Semiconductor, Industry, AI Angel Morales 5/13/26 Semiconductor, Industry, AI Angel Morales 5/13/26 TSMC Joins Applied Materials at 5 Billion$ EPIC Center to Tackle 3D Transistor Scaling for the Next AI Chip Era Read More Semiconductor Angel Morales 5/13/26 Semiconductor Angel Morales 5/13/26 Apple Intel Chip Deal Could Spark €4.6 Billion Equipment Rush for ASML as BofA Sees Major Foundry Upside Read More Semiconductor Angel Morales 5/12/26 Semiconductor Angel Morales 5/12/26 Ajinomoto Reportedly Eyes 30% ABF Film Price Hike as AI Server Demand Keeps Substrate Market Tight Through 2027 Read More Semiconductor Angel Morales 5/11/26 Semiconductor Angel Morales 5/11/26 SMIC Founder Says Chasing 3nm and 2nm Alone Is a “Misconception” as He Pushes Niche Semiconductor Markets as the Real Breakthrough Path Read More AI, Semiconductor Angel Morales 5/10/26 AI, Semiconductor Angel Morales 5/10/26 Intel’s Real Comeback Test Starts Now as Lip Bu Tan Shifts From Momentum to Execution Read More AI, Hardware Angel Morales 5/4/26 AI, Hardware Angel Morales 5/4/26 Huawei Emerges as China’s Biggest AI Chip Winner as Revenue Is Set to Jump 60% While NVIDIA’s Position Collapses Read More AI, Hardware Angel Morales 5/4/26 AI, Hardware Angel Morales 5/4/26 Jensen Huang Says AI Will Create More Jobs, Not Fewer, While Warning NVIDIA’s China AI Share Has Fallen to Zero Read More Hardware, Semiconductor Angel Morales 5/4/26 Hardware, Semiconductor Angel Morales 5/4/26 AI Memory Boom Sends Profits Soaring for ADATA and Other Memory Makers as Tight Supply Becomes the New Normal Read More Mobile, Semiconductor Angel Morales 4/27/26 Mobile, Semiconductor Angel Morales 4/27/26 Samsung Faces Major Labor Pressure After Union Rally Reportedly Disrupts Foundry and Memory Output 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 Angel Morales 4/21/26 Semiconductor Angel Morales 4/21/26 Google Reportedly Eyes a Two Chip TPU Inference Strategy With Marvell to Push Memory Efficiency and Next Generation ASIC Performance Read More Semiconductor Angel Morales 4/21/26 Semiconductor Angel Morales 4/21/26 Tesla Splits AI6 and AI6.5 Across Samsung Texas and TSMC Arizona as Its Next 2nm AI Chips Move Onto US Soil Read More Semiconductor, Hardware Angel Morales 4/21/26 Semiconductor, Hardware Angel Morales 4/21/26 DRAM Makers Are Expanding, but Memory Supply Still May Not Catch Up for Years Read More Semiconductor Angel Morales 4/21/26 Semiconductor Angel Morales 4/21/26 Intel’s 14A Foundry Push Is Reportedly Drawing Interest From Major Customers, but the Big Names Are Still Unconfirmed Read More Semiconductor Angel Morales 4/21/26 Semiconductor Angel Morales 4/21/26 ASML Says Advanced Logic and Memory Chips Will Remain Supply Constrained for the Foreseeable Future Read More Semiconductor Angel Morales 4/20/26 Semiconductor Angel Morales 4/20/26 Elon Musk Says Terafab Exists Because TSMC Cannot Meet His Companies’ “Staggeringly Large” Chip Demand Read More Semiconductor Angel Morales 4/13/26 Semiconductor Angel Morales 4/13/26 U.S. Lawmakers Move to Tighten the Choke Point on China’s Chip Industry by Targeting ASML DUV Tools Read More 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 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 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 Read More Older Posts
Semiconductor, Industry, AI Angel Morales 5/13/26 Semiconductor, Industry, AI Angel Morales 5/13/26 TSMC Joins Applied Materials at 5 Billion$ EPIC Center to Tackle 3D Transistor Scaling for the Next AI Chip Era Read More
Semiconductor Angel Morales 5/13/26 Semiconductor Angel Morales 5/13/26 Apple Intel Chip Deal Could Spark €4.6 Billion Equipment Rush for ASML as BofA Sees Major Foundry Upside Read More
Semiconductor Angel Morales 5/12/26 Semiconductor Angel Morales 5/12/26 Ajinomoto Reportedly Eyes 30% ABF Film Price Hike as AI Server Demand Keeps Substrate Market Tight Through 2027 Read More
Semiconductor Angel Morales 5/11/26 Semiconductor Angel Morales 5/11/26 SMIC Founder Says Chasing 3nm and 2nm Alone Is a “Misconception” as He Pushes Niche Semiconductor Markets as the Real Breakthrough Path Read More
AI, Semiconductor Angel Morales 5/10/26 AI, Semiconductor Angel Morales 5/10/26 Intel’s Real Comeback Test Starts Now as Lip Bu Tan Shifts From Momentum to Execution Read More
AI, Hardware Angel Morales 5/4/26 AI, Hardware Angel Morales 5/4/26 Huawei Emerges as China’s Biggest AI Chip Winner as Revenue Is Set to Jump 60% While NVIDIA’s Position Collapses Read More
AI, Hardware Angel Morales 5/4/26 AI, Hardware Angel Morales 5/4/26 Jensen Huang Says AI Will Create More Jobs, Not Fewer, While Warning NVIDIA’s China AI Share Has Fallen to Zero Read More
Hardware, Semiconductor Angel Morales 5/4/26 Hardware, Semiconductor Angel Morales 5/4/26 AI Memory Boom Sends Profits Soaring for ADATA and Other Memory Makers as Tight Supply Becomes the New Normal Read More
Mobile, Semiconductor Angel Morales 4/27/26 Mobile, Semiconductor Angel Morales 4/27/26 Samsung Faces Major Labor Pressure After Union Rally Reportedly Disrupts Foundry and Memory Output 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 Angel Morales 4/21/26 Semiconductor Angel Morales 4/21/26 Google Reportedly Eyes a Two Chip TPU Inference Strategy With Marvell to Push Memory Efficiency and Next Generation ASIC Performance Read More
Semiconductor Angel Morales 4/21/26 Semiconductor Angel Morales 4/21/26 Tesla Splits AI6 and AI6.5 Across Samsung Texas and TSMC Arizona as Its Next 2nm AI Chips Move Onto US Soil Read More
Semiconductor, Hardware Angel Morales 4/21/26 Semiconductor, Hardware Angel Morales 4/21/26 DRAM Makers Are Expanding, but Memory Supply Still May Not Catch Up for Years Read More
Semiconductor Angel Morales 4/21/26 Semiconductor Angel Morales 4/21/26 Intel’s 14A Foundry Push Is Reportedly Drawing Interest From Major Customers, but the Big Names Are Still Unconfirmed Read More
Semiconductor Angel Morales 4/21/26 Semiconductor Angel Morales 4/21/26 ASML Says Advanced Logic and Memory Chips Will Remain Supply Constrained for the Foreseeable Future Read More
Semiconductor Angel Morales 4/20/26 Semiconductor Angel Morales 4/20/26 Elon Musk Says Terafab Exists Because TSMC Cannot Meet His Companies’ “Staggeringly Large” Chip Demand Read More
Semiconductor Angel Morales 4/13/26 Semiconductor Angel Morales 4/13/26 U.S. Lawmakers Move to Tighten the Choke Point on China’s Chip Industry by Targeting ASML DUV Tools Read More
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 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 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 Read More
