Semiconductor, Industry Angel Morales 9/23/26 Semiconductor, Industry Angel Morales 9/23/26 CXMT Moves Into NAND as YMTC Prepares DRAM, Setting Up a Chinese Memory Rivalry Read More Semiconductor Angel Morales 9/22/26 Semiconductor Angel Morales 9/22/26 Samsung HBM4 Output Could at Least Double in 2027 as AI Demand Accelerates Read More Hardware Angel Morales 9/21/26 Hardware Angel Morales 9/21/26 Acer Says Memory Shortage Cannot Last Until 2030 as PC Prices Keep Rising Read More Semiconductor, Industry Angel Morales 9/10/26 Semiconductor, Industry Angel Morales 9/10/26 Samsung and SK hynix Memory Inventories Reportedly Fall Below 10 Days as AI Demand Tightens Supply Read More Semiconductor, Industry Angel Morales 9/10/26 Semiconductor, Industry Angel Morales 9/10/26 CXMT HBM3 Yield Stalls Near 25% as TSV and Stacking Issues Cut Final Output Read More Semiconductor Angel Morales 9/7/26 Semiconductor Angel Morales 9/7/26 NAURA Demonstrates 64 Layer 3D DRAM Etch Process as China Pushes Beyond EUV Limits Read More AI, Hardware Angel Morales 9/3/26 AI, Hardware Angel Morales 9/3/26 Google Is Pulling DDR4 From Retired Servers to Keep New AI Infrastructure Running Read More Semiconductor, Business Angel Morales 9/2/26 Semiconductor, Business Angel Morales 9/2/26 Micron Taiwan Workers Move Closer to Strike as 80% Back Action Over Bonuses Read More Semiconductor, Hardware Angel Morales 8/31/26 Semiconductor, Hardware Angel Morales 8/31/26 Korean DRAM Export Value Jumps 401% as AI Memory Shortage Pushes Prices to Extreme Levels Read More Hardware, Semiconductor Angel Morales 8/28/26 Hardware, Semiconductor Angel Morales 8/28/26 CXMT Pushes Hafnium Based DRAM Technology as 1a Node Ambitions Accelerate Read More AI, Hardware, Semiconductor Angel Morales 8/25/26 AI, Hardware, Semiconductor Angel Morales 8/25/26 NVIDIA Vera Rubin and Blackwell Server Prices Could Rise 17% as Memory Costs Surge Read More Semiconductor, AI, Hardware Angel Morales 8/24/26 Semiconductor, AI, Hardware Angel Morales 8/24/26 Micron Warns AI Memory Wall Is Widening as Compute Outpaces DRAM Bandwidth Read More Hardware Angel Morales 8/21/26 Hardware Angel Morales 8/21/26 Forgotten G.SKILL DDR5 Kits Turn Into a 3,000$ Memory Shortage Jackpot Read More 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 Older Posts
Semiconductor, Industry Angel Morales 9/23/26 Semiconductor, Industry Angel Morales 9/23/26 CXMT Moves Into NAND as YMTC Prepares DRAM, Setting Up a Chinese Memory Rivalry Read More
Semiconductor Angel Morales 9/22/26 Semiconductor Angel Morales 9/22/26 Samsung HBM4 Output Could at Least Double in 2027 as AI Demand Accelerates Read More
Hardware Angel Morales 9/21/26 Hardware Angel Morales 9/21/26 Acer Says Memory Shortage Cannot Last Until 2030 as PC Prices Keep Rising Read More
Semiconductor, Industry Angel Morales 9/10/26 Semiconductor, Industry Angel Morales 9/10/26 Samsung and SK hynix Memory Inventories Reportedly Fall Below 10 Days as AI Demand Tightens Supply Read More
Semiconductor, Industry Angel Morales 9/10/26 Semiconductor, Industry Angel Morales 9/10/26 CXMT HBM3 Yield Stalls Near 25% as TSV and Stacking Issues Cut Final Output Read More
Semiconductor Angel Morales 9/7/26 Semiconductor Angel Morales 9/7/26 NAURA Demonstrates 64 Layer 3D DRAM Etch Process as China Pushes Beyond EUV Limits Read More
AI, Hardware Angel Morales 9/3/26 AI, Hardware Angel Morales 9/3/26 Google Is Pulling DDR4 From Retired Servers to Keep New AI Infrastructure Running Read More
Semiconductor, Business Angel Morales 9/2/26 Semiconductor, Business Angel Morales 9/2/26 Micron Taiwan Workers Move Closer to Strike as 80% Back Action Over Bonuses Read More
Semiconductor, Hardware Angel Morales 8/31/26 Semiconductor, Hardware Angel Morales 8/31/26 Korean DRAM Export Value Jumps 401% as AI Memory Shortage Pushes Prices to Extreme Levels Read More
Hardware, Semiconductor Angel Morales 8/28/26 Hardware, Semiconductor Angel Morales 8/28/26 CXMT Pushes Hafnium Based DRAM Technology as 1a Node Ambitions Accelerate Read More
AI, Hardware, Semiconductor Angel Morales 8/25/26 AI, Hardware, Semiconductor Angel Morales 8/25/26 NVIDIA Vera Rubin and Blackwell Server Prices Could Rise 17% as Memory Costs Surge Read More
Semiconductor, AI, Hardware Angel Morales 8/24/26 Semiconductor, AI, Hardware Angel Morales 8/24/26 Micron Warns AI Memory Wall Is Widening as Compute Outpaces DRAM Bandwidth Read More
Hardware Angel Morales 8/21/26 Hardware Angel Morales 8/21/26 Forgotten G.SKILL DDR5 Kits Turn Into a 3,000$ Memory Shortage Jackpot Read More
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
