Semiconductor Angel Morales 2/2/26 Semiconductor Angel Morales 2/2/26 YMTC Reportedly Fast Tracks Wuhan NAND Fab Push as AI Storage Demand Rewrites the Global Supply Playbook Read More Semiconductor, Business Angel Morales 1/30/26 Semiconductor, Business Angel Morales 1/30/26 NVIDIA CEO Pushes Back on “Shift” Narrative, Says US Chip Output Targets Mean TSMC Must Add Capacity, Not Abandon Taiwan Read More Semiconductor, Hardware Angel Morales 1/30/26 Semiconductor, Hardware Angel Morales 1/30/26 Elon Musk Doubles Down on Tesla TeraFab Vision to Build Logic, Memory, and Packaging Under One Roof Read More Hardware, Semiconductor Angel Morales 1/27/26 Hardware, Semiconductor Angel Morales 1/27/26 Samsung Reportedly Clears HBM4 Verification and Lines Up Early Placement in NVIDIA Vera Rubin, With Supply Timing as Soon as June Read More AI, Hardware, Semiconductor Angel Morales 1/26/26 AI, Hardware, Semiconductor Angel Morales 1/26/26 Intel and NVIDIA Confirm Custom Xeon With NVLink, Intel Reaffirms 16 Channel Diamond Rapids, Coral Rapids With SMT, and Nova Lake Landing Late 2026 Read More Hardware, Semiconductor Angel Morales 1/23/26 Hardware, Semiconductor Angel Morales 1/23/26 Intel Showcases First Glass Core Substrate Integrated with EMIB Packaging Read More Semiconductor, Hardware Angel Morales 1/21/26 Semiconductor, Hardware Angel Morales 1/21/26 Intel Touts New SHIELD Defense Contract Positioning as the United States Expands a $151B Missile Defense Acquisition Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More Semiconductor Angel Morales 1/16/26 Semiconductor Angel Morales 1/16/26 Intel Positions EMIB As A Stronger Alternative To Traditional 2.5D Packaging Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More Newer Posts Older Posts
Semiconductor Angel Morales 2/2/26 Semiconductor Angel Morales 2/2/26 YMTC Reportedly Fast Tracks Wuhan NAND Fab Push as AI Storage Demand Rewrites the Global Supply Playbook Read More
Semiconductor, Business Angel Morales 1/30/26 Semiconductor, Business Angel Morales 1/30/26 NVIDIA CEO Pushes Back on “Shift” Narrative, Says US Chip Output Targets Mean TSMC Must Add Capacity, Not Abandon Taiwan Read More
Semiconductor, Hardware Angel Morales 1/30/26 Semiconductor, Hardware Angel Morales 1/30/26 Elon Musk Doubles Down on Tesla TeraFab Vision to Build Logic, Memory, and Packaging Under One Roof Read More
Hardware, Semiconductor Angel Morales 1/27/26 Hardware, Semiconductor Angel Morales 1/27/26 Samsung Reportedly Clears HBM4 Verification and Lines Up Early Placement in NVIDIA Vera Rubin, With Supply Timing as Soon as June Read More
AI, Hardware, Semiconductor Angel Morales 1/26/26 AI, Hardware, Semiconductor Angel Morales 1/26/26 Intel and NVIDIA Confirm Custom Xeon With NVLink, Intel Reaffirms 16 Channel Diamond Rapids, Coral Rapids With SMT, and Nova Lake Landing Late 2026 Read More
Hardware, Semiconductor Angel Morales 1/23/26 Hardware, Semiconductor Angel Morales 1/23/26 Intel Showcases First Glass Core Substrate Integrated with EMIB Packaging Read More
Semiconductor, Hardware Angel Morales 1/21/26 Semiconductor, Hardware Angel Morales 1/21/26 Intel Touts New SHIELD Defense Contract Positioning as the United States Expands a $151B Missile Defense Acquisition Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
Semiconductor Angel Morales 1/16/26 Semiconductor Angel Morales 1/16/26 Intel Positions EMIB As A Stronger Alternative To Traditional 2.5D Packaging Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
