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SK hynix Showcases 48GB 16 Layer HBM4, LPDDR6, SOCAMM2, And 321 Layer 2Tb QLC NAND To Power Next Gen AI Platforms At CES 2026
Semiconductor, CES 2026 Angel Morales 1/7/26 Semiconductor, CES 2026 Angel Morales 1/7/26

SK hynix Showcases 48GB 16 Layer HBM4, LPDDR6, SOCAMM2, And 321 Layer 2Tb QLC NAND To Power Next Gen AI Platforms At CES 2026

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TSMC 2nm Ramp Accelerates, With Peak Monthly Output Targeting 140,000 Wafers by End of 2026
Semiconductor Angel Morales 1/6/26 Semiconductor Angel Morales 1/6/26

TSMC 2nm Ramp Accelerates, With Peak Monthly Output Targeting 140,000 Wafers by End of 2026

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No One Can Escape Memory Shortages Says Samsung Co CEO TM Roh as Price Pressure Spreads From Phones to TVs and Appliances
Semiconductor Angel Morales 1/6/26 Semiconductor Angel Morales 1/6/26

No One Can Escape Memory Shortages Says Samsung Co CEO TM Roh as Price Pressure Spreads From Phones to TVs and Appliances

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NVIDIA CEO Jensen Huang Reportedly Set to Sign Taiwan Constellation HQ Construction Ceremony This Month
Semiconductor, Hardware Angel Morales 1/5/26 Semiconductor, Hardware Angel Morales 1/5/26

NVIDIA CEO Jensen Huang Reportedly Set to Sign Taiwan Constellation HQ Construction Ceremony This Month

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TSMC US Fabs Drive Up Operating Costs, But the Strategic Value Goes Far Beyond Near Term Margins
Semiconductor Angel Morales 1/5/26 Semiconductor Angel Morales 1/5/26

TSMC US Fabs Drive Up Operating Costs, But the Strategic Value Goes Far Beyond Near Term Margins

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“Samsung is Back in the HBM Race”, Says Co CEO as HBM4 Momentum Builds and 2027 Share Flip Is Forecast
Semiconductor, Hardware Angel Morales 1/5/26 Semiconductor, Hardware Angel Morales 1/5/26

“Samsung is Back in the HBM Race”, Says Co CEO as HBM4 Momentum Builds and 2027 Share Flip Is Forecast

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TSMC Supply Constraints Are Forcing Fabless Chipmakers to Diversify, With Samsung Foundry Emerging as a Key Alternative
Semiconductor Angel Morales 1/2/26 Semiconductor Angel Morales 1/2/26

TSMC Supply Constraints Are Forcing Fabless Chipmakers to Diversify, With Samsung Foundry Emerging as a Key Alternative

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Samsung DS Staff Reportedly Set for 43% to 48% Performance Bonuses in Early 2026 as DRAM and HBM Momentum Lifts Results
Semiconductor Angel Morales 12/31/25 Semiconductor Angel Morales 12/31/25

Samsung DS Staff Reportedly Set for 43% to 48% Performance Bonuses in Early 2026 as DRAM and HBM Momentum Lifts Results

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TSMC Reportedly Pulls Forward Arizona 3nm To 2027 As Intel And Samsung Close The Gap On Leading Edge Momentum
Semiconductor Angel Morales 12/30/25 Semiconductor Angel Morales 12/30/25

TSMC Reportedly Pulls Forward Arizona 3nm To 2027 As Intel And Samsung Close The Gap On Leading Edge Momentum

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SK hynix Reportedly Targets 2.5D Advanced Packaging Production In The United States, Eyeing Indiana As A New HBM Scale Lever
Semiconductor Angel Morales 12/30/25 Semiconductor Angel Morales 12/30/25

SK hynix Reportedly Targets 2.5D Advanced Packaging Production In The United States, Eyeing Indiana As A New HBM Scale Lever

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Samsung Reportedly Pivots Taylor Texas Fab From 4nm To 2nm GAA, Raising Initial Output Targets To Challenge TSMC
Semiconductor Angel Morales 12/30/25 Semiconductor Angel Morales 12/30/25

Samsung Reportedly Pivots Taylor Texas Fab From 4nm To 2nm GAA, Raising Initial Output Targets To Challenge TSMC

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TSMC Says Hsinchu Sites Triggered Evacuation Protocols After 7.0 Quake, With Safety Systems Operating Normally
Semiconductor Angel Morales 12/29/25 Semiconductor Angel Morales 12/29/25

TSMC Says Hsinchu Sites Triggered Evacuation Protocols After 7.0 Quake, With Safety Systems Operating Normally

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TSMC Ramps Capacity Expansion As AI Demand Pushes 2nm 3nm And CoWoS Into A Supply Bottleneck
Semiconductor Angel Morales 12/26/25 Semiconductor Angel Morales 12/26/25

TSMC Ramps Capacity Expansion As AI Demand Pushes 2nm 3nm And CoWoS Into A Supply Bottleneck

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Microsoft And Google Escalate The Memory Supply Fight In South Korea As HBM And LPDDR Allocation Tightens
Semiconductor Angel Morales 12/26/25 Semiconductor Angel Morales 12/26/25

Microsoft And Google Escalate The Memory Supply Fight In South Korea As HBM And LPDDR Allocation Tightens

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Intel Foundry Keeps 14A as the Main Target for External Clients While 18A Stays on the Menu as a Secondary Option
Semiconductor Angel Morales 12/26/25 Semiconductor Angel Morales 12/26/25

Intel Foundry Keeps 14A as the Main Target for External Clients While 18A Stays on the Menu as a Secondary Option

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Samsung to Keep DDR4 Lines Running Longer, But Supply Is Being Reserved for Servers, Not PC Gamers
Semiconductor, Hardware Angel Morales 12/26/25 Semiconductor, Hardware Angel Morales 12/26/25

Samsung to Keep DDR4 Lines Running Longer, But Supply Is Being Reserved for Servers, Not PC Gamers

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Former Samsung Executives and Employees Charged Over Alleged 10nm DRAM Trade Secret Leak to China’s CXMT
Semiconductor Angel Morales 12/24/25 Semiconductor Angel Morales 12/24/25

Former Samsung Executives and Employees Charged Over Alleged 10nm DRAM Trade Secret Leak to China’s CXMT

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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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