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Samsung Foundry Gains Momentum as a Secondary United States Option, Deutsche Bank Note Highlights Edge Over Intel Foundry
Semiconductor Angel Morales 1/20/26 Semiconductor Angel Morales 1/20/26

Samsung Foundry Gains Momentum as a Secondary United States Option, Deutsche Bank Note Highlights Edge Over Intel Foundry

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Tesla CEO Signals Push Toward World’s Highest Volume AI Chips as Dojo3 Returns and AI5 Claims Spark Debate
Semiconductor Angel Morales 1/20/26 Semiconductor Angel Morales 1/20/26

Tesla CEO Signals Push Toward World’s Highest Volume AI Chips as Dojo3 Returns and AI5 Claims Spark Debate

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Samsung and SK hynix Could Face New United States Memory Tariffs
Semiconductor, Hardware Angel Morales 1/19/26 Semiconductor, Hardware Angel Morales 1/19/26

Samsung and SK hynix Could Face New United States Memory Tariffs

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Micron’s 1.8 Billion Dollar PSMC Deal Could Add Up to 15 Percent More DRAM Output, But Relief Still Looks Like a 2027 Story
Semiconductor Angel Morales 1/19/26 Semiconductor Angel Morales 1/19/26

Micron’s 1.8 Billion Dollar PSMC Deal Could Add Up to 15 Percent More DRAM Output, But Relief Still Looks Like a 2027 Story

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TSMC and Taiwan to Pour $500 Billion Into U.S. Chipmaking, Yet the Most Advanced Chips Still Remain Strictly Offshore
Semiconductor Angel Morales 1/19/26 Semiconductor Angel Morales 1/19/26

TSMC and Taiwan to Pour $500 Billion Into U.S. Chipmaking, Yet the Most Advanced Chips Still Remain Strictly Offshore

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TSMC Signals The AI Demand Wave Is Still Accelerating, With CapEx Guidance Set To Hit Record Highs
Semiconductor Angel Morales 1/16/26 Semiconductor Angel Morales 1/16/26

TSMC Signals The AI Demand Wave Is Still Accelerating, With CapEx Guidance Set To Hit Record Highs

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Intel Positions EMIB As A Stronger Alternative To Traditional 2.5D Packaging
Semiconductor Angel Morales 1/16/26 Semiconductor Angel Morales 1/16/26

Intel Positions EMIB As A Stronger Alternative To Traditional 2.5D Packaging

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Samsung Reportedly Hits 50% Yield On 2nm GAA, Shifts Partner Messaging Toward SF2P Second Generation Node
Semiconductor Angel Morales 1/16/26 Semiconductor Angel Morales 1/16/26

Samsung Reportedly Hits 50% Yield On 2nm GAA, Shifts Partner Messaging Toward SF2P Second Generation Node

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TSMC Chairman C.C. Wei Says Capital Alone Cannot Win Advanced Node Manufacturing, Implying Intel Foundry Still Faces Execution Gaps
Semiconductor Angel Morales 1/16/26 Semiconductor Angel Morales 1/16/26

TSMC Chairman C.C. Wei Says Capital Alone Cannot Win Advanced Node Manufacturing, Implying Intel Foundry Still Faces Execution Gaps

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SK hynix Plans Up to 13 Billion Dollars Investment in Advanced Packaging Lines in South Korea Alongside M15X Fab
Semiconductor Angel Morales 1/14/26 Semiconductor Angel Morales 1/14/26

SK hynix Plans Up to 13 Billion Dollars Investment in Advanced Packaging Lines in South Korea Alongside M15X Fab

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Innosilicon LPDDR6 and LPDDR5X Memory Controller IP Delivered To First Customers, Targeting Up To 14.4 Gbps
Semiconductor Angel Morales 1/13/26 Semiconductor Angel Morales 1/13/26

Innosilicon LPDDR6 and LPDDR5X Memory Controller IP Delivered To First Customers, Targeting Up To 14.4 Gbps

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Qualcomm and Google Expand Snapdragon Digital Chassis Collaboration With Gemini Powered Android Automotive Integration
Semiconductor Angel Morales 1/9/26 Semiconductor Angel Morales 1/9/26

Qualcomm and Google Expand Snapdragon Digital Chassis Collaboration With Gemini Powered Android Automotive Integration

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Elon Musk Says He Could Be Spotted With a Cigar In His TeraFab, Downplaying Cleanroom Requirements
Semiconductor Angel Morales 1/9/26 Semiconductor Angel Morales 1/9/26

Elon Musk Says He Could Be Spotted With a Cigar In His TeraFab, Downplaying Cleanroom Requirements

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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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