AI, Hardware, Semiconductor Angel Morales 3/31/26 AI, Hardware, Semiconductor Angel Morales 3/31/26 Micron Reportedly Eyes Stacked GDDR Memory for AI, a Move That Could Put Even More Pressure on Gaming GPU Supply Read More Semiconductor, News Angel Morales 3/23/26 Semiconductor, News Angel Morales 3/23/26 Big Tech Is Locking In Memory for Years, and That Could Keep the Shortage Alive Much Longer Than Expected Read More AI, Hardware, GTC 2026 Angel Morales 3/17/26 AI, Hardware, GTC 2026 Angel Morales 3/17/26 NVIDIA Feynman Roadmap Points to 3D Stacked Design, Custom HBM and a New Rosa CPU for 2028 Read More Hardware, Report Angel Morales 3/12/26 Hardware, Report Angel Morales 3/12/26 AMD’s Lisa Su Reportedly Heads to South Korea to Lock In AI Memory Supply as Competition Tightens Read More Hardware, Semiconductor Angel Morales 2/24/26 Hardware, Semiconductor Angel Morales 2/24/26 Samsung Reclaims DRAM Crown, Omdia Puts Market Share Back Ahead of SK hynix on HBM Momentum Read More Semiconductor Angel Morales 2/12/26 Semiconductor Angel Morales 2/12/26 Intel and Partners Showcase Z Angle Memory Prototype as a Potential Path Beyond HBM Thermal Limits Read More AI, Hardware Angel Morales 1/29/26 AI, Hardware Angel Morales 1/29/26 SK hynix Plans U.S. Based AI Solutions Arm Called AI Company to Expand Beyond Memory Into the AI Data Center Stack Read More AI, Hardware Angel Morales 1/20/26 AI, Hardware Angel Morales 1/20/26 Suppliers Report Smooth Vera Rubin Ramp So Far as NVIDIA Reuses Key Blackwell Elements Read More Hardware Angel Morales 1/19/26 Hardware Angel Morales 1/19/26 Samsung DRAM Output Growth Looks Capped at 5% in 2026, Setting Up a Longer Consumer Memory Squeeze Read More Semiconductor Angel Morales 1/14/26 Semiconductor Angel Morales 1/14/26 SK hynix Plans Up to 13 Billion Dollars Investment in Advanced Packaging Lines in South Korea Alongside M15X Fab Read More Semiconductor Angel Morales 12/30/25 Semiconductor Angel Morales 12/30/25 SK hynix Reportedly Targets 2.5D Advanced Packaging Production In The United States, Eyeing Indiana As A New HBM Scale Lever Read More Semiconductor Angel Morales 12/26/25 Semiconductor Angel Morales 12/26/25 Microsoft And Google Escalate The Memory Supply Fight In South Korea As HBM And LPDDR Allocation Tightens Read More Hardware Angel Morales 12/22/25 Hardware Angel Morales 12/22/25 PC Shipments Could Drop in 2026 as the Memory Supercycle Squeezes Supply and Pushes Prices Higher Read More Hardware Angel Morales 12/22/25 Hardware Angel Morales 12/22/25 DRAM shortages shift power to Samsung and SK Hynix as customer allocations tighten Read More Hardware Angel Morales 11/25/25 Hardware Angel Morales 11/25/25 Lenovo and Other PC Manufacturers Brace for a Difficult Year as Memory Shortages Worsen Across the Industry Read More Semiconductor Angel Morales 9/26/25 Semiconductor Angel Morales 9/26/25 China’s YMTC Expands Into DRAM Market With Focus on HBM to Ease Domestic AI Shortage Read More News, Hardware Angel Morales 2/20/25 News, Hardware Angel Morales 2/20/25 Major DRAM Makers to Discontinue DDR4 and DDR3 Production, Focus on HBM and DDR5 Read More
AI, Hardware, Semiconductor Angel Morales 3/31/26 AI, Hardware, Semiconductor Angel Morales 3/31/26 Micron Reportedly Eyes Stacked GDDR Memory for AI, a Move That Could Put Even More Pressure on Gaming GPU Supply Read More
Semiconductor, News Angel Morales 3/23/26 Semiconductor, News Angel Morales 3/23/26 Big Tech Is Locking In Memory for Years, and That Could Keep the Shortage Alive Much Longer Than Expected Read More
AI, Hardware, GTC 2026 Angel Morales 3/17/26 AI, Hardware, GTC 2026 Angel Morales 3/17/26 NVIDIA Feynman Roadmap Points to 3D Stacked Design, Custom HBM and a New Rosa CPU for 2028 Read More
Hardware, Report Angel Morales 3/12/26 Hardware, Report Angel Morales 3/12/26 AMD’s Lisa Su Reportedly Heads to South Korea to Lock In AI Memory Supply as Competition Tightens Read More
Hardware, Semiconductor Angel Morales 2/24/26 Hardware, Semiconductor Angel Morales 2/24/26 Samsung Reclaims DRAM Crown, Omdia Puts Market Share Back Ahead of SK hynix on HBM Momentum Read More
Semiconductor Angel Morales 2/12/26 Semiconductor Angel Morales 2/12/26 Intel and Partners Showcase Z Angle Memory Prototype as a Potential Path Beyond HBM Thermal Limits Read More
AI, Hardware Angel Morales 1/29/26 AI, Hardware Angel Morales 1/29/26 SK hynix Plans U.S. Based AI Solutions Arm Called AI Company to Expand Beyond Memory Into the AI Data Center Stack Read More
AI, Hardware Angel Morales 1/20/26 AI, Hardware Angel Morales 1/20/26 Suppliers Report Smooth Vera Rubin Ramp So Far as NVIDIA Reuses Key Blackwell Elements Read More
Hardware Angel Morales 1/19/26 Hardware Angel Morales 1/19/26 Samsung DRAM Output Growth Looks Capped at 5% in 2026, Setting Up a Longer Consumer Memory Squeeze Read More
Semiconductor Angel Morales 1/14/26 Semiconductor Angel Morales 1/14/26 SK hynix Plans Up to 13 Billion Dollars Investment in Advanced Packaging Lines in South Korea Alongside M15X Fab Read More
Semiconductor Angel Morales 12/30/25 Semiconductor Angel Morales 12/30/25 SK hynix Reportedly Targets 2.5D Advanced Packaging Production In The United States, Eyeing Indiana As A New HBM Scale Lever Read More
Semiconductor Angel Morales 12/26/25 Semiconductor Angel Morales 12/26/25 Microsoft And Google Escalate The Memory Supply Fight In South Korea As HBM And LPDDR Allocation Tightens Read More
Hardware Angel Morales 12/22/25 Hardware Angel Morales 12/22/25 PC Shipments Could Drop in 2026 as the Memory Supercycle Squeezes Supply and Pushes Prices Higher Read More
Hardware Angel Morales 12/22/25 Hardware Angel Morales 12/22/25 DRAM shortages shift power to Samsung and SK Hynix as customer allocations tighten Read More
Hardware Angel Morales 11/25/25 Hardware Angel Morales 11/25/25 Lenovo and Other PC Manufacturers Brace for a Difficult Year as Memory Shortages Worsen Across the Industry Read More
Semiconductor Angel Morales 9/26/25 Semiconductor Angel Morales 9/26/25 China’s YMTC Expands Into DRAM Market With Focus on HBM to Ease Domestic AI Shortage Read More
News, Hardware Angel Morales 2/20/25 News, Hardware Angel Morales 2/20/25 Major DRAM Makers to Discontinue DDR4 and DDR3 Production, Focus on HBM and DDR5 Read More
