Semiconductor Angel Morales 5/19/26 Semiconductor Angel Morales 5/19/26 TSMC Moves Toward 1nm Planning as Advanced Node Race With Samsung Intensifies Read More 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, AI, Hardware Angel Morales 5/8/26 Semiconductor, AI, Hardware Angel Morales 5/8/26 AMD Reportedly Eyes Samsung 2nm as Backup Supply Path While TSMC Keeps the Lead for Venice Read More Semiconductor Angel Morales 5/6/26 Semiconductor Angel Morales 5/6/26 Intel Reportedly Places Major Taiwan Equipment Orders to Expand EMIB Capacity as Advanced Packaging Becomes a Bigger AI Battleground Read More Semiconductor Angel Morales 5/6/26 Semiconductor Angel Morales 5/6/26 Samsung’s 2nm Access Opens Doors, But DigiTimes Says Most Customers Still Treat It as TSMC Backup Read More Semiconductor Angel Morales 5/5/26 Semiconductor Angel Morales 5/5/26 TSMC A16 Targets Up to 10% More Speed or 20% Lower Power Than N2P as Super Power Rail Moves Toward Q4 2026 Production Read More Hardware Angel Morales 5/5/26 Hardware Angel Morales 5/5/26 Apple Pulls the 256GB Mac mini From Key Storefronts as Supply Stays Tight and Memory Costs Keep Rising Read More Semiconductor Angel Morales 5/4/26 Semiconductor Angel Morales 5/4/26 TSMC 2nm Output Reportedly Set To Outpace 3nm By 45% As AI Demand Forces A Faster Ramp Read More Semiconductor Angel Morales 4/28/26 Semiconductor Angel Morales 4/28/26 TSMC Pushes 2nm and 3nm Expansion as AI Demand Creates Severe Advanced Node Supply Pressure Read More Semiconductor, Industry Angel Morales 4/27/26 Semiconductor, Industry Angel Morales 4/27/26 TSMC CoWoS Supplier GPTC Denies China Technology Leak While Filing Lawsuit Against Former General Manager Read More Semiconductor, AI, Hardware Angel Morales 4/24/26 Semiconductor, AI, Hardware Angel Morales 4/24/26 TSMC Previews A13 and A12 for 2029 While Extending Current EUV Further Instead of Moving to High NA 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 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 4/16/26 Semiconductor Angel Morales 4/16/26 TSMC 2nm Pressure and DRAM Shortage Could Push Smartphone Makers Toward Chipset Downgrades in 2026 Read More Semiconductor Angel Morales 4/14/26 Semiconductor Angel Morales 4/14/26 TSMC Races to Expand Advanced Packaging Capacity as AI Demand Risks Outrunning Supply Read More Semiconductor Angel Morales 4/10/26 Semiconductor Angel Morales 4/10/26 TSMC’s Advanced Nodes Are Pushing Smartphone SoCs Toward the 5GHz Era 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 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 Semiconductor Angel Morales 3/31/26 Semiconductor Angel Morales 3/31/26 TSMC 2nm Trade Secret Case Intensifies as Engineers Face Up to 14 Years in Prison Over Alleged Smartphone Photo Leak Read More Semiconductor Angel Morales 3/30/26 Semiconductor Angel Morales 3/30/26 TSMC 3nm Capacity Tightens Further as Priority Shifts Toward Long Term Core Customers Read More Older Posts
Semiconductor Angel Morales 5/19/26 Semiconductor Angel Morales 5/19/26 TSMC Moves Toward 1nm Planning as Advanced Node Race With Samsung Intensifies Read More
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, AI, Hardware Angel Morales 5/8/26 Semiconductor, AI, Hardware Angel Morales 5/8/26 AMD Reportedly Eyes Samsung 2nm as Backup Supply Path While TSMC Keeps the Lead for Venice Read More
Semiconductor Angel Morales 5/6/26 Semiconductor Angel Morales 5/6/26 Intel Reportedly Places Major Taiwan Equipment Orders to Expand EMIB Capacity as Advanced Packaging Becomes a Bigger AI Battleground Read More
Semiconductor Angel Morales 5/6/26 Semiconductor Angel Morales 5/6/26 Samsung’s 2nm Access Opens Doors, But DigiTimes Says Most Customers Still Treat It as TSMC Backup Read More
Semiconductor Angel Morales 5/5/26 Semiconductor Angel Morales 5/5/26 TSMC A16 Targets Up to 10% More Speed or 20% Lower Power Than N2P as Super Power Rail Moves Toward Q4 2026 Production Read More
Hardware Angel Morales 5/5/26 Hardware Angel Morales 5/5/26 Apple Pulls the 256GB Mac mini From Key Storefronts as Supply Stays Tight and Memory Costs Keep Rising Read More
Semiconductor Angel Morales 5/4/26 Semiconductor Angel Morales 5/4/26 TSMC 2nm Output Reportedly Set To Outpace 3nm By 45% As AI Demand Forces A Faster Ramp Read More
Semiconductor Angel Morales 4/28/26 Semiconductor Angel Morales 4/28/26 TSMC Pushes 2nm and 3nm Expansion as AI Demand Creates Severe Advanced Node Supply Pressure Read More
Semiconductor, Industry Angel Morales 4/27/26 Semiconductor, Industry Angel Morales 4/27/26 TSMC CoWoS Supplier GPTC Denies China Technology Leak While Filing Lawsuit Against Former General Manager Read More
Semiconductor, AI, Hardware Angel Morales 4/24/26 Semiconductor, AI, Hardware Angel Morales 4/24/26 TSMC Previews A13 and A12 for 2029 While Extending Current EUV Further Instead of Moving to High NA 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 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 4/16/26 Semiconductor Angel Morales 4/16/26 TSMC 2nm Pressure and DRAM Shortage Could Push Smartphone Makers Toward Chipset Downgrades in 2026 Read More
Semiconductor Angel Morales 4/14/26 Semiconductor Angel Morales 4/14/26 TSMC Races to Expand Advanced Packaging Capacity as AI Demand Risks Outrunning Supply Read More
Semiconductor Angel Morales 4/10/26 Semiconductor Angel Morales 4/10/26 TSMC’s Advanced Nodes Are Pushing Smartphone SoCs Toward the 5GHz Era 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
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
Semiconductor Angel Morales 3/31/26 Semiconductor Angel Morales 3/31/26 TSMC 2nm Trade Secret Case Intensifies as Engineers Face Up to 14 Years in Prison Over Alleged Smartphone Photo Leak Read More
Semiconductor Angel Morales 3/30/26 Semiconductor Angel Morales 3/30/26 TSMC 3nm Capacity Tightens Further as Priority Shifts Toward Long Term Core Customers Read More
