Semiconductor, Report Angel Morales 8/20/26 Semiconductor, Report Angel Morales 8/20/26 Samsung Raises Foundry Prices by Up to 15% as AI Demand Fills Advanced Capacity 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 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 Semiconductor, Industry Angel Morales 8/6/26 Semiconductor, Industry Angel Morales 8/6/26 Samsung and SK hynix Test Chinese Chip Tools as United States Export Risks Grow Read More AI, Hardware, Semiconductor Angel Morales 8/6/26 AI, Hardware, Semiconductor Angel Morales 8/6/26 CXMT DRAM Revenue Surges 716% as China Challenges the Big Three 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 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, Hardware Angel Morales 7/27/26 Semiconductor, Hardware Angel Morales 7/27/26 CXMT 64GB Server DDR5 Memory Now Costs More Than Samsung as Capacity Expansion Accelerates Read More Semiconductor, Hardware Angel Morales 7/22/26 Semiconductor, Hardware Angel Morales 7/22/26 Samsung Reportedly Targets 2029 for Hybrid Bonded HBM as NVIDIA Feynman Approaches 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 AI, Hardware, Semiconductor Angel Morales 7/21/26 AI, Hardware, Semiconductor Angel Morales 7/21/26 Samsung Reportedly Starts V10 NAND Supply for NVIDIA CMX Read More AI, Hardware Angel Morales 7/10/26 AI, Hardware Angel Morales 7/10/26 Samsung Begins Mass Production of PM1763 PCIe 6.0 SSD for AI and HPC Servers Read More Semiconductor Angel Morales 7/3/26 Semiconductor Angel Morales 7/3/26 Samsung and SK hynix Lead Korea’s 1,350 Trillion Won AI and Semiconductor Expansion Read More Semiconductor, Industry Angel Morales 7/2/26 Semiconductor, Industry Angel Morales 7/2/26 Samsung Turns to Quantum Computing and AI for Lithography as It Chases TSMC Read More Semiconductor, Hardware Angel Morales 6/29/26 Semiconductor, Hardware Angel Morales 6/29/26 Samsung, SK hynix and Micron Face New US Lawsuit Over Alleged DRAM Supply Restrictions Read More Semiconductor Angel Morales 6/18/26 Semiconductor Angel Morales 6/18/26 Samsung Targets Late 2027 For 1d DRAM Mass Production As HBM5 AI Memory Race 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 Older Posts
Semiconductor, Report Angel Morales 8/20/26 Semiconductor, Report Angel Morales 8/20/26 Samsung Raises Foundry Prices by Up to 15% as AI Demand Fills Advanced Capacity 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
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
Semiconductor, Industry Angel Morales 8/6/26 Semiconductor, Industry Angel Morales 8/6/26 Samsung and SK hynix Test Chinese Chip Tools as United States Export Risks Grow Read More
AI, Hardware, Semiconductor Angel Morales 8/6/26 AI, Hardware, Semiconductor Angel Morales 8/6/26 CXMT DRAM Revenue Surges 716% as China Challenges the Big Three 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
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, Hardware Angel Morales 7/27/26 Semiconductor, Hardware Angel Morales 7/27/26 CXMT 64GB Server DDR5 Memory Now Costs More Than Samsung as Capacity Expansion Accelerates Read More
Semiconductor, Hardware Angel Morales 7/22/26 Semiconductor, Hardware Angel Morales 7/22/26 Samsung Reportedly Targets 2029 for Hybrid Bonded HBM as NVIDIA Feynman Approaches 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
AI, Hardware, Semiconductor Angel Morales 7/21/26 AI, Hardware, Semiconductor Angel Morales 7/21/26 Samsung Reportedly Starts V10 NAND Supply for NVIDIA CMX Read More
AI, Hardware Angel Morales 7/10/26 AI, Hardware Angel Morales 7/10/26 Samsung Begins Mass Production of PM1763 PCIe 6.0 SSD for AI and HPC Servers Read More
Semiconductor Angel Morales 7/3/26 Semiconductor Angel Morales 7/3/26 Samsung and SK hynix Lead Korea’s 1,350 Trillion Won AI and Semiconductor Expansion Read More
Semiconductor, Industry Angel Morales 7/2/26 Semiconductor, Industry Angel Morales 7/2/26 Samsung Turns to Quantum Computing and AI for Lithography as It Chases TSMC Read More
Semiconductor, Hardware Angel Morales 6/29/26 Semiconductor, Hardware Angel Morales 6/29/26 Samsung, SK hynix and Micron Face New US Lawsuit Over Alleged DRAM Supply Restrictions Read More
Semiconductor Angel Morales 6/18/26 Semiconductor Angel Morales 6/18/26 Samsung Targets Late 2027 For 1d DRAM Mass Production As HBM5 AI Memory Race 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
