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Rapidus Accelerates 2nm Push and Targets 60,000 WPM by 2028, Setting Up a Japan Foundry Face Off with TSMC
Semiconductor Angel Morales 2/13/26 Semiconductor Angel Morales 2/13/26

Rapidus Accelerates 2nm Push and Targets 60,000 WPM by 2028, Setting Up a Japan Foundry Face Off with TSMC

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Intel PowerVia and BSPDN Strengthen the 18A Value Proposition, But External Customer Volume Still Looks Like a Later Win
Semiconductor Angel Morales 2/9/26 Semiconductor Angel Morales 2/9/26

Intel PowerVia and BSPDN Strengthen the 18A Value Proposition, But External Customer Volume Still Looks Like a Later Win

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Elon Musk Doubles Down on Tesla TeraFab Vision to Build Logic, Memory, and Packaging Under One Roof
Semiconductor, Hardware Angel Morales 1/30/26 Semiconductor, Hardware Angel Morales 1/30/26

Elon Musk Doubles Down on Tesla TeraFab Vision to Build Logic, Memory, and Packaging Under One Roof

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TSMC 2nm Ramp Accelerates, With Peak Monthly Output Targeting 140,000 Wafers by End of 2026
Semiconductor Angel Morales 1/6/26 Semiconductor Angel Morales 1/6/26

TSMC 2nm Ramp Accelerates, With Peak Monthly Output Targeting 140,000 Wafers by End of 2026

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TSMC US Fabs Drive Up Operating Costs, But the Strategic Value Goes Far Beyond Near Term Margins
Semiconductor Angel Morales 1/5/26 Semiconductor Angel Morales 1/5/26

TSMC US Fabs Drive Up Operating Costs, But the Strategic Value Goes Far Beyond Near Term Margins

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TSMC Reportedly Pulls Forward Arizona 3nm To 2027 As Intel And Samsung Close The Gap On Leading Edge Momentum
Semiconductor Angel Morales 12/30/25 Semiconductor Angel Morales 12/30/25

TSMC Reportedly Pulls Forward Arizona 3nm To 2027 As Intel And Samsung Close The Gap On Leading Edge Momentum

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Intel Is Now Seeking Investments From Apple After NVIDIA & SoftBank, Hoping To Get Out of Its Financial Mess
Semiconductor, News Angel Morales 9/25/25 Semiconductor, News Angel Morales 9/25/25

Intel Is Now Seeking Investments From Apple After NVIDIA & SoftBank, Hoping To Get Out of Its Financial Mess

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Intel CEO Lip-Bu Tan Admits Company Has Fallen Behind; Warns of a Difficult Turnaround Ahead
Semiconductor, News Angel Morales 7/11/25 Semiconductor, News Angel Morales 7/11/25

Intel CEO Lip-Bu Tan Admits Company Has Fallen Behind; Warns of a Difficult Turnaround Ahead

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Intel Escapes Shareholder Lawsuit Over Alleged Foundry Losses and Financial Misreporting
Hardware, News Angel Morales 3/9/25 Hardware, News Angel Morales 3/9/25

Intel Escapes Shareholder Lawsuit Over Alleged Foundry Losses and Financial Misreporting

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Samsung To Cut Chipmaking Investment By 50% As It Shifts Focus To Next-Gen Processes – Report
Semiconductor, News Angel Morales 1/23/25 Semiconductor, News Angel Morales 1/23/25

Samsung To Cut Chipmaking Investment By 50% As It Shifts Focus To Next-Gen Processes – Report

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