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 Mobile, News Angel Morales 4/9/26 Mobile, News Angel Morales 4/9/26 Samsung Lands Exclusive 3 Year Apple Foldable Display Deal as Analysts Forecast It Could Overtake NVIDIA in Operating Profit by 2027 Read More Semiconductor, Hardware Angel Morales 4/8/26 Semiconductor, Hardware Angel Morales 4/8/26 Apple’s Baltra AI Chip May Be Moving Further In House as New Samsung Substrate Report Signals Deeper Packaging Control Read More Hardware Angel Morales 4/7/26 Hardware Angel Morales 4/7/26 Samsung Takes a First Real Step Beyond ARM With a Reported RISC V SSD Controller Move Read More Semiconductor Angel Morales 3/25/26 Semiconductor Angel Morales 3/25/26 Samsung’s 2nm GAA Yields Reportedly Reach 60%, Showing Real Progress Read More Semiconductor, News Angel Morales 3/23/26 Semiconductor, News Angel Morales 3/23/26 Big Tech Is Locking In Memory for Years, and That Could Keep the Shortage Alive Much Longer Than Expected Read More Semiconductor, Hardware Angel Morales 3/20/26 Semiconductor, Hardware Angel Morales 3/20/26 AMD Secures Samsung HBM4 for Instinct MI455X, but the Real Surprise Is the Foundry Angle Read More Semiconductor, Hardware Angel Morales 3/19/26 Semiconductor, Hardware Angel Morales 3/19/26 Samsung Pushes 3 to 5 Year Memory Contracts With Small Discounts as It Tries to Extend the AI DRAM Boom Read More Semiconductor, AI, Hardware, GTC 2026 Angel Morales 3/17/26 Semiconductor, AI, Hardware, GTC 2026 Angel Morales 3/17/26 Samsung Unveils HBM4E With Up to 4 TB/s Bandwidth Per Stack, While HBM4 Enters Mass Production for NVIDIA Vera Rubin Read More Hardware, Report Angel Morales 3/12/26 Hardware, Report Angel Morales 3/12/26 AMD’s Lisa Su Reportedly Heads to South Korea to Lock In AI Memory Supply as Competition Tightens 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 3/2/26 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 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 Older Posts
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
Mobile, News Angel Morales 4/9/26 Mobile, News Angel Morales 4/9/26 Samsung Lands Exclusive 3 Year Apple Foldable Display Deal as Analysts Forecast It Could Overtake NVIDIA in Operating Profit by 2027 Read More
Semiconductor, Hardware Angel Morales 4/8/26 Semiconductor, Hardware Angel Morales 4/8/26 Apple’s Baltra AI Chip May Be Moving Further In House as New Samsung Substrate Report Signals Deeper Packaging Control Read More
Hardware Angel Morales 4/7/26 Hardware Angel Morales 4/7/26 Samsung Takes a First Real Step Beyond ARM With a Reported RISC V SSD Controller Move Read More
Semiconductor Angel Morales 3/25/26 Semiconductor Angel Morales 3/25/26 Samsung’s 2nm GAA Yields Reportedly Reach 60%, Showing Real Progress Read More
Semiconductor, News Angel Morales 3/23/26 Semiconductor, News Angel Morales 3/23/26 Big Tech Is Locking In Memory for Years, and That Could Keep the Shortage Alive Much Longer Than Expected Read More
Semiconductor, Hardware Angel Morales 3/20/26 Semiconductor, Hardware Angel Morales 3/20/26 AMD Secures Samsung HBM4 for Instinct MI455X, but the Real Surprise Is the Foundry Angle Read More
Semiconductor, Hardware Angel Morales 3/19/26 Semiconductor, Hardware Angel Morales 3/19/26 Samsung Pushes 3 to 5 Year Memory Contracts With Small Discounts as It Tries to Extend the AI DRAM Boom Read More
Semiconductor, AI, Hardware, GTC 2026 Angel Morales 3/17/26 Semiconductor, AI, Hardware, GTC 2026 Angel Morales 3/17/26 Samsung Unveils HBM4E With Up to 4 TB/s Bandwidth Per Stack, While HBM4 Enters Mass Production for NVIDIA Vera Rubin Read More
Hardware, Report Angel Morales 3/12/26 Hardware, Report Angel Morales 3/12/26 AMD’s Lisa Su Reportedly Heads to South Korea to Lock In AI Memory Supply as Competition Tightens 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 3/2/26 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 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
