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NVIDIA, AMD, and Qualcomm May Hesitate to Use Intel Foundry If Their “Secret Sauce” Risks Exposure
Semiconductor Angel Morales 12/23/25 Semiconductor Angel Morales 12/23/25

NVIDIA, AMD, and Qualcomm May Hesitate to Use Intel Foundry If Their “Secret Sauce” Risks Exposure

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TSMC Reportedly Eyes 2nm Upgrade for Kumamoto Fab 2 to Stay Competitive When It Comes Online
Semiconductor Angel Morales 12/23/25 Semiconductor Angel Morales 12/23/25

TSMC Reportedly Eyes 2nm Upgrade for Kumamoto Fab 2 to Stay Competitive When It Comes Online

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Samsung’s HBM Turnaround Pulls AMD and NVIDIA Back to the Table After Internal Process Improvements
Semiconductor Angel Morales 12/22/25 Semiconductor Angel Morales 12/22/25

Samsung’s HBM Turnaround Pulls AMD and NVIDIA Back to the Table After Internal Process Improvements

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Despite Massive TSMC Investments, the United States Will Not Receive the Most Advanced Chips
Semiconductor Angel Morales 12/20/25 Semiconductor Angel Morales 12/20/25

Despite Massive TSMC Investments, the United States Will Not Receive the Most Advanced Chips

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Global DRAM Shortage Reaches Critical Point as Samsung Probes Alleged Bribery to Divert Memory Supply
Semiconductor, Hardware Angel Morales 12/20/25 Semiconductor, Hardware Angel Morales 12/20/25

Global DRAM Shortage Reaches Critical Point as Samsung Probes Alleged Bribery to Divert Memory Supply

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Apple’s Server Chip May Rely on Intel EMIB Packaging as TSMC CoWoS Capacity Tightens
Semiconductor Angel Morales 12/19/25 Semiconductor Angel Morales 12/19/25

Apple’s Server Chip May Rely on Intel EMIB Packaging as TSMC CoWoS Capacity Tightens

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G.Skill Points to the AI Industry as the Main Driver Behind Sky High DRAM Prices
Hardware, Semiconductor Angel Morales 12/19/25 Hardware, Semiconductor Angel Morales 12/19/25

G.Skill Points to the AI Industry as the Main Driver Behind Sky High DRAM Prices

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China EUV Prototype Reportedly Operational and Could Tape Out Chips by 2030 Using Legacy ASML Components
Semiconductor Angel Morales 12/18/25 Semiconductor Angel Morales 12/18/25

China EUV Prototype Reportedly Operational and Could Tape Out Chips by 2030 Using Legacy ASML Components

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Samsung Annual Operating Profit Projected to Reach 73Billion Dollars in 2026 as DRAM and NAND Prices Surge
Semiconductor Angel Morales 12/18/25 Semiconductor Angel Morales 12/18/25

Samsung Annual Operating Profit Projected to Reach 73Billion Dollars in 2026 as DRAM and NAND Prices Surge

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TSMC 2nm Capacity Reportedly Fully Booked Through 2026 as GAA Demand Surges
Semiconductor Angel Morales 12/17/25 Semiconductor Angel Morales 12/17/25

TSMC 2nm Capacity Reportedly Fully Booked Through 2026 as GAA Demand Surges

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NVIDIA and SK hynix Co Develop AI SSD to Transform Inference Performance and NAND Architecture
Semiconductor, Hardware Angel Morales 12/17/25 Semiconductor, Hardware Angel Morales 12/17/25

NVIDIA and SK hynix Co Develop AI SSD to Transform Inference Performance and NAND Architecture

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SK Hynix Warns DRAM Supply Tightness Will Persist Through 2028 as AI Demand Reshapes the Memory Market
Semiconductor, Hardware Angel Morales 12/15/25 Semiconductor, Hardware Angel Morales 12/15/25

SK Hynix Warns DRAM Supply Tightness Will Persist Through 2028 as AI Demand Reshapes the Memory Market

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NVIDIA Secures Majority of TSMC’s Advanced Packaging Capacity for Years, Creating Tight Supply for Competitors
AI, Semiconductor Angel Morales 12/10/25 AI, Semiconductor Angel Morales 12/10/25

NVIDIA Secures Majority of TSMC’s Advanced Packaging Capacity for Years, Creating Tight Supply for Competitors

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TSMC’s Advanced Packaging Capacity Is So Constrained That the Company Is Now Outsourcing Orders to Meet Explosive Demand
Semiconductor Angel Morales 12/9/25 Semiconductor Angel Morales 12/9/25

TSMC’s Advanced Packaging Capacity Is So Constrained That the Company Is Now Outsourcing Orders to Meet Explosive Demand

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TSMC’s Arizona Fab Sends Engineers to Taiwan for 3nm and 2nm Production Training as Demand for Next Gen Nodes Surges
Semiconductor Angel Morales 12/8/25 Semiconductor Angel Morales 12/8/25

TSMC’s Arizona Fab Sends Engineers to Taiwan for 3nm and 2nm Production Training as Demand for Next Gen Nodes Surges

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TSMC Accelerates Plans to Bring Advanced Packaging to the United States as CoWoS Demand Surges
Semiconductor Angel Morales 12/8/25 Semiconductor Angel Morales 12/8/25

TSMC Accelerates Plans to Bring Advanced Packaging to the United States as CoWoS Demand Surges

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Intel VP Rejects Foundry Spin Off Concerns as Strong Interest Builds Around 18A Chips and Advanced Packaging
Semiconductor Angel Morales 12/5/25 Semiconductor Angel Morales 12/5/25

Intel VP Rejects Foundry Spin Off Concerns as Strong Interest Builds Around 18A Chips and Advanced Packaging

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Amazon Positions Itself Fully in the ASIC Race With New Trainium3 UltraServers and Next Generation Trainium4 Chips
Semiconductor, Announcement Angel Morales 12/3/25 Semiconductor, Announcement Angel Morales 12/3/25

Amazon Positions Itself Fully in the ASIC Race With New Trainium3 UltraServers and Next Generation Trainium4 Chips

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After Leaving Intel, Pat Gelsinger Secures United States Government Support as xLight Receives 150 Million Dollars
Semiconductor Angel Morales 12/3/25 Semiconductor Angel Morales 12/3/25

After Leaving Intel, Pat Gelsinger Secures United States Government Support as xLight Receives 150 Million Dollars

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Intel Plans to Produce EMIB Packaging in South Korea to Meet Surging AI Demand
Semiconductor Angel Morales 12/2/25 Semiconductor Angel Morales 12/2/25

Intel Plans to Produce EMIB Packaging in South Korea to Meet Surging AI Demand

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