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Former TSMC Co-COO Says Intel Is Now a “Nobody,” Urges Focus on Mature Chip Manufacturing or Merger
Semiconductor, News Angel Morales 3/29/25 Semiconductor, News Angel Morales 3/29/25

Former TSMC Co-COO Says Intel Is Now a “Nobody,” Urges Focus on Mature Chip Manufacturing or Merger

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Morgan Stanley Highlights Key Risks to TSMC from Potential Intel Joint Venture
Semiconductor, News Angel Morales 3/29/25 Semiconductor, News Angel Morales 3/29/25

Morgan Stanley Highlights Key Risks to TSMC from Potential Intel Joint Venture

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China’s SMIC Under Investigation by Taiwan for Allegedly Poaching Chip Engineers from TSMC's Hometown
Semiconductor, News Angel Morales 3/29/25 Semiconductor, News Angel Morales 3/29/25

China’s SMIC Under Investigation by Taiwan for Allegedly Poaching Chip Engineers from TSMC's Hometown

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Pat Gelsinger Skeptical of TSMC's US Investment Impact, Calls for Greater R&D Presence
Semiconductor, News Angel Morales 3/29/25 Semiconductor, News Angel Morales 3/29/25

Pat Gelsinger Skeptical of TSMC's US Investment Impact, Calls for Greater R&D Presence

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The US Urges Malaysia to Close “Trade Loopholes” Amid Reports of Illegal NVIDIA AI Chip Transfers to China
AI, Semiconductor, News Angel Morales 3/26/25 AI, Semiconductor, News Angel Morales 3/26/25

The US Urges Malaysia to Close “Trade Loopholes” Amid Reports of Illegal NVIDIA AI Chip Transfers to China

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Intel’s New CEO Lip-Bu Tan Pays a Visit to Santa Clara HQ — Here’s What’s Next for Team Blue Under His Leadership
Semiconductor, News Angel Morales 3/24/25 Semiconductor, News Angel Morales 3/24/25

Intel’s New CEO Lip-Bu Tan Pays a Visit to Santa Clara HQ — Here’s What’s Next for Team Blue Under His Leadership

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JP Morgan Expects AMD’s AI GPU Division to Grow 60% in 2025, Backed by Oracle’s 30,000 MI355X GPU Order
AI, Semiconductor, Finance Angel Morales 3/15/25 AI, Semiconductor, Finance Angel Morales 3/15/25

JP Morgan Expects AMD’s AI GPU Division to Grow 60% in 2025, Backed by Oracle’s 30,000 MI355X GPU Order

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Super Micro's Liquid Cooling Tech Could Double Rack Computing Power, Analyst Predicts 60% Stock Surge
Semiconductor, News Angel Morales 3/11/25 Semiconductor, News Angel Morales 3/11/25

Super Micro's Liquid Cooling Tech Could Double Rack Computing Power, Analyst Predicts 60% Stock Surge

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Major US Tech Firms Eye Intel's 18A Process as NVIDIA and Broadcom Begin Testing
Semiconductor, News Angel Morales 3/4/25 Semiconductor, News Angel Morales 3/4/25

Major US Tech Firms Eye Intel's 18A Process as NVIDIA and Broadcom Begin Testing

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China Alleges Taiwan Is “Gifting” TSMC to the US Amid Shifting Semiconductor Alliances
Semiconductor, News Angel Morales 3/3/25 Semiconductor, News Angel Morales 3/3/25

China Alleges Taiwan Is “Gifting” TSMC to the US Amid Shifting Semiconductor Alliances

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TSMC Has Not Reported Any Intel Acquisition Plans to Taiwan Government, Says Minister
Hardware, Semiconductor, News Angel Morales 2/28/25 Hardware, Semiconductor, News Angel Morales 2/28/25

TSMC Has Not Reported Any Intel Acquisition Plans to Taiwan Government, Says Minister

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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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Intel-TSMC Joint Venture Faces Anti-Trust Concerns as US Manufacturing Strategy Evolves
Semiconductor, Finance Angel Morales 2/17/25 Semiconductor, Finance Angel Morales 2/17/25

Intel-TSMC Joint Venture Faces Anti-Trust Concerns as US Manufacturing Strategy Evolves

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TSMC To Restrict Orders Below 16nm From China Given That They Don’t Comply With New US Regulations
Semiconductor Angel Morales 2/10/25 Semiconductor Angel Morales 2/10/25

TSMC To Restrict Orders Below 16nm From China Given That They Don’t Comply With New US Regulations

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ARM Withdraws License Termination Attempt Against Qualcomm Over Nuvia-Designed Oryon Cores
Semiconductor, News Angel Morales 2/8/25 Semiconductor, News Angel Morales 2/8/25

ARM Withdraws License Termination Attempt Against Qualcomm Over Nuvia-Designed Oryon Cores

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TSMC Will Continue to Dominate Market Despite Possible U.S. Tariffs, Says Morgan Stanley
Semiconductor, News Angel Morales 2/4/25 Semiconductor, News Angel Morales 2/4/25

TSMC Will Continue to Dominate Market Despite Possible U.S. Tariffs, Says Morgan Stanley

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Trump Administration Plans Tariffs on TSMC’s Taiwanese Chip Production to Boost U.S. Manufacturing
Semiconductor Angel Morales 1/31/25 Semiconductor Angel Morales 1/31/25

Trump Administration Plans Tariffs on TSMC’s Taiwanese Chip Production to Boost U.S. Manufacturing

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Samsung To Cut Chipmaking Investment By 50% As It Shifts Focus To Next-Gen Processes – Report
Semiconductor, News Angel Morales 1/23/25 Semiconductor, News Angel Morales 1/23/25

Samsung To Cut Chipmaking Investment By 50% As It Shifts Focus To Next-Gen Processes – Report

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TSMC Reportedly Rejects Samsung’s Proposal for Exynos Production Using Advanced Lithography
Semiconductor Angel Morales 1/16/25 Semiconductor Angel Morales 1/16/25

TSMC Reportedly Rejects Samsung’s Proposal for Exynos Production Using Advanced Lithography

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TSMC Reportedly Secures Approval to Produce Advanced 2nm Chips in the US
Semiconductor, News Angel Morales 1/13/25 Semiconductor, News Angel Morales 1/13/25

TSMC Reportedly Secures Approval to Produce Advanced 2nm Chips in the US

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