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DRAM Prices Could Nearly Double in Q1 2026 as Hyperscalers Lock in Server Allocations and Suppliers Push Aggressive Contract Hikes
Hardware Angel Morales 2/4/26 Hardware Angel Morales 2/4/26

DRAM Prices Could Nearly Double in Q1 2026 as Hyperscalers Lock in Server Allocations and Suppliers Push Aggressive Contract Hikes

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TSMC Must Grow Over 100% in 10 Years Just to Cover NVIDIA Demand, Says Jensen Huang, Signaling the Next Scale Phase of the AI Boom
Semiconductor, Business Angel Morales 2/3/26 Semiconductor, Business Angel Morales 2/3/26

TSMC Must Grow Over 100% in 10 Years Just to Cover NVIDIA Demand, Says Jensen Huang, Signaling the Next Scale Phase of the AI Boom

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NVIDIA’s Trillion Dollar Dinner With Taiwanese Partners Highlights Why Jensen Huang Keeps NVIDIA Ahead in the AI Supply Chain
Semiconductor, Business Angel Morales 2/2/26 Semiconductor, Business Angel Morales 2/2/26

NVIDIA’s Trillion Dollar Dinner With Taiwanese Partners Highlights Why Jensen Huang Keeps NVIDIA Ahead in the AI Supply Chain

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YMTC Reportedly Fast Tracks Wuhan NAND Fab Push as AI Storage Demand Rewrites the Global Supply Playbook
Semiconductor Angel Morales 2/2/26 Semiconductor Angel Morales 2/2/26

YMTC Reportedly Fast Tracks Wuhan NAND Fab Push as AI Storage Demand Rewrites the Global Supply Playbook

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Chinese AI Chip Startup Iluvatar CoreX Unveils Roadmap Claiming Vera Rubin Level Parity by 2027
AI, Hardware Angel Morales 1/27/26 AI, Hardware Angel Morales 1/27/26

Chinese AI Chip Startup Iluvatar CoreX Unveils Roadmap Claiming Vera Rubin Level Parity by 2027

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NVIDIA CEO Says AI Is Driving the Largest Infrastructure Buildout in Human History, and the Momentum Is Still Accelerating
AI, Hardware Angel Morales 1/23/26 AI, Hardware Angel Morales 1/23/26

NVIDIA CEO Says AI Is Driving the Largest Infrastructure Buildout in Human History, and the Momentum Is Still Accelerating

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NAND Makers Reportedly Cut Output to Push SSD Prices Higher as DRAM Margins Steal the Spotlight
Hardware Angel Morales 1/21/26 Hardware Angel Morales 1/21/26

NAND Makers Reportedly Cut Output to Push SSD Prices Higher as DRAM Margins Steal the Spotlight

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AMD & Intel Are Reportedly Considering to Raise Server CPU Prices by Up to 15%
Hardware Angel Morales 1/15/26 Hardware Angel Morales 1/15/26

AMD & Intel Are Reportedly Considering to Raise Server CPU Prices by Up to 15%

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HDD Prices Are Now Rising Faster Than They Have in Years
Hardware Angel Morales 12/16/25 Hardware Angel Morales 12/16/25

HDD Prices Are Now Rising Faster Than They Have in Years

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OpenAI and Amazon Sign Seven-Year, $38 Billion Partnership Focused on NVIDIA AI Infrastructure
AI, Industry Angel Morales 11/4/25 AI, Industry Angel Morales 11/4/25

OpenAI and Amazon Sign Seven-Year, $38 Billion Partnership Focused on NVIDIA AI Infrastructure

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"You Don't Need It, Until You Need It," Says Analyst on Whether Intel Could Replace TSMC
Semiconductor Angel Morales 10/7/25 Semiconductor Angel Morales 10/7/25

"You Don't Need It, Until You Need It," Says Analyst on Whether Intel Could Replace TSMC

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OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of AI Infrastructure
AI, News Angel Morales 9/25/25 AI, News Angel Morales 9/25/25

OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of AI Infrastructure

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NVIDIA to Invest $5 Billion Into Intel in Blockbuster Deal, Jointly Developing x86 SoCs With RTX Graphics
Semiconductor, News Angel Morales 9/19/25 Semiconductor, News Angel Morales 9/19/25

NVIDIA to Invest $5 Billion Into Intel in Blockbuster Deal, Jointly Developing x86 SoCs With RTX Graphics

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OpenAI Reportedly Tapping Google’s TPUs in Bid to Cut Costs, Signaling Potential Shift from NVIDIA’s AI Dominance
AI, News Angel Morales 7/1/25 AI, News Angel Morales 7/1/25

OpenAI Reportedly Tapping Google’s TPUs in Bid to Cut Costs, Signaling Potential Shift from NVIDIA’s AI Dominance

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AMD Finalizes Acquisition of ZT Systems to Strengthen AI and Data Center Market Position Against NVIDIA
Press Release, Hardware Angel Morales 4/3/25 Press Release, Hardware Angel Morales 4/3/25

AMD Finalizes Acquisition of ZT Systems to Strengthen AI and Data Center Market Position Against NVIDIA

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