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Samsung Reclaims DRAM Crown, Omdia Puts Market Share Back Ahead of SK hynix on HBM Momentum
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

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Intel and Partners Showcase Z Angle Memory Prototype as a Potential Path Beyond HBM Thermal Limits
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

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SK hynix Plans U.S. Based AI Solutions Arm Called AI Company to Expand Beyond Memory Into the AI Data Center Stack
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

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Suppliers Report Smooth Vera Rubin Ramp So Far as NVIDIA Reuses Key Blackwell Elements
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

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Samsung DRAM Output Growth Looks Capped at 5% in 2026, Setting Up a Longer Consumer Memory Squeeze
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

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SK hynix Plans Up to 13 Billion Dollars Investment in Advanced Packaging Lines in South Korea Alongside M15X Fab
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

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SK hynix Reportedly Targets 2.5D Advanced Packaging Production In The United States, Eyeing Indiana As A New HBM Scale Lever
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

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Microsoft And Google Escalate The Memory Supply Fight In South Korea As HBM And LPDDR Allocation Tightens
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

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PC Shipments Could Drop in 2026 as the Memory Supercycle Squeezes Supply and Pushes Prices Higher
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

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DRAM shortages shift power to Samsung and SK Hynix as customer allocations tighten
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

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Lenovo and Other PC Manufacturers Brace for a Difficult Year as Memory Shortages Worsen Across the Industry
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

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China’s YMTC Expands Into DRAM Market With Focus on HBM to Ease Domestic AI Shortage
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

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Major DRAM Makers to Discontinue DDR4 and DDR3 Production, Focus on HBM and DDR5
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

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