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 Read More Semiconductor, Hardware Angel Morales 2/17/26 Semiconductor, Hardware Angel Morales 2/17/26 CXMT and YMTC Reportedly Removed From Pentagon Section 1260H List Read More Semiconductor Angel Morales 2/11/26 Semiconductor Angel Morales 2/11/26 TSMC Reportedly Spared From Upcoming U.S. Chip Tariffs After Arizona Expansion Plans, With Exemptions Flowing Through to Major U.S. Tech Customers Read More Semiconductor Angel Morales 2/2/26 Semiconductor Angel Morales 2/2/26 YMTC Reportedly Fast Tracks Wuhan NAND Fab Push as AI Storage Demand Rewrites the Global Supply Playbook Read More Semiconductor, Business Angel Morales 1/30/26 Semiconductor, Business Angel Morales 1/30/26 NVIDIA CEO Pushes Back on “Shift” Narrative, Says US Chip Output Targets Mean TSMC Must Add Capacity, Not Abandon Taiwan 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 1/12/26 Hardware Angel Morales 1/12/26 Report Says HP May Turn to China DRAM Supplier CXMT as Shortages Tighten Global PC Memory Supply Read More AI, Hardware Angel Morales 1/9/26 AI, Hardware Angel Morales 1/9/26 NVIDIA Reportedly Demands Full Upfront Payments for H200 Orders in China to Hedge Against Policy Uncertainty 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 Semiconductor Angel Morales 1/5/26 Semiconductor Angel Morales 1/5/26 TSMC US Fabs Drive Up Operating Costs, But the Strategic Value Goes Far Beyond Near Term Margins Read More Semiconductor, News Angel Morales 7/1/25 Semiconductor, News Angel Morales 7/1/25 TSMC Flies Chips from Arizona to Taiwan for Packaging, Highlighting U.S. Dependence on Taiwan’s Semiconductor Supply Chain Read More Hardware's, News Angel Morales 1/15/25 Hardware's, News Angel Morales 1/15/25 Taiwanese Manufacturers Deny NVIDIA GB200 AI Server Overheating Issues Amid Conflicting Reports Read More
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 Read More
Semiconductor, Hardware Angel Morales 2/17/26 Semiconductor, Hardware Angel Morales 2/17/26 CXMT and YMTC Reportedly Removed From Pentagon Section 1260H List Read More
Semiconductor Angel Morales 2/11/26 Semiconductor Angel Morales 2/11/26 TSMC Reportedly Spared From Upcoming U.S. Chip Tariffs After Arizona Expansion Plans, With Exemptions Flowing Through to Major U.S. Tech Customers Read More
Semiconductor Angel Morales 2/2/26 Semiconductor Angel Morales 2/2/26 YMTC Reportedly Fast Tracks Wuhan NAND Fab Push as AI Storage Demand Rewrites the Global Supply Playbook Read More
Semiconductor, Business Angel Morales 1/30/26 Semiconductor, Business Angel Morales 1/30/26 NVIDIA CEO Pushes Back on “Shift” Narrative, Says US Chip Output Targets Mean TSMC Must Add Capacity, Not Abandon Taiwan 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 1/12/26 Hardware Angel Morales 1/12/26 Report Says HP May Turn to China DRAM Supplier CXMT as Shortages Tighten Global PC Memory Supply Read More
AI, Hardware Angel Morales 1/9/26 AI, Hardware Angel Morales 1/9/26 NVIDIA Reportedly Demands Full Upfront Payments for H200 Orders in China to Hedge Against Policy Uncertainty 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
Semiconductor Angel Morales 1/5/26 Semiconductor Angel Morales 1/5/26 TSMC US Fabs Drive Up Operating Costs, But the Strategic Value Goes Far Beyond Near Term Margins Read More
Semiconductor, News Angel Morales 7/1/25 Semiconductor, News Angel Morales 7/1/25 TSMC Flies Chips from Arizona to Taiwan for Packaging, Highlighting U.S. Dependence on Taiwan’s Semiconductor Supply Chain Read More
Hardware's, News Angel Morales 1/15/25 Hardware's, News Angel Morales 1/15/25 Taiwanese Manufacturers Deny NVIDIA GB200 AI Server Overheating Issues Amid Conflicting Reports Read More
