Semiconductor, Hardware Angel Morales 4/7/26 Semiconductor, Hardware Angel Morales 4/7/26 DRAM Contract Prices Keep Climbing, but NVIDIA Still Looks Better Positioned Than Most of the AI Market Read More Semiconductor Angel Morales 4/7/26 Semiconductor Angel Morales 4/7/26 TSMC’s Arizona Ambitions Are Growing Again as Reports Point to a 12 Fab U.S. Buildout Read More AI, Hardware Angel Morales 4/2/26 AI, Hardware Angel Morales 4/2/26 NVIDIA Claims Blackwell Ultra Leads MLPerf v6.0 as Extreme Co Design Delivers Big DeepSeek Gains Read More Semiconductor, News Angel Morales 3/23/26 Semiconductor, News Angel Morales 3/23/26 Big Tech Is Locking In Memory for Years, and That Could Keep the Shortage Alive Much Longer Than Expected Read More Semiconductor, Hardware Angel Morales 3/19/26 Semiconductor, Hardware Angel Morales 3/19/26 Samsung Pushes 3 to 5 Year Memory Contracts With Small Discounts as It Tries to Extend the AI DRAM Boom Read More Hardware, Report Angel Morales 3/12/26 Hardware, Report Angel Morales 3/12/26 AMD’s Lisa Su Reportedly Heads to South Korea to Lock In AI Memory Supply as Competition Tightens Read More Hardware Angel Morales 3/11/26 Hardware Angel Morales 3/11/26 “NVIDIA Wouldn’t Exist Without Gaming,” Says Microsoft CEO, but the Industry That Built It Now Feels Increasingly Sidelined Read More AI, Hardware, News Angel Morales 3/11/26 AI, Hardware, News Angel Morales 3/11/26 Jensen Huang Says AI’s Biggest Opportunity Is Still Ahead as NVIDIA Frames the Industry as a Five Layer Stack Read More Semiconductor, Hardware Angel Morales 3/9/26 Semiconductor, Hardware Angel Morales 3/9/26 Samsung’s Reported Q2 NAND Price Doubling Signals a New Memory Shock for the PC Market Read More AI, Technology Angel Morales 3/6/26 AI, Technology Angel Morales 3/6/26 Jensen Huang Says Agentic AI Is Driving 1,000x More Token Demand, Raising Pressure on Compute Infrastructure Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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% Read More Hardware Angel Morales 12/16/25 Hardware Angel Morales 12/16/25 HDD Prices Are Now Rising Faster Than They Have in Years Read More 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 Read More Older Posts
Semiconductor, Hardware Angel Morales 4/7/26 Semiconductor, Hardware Angel Morales 4/7/26 DRAM Contract Prices Keep Climbing, but NVIDIA Still Looks Better Positioned Than Most of the AI Market Read More
Semiconductor Angel Morales 4/7/26 Semiconductor Angel Morales 4/7/26 TSMC’s Arizona Ambitions Are Growing Again as Reports Point to a 12 Fab U.S. Buildout Read More
AI, Hardware Angel Morales 4/2/26 AI, Hardware Angel Morales 4/2/26 NVIDIA Claims Blackwell Ultra Leads MLPerf v6.0 as Extreme Co Design Delivers Big DeepSeek Gains Read More
Semiconductor, News Angel Morales 3/23/26 Semiconductor, News Angel Morales 3/23/26 Big Tech Is Locking In Memory for Years, and That Could Keep the Shortage Alive Much Longer Than Expected Read More
Semiconductor, Hardware Angel Morales 3/19/26 Semiconductor, Hardware Angel Morales 3/19/26 Samsung Pushes 3 to 5 Year Memory Contracts With Small Discounts as It Tries to Extend the AI DRAM Boom Read More
Hardware, Report Angel Morales 3/12/26 Hardware, Report Angel Morales 3/12/26 AMD’s Lisa Su Reportedly Heads to South Korea to Lock In AI Memory Supply as Competition Tightens Read More
Hardware Angel Morales 3/11/26 Hardware Angel Morales 3/11/26 “NVIDIA Wouldn’t Exist Without Gaming,” Says Microsoft CEO, but the Industry That Built It Now Feels Increasingly Sidelined Read More
AI, Hardware, News Angel Morales 3/11/26 AI, Hardware, News Angel Morales 3/11/26 Jensen Huang Says AI’s Biggest Opportunity Is Still Ahead as NVIDIA Frames the Industry as a Five Layer Stack Read More
Semiconductor, Hardware Angel Morales 3/9/26 Semiconductor, Hardware Angel Morales 3/9/26 Samsung’s Reported Q2 NAND Price Doubling Signals a New Memory Shock for the PC Market Read More
AI, Technology Angel Morales 3/6/26 AI, Technology Angel Morales 3/6/26 Jensen Huang Says Agentic AI Is Driving 1,000x More Token Demand, Raising Pressure on Compute Infrastructure Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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% Read More
Hardware Angel Morales 12/16/25 Hardware Angel Morales 12/16/25 HDD Prices Are Now Rising Faster Than They Have in Years Read More
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 Read More
