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TSMC Heads Into April 16 Earnings Call With Taiwan Energy Security Emerging as a Key AI Supply Chain Risk
Semiconductor Angel Morales 4/7/26 Semiconductor Angel Morales 4/7/26

TSMC Heads Into April 16 Earnings Call With Taiwan Energy Security Emerging as a Key AI Supply Chain Risk

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Samsung Takes a First Real Step Beyond ARM With a Reported RISC V SSD Controller Move
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

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TSMC’s Arizona Ambitions Are Growing Again as Reports Point to a 12 Fab U.S. Buildout
Semiconductor Angel Morales 4/7/26 Semiconductor Angel Morales 4/7/26

TSMC’s Arizona Ambitions Are Growing Again as Reports Point to a 12 Fab U.S. Buildout

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Elon Musk Unveils TeraFab as a Radical New Chip Manufacturing Bet, but the Scale Claims Are Already Raising Serious Questions
Semiconductor Angel Morales 3/23/26 Semiconductor Angel Morales 3/23/26

Elon Musk Unveils TeraFab as a Radical New Chip Manufacturing Bet, but the Scale Claims Are Already Raising Serious Questions

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Intel Consumer CPU Prices Could Rise Again as AI Driven Demand Pressures the PC Market
Hardware Angel Morales 3/20/26 Hardware Angel Morales 3/20/26

Intel Consumer CPU Prices Could Rise Again as AI Driven Demand Pressures the PC Market

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Latest US Taiwan Trade Agreement Aims to De Risk Americas Chip Supply Chain, With Tariff Clarity in Focus
Semiconductor Angel Morales 2/18/26 Semiconductor Angel Morales 2/18/26

Latest US Taiwan Trade Agreement Aims to De Risk Americas Chip Supply Chain, With Tariff Clarity in Focus

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Elon Musk Doubles Down on Tesla TeraFab Vision to Build Logic, Memory, and Packaging Under One Roof
Semiconductor, Hardware Angel Morales 1/30/26 Semiconductor, Hardware Angel Morales 1/30/26

Elon Musk Doubles Down on Tesla TeraFab Vision to Build Logic, Memory, and Packaging Under One Roof

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TSMC Arizona Customers Begin Turning to Intel for Advanced Packaging Services
Semiconductor Angel Morales 11/24/25 Semiconductor Angel Morales 11/24/25

TSMC Arizona Customers Begin Turning to Intel for Advanced Packaging Services

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TSMC’s US Operations Face Rising Costs as Push for Advanced Chip Manufacturing Intensifies
Angel Morales 11/18/25 Angel Morales 11/18/25

TSMC’s US Operations Face Rising Costs as Push for Advanced Chip Manufacturing Intensifies

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NVIDIA’s AI Chips Now Approved for Export to the UAE as Microsoft Expands Regional Investments
AI, Hardware Angel Morales 11/4/25 AI, Hardware Angel Morales 11/4/25

NVIDIA’s AI Chips Now Approved for Export to the UAE as Microsoft Expands Regional Investments

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TSMC’s 3nm and Beyond Chips May See Price Hikes, but Demand Remains Unshaken
Semiconductor Angel Morales 11/3/25 Semiconductor Angel Morales 11/3/25

TSMC’s 3nm and Beyond Chips May See Price Hikes, but Demand Remains Unshaken

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American Chip Startup ‘Substrate’ Vows to End U.S. Dependence on ASML Through a Revolutionary X-Ray Lithography Technique
Semiconductor Angel Morales 10/30/25 Semiconductor Angel Morales 10/30/25

American Chip Startup ‘Substrate’ Vows to End U.S. Dependence on ASML Through a Revolutionary X-Ray Lithography Technique

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Intel CEO Heads to the Middle East for Potential Partnership on AI and Semiconductors, Hoping to Strengthen the Firm’s Finances
Semiconductor, News Angel Morales 10/20/25 Semiconductor, News Angel Morales 10/20/25

Intel CEO Heads to the Middle East for Potential Partnership on AI and Semiconductors, Hoping to Strengthen the Firm’s Finances

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"You Don't Need It, Until You Need It," Says Analyst on Whether Intel Could Replace TSMC
Semiconductor Angel Morales 10/7/25 Semiconductor Angel Morales 10/7/25

"You Don't Need It, Until You Need It," Says Analyst on Whether Intel Could Replace TSMC

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Intel Is Now Seeking Investments From Apple After NVIDIA & SoftBank, Hoping To Get Out of Its Financial Mess
Semiconductor, News Angel Morales 9/25/25 Semiconductor, News Angel Morales 9/25/25

Intel Is Now Seeking Investments From Apple After NVIDIA & SoftBank, Hoping To Get Out of Its Financial Mess

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TSMC Reportedly Prepping To Build First 1.4nm Facility Ahead Of Schedule, With An Initial Investment That Could Soar To $49 Billion
Semiconductor, News Angel Morales 8/29/25 Semiconductor, News Angel Morales 8/29/25

TSMC Reportedly Prepping To Build First 1.4nm Facility Ahead Of Schedule, With An Initial Investment That Could Soar To $49 Billion

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TSMC Caught in the Crossfire as U.S. Officials Weigh Equity Stakes in CHIPS Act Beneficiaries
Semiconductor, News Angel Morales 8/22/25 Semiconductor, News Angel Morales 8/22/25

TSMC Caught in the Crossfire as U.S. Officials Weigh Equity Stakes in CHIPS Act Beneficiaries

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TSMC’s Chip Prices Expected to Climb Beyond Initial Estimates Amid Massive Demand and Taiwan’s Currency Gains
Semiconductor Angel Morales 7/9/25 Semiconductor Angel Morales 7/9/25

TSMC’s Chip Prices Expected to Climb Beyond Initial Estimates Amid Massive Demand and Taiwan’s Currency Gains

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NVIDIA Reportedly Considering a Business Spin-Off in China Amid Mounting US Export Controls
Hardware Angel Morales 4/29/25 Hardware Angel Morales 4/29/25

NVIDIA Reportedly Considering a Business Spin-Off in China Amid Mounting US Export Controls

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China Overtakes South Korea in Semiconductor Leadership Despite U.S. Trade Sanctions
Hardware, Semiconductor Angel Morales 2/24/25 Hardware, Semiconductor Angel Morales 2/24/25

China Overtakes South Korea in Semiconductor Leadership Despite U.S. Trade Sanctions

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