AI, Hardware, Semiconductor Angel Morales 6/18/26 AI, Hardware, Semiconductor Angel Morales 6/18/26 SK hynix Samples 48 GB HBM4E At 16 Gbps As AI Memory Race Accelerates 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 Semiconductor Angel Morales 5/12/26 Semiconductor Angel Morales 5/12/26 SK hynix Reportedly Evaluates Intel EMIB as CoWoS Capacity Tightens the AI Packaging Market Read More Hardware, News Angel Morales 5/11/26 Hardware, News Angel Morales 5/11/26 Fake DDR5 Memory Reports Raise New Red Flags as High Prices Create Fresh Openings for PC Hardware Scams Read More Semiconductor Angel Morales 5/10/26 Semiconductor Angel Morales 5/10/26 SK hynix Faces Wave of Customer Cash Offers as AI Memory Demand Leaves Available Capacity Near Zero 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 Semiconductor Angel Morales 5/9/26 Semiconductor Angel Morales 5/9/26 Samsung Explores a NAND Style Route for Future DRAM While SK hynix Pushes 4F² Vertical Gate Design in the Race for AI Memory Leadership 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 4/24/26 Semiconductor, Hardware Angel Morales 4/24/26 Google TurboQuant Will Not Solve the AI Memory Crunch as Rising Efficiency Keeps Expanding Overall Demand Read More Semiconductor, AI, Hardware Angel Morales 4/21/26 Semiconductor, AI, Hardware Angel Morales 4/21/26 SK hynix Begins Mass Production of 192GB SOCAMM2 for NVIDIA Vera Rubin and Next Generation AI Data Centers 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, News Angel Morales 3/10/26 Semiconductor, News Angel Morales 3/10/26 SK hynix Unveils 1c LPDDR6 With 16Gb Density, 10.7 Gbps Speeds, and More Than 20% Lower Power Read More Semiconductor, Hardware Angel Morales 3/2/26 Semiconductor, Hardware Angel Morales 3/2/26 Samsung and SK hynix Q2 DRAM Quotes Reportedly Spike So Hard That Some Buyers Are Considering Walking Away Read More Semiconductor Angel Morales 2/24/26 Semiconductor Angel Morales 2/24/26 Report Says Japan Incentives Can Cut Memory Fab Total Cost of Ownership by More Than 50 Percent, But Politics Keep Samsung and SK hynix Cautious Read More 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 Read More Semiconductor, AI, Hardware Angel Morales 2/10/26 Semiconductor, AI, Hardware Angel Morales 2/10/26 Micron Faces HBM4 Validation Headwinds, Opening a Clear Lane for Samsung to Regain Share in the Rubin and MI400 Era Read More AI, Hardware, Business Angel Morales 2/10/26 AI, Hardware, Business Angel Morales 2/10/26 Jensen Huang’s Fried Chicken Diplomacy Highlights How NVIDIA Is Locking Down HBM4 and SOCAMM Supply Read More Semiconductor, Hardware Angel Morales 2/8/26 Semiconductor, Hardware Angel Morales 2/8/26 DRAM Suppliers Reportedly Move to Post Settlement Contracts, Baking Higher Prices Into New Deals as Agreement Windows Shrink Read More 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 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 Older Posts
AI, Hardware, Semiconductor Angel Morales 6/18/26 AI, Hardware, Semiconductor Angel Morales 6/18/26 SK hynix Samples 48 GB HBM4E At 16 Gbps As AI Memory Race Accelerates 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
Semiconductor Angel Morales 5/12/26 Semiconductor Angel Morales 5/12/26 SK hynix Reportedly Evaluates Intel EMIB as CoWoS Capacity Tightens the AI Packaging Market Read More
Hardware, News Angel Morales 5/11/26 Hardware, News Angel Morales 5/11/26 Fake DDR5 Memory Reports Raise New Red Flags as High Prices Create Fresh Openings for PC Hardware Scams Read More
Semiconductor Angel Morales 5/10/26 Semiconductor Angel Morales 5/10/26 SK hynix Faces Wave of Customer Cash Offers as AI Memory Demand Leaves Available Capacity Near Zero 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
Semiconductor Angel Morales 5/9/26 Semiconductor Angel Morales 5/9/26 Samsung Explores a NAND Style Route for Future DRAM While SK hynix Pushes 4F² Vertical Gate Design in the Race for AI Memory Leadership 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 4/24/26 Semiconductor, Hardware Angel Morales 4/24/26 Google TurboQuant Will Not Solve the AI Memory Crunch as Rising Efficiency Keeps Expanding Overall Demand Read More
Semiconductor, AI, Hardware Angel Morales 4/21/26 Semiconductor, AI, Hardware Angel Morales 4/21/26 SK hynix Begins Mass Production of 192GB SOCAMM2 for NVIDIA Vera Rubin and Next Generation AI Data Centers 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, News Angel Morales 3/10/26 Semiconductor, News Angel Morales 3/10/26 SK hynix Unveils 1c LPDDR6 With 16Gb Density, 10.7 Gbps Speeds, and More Than 20% Lower Power Read More
Semiconductor, Hardware Angel Morales 3/2/26 Semiconductor, Hardware Angel Morales 3/2/26 Samsung and SK hynix Q2 DRAM Quotes Reportedly Spike So Hard That Some Buyers Are Considering Walking Away Read More
Semiconductor Angel Morales 2/24/26 Semiconductor Angel Morales 2/24/26 Report Says Japan Incentives Can Cut Memory Fab Total Cost of Ownership by More Than 50 Percent, But Politics Keep Samsung and SK hynix Cautious Read More
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 Read More
Semiconductor, AI, Hardware Angel Morales 2/10/26 Semiconductor, AI, Hardware Angel Morales 2/10/26 Micron Faces HBM4 Validation Headwinds, Opening a Clear Lane for Samsung to Regain Share in the Rubin and MI400 Era Read More
AI, Hardware, Business Angel Morales 2/10/26 AI, Hardware, Business Angel Morales 2/10/26 Jensen Huang’s Fried Chicken Diplomacy Highlights How NVIDIA Is Locking Down HBM4 and SOCAMM Supply Read More
Semiconductor, Hardware Angel Morales 2/8/26 Semiconductor, Hardware Angel Morales 2/8/26 DRAM Suppliers Reportedly Move to Post Settlement Contracts, Baking Higher Prices Into New Deals as Agreement Windows Shrink Read More
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 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
