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Intel Board Chair Frank Yeary Will Retire on May 13, 2026, With Dr Craig H Barratt Set to Take Over
News, Semiconductor, Business Angel Morales 3/5/26 News, Semiconductor, Business Angel Morales 3/5/26

Intel Board Chair Frank Yeary Will Retire on May 13, 2026, With Dr Craig H Barratt Set to Take Over

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US Procurement Rule Targets YMTC, CXMT, and SMIC, Raising New Barriers for Chinese Memory in Commercial Products
Semiconductor, Hardware Angel Morales 3/3/26 Semiconductor, Hardware Angel Morales 3/3/26

US Procurement Rule Targets YMTC, CXMT, and SMIC, Raising New Barriers for Chinese Memory in Commercial Products

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NAND Prices Reportedly Surge 500% in 1 Year as AI Storage Demand Forces Phison Toward Prepayment Terms
Semiconductor, Hardware Angel Morales 3/3/26 Semiconductor, Hardware Angel Morales 3/3/26

NAND Prices Reportedly Surge 500% in 1 Year as AI Storage Demand Forces Phison Toward Prepayment Terms

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TSMC Arizona Turns Profitable After 4 Years, but the Real Win Is Strategic Resilience
Semiconductor Angel Morales 3/2/26 Semiconductor Angel Morales 3/2/26

TSMC Arizona Turns Profitable After 4 Years, but the Real Win Is Strategic Resilience

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NVIDIA Reportedly Reaches 19% of TSMC Revenue in 2025 as AI Demand Reshapes the Foundry Power Map
AI, Semiconductor, Hardware Angel Morales 3/2/26 AI, Semiconductor, Hardware Angel Morales 3/2/26

NVIDIA Reportedly Reaches 19% of TSMC Revenue in 2025 as AI Demand Reshapes the Foundry Power Map

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Samsung and SK hynix Q2 DRAM Quotes Reportedly Spike So Hard That Some Buyers Are Considering Walking Away
Semiconductor, Hardware Angel Morales 3/2/26 Semiconductor, Hardware Angel Morales 3/2/26

Samsung and SK hynix Q2 DRAM Quotes Reportedly Spike So Hard That Some Buyers Are Considering Walking Away

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Taiwan Chip Production Shift Is Being Driven by Big Tech CEO Risk Warnings as Dependency on the Island Becomes a Board Level Problem
Semiconductor Angel Morales 2/26/26 Semiconductor Angel Morales 2/26/26

Taiwan Chip Production Shift Is Being Driven by Big Tech CEO Risk Warnings as Dependency on the Island Becomes a Board Level Problem

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Micron Confirms 24Gb GDDR7 Modules With 36 Gbps Speeds For Next Wave Discrete GPUs
AI, Semiconductor, Hardware Angel Morales 2/26/26 AI, Semiconductor, Hardware Angel Morales 2/26/26

Micron Confirms 24Gb GDDR7 Modules With 36 Gbps Speeds For Next Wave Discrete GPUs

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NVIDIA Feynman Rumors Point to a GTC 2026 Debut and a Potential First Step Toward Groq LPU Adoption
Semiconductor, AI, Hardware Angel Morales 2/26/26 Semiconductor, AI, Hardware Angel Morales 2/26/26

NVIDIA Feynman Rumors Point to a GTC 2026 Debut and a Potential First Step Toward Groq LPU Adoption

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Intel Misses Another AI Opportunity With SambaNova as Acquisition Talks Cool Off, Settling for Xeon CPU Collaboration Instead
AI, Semiconductor, Hardware Angel Morales 2/25/26 AI, Semiconductor, Hardware Angel Morales 2/25/26

Intel Misses Another AI Opportunity With SambaNova as Acquisition Talks Cool Off, Settling for Xeon CPU Collaboration Instead

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Report Says Japan Incentives Can Cut Memory Fab Total Cost of Ownership by More Than 50 Percent, But Politics Keep Samsung and SK hynix Cautious
Semiconductor Angel Morales 2/24/26 Semiconductor Angel Morales 2/24/26

Report Says Japan Incentives Can Cut Memory Fab Total Cost of Ownership by More Than 50 Percent, But Politics Keep Samsung and SK hynix Cautious

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ASML Targets 50% Higher Chip Output by 2030 With 1 Kilowatt EUV Light Source Upgrade Plan
Semiconductor Angel Morales 2/24/26 Semiconductor Angel Morales 2/24/26

ASML Targets 50% Higher Chip Output by 2030 With 1 Kilowatt EUV Light Source Upgrade Plan

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Samsung Reclaims DRAM Crown, Omdia Puts Market Share Back Ahead of SK hynix on HBM Momentum
Hardware, Semiconductor Angel Morales 2/24/26 Hardware, Semiconductor Angel Morales 2/24/26

Samsung Reclaims DRAM Crown, Omdia Puts Market Share Back Ahead of SK hynix on HBM Momentum

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Latest US Taiwan Trade Agreement Aims to De Risk Americas Chip Supply Chain, With Tariff Clarity in Focus
Semiconductor Angel Morales 2/18/26 Semiconductor Angel Morales 2/18/26

Latest US Taiwan Trade Agreement Aims to De Risk Americas Chip Supply Chain, With Tariff Clarity in Focus

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CXMT and YMTC Reportedly Removed From Pentagon Section 1260H List
Semiconductor, Hardware Angel Morales 2/17/26 Semiconductor, Hardware Angel Morales 2/17/26

CXMT and YMTC Reportedly Removed From Pentagon Section 1260H List

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Even China’s Largest Chip Company SMIC Warns DRAM Shortages Are Forcing Customers to Rethink Chip Orders
Semiconductor, Hardware Angel Morales 2/16/26 Semiconductor, Hardware Angel Morales 2/16/26

Even China’s Largest Chip Company SMIC Warns DRAM Shortages Are Forcing Customers to Rethink Chip Orders

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Samsung HBM4 Enters the Vera Rubin Era as Commercial Shipments Hit 11.7 Gbps and Target 13.0 Gbps Headroom
Semiconductor Angel Morales 2/14/26 Semiconductor Angel Morales 2/14/26

Samsung HBM4 Enters the Vera Rubin Era as Commercial Shipments Hit 11.7 Gbps and Target 13.0 Gbps Headroom

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Samsung Begins Mass Production and Shipments of HBM4
Semiconductor, Hardware Angel Morales 2/13/26 Semiconductor, Hardware Angel Morales 2/13/26

Samsung Begins Mass Production and Shipments of HBM4

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Rapidus Accelerates 2nm Push and Targets 60,000 WPM by 2028, Setting Up a Japan Foundry Face Off with TSMC
Semiconductor Angel Morales 2/13/26 Semiconductor Angel Morales 2/13/26

Rapidus Accelerates 2nm Push and Targets 60,000 WPM by 2028, Setting Up a Japan Foundry Face Off with TSMC

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Intel and Partners Showcase Z Angle Memory Prototype as a Potential Path Beyond HBM Thermal Limits
Semiconductor Angel Morales 2/12/26 Semiconductor Angel Morales 2/12/26

Intel and Partners Showcase Z Angle Memory Prototype as a Potential Path Beyond HBM Thermal Limits

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