Semiconductor, Hardware Angel Morales 3/13/26 Semiconductor, Hardware Angel Morales 3/13/26 Memory Shortages Could Last Into H2 2027 as AI Demand Keeps Tightening DRAM Supply Read More Semiconductor, News Angel Morales 3/10/26 Semiconductor, News Angel Morales 3/10/26 SK hynix Unveils 1c LPDDR6 With 16Gb Density, 10.7 Gbps Speeds, and More Than 20% Lower Power Read More Semiconductor Angel Morales 3/9/26 Semiconductor Angel Morales 3/9/26 Intel’s EMIB Gains Momentum as a Potential Alternative to TSMC CoWoS in the AI Packaging Race Read More Semiconductor, Hardware Angel Morales 3/9/26 Semiconductor, Hardware Angel Morales 3/9/26 Samsung’s Reported Q2 NAND Price Doubling Signals a New Memory Shock for the PC Market Read More AI, Semiconductor, Hardware Angel Morales 3/6/26 AI, Semiconductor, Hardware Angel Morales 3/6/26 New US AI Chip Export Rules Could Tie Global Shipments to Compute Power Read More AI, Hardware, Semiconductor Angel Morales 3/6/26 AI, Hardware, Semiconductor Angel Morales 3/6/26 NVIDIA Reportedly Shifts H200 Production Away From China and Toward Vera Rubin Read More Semiconductor, Announcement Angel Morales 3/5/26 Semiconductor, Announcement Angel Morales 3/5/26 Rambus Unveils HBM4E Memory Controller IP With 16 Gbps Per Pin and Up To 4.1 TB Per Second Per Device Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More Newer Posts Older Posts
Semiconductor, Hardware Angel Morales 3/13/26 Semiconductor, Hardware Angel Morales 3/13/26 Memory Shortages Could Last Into H2 2027 as AI Demand Keeps Tightening DRAM Supply Read More
Semiconductor, News Angel Morales 3/10/26 Semiconductor, News Angel Morales 3/10/26 SK hynix Unveils 1c LPDDR6 With 16Gb Density, 10.7 Gbps Speeds, and More Than 20% Lower Power Read More
Semiconductor Angel Morales 3/9/26 Semiconductor Angel Morales 3/9/26 Intel’s EMIB Gains Momentum as a Potential Alternative to TSMC CoWoS in the AI Packaging Race Read More
Semiconductor, Hardware Angel Morales 3/9/26 Semiconductor, Hardware Angel Morales 3/9/26 Samsung’s Reported Q2 NAND Price Doubling Signals a New Memory Shock for the PC Market Read More
AI, Semiconductor, Hardware Angel Morales 3/6/26 AI, Semiconductor, Hardware Angel Morales 3/6/26 New US AI Chip Export Rules Could Tie Global Shipments to Compute Power Read More
AI, Hardware, Semiconductor Angel Morales 3/6/26 AI, Hardware, Semiconductor Angel Morales 3/6/26 NVIDIA Reportedly Shifts H200 Production Away From China and Toward Vera Rubin Read More
Semiconductor, Announcement Angel Morales 3/5/26 Semiconductor, Announcement Angel Morales 3/5/26 Rambus Unveils HBM4E Memory Controller IP With 16 Gbps Per Pin and Up To 4.1 TB Per Second Per Device Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More