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 Angel Morales 2/13/26 Semiconductor Angel Morales 2/13/26 Rapidus Accelerates 2nm Push and Targets 60,000 WPM by 2028, Setting Up a Japan Foundry Face Off with TSMC 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 2/3/26 Semiconductor Angel Morales 2/3/26 TSMC 2nm Capacity Is Heavily Contested as Mobile and HPC Customers Collide on N2 Allocation Read More Semiconductor, Business Angel Morales 2/3/26 Semiconductor, Business Angel Morales 2/3/26 TSMC Must Grow Over 100% in 10 Years Just to Cover NVIDIA Demand, Says Jensen Huang, Signaling the Next Scale Phase of the AI Boom Read More Semiconductor, Business Angel Morales 2/2/26 Semiconductor, Business Angel Morales 2/2/26 NVIDIA’s Trillion Dollar Dinner With Taiwanese Partners Highlights Why Jensen Huang Keeps NVIDIA Ahead in the AI Supply Chain Read More Semiconductor, Hardware Angel Morales 2/2/26 Semiconductor, Hardware Angel Morales 2/2/26 TSMC Founder Morris Chang Reappears in Taipei to Meet NVIDIA CEO Jensen Huang 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 AI, Hardware Angel Morales 1/29/26 AI, Hardware Angel Morales 1/29/26 NVIDIA Reportedly Eyes Intel Foundry 18A or 14A and EMIB for Feynman AI Chips in a Strategic Shift Beyond TSMC Read More Semiconductor Angel Morales 1/20/26 Semiconductor Angel Morales 1/20/26 Samsung Foundry Gains Momentum as a Secondary United States Option, Deutsche Bank Note Highlights Edge Over Intel Foundry Read More Semiconductor Angel Morales 1/19/26 Semiconductor Angel Morales 1/19/26 TSMC and Taiwan to Pour $500 Billion Into U.S. Chipmaking, Yet the Most Advanced Chips Still Remain Strictly Offshore Read More Semiconductor Angel Morales 1/16/26 Semiconductor Angel Morales 1/16/26 TSMC Signals The AI Demand Wave Is Still Accelerating, With CapEx Guidance Set To Hit Record Highs Read More Semiconductor Angel Morales 1/16/26 Semiconductor Angel Morales 1/16/26 TSMC Chairman C.C. Wei Says Capital Alone Cannot Win Advanced Node Manufacturing, Implying Intel Foundry Still Faces Execution Gaps Read More Semiconductor Angel Morales 1/6/26 Semiconductor Angel Morales 1/6/26 TSMC 2nm Ramp Accelerates, With Peak Monthly Output Targeting 140,000 Wafers by End of 2026 Read More Semiconductor, Hardware Angel Morales 1/5/26 Semiconductor, Hardware Angel Morales 1/5/26 NVIDIA CEO Jensen Huang Reportedly Set to Sign Taiwan Constellation HQ Construction Ceremony This Month 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 Angel Morales 1/2/26 Semiconductor Angel Morales 1/2/26 TSMC Supply Constraints Are Forcing Fabless Chipmakers to Diversify, With Samsung Foundry Emerging as a Key Alternative Read More Hardware Angel Morales 1/2/26 Hardware Angel Morales 1/2/26 NVIDIA Faces H200 Supply Crunch as China Orders Reportedly Hit 2 Millions Units, Forcing TSMC Capacity Decisions Read More Semiconductor Angel Morales 12/30/25 Semiconductor Angel Morales 12/30/25 TSMC Reportedly Pulls Forward Arizona 3nm To 2027 As Intel And Samsung Close The Gap On Leading Edge Momentum 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 Older Posts
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 Angel Morales 2/13/26 Semiconductor Angel Morales 2/13/26 Rapidus Accelerates 2nm Push and Targets 60,000 WPM by 2028, Setting Up a Japan Foundry Face Off with TSMC 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 2/3/26 Semiconductor Angel Morales 2/3/26 TSMC 2nm Capacity Is Heavily Contested as Mobile and HPC Customers Collide on N2 Allocation Read More
Semiconductor, Business Angel Morales 2/3/26 Semiconductor, Business Angel Morales 2/3/26 TSMC Must Grow Over 100% in 10 Years Just to Cover NVIDIA Demand, Says Jensen Huang, Signaling the Next Scale Phase of the AI Boom Read More
Semiconductor, Business Angel Morales 2/2/26 Semiconductor, Business Angel Morales 2/2/26 NVIDIA’s Trillion Dollar Dinner With Taiwanese Partners Highlights Why Jensen Huang Keeps NVIDIA Ahead in the AI Supply Chain Read More
Semiconductor, Hardware Angel Morales 2/2/26 Semiconductor, Hardware Angel Morales 2/2/26 TSMC Founder Morris Chang Reappears in Taipei to Meet NVIDIA CEO Jensen Huang 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
AI, Hardware Angel Morales 1/29/26 AI, Hardware Angel Morales 1/29/26 NVIDIA Reportedly Eyes Intel Foundry 18A or 14A and EMIB for Feynman AI Chips in a Strategic Shift Beyond TSMC Read More
Semiconductor Angel Morales 1/20/26 Semiconductor Angel Morales 1/20/26 Samsung Foundry Gains Momentum as a Secondary United States Option, Deutsche Bank Note Highlights Edge Over Intel Foundry Read More
Semiconductor Angel Morales 1/19/26 Semiconductor Angel Morales 1/19/26 TSMC and Taiwan to Pour $500 Billion Into U.S. Chipmaking, Yet the Most Advanced Chips Still Remain Strictly Offshore Read More
Semiconductor Angel Morales 1/16/26 Semiconductor Angel Morales 1/16/26 TSMC Signals The AI Demand Wave Is Still Accelerating, With CapEx Guidance Set To Hit Record Highs Read More
Semiconductor Angel Morales 1/16/26 Semiconductor Angel Morales 1/16/26 TSMC Chairman C.C. Wei Says Capital Alone Cannot Win Advanced Node Manufacturing, Implying Intel Foundry Still Faces Execution Gaps Read More
Semiconductor Angel Morales 1/6/26 Semiconductor Angel Morales 1/6/26 TSMC 2nm Ramp Accelerates, With Peak Monthly Output Targeting 140,000 Wafers by End of 2026 Read More
Semiconductor, Hardware Angel Morales 1/5/26 Semiconductor, Hardware Angel Morales 1/5/26 NVIDIA CEO Jensen Huang Reportedly Set to Sign Taiwan Constellation HQ Construction Ceremony This Month 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 Angel Morales 1/2/26 Semiconductor Angel Morales 1/2/26 TSMC Supply Constraints Are Forcing Fabless Chipmakers to Diversify, With Samsung Foundry Emerging as a Key Alternative Read More
Hardware Angel Morales 1/2/26 Hardware Angel Morales 1/2/26 NVIDIA Faces H200 Supply Crunch as China Orders Reportedly Hit 2 Millions Units, Forcing TSMC Capacity Decisions Read More
Semiconductor Angel Morales 12/30/25 Semiconductor Angel Morales 12/30/25 TSMC Reportedly Pulls Forward Arizona 3nm To 2027 As Intel And Samsung Close The Gap On Leading Edge Momentum 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
