Semiconductor Angel Morales 5/12/26 Semiconductor Angel Morales 5/12/26 SK hynix Reportedly Evaluates Intel EMIB as CoWoS Capacity Tightens the AI Packaging Market 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 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 AI Angel Morales 4/27/26 AI Angel Morales 4/27/26 DeepSeek V4 Targets the AI Memory Shortage With Lower KV Cache Demands, But Performance Tradeoffs Remain a Key Question Read More Semiconductor Angel Morales 4/27/26 Semiconductor Angel Morales 4/27/26 Intel’s ZAM Memory Gets Major Support From Japan as a Potential Low Power HBM Alternative Read More AI, Industry Angel Morales 4/23/26 AI, Industry Angel Morales 4/23/26 OpenAI Targets 30GW of AI Compute by 2030, Setting a Far Bigger Infrastructure Ambition Than Its Rivals Read More AI, Hardware Angel Morales 4/23/26 AI, Hardware Angel Morales 4/23/26 OpenAI Patent Outlines AI Chip Design With Up to 20 HBM Stacks, Pointing to a Bigger Packaging Play Beyond Today’s Limits 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 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 Older Posts
Semiconductor Angel Morales 5/12/26 Semiconductor Angel Morales 5/12/26 SK hynix Reportedly Evaluates Intel EMIB as CoWoS Capacity Tightens the AI Packaging Market 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
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
AI Angel Morales 4/27/26 AI Angel Morales 4/27/26 DeepSeek V4 Targets the AI Memory Shortage With Lower KV Cache Demands, But Performance Tradeoffs Remain a Key Question Read More
Semiconductor Angel Morales 4/27/26 Semiconductor Angel Morales 4/27/26 Intel’s ZAM Memory Gets Major Support From Japan as a Potential Low Power HBM Alternative Read More
AI, Industry Angel Morales 4/23/26 AI, Industry Angel Morales 4/23/26 OpenAI Targets 30GW of AI Compute by 2030, Setting a Far Bigger Infrastructure Ambition Than Its Rivals Read More
AI, Hardware Angel Morales 4/23/26 AI, Hardware Angel Morales 4/23/26 OpenAI Patent Outlines AI Chip Design With Up to 20 HBM Stacks, Pointing to a Bigger Packaging Play Beyond Today’s Limits 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
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
