Semiconductor, Hardware, Industry Angel Morales 7/22/26 Semiconductor, Hardware, Industry Angel Morales 7/22/26 SK hynix CEO Warns 2027 Could Be Memory Industry’s Worst Supply Year Read More Semiconductor, Hardware Angel Morales 7/22/26 Semiconductor, Hardware Angel Morales 7/22/26 Samsung Reportedly Targets 2029 for Hybrid Bonded HBM as NVIDIA Feynman Approaches Read More Semiconductor, Hardware Angel Morales 7/14/26 Semiconductor, Hardware Angel Morales 7/14/26 SK hynix Considers Korean Government Bonds as HBM Price Growth Begins to Moderate Read More Semiconductor, Hardware Angel Morales 7/13/26 Semiconductor, Hardware Angel Morales 7/13/26 SK hynix CEO Warns 2027 Could Bring Memory’s Worst Supply Shortage Ever Read More Semiconductor Angel Morales 7/9/26 Semiconductor Angel Morales 7/9/26 Intel XBM Memory Targets HBM With 32 GT/s UCIe Links and Lower Packaging Cost Read More AI, Hardware Angel Morales 7/1/26 AI, Hardware Angel Morales 7/1/26 Etched Emerges From Stealth With Working TSMC N4P Chip and $1 Billion in AI Contracts Read More AI, Hardware Angel Morales 6/24/26 AI, Hardware Angel Morales 6/24/26 Micron Deploys Claude and Backs Anthropic as AI Memory Demand Accelerates Read More Hardware, Semiconductor Angel Morales 6/23/26 Hardware, Semiconductor Angel Morales 6/23/26 Sandisk Explores Stacking AI Compute Directly Above NAND as HBM Limits Tighten Read More Semiconductor, Hardware Angel Morales 5/26/26 Semiconductor, Hardware Angel Morales 5/26/26 NVIDIA CFO Says Rivals Were Caught Off Guard By Memory Shortage As AI Demand Pushes Prices Higher Read More 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 Older Posts
Semiconductor, Hardware, Industry Angel Morales 7/22/26 Semiconductor, Hardware, Industry Angel Morales 7/22/26 SK hynix CEO Warns 2027 Could Be Memory Industry’s Worst Supply Year Read More
Semiconductor, Hardware Angel Morales 7/22/26 Semiconductor, Hardware Angel Morales 7/22/26 Samsung Reportedly Targets 2029 for Hybrid Bonded HBM as NVIDIA Feynman Approaches Read More
Semiconductor, Hardware Angel Morales 7/14/26 Semiconductor, Hardware Angel Morales 7/14/26 SK hynix Considers Korean Government Bonds as HBM Price Growth Begins to Moderate Read More
Semiconductor, Hardware Angel Morales 7/13/26 Semiconductor, Hardware Angel Morales 7/13/26 SK hynix CEO Warns 2027 Could Bring Memory’s Worst Supply Shortage Ever Read More
Semiconductor Angel Morales 7/9/26 Semiconductor Angel Morales 7/9/26 Intel XBM Memory Targets HBM With 32 GT/s UCIe Links and Lower Packaging Cost Read More
AI, Hardware Angel Morales 7/1/26 AI, Hardware Angel Morales 7/1/26 Etched Emerges From Stealth With Working TSMC N4P Chip and $1 Billion in AI Contracts Read More
AI, Hardware Angel Morales 6/24/26 AI, Hardware Angel Morales 6/24/26 Micron Deploys Claude and Backs Anthropic as AI Memory Demand Accelerates Read More
Hardware, Semiconductor Angel Morales 6/23/26 Hardware, Semiconductor Angel Morales 6/23/26 Sandisk Explores Stacking AI Compute Directly Above NAND as HBM Limits Tighten Read More
Semiconductor, Hardware Angel Morales 5/26/26 Semiconductor, Hardware Angel Morales 5/26/26 NVIDIA CFO Says Rivals Were Caught Off Guard By Memory Shortage As AI Demand Pushes Prices Higher Read More
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
