Semiconductor, Industry Angel Morales 9/23/26 Semiconductor, Industry Angel Morales 9/23/26 CXMT Moves Into NAND as YMTC Prepares DRAM, Setting Up a Chinese Memory Rivalry 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, Industry Angel Morales 9/10/26 Semiconductor, Industry Angel Morales 9/10/26 CXMT HBM3 Yield Stalls Near 25% as TSV and Stacking Issues Cut Final Output Read More AI, Hardware Angel Morales 9/3/26 AI, Hardware Angel Morales 9/3/26 Google Is Pulling DDR4 From Retired Servers to Keep New AI Infrastructure Running Read More Hardware, Semiconductor Angel Morales 8/28/26 Hardware, Semiconductor Angel Morales 8/28/26 CXMT Pushes Hafnium Based DRAM Technology as 1a Node Ambitions Accelerate Read More Semiconductor, Hardware Angel Morales 8/17/26 Semiconductor, Hardware Angel Morales 8/17/26 UBS Sees Micron DRAM Gross Margin Reaching 95% as HBM Complexity Weighs on Profitability Read More Semiconductor, Hardware Angel Morales 8/14/26 Semiconductor, Hardware Angel Morales 8/14/26 Intel CEO Lip Bu Tan Signals New Memory Push as CPU and Memory Stacking Becomes a Strategic Focus Read More Semiconductor, Hardware Angel Morales 8/13/26 Semiconductor, Hardware Angel Morales 8/13/26 YMTC Becomes World’s No. 3 NAND Supplier by Shipments as China Targets Samsung Scale Capacity Read More Semiconductor, Hardware Angel Morales 8/12/26 Semiconductor, Hardware Angel Morales 8/12/26 CXMT DDR5 Yield Reportedly Breaks 90% as China Narrows the DRAM Manufacturing Gap Read More Semiconductor, Business Angel Morales 8/10/26 Semiconductor, Business Angel Morales 8/10/26 DRAM Giants Lock In $38 Billion as Memory Market Power Could Shift by 2029 Read More AI, Semiconductor Angel Morales 8/7/26 AI, Semiconductor Angel Morales 8/7/26 Tesla Expands TeraFab Hiring Into Memory Engineering as HBM Ambitions Grow Read More Semiconductor, Industry Angel Morales 7/20/26 Semiconductor, Industry Angel Morales 7/20/26 81.5% of Surveyed Samsung Foundry Workers Consider Leaving Amid Major Bonus Gap Read More Semiconductor, Hardware Angel Morales 5/27/26 Semiconductor, Hardware Angel Morales 5/27/26 Samsung Reaches 900 Layer V-NAND Prototype As 1000 Layer NAND Moves Closer To Reality Read More Hardware, Announcement Angel Morales 5/18/26 Hardware, Announcement Angel Morales 5/18/26 ASUS Launches Its First Ever ROG DDR5 Memory Kit With 48GB Capacity and a BIOS Level ROG Mode for 6000 CL26 or 8000 CL36 Read More Gaming, Rumor Angel Morales 5/13/26 Gaming, Rumor Angel Morales 5/13/26 PlayStation 6 Rumor Points to 24GB Memory Path as Sony Tries to Keep Next Generation Pricing in Check Read More Semiconductor Angel Morales 5/10/26 Semiconductor Angel Morales 5/10/26 Samsung Memory Workers Reject 10% Bonus Offer as Strike Risk Builds Around a High Stakes AI Chip Battle Read More Gaming Angel Morales 5/9/26 Gaming Angel Morales 5/9/26 PS6 Launch Timing Still Undecided as Sony Warns Memory Costs Remain High and Takes a Major Bungie Hit Read More Mobile, Semiconductor Angel Morales 4/27/26 Mobile, Semiconductor Angel Morales 4/27/26 Samsung Faces Major Labor Pressure After Union Rally Reportedly Disrupts Foundry and Memory Output Read More Semiconductor, Hardware Angel Morales 2/13/26 Semiconductor, Hardware Angel Morales 2/13/26 Samsung Begins Mass Production and Shipments of HBM4 Read More Hardware, Announcement Angel Morales 7/28/25 Hardware, Announcement Angel Morales 7/28/25 TeamGroup Introduces 256GB Quad-Channel DDR5 RAM Kits for High-End Workloads, Targeting Ryzen 9000 & X870 Platforms Read More Older Posts
Semiconductor, Industry Angel Morales 9/23/26 Semiconductor, Industry Angel Morales 9/23/26 CXMT Moves Into NAND as YMTC Prepares DRAM, Setting Up a Chinese Memory Rivalry 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, Industry Angel Morales 9/10/26 Semiconductor, Industry Angel Morales 9/10/26 CXMT HBM3 Yield Stalls Near 25% as TSV and Stacking Issues Cut Final Output Read More
AI, Hardware Angel Morales 9/3/26 AI, Hardware Angel Morales 9/3/26 Google Is Pulling DDR4 From Retired Servers to Keep New AI Infrastructure Running Read More
Hardware, Semiconductor Angel Morales 8/28/26 Hardware, Semiconductor Angel Morales 8/28/26 CXMT Pushes Hafnium Based DRAM Technology as 1a Node Ambitions Accelerate Read More
Semiconductor, Hardware Angel Morales 8/17/26 Semiconductor, Hardware Angel Morales 8/17/26 UBS Sees Micron DRAM Gross Margin Reaching 95% as HBM Complexity Weighs on Profitability Read More
Semiconductor, Hardware Angel Morales 8/14/26 Semiconductor, Hardware Angel Morales 8/14/26 Intel CEO Lip Bu Tan Signals New Memory Push as CPU and Memory Stacking Becomes a Strategic Focus Read More
Semiconductor, Hardware Angel Morales 8/13/26 Semiconductor, Hardware Angel Morales 8/13/26 YMTC Becomes World’s No. 3 NAND Supplier by Shipments as China Targets Samsung Scale Capacity Read More
Semiconductor, Hardware Angel Morales 8/12/26 Semiconductor, Hardware Angel Morales 8/12/26 CXMT DDR5 Yield Reportedly Breaks 90% as China Narrows the DRAM Manufacturing Gap Read More
Semiconductor, Business Angel Morales 8/10/26 Semiconductor, Business Angel Morales 8/10/26 DRAM Giants Lock In $38 Billion as Memory Market Power Could Shift by 2029 Read More
AI, Semiconductor Angel Morales 8/7/26 AI, Semiconductor Angel Morales 8/7/26 Tesla Expands TeraFab Hiring Into Memory Engineering as HBM Ambitions Grow Read More
Semiconductor, Industry Angel Morales 7/20/26 Semiconductor, Industry Angel Morales 7/20/26 81.5% of Surveyed Samsung Foundry Workers Consider Leaving Amid Major Bonus Gap Read More
Semiconductor, Hardware Angel Morales 5/27/26 Semiconductor, Hardware Angel Morales 5/27/26 Samsung Reaches 900 Layer V-NAND Prototype As 1000 Layer NAND Moves Closer To Reality Read More
Hardware, Announcement Angel Morales 5/18/26 Hardware, Announcement Angel Morales 5/18/26 ASUS Launches Its First Ever ROG DDR5 Memory Kit With 48GB Capacity and a BIOS Level ROG Mode for 6000 CL26 or 8000 CL36 Read More
Gaming, Rumor Angel Morales 5/13/26 Gaming, Rumor Angel Morales 5/13/26 PlayStation 6 Rumor Points to 24GB Memory Path as Sony Tries to Keep Next Generation Pricing in Check Read More
Semiconductor Angel Morales 5/10/26 Semiconductor Angel Morales 5/10/26 Samsung Memory Workers Reject 10% Bonus Offer as Strike Risk Builds Around a High Stakes AI Chip Battle Read More
Gaming Angel Morales 5/9/26 Gaming Angel Morales 5/9/26 PS6 Launch Timing Still Undecided as Sony Warns Memory Costs Remain High and Takes a Major Bungie Hit Read More
Mobile, Semiconductor Angel Morales 4/27/26 Mobile, Semiconductor Angel Morales 4/27/26 Samsung Faces Major Labor Pressure After Union Rally Reportedly Disrupts Foundry and Memory Output Read More
Semiconductor, Hardware Angel Morales 2/13/26 Semiconductor, Hardware Angel Morales 2/13/26 Samsung Begins Mass Production and Shipments of HBM4 Read More
Hardware, Announcement Angel Morales 7/28/25 Hardware, Announcement Angel Morales 7/28/25 TeamGroup Introduces 256GB Quad-Channel DDR5 RAM Kits for High-End Workloads, Targeting Ryzen 9000 & X870 Platforms Read More
