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ASML Expects Samsung’s Foundry Business to Fully Recover When the Taylor Plant Begins Operations Next Year
Semiconductor Angel Morales 11/4/25 Semiconductor Angel Morales 11/4/25

ASML Expects Samsung’s Foundry Business to Fully Recover When the Taylor Plant Begins Operations Next Year

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DRAM Prices Rise 172% in 2025 as AI Demand Strains Global Supply
Semiconductor, Industry Angel Morales 11/4/25 Semiconductor, Industry Angel Morales 11/4/25

DRAM Prices Rise 172% in 2025 as AI Demand Strains Global Supply

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TSMC’s 3nm and Beyond Chips May See Price Hikes, but Demand Remains Unshaken
Semiconductor Angel Morales 11/3/25 Semiconductor Angel Morales 11/3/25

TSMC’s 3nm and Beyond Chips May See Price Hikes, but Demand Remains Unshaken

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American Chip Startup ‘Substrate’ Vows to End U.S. Dependence on ASML Through a Revolutionary X-Ray Lithography Technique
Semiconductor Angel Morales 10/30/25 Semiconductor Angel Morales 10/30/25

American Chip Startup ‘Substrate’ Vows to End U.S. Dependence on ASML Through a Revolutionary X-Ray Lithography Technique

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Intel CEO Confirms U.S. Government’s 10% Stake Was a “Deliberate” Move to Drive Comeback, Comparing It to Taiwan’s Support for TSMC
Semiconductor, News Angel Morales 10/29/25 Semiconductor, News Angel Morales 10/29/25

Intel CEO Confirms U.S. Government’s 10% Stake Was a “Deliberate” Move to Drive Comeback, Comparing It to Taiwan’s Support for TSMC

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TSMC’s Rare Earth Inventory Is Sufficient for “One to Two Years,” but Long-Term Risks Still Remain
Semiconductor, News Angel Morales 10/27/25 Semiconductor, News Angel Morales 10/27/25

TSMC’s Rare Earth Inventory Is Sufficient for “One to Two Years,” but Long-Term Risks Still Remain

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Intel's DC Segment To See Massive Growth, Driven by Adoption of the 'Xeon' Server CPU Platform
Semiconductor, Industry Angel Morales 10/27/25 Semiconductor, Industry Angel Morales 10/27/25

Intel's DC Segment To See Massive Growth, Driven by Adoption of the 'Xeon' Server CPU Platform

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Samsung’s HBM4 Modules Reportedly Achieve 90% Logic Yield, Signaling Imminent Mass Production
Semiconductor Angel Morales 10/23/25 Semiconductor Angel Morales 10/23/25

Samsung’s HBM4 Modules Reportedly Achieve 90% Logic Yield, Signaling Imminent Mass Production

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NVIDIA’s First Arizona-Made Blackwell Wafer Exposes a Hidden Weakness
Semiconductor Angel Morales 10/21/25 Semiconductor Angel Morales 10/21/25

NVIDIA’s First Arizona-Made Blackwell Wafer Exposes a Hidden Weakness

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Intel CEO Heads to the Middle East for Potential Partnership on AI and Semiconductors, Hoping to Strengthen the Firm’s Finances
Semiconductor, News Angel Morales 10/20/25 Semiconductor, News Angel Morales 10/20/25

Intel CEO Heads to the Middle East for Potential Partnership on AI and Semiconductors, Hoping to Strengthen the Firm’s Finances

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SMC Arizona Pushes Out the First Blackwell Chip Wafer Made in America
Semiconductor, News Angel Morales 10/20/25 Semiconductor, News Angel Morales 10/20/25

SMC Arizona Pushes Out the First Blackwell Chip Wafer Made in America

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TSMC to Acquire Second Plot of Land for Arizona Fabs, Aiming to Bring N2 and Future Chip Technologies to the US
Semiconductor Angel Morales 10/17/25 Semiconductor Angel Morales 10/17/25

TSMC to Acquire Second Plot of Land for Arizona Fabs, Aiming to Bring N2 and Future Chip Technologies to the US

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Custom CPUs & XPUs Made By Samsung Foundry Could Now Leverage NVIDIA’s NVLink Ecosystem
AI, Semiconductor Angel Morales 10/15/25 AI, Semiconductor Angel Morales 10/15/25

Custom CPUs & XPUs Made By Samsung Foundry Could Now Leverage NVIDIA’s NVLink Ecosystem

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TSMC’s 2nm Capacity Fully Booked Through 2026 as Production Output Targets 100,000 Monthly Wafers by Next Year
Semiconductor, News Angel Morales 10/14/25 Semiconductor, News Angel Morales 10/14/25

TSMC’s 2nm Capacity Fully Booked Through 2026 as Production Output Targets 100,000 Monthly Wafers by Next Year

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NVIDIA Witnessed Massive Troubles from Intel During the Mid-2000s, in the Form of Licensing Unfairness and Lawsuits
Semiconductor, Industry Angel Morales 10/9/25 Semiconductor, Industry Angel Morales 10/9/25

NVIDIA Witnessed Massive Troubles from Intel During the Mid-2000s, in the Form of Licensing Unfairness and Lawsuits

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AMD’s CEO Doesn’t Give a Certain Response on a Collaboration with Intel, But There Are Little Fronts to Partner Up On
Semiconductor, News Angel Morales 10/8/25 Semiconductor, News Angel Morales 10/8/25

AMD’s CEO Doesn’t Give a Certain Response on a Collaboration with Intel, But There Are Little Fronts to Partner Up On

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TSMC Plans to Ramp Up the Competition With Angstrom-Era, Along With Scaling Manufacturing in the US
Semiconductor Angel Morales 10/7/25 Semiconductor Angel Morales 10/7/25

TSMC Plans to Ramp Up the Competition With Angstrom-Era, Along With Scaling Manufacturing in the US

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"You Don't Need It, Until You Need It," Says Analyst on Whether Intel Could Replace TSMC
Semiconductor Angel Morales 10/7/25 Semiconductor Angel Morales 10/7/25

"You Don't Need It, Until You Need It," Says Analyst on Whether Intel Could Replace TSMC

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NVIDIA's Taiwan HQ Could Face Delays Amid Dispute With Local Insurance Firm
Semiconductor, Industry Angel Morales 10/7/25 Semiconductor, Industry Angel Morales 10/7/25

NVIDIA's Taiwan HQ Could Face Delays Amid Dispute With Local Insurance Firm

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DRAM Production Numbers Reportedly Won’t Fulfill the Demand Ahead, Driven by the AI Industry
Semiconductor Angel Morales 10/3/25 Semiconductor Angel Morales 10/3/25

DRAM Production Numbers Reportedly Won’t Fulfill the Demand Ahead, Driven by the AI Industry

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