Semiconductor, Hardware Angel Morales 8/19/26 Semiconductor, Hardware Angel Morales 8/19/26 Morgan Stanley Warns DDR4 Prices Could Jump 50% in Q3 as HBM Drains Legacy DRAM Supply Read More Semiconductor, Hardware Angel Morales 8/17/26 Semiconductor, Hardware Angel Morales 8/17/26 UBS Sees Micron DRAM Gross Margin Reaching 95% as HBM Complexity Weighs on Profitability Read More Semiconductor, Hardware Angel Morales 8/14/26 Semiconductor, Hardware Angel Morales 8/14/26 Intel CEO Lip Bu Tan Signals New Memory Push as CPU and Memory Stacking Becomes a Strategic Focus Read More Semiconductor, Hardware Angel Morales 8/12/26 Semiconductor, Hardware Angel Morales 8/12/26 CXMT DDR5 Yield Reportedly Breaks 90% as China Narrows the DRAM Manufacturing Gap Read More AI, Semiconductor, Hardware Angel Morales 8/11/26 AI, Semiconductor, Hardware Angel Morales 8/11/26 Samsung HBM4 Yield Reportedly Reaches 80% as AI Memory Production Accelerates Read More Semiconductor, Business Angel Morales 8/10/26 Semiconductor, Business Angel Morales 8/10/26 DRAM Giants Lock In $38 Billion as Memory Market Power Could Shift by 2029 Read More Semiconductor, Mobile Angel Morales 8/6/26 Semiconductor, Mobile Angel Morales 8/6/26 CXMT Reportedly Rejects Apple’s Request for Lower DRAM Prices Read More AI, Hardware, Semiconductor Angel Morales 8/6/26 AI, Hardware, Semiconductor Angel Morales 8/6/26 CXMT DRAM Revenue Surges 716% as China Challenges the Big Three Read More Semiconductor, Hardware Angel Morales 8/4/26 Semiconductor, Hardware Angel Morales 8/4/26 CXMT Considers Second Beijing DRAM Fab After Record IPO Read More AI, Semiconductor, Hardware Angel Morales 8/3/26 AI, Semiconductor, Hardware Angel Morales 8/3/26 CXMT LPDDR6 Reaches 12.8 Gbps as Mass Production Moves Closer Read More Hardware, Semiconductor Angel Morales 7/31/26 Hardware, Semiconductor Angel Morales 7/31/26 Samsung Locks AI Memory Demand Into 5 Year Supply Agreements Read More Semiconductor, Hardware Angel Morales 7/27/26 Semiconductor, Hardware Angel Morales 7/27/26 CXMT 64GB Server DDR5 Memory Now Costs More Than Samsung as Capacity Expansion Accelerates Read More Semiconductor, Rumor Angel Morales 7/27/26 Semiconductor, Rumor Angel Morales 7/27/26 CXMT Orders Huawei Linked Engineers Out of R&D Facility Amid Memory Price Dispute Read More Hardware, News Angel Morales 7/21/26 Hardware, News Angel Morales 7/21/26 ADATA Chairman Says Memory Shortage Could Last 10 Years as AI Demand Accelerates Read More Semiconductor, Hardware Angel Morales 7/20/26 Semiconductor, Hardware Angel Morales 7/20/26 PC Giants Reportedly Lock In CXMT DRAM Supply as Orders Stretch Through 2027 Read More Semiconductor, Industry Angel Morales 7/20/26 Semiconductor, Industry Angel Morales 7/20/26 CXMT Secures $8.6 Billion IPO as China’s DRAM Expansion Challenges the Big Three Read More Semiconductor, Hardware Angel Morales 7/13/26 Semiconductor, Hardware Angel Morales 7/13/26 SK hynix CEO Warns 2027 Could Bring Memory’s Worst Supply Shortage Ever Read More Semiconductor Angel Morales 7/9/26 Semiconductor Angel Morales 7/9/26 Intel XBM Memory Targets HBM With 32 GT/s UCIe Links and Lower Packaging Cost Read More Semiconductor, Industry Angel Morales 7/2/26 Semiconductor, Industry Angel Morales 7/2/26 Micron’s 250 Million Dollar Trump Accounts Pledge Draws Scrutiny Days After DRAM Antitrust Lawsuit Read More Semiconductor, Hardware Angel Morales 6/29/26 Semiconductor, Hardware Angel Morales 6/29/26 Samsung, SK hynix and Micron Face New US Lawsuit Over Alleged DRAM Supply Restrictions Read More Older Posts
Semiconductor, Hardware Angel Morales 8/19/26 Semiconductor, Hardware Angel Morales 8/19/26 Morgan Stanley Warns DDR4 Prices Could Jump 50% in Q3 as HBM Drains Legacy DRAM Supply Read More
Semiconductor, Hardware Angel Morales 8/17/26 Semiconductor, Hardware Angel Morales 8/17/26 UBS Sees Micron DRAM Gross Margin Reaching 95% as HBM Complexity Weighs on Profitability Read More
Semiconductor, Hardware Angel Morales 8/14/26 Semiconductor, Hardware Angel Morales 8/14/26 Intel CEO Lip Bu Tan Signals New Memory Push as CPU and Memory Stacking Becomes a Strategic Focus Read More
Semiconductor, Hardware Angel Morales 8/12/26 Semiconductor, Hardware Angel Morales 8/12/26 CXMT DDR5 Yield Reportedly Breaks 90% as China Narrows the DRAM Manufacturing Gap Read More
AI, Semiconductor, Hardware Angel Morales 8/11/26 AI, Semiconductor, Hardware Angel Morales 8/11/26 Samsung HBM4 Yield Reportedly Reaches 80% as AI Memory Production Accelerates Read More
Semiconductor, Business Angel Morales 8/10/26 Semiconductor, Business Angel Morales 8/10/26 DRAM Giants Lock In $38 Billion as Memory Market Power Could Shift by 2029 Read More
Semiconductor, Mobile Angel Morales 8/6/26 Semiconductor, Mobile Angel Morales 8/6/26 CXMT Reportedly Rejects Apple’s Request for Lower DRAM Prices Read More
AI, Hardware, Semiconductor Angel Morales 8/6/26 AI, Hardware, Semiconductor Angel Morales 8/6/26 CXMT DRAM Revenue Surges 716% as China Challenges the Big Three Read More
Semiconductor, Hardware Angel Morales 8/4/26 Semiconductor, Hardware Angel Morales 8/4/26 CXMT Considers Second Beijing DRAM Fab After Record IPO Read More
AI, Semiconductor, Hardware Angel Morales 8/3/26 AI, Semiconductor, Hardware Angel Morales 8/3/26 CXMT LPDDR6 Reaches 12.8 Gbps as Mass Production Moves Closer Read More
Hardware, Semiconductor Angel Morales 7/31/26 Hardware, Semiconductor Angel Morales 7/31/26 Samsung Locks AI Memory Demand Into 5 Year Supply Agreements Read More
Semiconductor, Hardware Angel Morales 7/27/26 Semiconductor, Hardware Angel Morales 7/27/26 CXMT 64GB Server DDR5 Memory Now Costs More Than Samsung as Capacity Expansion Accelerates Read More
Semiconductor, Rumor Angel Morales 7/27/26 Semiconductor, Rumor Angel Morales 7/27/26 CXMT Orders Huawei Linked Engineers Out of R&D Facility Amid Memory Price Dispute Read More
Hardware, News Angel Morales 7/21/26 Hardware, News Angel Morales 7/21/26 ADATA Chairman Says Memory Shortage Could Last 10 Years as AI Demand Accelerates Read More
Semiconductor, Hardware Angel Morales 7/20/26 Semiconductor, Hardware Angel Morales 7/20/26 PC Giants Reportedly Lock In CXMT DRAM Supply as Orders Stretch Through 2027 Read More
Semiconductor, Industry Angel Morales 7/20/26 Semiconductor, Industry Angel Morales 7/20/26 CXMT Secures $8.6 Billion IPO as China’s DRAM Expansion Challenges the Big Three Read More
Semiconductor, Hardware Angel Morales 7/13/26 Semiconductor, Hardware Angel Morales 7/13/26 SK hynix CEO Warns 2027 Could Bring Memory’s Worst Supply Shortage Ever Read More
Semiconductor Angel Morales 7/9/26 Semiconductor Angel Morales 7/9/26 Intel XBM Memory Targets HBM With 32 GT/s UCIe Links and Lower Packaging Cost Read More
Semiconductor, Industry Angel Morales 7/2/26 Semiconductor, Industry Angel Morales 7/2/26 Micron’s 250 Million Dollar Trump Accounts Pledge Draws Scrutiny Days After DRAM Antitrust Lawsuit Read More
Semiconductor, Hardware Angel Morales 6/29/26 Semiconductor, Hardware Angel Morales 6/29/26 Samsung, SK hynix and Micron Face New US Lawsuit Over Alleged DRAM Supply Restrictions Read More
