Semiconductor Angel Morales 9/22/26 Semiconductor Angel Morales 9/22/26 Samsung HBM4 Output Could at Least Double in 2027 as AI Demand Accelerates Read More Semiconductor, Industry Angel Morales 9/10/26 Semiconductor, Industry Angel Morales 9/10/26 Samsung and SK hynix Memory Inventories Reportedly Fall Below 10 Days as AI Demand Tightens Supply Read More Semiconductor, Hardware Angel Morales 9/8/26 Semiconductor, Hardware Angel Morales 9/8/26 Samsung 4 nm Lines Reach Full Utilization as HBM4 Takes Up to 60% of Capacity Read More AI, Hardware, Semiconductor Angel Morales 8/25/26 AI, Hardware, Semiconductor Angel Morales 8/25/26 NVIDIA Vera Rubin and Blackwell Server Prices Could Rise 17% as Memory Costs Surge Read More Semiconductor, AI, Hardware Angel Morales 8/24/26 Semiconductor, AI, Hardware Angel Morales 8/24/26 Micron Warns AI Memory Wall Is Widening as Compute Outpaces DRAM Bandwidth Read More AI, Hardware, Semiconductor Angel Morales 8/17/26 AI, Hardware, Semiconductor Angel Morales 8/17/26 Samsung Reportedly Prepares 2 nm HBM Base Die Production as AI Memory Roadmap Accelerates Read More AI, Semiconductor, Hardware Angel Morales 8/11/26 AI, Semiconductor, Hardware Angel Morales 8/11/26 Samsung HBM4 Yield Reportedly Reaches 80% as AI Memory Production Accelerates Read More AI, Hardware, Semiconductor Angel Morales 8/11/26 AI, Hardware, Semiconductor Angel Morales 8/11/26 NVIDIA Vera Rubin Packs 74.7 TB of DRAM as AI Memory Costs Surge Read More AI, Semiconductor, Hardware Angel Morales 7/27/26 AI, Semiconductor, Hardware Angel Morales 7/27/26 NVIDIA and SK Group Seal $500 Billion AI Pact Before Jensen Huang Asks for One More Beer Read More Semiconductor, Business Angel Morales 7/27/26 Semiconductor, Business Angel Morales 7/27/26 Samsung’s $200 Billion Broadcom Pact Shows Its Foundry Advantage Extends Beyond 2nm Read More Semiconductor, AI, Hardware Angel Morales 6/25/26 Semiconductor, AI, Hardware Angel Morales 6/25/26 SK hynix Rebalances Toward DDR5 as Mainstream DRAM Margins Overtake HBM Read More Semiconductor, Hardware Angel Morales 6/24/26 Semiconductor, Hardware Angel Morales 6/24/26 JEDEC Approves SPHBM4 to Bring HBM4 Class Bandwidth to More Affordable Packages Read More Semiconductor, AI, Hardware Angel Morales 6/9/26 Semiconductor, AI, Hardware Angel Morales 6/9/26 NVIDIA and SK hynix Sign Multi Year Technology Partnership to Develop Next Generation Memory for AI Factories Read More AI, Semiconductor, Hardware Angel Morales 5/29/26 AI, Semiconductor, Hardware Angel Morales 5/29/26 FuriosaAI and Broadcom Partner on 2nm AI Inference Accelerator With HBM4/E Memory Read More Semiconductor Angel Morales 5/5/26 Semiconductor Angel Morales 5/5/26 Intel and SoftBank’s ZAM Memory Targets the High Bandwidth AI Market With Bandwidth That Could Reach More Than Double HBM4 Read More Angel Morales 5/5/26 Angel Morales 5/5/26 Samsung Foundry Reportedly Nears Profitability as 4nm Demand Surges on HBM4 Momentum Read More Semiconductor Angel Morales 4/29/26 Semiconductor Angel Morales 4/29/26 SK hynix Verifies 12 Die Hybrid Bonded HBM Stack As HBM4 Packaging Race Accelerates, But Yield Remains Undisclosed Read More Semiconductor, Hardware Angel Morales 3/20/26 Semiconductor, Hardware Angel Morales 3/20/26 AMD Secures Samsung HBM4 for Instinct MI455X, but the Real Surprise Is the Foundry Angle Read More Semiconductor, AI, Hardware, GTC 2026 Angel Morales 3/17/26 Semiconductor, AI, Hardware, GTC 2026 Angel Morales 3/17/26 Samsung Unveils HBM4E With Up to 4 TB/s Bandwidth Per Stack, While HBM4 Enters Mass Production for NVIDIA Vera Rubin Read More Semiconductor, Hardware, GTC 2026 Angel Morales 3/17/26 Semiconductor, Hardware, GTC 2026 Angel Morales 3/17/26 Micron Starts High Volume Production of HBM4, PCIe Gen6 SSDs and SOCAMM2 for NVIDIA Vera Rubin Read More Older Posts
Semiconductor Angel Morales 9/22/26 Semiconductor Angel Morales 9/22/26 Samsung HBM4 Output Could at Least Double in 2027 as AI Demand Accelerates Read More
Semiconductor, Industry Angel Morales 9/10/26 Semiconductor, Industry Angel Morales 9/10/26 Samsung and SK hynix Memory Inventories Reportedly Fall Below 10 Days as AI Demand Tightens Supply Read More
Semiconductor, Hardware Angel Morales 9/8/26 Semiconductor, Hardware Angel Morales 9/8/26 Samsung 4 nm Lines Reach Full Utilization as HBM4 Takes Up to 60% of Capacity Read More
AI, Hardware, Semiconductor Angel Morales 8/25/26 AI, Hardware, Semiconductor Angel Morales 8/25/26 NVIDIA Vera Rubin and Blackwell Server Prices Could Rise 17% as Memory Costs Surge Read More
Semiconductor, AI, Hardware Angel Morales 8/24/26 Semiconductor, AI, Hardware Angel Morales 8/24/26 Micron Warns AI Memory Wall Is Widening as Compute Outpaces DRAM Bandwidth Read More
AI, Hardware, Semiconductor Angel Morales 8/17/26 AI, Hardware, Semiconductor Angel Morales 8/17/26 Samsung Reportedly Prepares 2 nm HBM Base Die Production as AI Memory Roadmap Accelerates Read More
AI, Semiconductor, Hardware Angel Morales 8/11/26 AI, Semiconductor, Hardware Angel Morales 8/11/26 Samsung HBM4 Yield Reportedly Reaches 80% as AI Memory Production Accelerates Read More
AI, Hardware, Semiconductor Angel Morales 8/11/26 AI, Hardware, Semiconductor Angel Morales 8/11/26 NVIDIA Vera Rubin Packs 74.7 TB of DRAM as AI Memory Costs Surge Read More
AI, Semiconductor, Hardware Angel Morales 7/27/26 AI, Semiconductor, Hardware Angel Morales 7/27/26 NVIDIA and SK Group Seal $500 Billion AI Pact Before Jensen Huang Asks for One More Beer Read More
Semiconductor, Business Angel Morales 7/27/26 Semiconductor, Business Angel Morales 7/27/26 Samsung’s $200 Billion Broadcom Pact Shows Its Foundry Advantage Extends Beyond 2nm Read More
Semiconductor, AI, Hardware Angel Morales 6/25/26 Semiconductor, AI, Hardware Angel Morales 6/25/26 SK hynix Rebalances Toward DDR5 as Mainstream DRAM Margins Overtake HBM Read More
Semiconductor, Hardware Angel Morales 6/24/26 Semiconductor, Hardware Angel Morales 6/24/26 JEDEC Approves SPHBM4 to Bring HBM4 Class Bandwidth to More Affordable Packages Read More
Semiconductor, AI, Hardware Angel Morales 6/9/26 Semiconductor, AI, Hardware Angel Morales 6/9/26 NVIDIA and SK hynix Sign Multi Year Technology Partnership to Develop Next Generation Memory for AI Factories Read More
AI, Semiconductor, Hardware Angel Morales 5/29/26 AI, Semiconductor, Hardware Angel Morales 5/29/26 FuriosaAI and Broadcom Partner on 2nm AI Inference Accelerator With HBM4/E Memory Read More
Semiconductor Angel Morales 5/5/26 Semiconductor Angel Morales 5/5/26 Intel and SoftBank’s ZAM Memory Targets the High Bandwidth AI Market With Bandwidth That Could Reach More Than Double HBM4 Read More
Angel Morales 5/5/26 Angel Morales 5/5/26 Samsung Foundry Reportedly Nears Profitability as 4nm Demand Surges on HBM4 Momentum Read More
Semiconductor Angel Morales 4/29/26 Semiconductor Angel Morales 4/29/26 SK hynix Verifies 12 Die Hybrid Bonded HBM Stack As HBM4 Packaging Race Accelerates, But Yield Remains Undisclosed Read More
Semiconductor, Hardware Angel Morales 3/20/26 Semiconductor, Hardware Angel Morales 3/20/26 AMD Secures Samsung HBM4 for Instinct MI455X, but the Real Surprise Is the Foundry Angle Read More
Semiconductor, AI, Hardware, GTC 2026 Angel Morales 3/17/26 Semiconductor, AI, Hardware, GTC 2026 Angel Morales 3/17/26 Samsung Unveils HBM4E With Up to 4 TB/s Bandwidth Per Stack, While HBM4 Enters Mass Production for NVIDIA Vera Rubin Read More
Semiconductor, Hardware, GTC 2026 Angel Morales 3/17/26 Semiconductor, Hardware, GTC 2026 Angel Morales 3/17/26 Micron Starts High Volume Production of HBM4, PCIe Gen6 SSDs and SOCAMM2 for NVIDIA Vera Rubin Read More
