Semiconductor Angel Morales 5/19/26 Semiconductor Angel Morales 5/19/26 Samsung Strike Risk Eases After Court Injunction and Government Pressure Push Union Back to Talks 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 Hardware, Semiconductor Angel Morales 5/4/26 Hardware, Semiconductor Angel Morales 5/4/26 AI Memory Boom Sends Profits Soaring for ADATA and Other Memory Makers as Tight Supply Becomes the New Normal Read More Semiconductor Angel Morales 4/20/26 Semiconductor Angel Morales 4/20/26 YMTC and CXMT Push Major Expansion Plans as China Ramps Up Memory Output Amid Ongoing DRAM and NAND Supply Pressure Read More Semiconductor, Hardware Angel Morales 4/10/26 Semiconductor, Hardware Angel Morales 4/10/26 Samsung and SK hynix Shift Toward Long Term DRAM Contracts as Questions Grow Around How Much Higher Prices Can Still Go Read More Semiconductor, Hardware Angel Morales 3/9/26 Semiconductor, Hardware Angel Morales 3/9/26 Samsung’s Reported Q2 NAND Price Doubling Signals a New Memory Shock for the PC Market Read More Semiconductor, Hardware Angel Morales 3/3/26 Semiconductor, Hardware Angel Morales 3/3/26 NAND Prices Reportedly Surge 500% in 1 Year as AI Storage Demand Forces Phison Toward Prepayment Terms Read More Semiconductor, Hardware Angel Morales 2/17/26 Semiconductor, Hardware Angel Morales 2/17/26 CXMT and YMTC Reportedly Removed From Pentagon Section 1260H List Read More Hardware Angel Morales 2/9/26 Hardware Angel Morales 2/9/26 PC and Server Memory Plus NAND Prices Surge Over 90% in Q1 2026, With Counterpoint Pointing to Additional Q2 Hikes Read More Hardware Angel Morales 1/27/26 Hardware Angel Morales 1/27/26 Samsung Reportedly Eyes 100% NAND Contract Price Hike in Q1 2026, With Customers Already Notified Read More Hardware Angel Morales 1/23/26 Hardware Angel Morales 1/23/26 Samsung Related Distributors Allegedly Signal Up To 80% Memory Price Hike as Supply Discipline Tightens Read More AI, Hardware Angel Morales 1/13/26 AI, Hardware Angel Morales 1/13/26 NVIDIA Inference Context Memory Storage Could Consume a Massive Share of Global NAND Output Read More Semiconductor Angel Morales 12/18/25 Semiconductor Angel Morales 12/18/25 Samsung Annual Operating Profit Projected to Reach 73Billion Dollars in 2026 as DRAM and NAND Prices Surge Read More Semiconductor, Hardware Angel Morales 11/11/25 Semiconductor, Hardware Angel Morales 11/11/25 Consumer SSD Prices Poised to Surge as AI Drives Massive NAND Demand, Phison Warns Read More
Semiconductor Angel Morales 5/19/26 Semiconductor Angel Morales 5/19/26 Samsung Strike Risk Eases After Court Injunction and Government Pressure Push Union Back to Talks 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
Hardware, Semiconductor Angel Morales 5/4/26 Hardware, Semiconductor Angel Morales 5/4/26 AI Memory Boom Sends Profits Soaring for ADATA and Other Memory Makers as Tight Supply Becomes the New Normal Read More
Semiconductor Angel Morales 4/20/26 Semiconductor Angel Morales 4/20/26 YMTC and CXMT Push Major Expansion Plans as China Ramps Up Memory Output Amid Ongoing DRAM and NAND Supply Pressure Read More
Semiconductor, Hardware Angel Morales 4/10/26 Semiconductor, Hardware Angel Morales 4/10/26 Samsung and SK hynix Shift Toward Long Term DRAM Contracts as Questions Grow Around How Much Higher Prices Can Still Go Read More
Semiconductor, Hardware Angel Morales 3/9/26 Semiconductor, Hardware Angel Morales 3/9/26 Samsung’s Reported Q2 NAND Price Doubling Signals a New Memory Shock for the PC Market Read More
Semiconductor, Hardware Angel Morales 3/3/26 Semiconductor, Hardware Angel Morales 3/3/26 NAND Prices Reportedly Surge 500% in 1 Year as AI Storage Demand Forces Phison Toward Prepayment Terms Read More
Semiconductor, Hardware Angel Morales 2/17/26 Semiconductor, Hardware Angel Morales 2/17/26 CXMT and YMTC Reportedly Removed From Pentagon Section 1260H List Read More
Hardware Angel Morales 2/9/26 Hardware Angel Morales 2/9/26 PC and Server Memory Plus NAND Prices Surge Over 90% in Q1 2026, With Counterpoint Pointing to Additional Q2 Hikes Read More
Hardware Angel Morales 1/27/26 Hardware Angel Morales 1/27/26 Samsung Reportedly Eyes 100% NAND Contract Price Hike in Q1 2026, With Customers Already Notified Read More
Hardware Angel Morales 1/23/26 Hardware Angel Morales 1/23/26 Samsung Related Distributors Allegedly Signal Up To 80% Memory Price Hike as Supply Discipline Tightens Read More
AI, Hardware Angel Morales 1/13/26 AI, Hardware Angel Morales 1/13/26 NVIDIA Inference Context Memory Storage Could Consume a Massive Share of Global NAND Output Read More
Semiconductor Angel Morales 12/18/25 Semiconductor Angel Morales 12/18/25 Samsung Annual Operating Profit Projected to Reach 73Billion Dollars in 2026 as DRAM and NAND Prices Surge Read More
Semiconductor, Hardware Angel Morales 11/11/25 Semiconductor, Hardware Angel Morales 11/11/25 Consumer SSD Prices Poised to Surge as AI Drives Massive NAND Demand, Phison Warns Read More
