AI, Hardware Angel Morales 7/24/26 AI, Hardware Angel Morales 7/24/26 Intel and AMD Reportedly Lock In Year Long CPU Deals With Chinese AI Data Centers 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 Angel Morales 6/25/26 AI, Hardware Angel Morales 6/25/26 NVIDIA Blackwell GPUs Double in Price on China’s Black Market as Restrictions Tighten 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 Angel Morales 5/12/26 Semiconductor, Industry Angel Morales 5/12/26 Elon Musk and Tim Cook to Join Trump’s China Visit, While NVIDIA CEO Jensen Huang Is Reportedly Not Attending Read More Semiconductor, Hardware Angel Morales 5/12/26 Semiconductor, Hardware Angel Morales 5/12/26 Loongson Targets DRAM And Android As Its 2027 CPU And GPU Roadmap Shows Modest Ambition Read More Semiconductor, Hardware Angel Morales 5/12/26 Semiconductor, Hardware Angel Morales 5/12/26 Chinese DDR5 Server Memory Push Expands as SINKER Starts Shipping 64 GB RDIMMs to Data Centers Read More AI, Hardware Angel Morales 5/11/26 AI, Hardware Angel Morales 5/11/26 US Suspects Restricted NVIDIA Servers Reached China Through Thailand as Supermicro Linked Smuggling Case Expands Read More AI, Hardware Angel Morales 5/7/26 AI, Hardware Angel Morales 5/7/26 Jensen Huang Says China Will Not Get Blackwell or Rubin, But Urges US Tech Firms to Keep Competing Globally Read More AI, Hardware Angel Morales 5/4/26 AI, Hardware Angel Morales 5/4/26 Jensen Huang Says AI Will Create More Jobs, Not Fewer, While Warning NVIDIA’s China AI Share Has Fallen to Zero Read More AI, Semiconductor, Hardware Angel Morales 4/16/26 AI, Semiconductor, Hardware Angel Morales 4/16/26 NVIDIA CEO Jensen Huang Says Accelerated Computing Remains the Company’s Core Advantage Beyond AI Read More Semiconductor Angel Morales 4/13/26 Semiconductor Angel Morales 4/13/26 U.S. Lawmakers Move to Tighten the Choke Point on China’s Chip Industry by Targeting ASML DUV Tools Read More AI, Semiconductor, Hardware Angel Morales 4/8/26 AI, Semiconductor, Hardware Angel Morales 4/8/26 China’s Semiconductor Leadership Calls for a Software Defined Chip Strategy to Reduce AI Dependence on NVIDIA CUDA Read More Hardware Angel Morales 4/7/26 Hardware Angel Morales 4/7/26 China’s DDR Memory Hoarders Are Getting Nervous as Retail Prices Slide and Stockpiles Lose Value 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 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 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 Older Posts
AI, Hardware Angel Morales 7/24/26 AI, Hardware Angel Morales 7/24/26 Intel and AMD Reportedly Lock In Year Long CPU Deals With Chinese AI Data Centers 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 Angel Morales 6/25/26 AI, Hardware Angel Morales 6/25/26 NVIDIA Blackwell GPUs Double in Price on China’s Black Market as Restrictions Tighten 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 Angel Morales 5/12/26 Semiconductor, Industry Angel Morales 5/12/26 Elon Musk and Tim Cook to Join Trump’s China Visit, While NVIDIA CEO Jensen Huang Is Reportedly Not Attending Read More
Semiconductor, Hardware Angel Morales 5/12/26 Semiconductor, Hardware Angel Morales 5/12/26 Loongson Targets DRAM And Android As Its 2027 CPU And GPU Roadmap Shows Modest Ambition Read More
Semiconductor, Hardware Angel Morales 5/12/26 Semiconductor, Hardware Angel Morales 5/12/26 Chinese DDR5 Server Memory Push Expands as SINKER Starts Shipping 64 GB RDIMMs to Data Centers Read More
AI, Hardware Angel Morales 5/11/26 AI, Hardware Angel Morales 5/11/26 US Suspects Restricted NVIDIA Servers Reached China Through Thailand as Supermicro Linked Smuggling Case Expands Read More
AI, Hardware Angel Morales 5/7/26 AI, Hardware Angel Morales 5/7/26 Jensen Huang Says China Will Not Get Blackwell or Rubin, But Urges US Tech Firms to Keep Competing Globally Read More
AI, Hardware Angel Morales 5/4/26 AI, Hardware Angel Morales 5/4/26 Jensen Huang Says AI Will Create More Jobs, Not Fewer, While Warning NVIDIA’s China AI Share Has Fallen to Zero Read More
AI, Semiconductor, Hardware Angel Morales 4/16/26 AI, Semiconductor, Hardware Angel Morales 4/16/26 NVIDIA CEO Jensen Huang Says Accelerated Computing Remains the Company’s Core Advantage Beyond AI Read More
Semiconductor Angel Morales 4/13/26 Semiconductor Angel Morales 4/13/26 U.S. Lawmakers Move to Tighten the Choke Point on China’s Chip Industry by Targeting ASML DUV Tools Read More
AI, Semiconductor, Hardware Angel Morales 4/8/26 AI, Semiconductor, Hardware Angel Morales 4/8/26 China’s Semiconductor Leadership Calls for a Software Defined Chip Strategy to Reduce AI Dependence on NVIDIA CUDA Read More
Hardware Angel Morales 4/7/26 Hardware Angel Morales 4/7/26 China’s DDR Memory Hoarders Are Getting Nervous as Retail Prices Slide and Stockpiles Lose Value 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
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
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