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Memory Shortages Could Last Into H2 2027 as AI Demand Keeps Tightening DRAM Supply
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

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SK hynix Unveils 1c LPDDR6 With 16Gb Density, 10.7 Gbps Speeds, and More Than 20% Lower Power
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

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Intel’s EMIB Gains Momentum as a Potential Alternative to TSMC CoWoS in the AI Packaging Race
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

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Samsung’s Reported Q2 NAND Price Doubling Signals a New Memory Shock for the PC Market
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

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New US AI Chip Export Rules Could Tie Global Shipments to Compute Power
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

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NVIDIA Reportedly Shifts H200 Production Away From China and Toward Vera Rubin
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

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Rambus Unveils HBM4E Memory Controller IP With 16 Gbps Per Pin and Up To 4.1 TB Per Second Per Device
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

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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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