Semiconductor Angel Morales 2/12/26 Semiconductor Angel Morales 2/12/26 China’s Top DRAM Maker CXMT Reportedly Shifts 20% of Output Toward HBM3, Signaling a Bigger AI First Pivot and Less Relief for Gamer Memory Pricing Read More Semiconductor Angel Morales 2/11/26 Semiconductor Angel Morales 2/11/26 TSMC Reportedly Spared From Upcoming U.S. Chip Tariffs After Arizona Expansion Plans, With Exemptions Flowing Through to Major U.S. Tech Customers Read More Semiconductor, AI, Hardware Angel Morales 2/10/26 Semiconductor, AI, Hardware Angel Morales 2/10/26 Micron Faces HBM4 Validation Headwinds, Opening a Clear Lane for Samsung to Regain Share in the Rubin and MI400 Era Read More Semiconductor Angel Morales 2/9/26 Semiconductor Angel Morales 2/9/26 Intel PowerVia and BSPDN Strengthen the 18A Value Proposition, But External Customer Volume Still Looks Like a Later Win Read More Semiconductor, Hardware Angel Morales 2/8/26 Semiconductor, Hardware Angel Morales 2/8/26 DRAM Suppliers Reportedly Move to Post Settlement Contracts, Baking Higher Prices Into New Deals as Agreement Windows Shrink Read More Semiconductor, Hardware Angel Morales 2/6/26 Semiconductor, Hardware Angel Morales 2/6/26 HP, Dell, Acer, and ASUS Reportedly Validate CXMT DDR5 as DRAM Shortages Push OEMs Toward Chinese Memory Read More Semiconductor Angel Morales 2/5/26 Semiconductor Angel Morales 2/5/26 Intel and SoftBank SAIMEMORY Team Up on Z Angle Memory as Team Blue Eyes a Return to Next Generation DRAM Innovation Read More Semiconductor Angel Morales 2/4/26 Semiconductor Angel Morales 2/4/26 SMIC Plans to Strengthen Cooperation With OSAT Partners to Accelerate Advanced Packaging Development Read More Semiconductor Angel Morales 2/3/26 Semiconductor Angel Morales 2/3/26 TSMC 2nm Capacity Is Heavily Contested as Mobile and HPC Customers Collide on N2 Allocation Read More Semiconductor, Business Angel Morales 2/3/26 Semiconductor, Business Angel Morales 2/3/26 TSMC Must Grow Over 100% in 10 Years Just to Cover NVIDIA Demand, Says Jensen Huang, Signaling the Next Scale Phase of the AI Boom Read More Semiconductor, Business Angel Morales 2/2/26 Semiconductor, Business Angel Morales 2/2/26 NVIDIA’s Trillion Dollar Dinner With Taiwanese Partners Highlights Why Jensen Huang Keeps NVIDIA Ahead in the AI Supply Chain Read More Semiconductor, Hardware Angel Morales 2/2/26 Semiconductor, Hardware Angel Morales 2/2/26 TSMC Founder Morris Chang Reappears in Taipei to Meet NVIDIA CEO Jensen Huang Read More Semiconductor, Hardware Angel Morales 2/2/26 Semiconductor, Hardware Angel Morales 2/2/26 AMD Zen 6 CCD Reportedly Measures 76mm2, Slightly Bigger Than Zen 5 While Packing More Cores Read More 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 Newer Posts Older Posts
Semiconductor Angel Morales 2/12/26 Semiconductor Angel Morales 2/12/26 China’s Top DRAM Maker CXMT Reportedly Shifts 20% of Output Toward HBM3, Signaling a Bigger AI First Pivot and Less Relief for Gamer Memory Pricing Read More
Semiconductor Angel Morales 2/11/26 Semiconductor Angel Morales 2/11/26 TSMC Reportedly Spared From Upcoming U.S. Chip Tariffs After Arizona Expansion Plans, With Exemptions Flowing Through to Major U.S. Tech Customers Read More
Semiconductor, AI, Hardware Angel Morales 2/10/26 Semiconductor, AI, Hardware Angel Morales 2/10/26 Micron Faces HBM4 Validation Headwinds, Opening a Clear Lane for Samsung to Regain Share in the Rubin and MI400 Era Read More
Semiconductor Angel Morales 2/9/26 Semiconductor Angel Morales 2/9/26 Intel PowerVia and BSPDN Strengthen the 18A Value Proposition, But External Customer Volume Still Looks Like a Later Win Read More
Semiconductor, Hardware Angel Morales 2/8/26 Semiconductor, Hardware Angel Morales 2/8/26 DRAM Suppliers Reportedly Move to Post Settlement Contracts, Baking Higher Prices Into New Deals as Agreement Windows Shrink Read More
Semiconductor, Hardware Angel Morales 2/6/26 Semiconductor, Hardware Angel Morales 2/6/26 HP, Dell, Acer, and ASUS Reportedly Validate CXMT DDR5 as DRAM Shortages Push OEMs Toward Chinese Memory Read More
Semiconductor Angel Morales 2/5/26 Semiconductor Angel Morales 2/5/26 Intel and SoftBank SAIMEMORY Team Up on Z Angle Memory as Team Blue Eyes a Return to Next Generation DRAM Innovation Read More
Semiconductor Angel Morales 2/4/26 Semiconductor Angel Morales 2/4/26 SMIC Plans to Strengthen Cooperation With OSAT Partners to Accelerate Advanced Packaging Development Read More
Semiconductor Angel Morales 2/3/26 Semiconductor Angel Morales 2/3/26 TSMC 2nm Capacity Is Heavily Contested as Mobile and HPC Customers Collide on N2 Allocation Read More
Semiconductor, Business Angel Morales 2/3/26 Semiconductor, Business Angel Morales 2/3/26 TSMC Must Grow Over 100% in 10 Years Just to Cover NVIDIA Demand, Says Jensen Huang, Signaling the Next Scale Phase of the AI Boom Read More
Semiconductor, Business Angel Morales 2/2/26 Semiconductor, Business Angel Morales 2/2/26 NVIDIA’s Trillion Dollar Dinner With Taiwanese Partners Highlights Why Jensen Huang Keeps NVIDIA Ahead in the AI Supply Chain Read More
Semiconductor, Hardware Angel Morales 2/2/26 Semiconductor, Hardware Angel Morales 2/2/26 TSMC Founder Morris Chang Reappears in Taipei to Meet NVIDIA CEO Jensen Huang Read More
Semiconductor, Hardware Angel Morales 2/2/26 Semiconductor, Hardware Angel Morales 2/2/26 AMD Zen 6 CCD Reportedly Measures 76mm2, Slightly Bigger Than Zen 5 While Packing More Cores Read More
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
