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 Angel Morales 2/14/26 Semiconductor Angel Morales 2/14/26 Samsung HBM4 Enters the Vera Rubin Era as Commercial Shipments Hit 11.7 Gbps and Target 13.0 Gbps Headroom 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 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 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 Hardware Angel Morales 2/2/26 Hardware Angel Morales 2/2/26 Samsung PM9E1 Gen5 SSD Packs 4 TB Into M.2 2242 With Up To 14.5 GB/s Reads for AI Focused PCs Read More Hardware, Semiconductor Angel Morales 1/27/26 Hardware, Semiconductor Angel Morales 1/27/26 Samsung Reportedly Clears HBM4 Verification and Lines Up Early Placement in NVIDIA Vera Rubin, With Supply Timing as Soon as June 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 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 1/19/26 Semiconductor, Hardware Angel Morales 1/19/26 Samsung and SK hynix Could Face New United States Memory Tariffs Read More Hardware Angel Morales 1/19/26 Hardware Angel Morales 1/19/26 Samsung DRAM Output Growth Looks Capped at 5% in 2026, Setting Up a Longer Consumer Memory Squeeze Read More Semiconductor Angel Morales 1/6/26 Semiconductor Angel Morales 1/6/26 No One Can Escape Memory Shortages Says Samsung Co CEO TM Roh as Price Pressure Spreads From Phones to TVs and Appliances Read More Hardware, CES 2026, Announcement Angel Morales 1/6/26 Hardware, CES 2026, Announcement Angel Morales 1/6/26 Samsung 2026 Micro RGB, Neo QLED, and OLED TV Lineup Highlights a 130 Inch Flagship and Gamer Focused Upgrades Read More Semiconductor, Hardware Angel Morales 1/5/26 Semiconductor, Hardware Angel Morales 1/5/26 “Samsung is Back in the HBM Race”, Says Co CEO as HBM4 Momentum Builds and 2027 Share Flip Is Forecast Read More Hardware Angel Morales 1/2/26 Hardware Angel Morales 1/2/26 Memory Suppliers Are Reportedly Cherry Picking Customers as DRAM Long Term Allocations Concentrate Around Top OEMs Read More Semiconductor Angel Morales 12/31/25 Semiconductor Angel Morales 12/31/25 Samsung DS Staff Reportedly Set for 43% to 48% Performance Bonuses in Early 2026 as DRAM and HBM Momentum Lifts Results Read More Semiconductor Angel Morales 12/30/25 Semiconductor Angel Morales 12/30/25 Samsung Reportedly Pivots Taylor Texas Fab From 4nm To 2nm GAA, Raising Initial Output Targets To Challenge TSMC Read More Hardware Angel Morales 12/29/25 Hardware Angel Morales 12/29/25 PC Makers Rush For DRAM LTAs As DDR5 Pricing Pressure Signals 2026 Supply Chain Triage Read More Older Posts
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 Angel Morales 2/14/26 Semiconductor Angel Morales 2/14/26 Samsung HBM4 Enters the Vera Rubin Era as Commercial Shipments Hit 11.7 Gbps and Target 13.0 Gbps Headroom 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
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
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
Hardware Angel Morales 2/2/26 Hardware Angel Morales 2/2/26 Samsung PM9E1 Gen5 SSD Packs 4 TB Into M.2 2242 With Up To 14.5 GB/s Reads for AI Focused PCs Read More
Hardware, Semiconductor Angel Morales 1/27/26 Hardware, Semiconductor Angel Morales 1/27/26 Samsung Reportedly Clears HBM4 Verification and Lines Up Early Placement in NVIDIA Vera Rubin, With Supply Timing as Soon as June 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
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 1/19/26 Semiconductor, Hardware Angel Morales 1/19/26 Samsung and SK hynix Could Face New United States Memory Tariffs Read More
Hardware Angel Morales 1/19/26 Hardware Angel Morales 1/19/26 Samsung DRAM Output Growth Looks Capped at 5% in 2026, Setting Up a Longer Consumer Memory Squeeze Read More
Semiconductor Angel Morales 1/6/26 Semiconductor Angel Morales 1/6/26 No One Can Escape Memory Shortages Says Samsung Co CEO TM Roh as Price Pressure Spreads From Phones to TVs and Appliances Read More
Hardware, CES 2026, Announcement Angel Morales 1/6/26 Hardware, CES 2026, Announcement Angel Morales 1/6/26 Samsung 2026 Micro RGB, Neo QLED, and OLED TV Lineup Highlights a 130 Inch Flagship and Gamer Focused Upgrades Read More
Semiconductor, Hardware Angel Morales 1/5/26 Semiconductor, Hardware Angel Morales 1/5/26 “Samsung is Back in the HBM Race”, Says Co CEO as HBM4 Momentum Builds and 2027 Share Flip Is Forecast Read More
Hardware Angel Morales 1/2/26 Hardware Angel Morales 1/2/26 Memory Suppliers Are Reportedly Cherry Picking Customers as DRAM Long Term Allocations Concentrate Around Top OEMs Read More
Semiconductor Angel Morales 12/31/25 Semiconductor Angel Morales 12/31/25 Samsung DS Staff Reportedly Set for 43% to 48% Performance Bonuses in Early 2026 as DRAM and HBM Momentum Lifts Results Read More
Semiconductor Angel Morales 12/30/25 Semiconductor Angel Morales 12/30/25 Samsung Reportedly Pivots Taylor Texas Fab From 4nm To 2nm GAA, Raising Initial Output Targets To Challenge TSMC Read More
Hardware Angel Morales 12/29/25 Hardware Angel Morales 12/29/25 PC Makers Rush For DRAM LTAs As DDR5 Pricing Pressure Signals 2026 Supply Chain Triage Read More
