Hardware, Semiconductor Angel Morales 4/23/25 Hardware, Semiconductor Angel Morales 4/23/25

Intel Is Allegedly Choosing TSMC for 2nm Nova Lake CPUs, Indicating a Possible Foundry Realignment and Dual-Sourcing Shift

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Semiconductor Angel Morales 4/13/25 Semiconductor Angel Morales 4/13/25

UBS Projects $42 Billion Data Center Revenue for NVIDIA in April Quarter, Driven by Taiwan’s Soaring Exports

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Semiconductor, Announcement Angel Morales 4/13/25 Semiconductor, Announcement Angel Morales 4/13/25

MediaTek Unveils Dimensity 9400+: A Refined 3nm Powerhouse Built on TSMC’s N3E Node With All-Performance Core Architecture

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Semiconductor, News Angel Morales 4/6/25 Semiconductor, News Angel Morales 4/6/25

Why a TSMC Deal Won’t Do Much for Intel’s Foundry Division: A Merging of Fundamentally Separate Worlds

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Semiconductor, News Angel Morales 3/31/25 Semiconductor, News Angel Morales 3/31/25

TSMC Embraces Advanced Chip Production in the U.S. with $65 Billion Arizona Expansion Plan

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Semiconductor, News Angel Morales 3/30/25 Semiconductor, News Angel Morales 3/30/25

Samsung May Beat TSMC to Market with 2nm Chips—If It Can Overcome Past Yield Challenges

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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