA H200 Shipments to China Reportedly Blocked at Customs, Adding Fresh Uncertainty to an Already Volatile Channel Read More
AI, Hardware Angel Morales 1/9/26 AI, Hardware Angel Morales 1/9/26 NVIDIA Reportedly Demands Full Upfront Payments for H200 Orders in China to Hedge Against Policy Uncertainty Read More
Semiconductor Angel Morales 12/23/25 Semiconductor Angel Morales 12/23/25 TSMC Reportedly Eyes 2nm Upgrade for Kumamoto Fab 2 to Stay Competitive When It Comes Online Read More
Semiconductor Angel Morales 11/25/25 Semiconductor Angel Morales 11/25/25 TSMC’s CEO Admits Chip Production Is “Insufficient,” Falling Three Times Short of Global Demand Read More
AI, Hardware Angel Morales 11/4/25 AI, Hardware Angel Morales 11/4/25 NVIDIA’s AI Chips Now Approved for Export to the UAE as Microsoft Expands Regional Investments Read More
Semiconductor Angel Morales 11/3/25 Semiconductor Angel Morales 11/3/25 TSMC’s 3nm and Beyond Chips May See Price Hikes, but Demand Remains Unshaken Read More
Semiconductor, News Angel Morales 10/20/25 Semiconductor, News Angel Morales 10/20/25 SMC Arizona Pushes Out the First Blackwell Chip Wafer Made in America Read More
Semiconductor Angel Morales 10/17/25 Semiconductor Angel Morales 10/17/25 TSMC to Acquire Second Plot of Land for Arizona Fabs, Aiming to Bring N2 and Future Chip Technologies to the US Read More
AI, Semiconductor Angel Morales 10/15/25 AI, Semiconductor Angel Morales 10/15/25 Custom CPUs & XPUs Made By Samsung Foundry Could Now Leverage NVIDIA’s NVLink Ecosystem Read More
Semiconductor Angel Morales 9/26/25 Semiconductor Angel Morales 9/26/25 China’s YMTC Expands Into DRAM Market With Focus on HBM to Ease Domestic AI Shortage Read More
