Semiconductor, Business Angel Morales 10/21/26 Semiconductor, Business Angel Morales 10/21/26 Solidigm's US NAND Factory Plan Faces South Korean IPO Restrictions Read More Semiconductor, Hardware Angel Morales 10/20/26 Semiconductor, Hardware Angel Morales 10/20/26 SK hynix's Solidigm Hires Trump Connected Lobbyists Amid China Chip Restrictions Read More 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 AI, Hardware, Semiconductor Angel Morales 8/17/26 AI, Hardware, Semiconductor Angel Morales 8/17/26 Phison CEO Warns NAND Supply May Stay Tight for 4 Years as AI Storage Demand Accelerates Read More Semiconductor, Hardware, AI Angel Morales 8/17/26 Semiconductor, Hardware, AI Angel Morales 8/17/26 SanDisk HBF Comparison Faces Questions Over HBM Bandwidth, BF16 and NAND Endurance 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 AI, Semiconductor, Hardware Angel Morales 8/5/26 AI, Semiconductor, Hardware Angel Morales 8/5/26 SK hynix and Sandisk Unveil HBF Standard With Up to 3 TB/s Bandwidth Read More Hardware, Semiconductor Angel Morales 7/31/26 Hardware, Semiconductor Angel Morales 7/31/26 Samsung Locks AI Memory Demand Into 5 Year Supply Agreements Read More Semiconductor, Hardware Angel Morales 7/22/26 Semiconductor, Hardware Angel Morales 7/22/26 NAND Flash Shortage Could Ease in 2027 as Suppliers Upgrade Production Read More Hardware, News Angel Morales 7/21/26 Hardware, News Angel Morales 7/21/26 ADATA Chairman Says Memory Shortage Could Last 10 Years as AI Demand Accelerates Read More AI, Hardware Angel Morales 6/15/26 AI, Hardware Angel Morales 6/15/26 SK Hynix Pushes 375 Layer NAND As The 400 Layer Race Hits A Material Wall 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 Semiconductor Angel Morales 5/15/26 Semiconductor Angel Morales 5/15/26 Samsung Strike Fears Are Already Moving the Memory Market as DDR4 Prices Surge in Shenzhen Read More Semiconductor, AI, Hardware Angel Morales 5/11/26 Semiconductor, AI, Hardware Angel Morales 5/11/26 Silicon Motion CEO Warns DRAM and SSD Shortages Could Stretch Into 2028 as AI Demand Keeps Tightening Supply Read More Semiconductor, Hardware Angel Morales 4/29/26 Semiconductor, Hardware Angel Morales 4/29/26 Taiwan NAND Maker Macronix Gains Momentum As Samsung’s MLC Exit Drives A Sharp Revenue Shift Read More Semiconductor Angel Morales 2/2/26 Semiconductor Angel Morales 2/2/26 YMTC Reportedly Fast Tracks Wuhan NAND Fab Push as AI Storage Demand Rewrites the Global Supply Playbook Read More Hardware Angel Morales 1/21/26 Hardware Angel Morales 1/21/26 NAND Makers Reportedly Cut Output to Push SSD Prices Higher as DRAM Margins Steal the Spotlight Read More Semiconductor, Hardware Angel Morales 12/17/25 Semiconductor, Hardware Angel Morales 12/17/25 NVIDIA and SK hynix Co Develop AI SSD to Transform Inference Performance and NAND Architecture Read More Semiconductor, Mobile Angel Morales 11/28/25 Semiconductor, Mobile Angel Morales 11/28/25 Samsung Achieves Major Breakthrough With New NAND Flash Technology That Reduces Power Consumption by 96 Percent Read More Semiconductor Angel Morales 9/17/25 Semiconductor Angel Morales 9/17/25 NAND Prices Expected to Surge Up to 30% as AI Data Center Demand Soars Read More Older Posts
Semiconductor, Business Angel Morales 10/21/26 Semiconductor, Business Angel Morales 10/21/26 Solidigm's US NAND Factory Plan Faces South Korean IPO Restrictions Read More
Semiconductor, Hardware Angel Morales 10/20/26 Semiconductor, Hardware Angel Morales 10/20/26 SK hynix's Solidigm Hires Trump Connected Lobbyists Amid China Chip Restrictions Read More
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
AI, Hardware, Semiconductor Angel Morales 8/17/26 AI, Hardware, Semiconductor Angel Morales 8/17/26 Phison CEO Warns NAND Supply May Stay Tight for 4 Years as AI Storage Demand Accelerates Read More
Semiconductor, Hardware, AI Angel Morales 8/17/26 Semiconductor, Hardware, AI Angel Morales 8/17/26 SanDisk HBF Comparison Faces Questions Over HBM Bandwidth, BF16 and NAND Endurance 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
AI, Semiconductor, Hardware Angel Morales 8/5/26 AI, Semiconductor, Hardware Angel Morales 8/5/26 SK hynix and Sandisk Unveil HBF Standard With Up to 3 TB/s Bandwidth Read More
Hardware, Semiconductor Angel Morales 7/31/26 Hardware, Semiconductor Angel Morales 7/31/26 Samsung Locks AI Memory Demand Into 5 Year Supply Agreements Read More
Semiconductor, Hardware Angel Morales 7/22/26 Semiconductor, Hardware Angel Morales 7/22/26 NAND Flash Shortage Could Ease in 2027 as Suppliers Upgrade Production Read More
Hardware, News Angel Morales 7/21/26 Hardware, News Angel Morales 7/21/26 ADATA Chairman Says Memory Shortage Could Last 10 Years as AI Demand Accelerates Read More
AI, Hardware Angel Morales 6/15/26 AI, Hardware Angel Morales 6/15/26 SK Hynix Pushes 375 Layer NAND As The 400 Layer Race Hits A Material Wall 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
Semiconductor Angel Morales 5/15/26 Semiconductor Angel Morales 5/15/26 Samsung Strike Fears Are Already Moving the Memory Market as DDR4 Prices Surge in Shenzhen Read More
Semiconductor, AI, Hardware Angel Morales 5/11/26 Semiconductor, AI, Hardware Angel Morales 5/11/26 Silicon Motion CEO Warns DRAM and SSD Shortages Could Stretch Into 2028 as AI Demand Keeps Tightening Supply Read More
Semiconductor, Hardware Angel Morales 4/29/26 Semiconductor, Hardware Angel Morales 4/29/26 Taiwan NAND Maker Macronix Gains Momentum As Samsung’s MLC Exit Drives A Sharp Revenue Shift Read More
Semiconductor Angel Morales 2/2/26 Semiconductor Angel Morales 2/2/26 YMTC Reportedly Fast Tracks Wuhan NAND Fab Push as AI Storage Demand Rewrites the Global Supply Playbook Read More
Hardware Angel Morales 1/21/26 Hardware Angel Morales 1/21/26 NAND Makers Reportedly Cut Output to Push SSD Prices Higher as DRAM Margins Steal the Spotlight Read More
Semiconductor, Hardware Angel Morales 12/17/25 Semiconductor, Hardware Angel Morales 12/17/25 NVIDIA and SK hynix Co Develop AI SSD to Transform Inference Performance and NAND Architecture Read More
Semiconductor, Mobile Angel Morales 11/28/25 Semiconductor, Mobile Angel Morales 11/28/25 Samsung Achieves Major Breakthrough With New NAND Flash Technology That Reduces Power Consumption by 96 Percent Read More
Semiconductor Angel Morales 9/17/25 Semiconductor Angel Morales 9/17/25 NAND Prices Expected to Surge Up to 30% as AI Data Center Demand Soars Read More
