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 Semiconductor, AI, Hardware Angel Morales 6/25/26 Semiconductor, AI, Hardware Angel Morales 6/25/26 SK hynix Rebalances Toward DDR5 as Mainstream DRAM Margins Overtake HBM Read More Semiconductor, Hardware Angel Morales 5/19/26 Semiconductor, Hardware Angel Morales 5/19/26 Ex Samsung Chip Boss Says China’s DRAM Expansion Could Ease DDR5 Price Surge by 2027 Read More Semiconductor Angel Morales 5/19/26 Semiconductor Angel Morales 5/19/26 Samsung Strike Risk Eases After Court Injunction and Government Pressure Push Union Back to Talks Read More Angel Morales 5/18/26 Angel Morales 5/18/26 China’s CXMT Pushes Domestic DDR5 Development Forward as Chinese Memory Makers Accelerate Production 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, AI, Hardware Angel Morales 5/11/26 Semiconductor, AI, Hardware Angel Morales 5/11/26 Silicon Motion CEO Warns DRAM and SSD Shortages Could Stretch Into 2028 as AI Demand Keeps Tightening Supply Read More Semiconductor Angel Morales 5/10/26 Semiconductor Angel Morales 5/10/26 SK hynix Faces Wave of Customer Cash Offers as AI Memory Demand Leaves Available Capacity Near Zero Read More Semiconductor Angel Morales 5/9/26 Semiconductor Angel Morales 5/9/26 Samsung Explores a NAND Style Route for Future DRAM While SK hynix Pushes 4F² Vertical Gate Design in the Race for AI Memory Leadership Read More Semiconductor, Hardware Angel Morales 5/4/26 Semiconductor, Hardware Angel Morales 5/4/26 Memory Prices May Not Fall Even as Supply Pressure Eases, Korean Research Note Warns Hyperscalers Are Locking In for the Long Haul Read More Semiconductor Angel Morales 5/4/26 Semiconductor Angel Morales 5/4/26 Samsung Officially Discontinues LPDDR4 and LPDDR4X as Chip Profits Surge and 2027 Memory Shortages Loom Larger Read More Hardware, Semiconductor Angel Morales 5/4/26 Hardware, Semiconductor Angel Morales 5/4/26 AI Memory Boom Sends Profits Soaring for ADATA and Other Memory Makers as Tight Supply Becomes the New Normal Read More Semiconductor, Hardware Angel Morales 4/27/26 Semiconductor, Hardware Angel Morales 4/27/26 3D X DRAM Moves Closer to Reality as a High Density HBM Alternative for AI Memory Read More Semiconductor, Hardware Angel Morales 4/21/26 Semiconductor, Hardware Angel Morales 4/21/26 DRAM Makers Are Expanding, but Memory Supply Still May Not Catch Up for Years Read More Semiconductor Angel Morales 4/20/26 Semiconductor Angel Morales 4/20/26 YMTC and CXMT Push Major Expansion Plans as China Ramps Up Memory Output Amid Ongoing DRAM and NAND Supply Pressure Read More Semiconductor Angel Morales 4/16/26 Semiconductor Angel Morales 4/16/26 TSMC 2nm Pressure and DRAM Shortage Could Push Smartphone Makers Toward Chipset Downgrades in 2026 Read More Semiconductor, AI, Hardware Angel Morales 4/13/26 Semiconductor, AI, Hardware Angel Morales 4/13/26 Samsung’s Memory Surge Is Becoming One of the Defining Profit Stories of the AI Race Read More Semiconductor, Hardware Angel Morales 4/10/26 Semiconductor, Hardware Angel Morales 4/10/26 Samsung and SK hynix Shift Toward Long Term DRAM Contracts as Questions Grow Around How Much Higher Prices Can Still Go Read More AI, Hardware Angel Morales 4/10/26 AI, Hardware Angel Morales 4/10/26 Dell CEO Warns AI Memory Demand Could Reach “Unimaginable” Levels by 2028 as Supply Constraints Continue to Tighten Read More Older Posts
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
Semiconductor, AI, Hardware Angel Morales 6/25/26 Semiconductor, AI, Hardware Angel Morales 6/25/26 SK hynix Rebalances Toward DDR5 as Mainstream DRAM Margins Overtake HBM Read More
Semiconductor, Hardware Angel Morales 5/19/26 Semiconductor, Hardware Angel Morales 5/19/26 Ex Samsung Chip Boss Says China’s DRAM Expansion Could Ease DDR5 Price Surge by 2027 Read More
Semiconductor Angel Morales 5/19/26 Semiconductor Angel Morales 5/19/26 Samsung Strike Risk Eases After Court Injunction and Government Pressure Push Union Back to Talks Read More
Angel Morales 5/18/26 Angel Morales 5/18/26 China’s CXMT Pushes Domestic DDR5 Development Forward as Chinese Memory Makers Accelerate Production 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, AI, Hardware Angel Morales 5/11/26 Semiconductor, AI, Hardware Angel Morales 5/11/26 Silicon Motion CEO Warns DRAM and SSD Shortages Could Stretch Into 2028 as AI Demand Keeps Tightening Supply Read More
Semiconductor Angel Morales 5/10/26 Semiconductor Angel Morales 5/10/26 SK hynix Faces Wave of Customer Cash Offers as AI Memory Demand Leaves Available Capacity Near Zero Read More
Semiconductor Angel Morales 5/9/26 Semiconductor Angel Morales 5/9/26 Samsung Explores a NAND Style Route for Future DRAM While SK hynix Pushes 4F² Vertical Gate Design in the Race for AI Memory Leadership Read More
Semiconductor, Hardware Angel Morales 5/4/26 Semiconductor, Hardware Angel Morales 5/4/26 Memory Prices May Not Fall Even as Supply Pressure Eases, Korean Research Note Warns Hyperscalers Are Locking In for the Long Haul Read More
Semiconductor Angel Morales 5/4/26 Semiconductor Angel Morales 5/4/26 Samsung Officially Discontinues LPDDR4 and LPDDR4X as Chip Profits Surge and 2027 Memory Shortages Loom Larger Read More
Hardware, Semiconductor Angel Morales 5/4/26 Hardware, Semiconductor Angel Morales 5/4/26 AI Memory Boom Sends Profits Soaring for ADATA and Other Memory Makers as Tight Supply Becomes the New Normal Read More
Semiconductor, Hardware Angel Morales 4/27/26 Semiconductor, Hardware Angel Morales 4/27/26 3D X DRAM Moves Closer to Reality as a High Density HBM Alternative for AI Memory Read More
Semiconductor, Hardware Angel Morales 4/21/26 Semiconductor, Hardware Angel Morales 4/21/26 DRAM Makers Are Expanding, but Memory Supply Still May Not Catch Up for Years Read More
Semiconductor Angel Morales 4/20/26 Semiconductor Angel Morales 4/20/26 YMTC and CXMT Push Major Expansion Plans as China Ramps Up Memory Output Amid Ongoing DRAM and NAND Supply Pressure Read More
Semiconductor Angel Morales 4/16/26 Semiconductor Angel Morales 4/16/26 TSMC 2nm Pressure and DRAM Shortage Could Push Smartphone Makers Toward Chipset Downgrades in 2026 Read More
Semiconductor, AI, Hardware Angel Morales 4/13/26 Semiconductor, AI, Hardware Angel Morales 4/13/26 Samsung’s Memory Surge Is Becoming One of the Defining Profit Stories of the AI Race Read More
Semiconductor, Hardware Angel Morales 4/10/26 Semiconductor, Hardware Angel Morales 4/10/26 Samsung and SK hynix Shift Toward Long Term DRAM Contracts as Questions Grow Around How Much Higher Prices Can Still Go Read More
AI, Hardware Angel Morales 4/10/26 AI, Hardware Angel Morales 4/10/26 Dell CEO Warns AI Memory Demand Could Reach “Unimaginable” Levels by 2028 as Supply Constraints Continue to Tighten Read More
