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Jensen Huang Says NVIDIA Is Not a One Man Company, Arguing Knowledge Is Shared Continuously Across Leadership
Semiconductor, Hardware Angel Morales 3/25/26 Semiconductor, Hardware Angel Morales 3/25/26

Jensen Huang Says NVIDIA Is Not a One Man Company, Arguing Knowledge Is Shared Continuously Across Leadership

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Samsung’s 2nm GAA Yields Reportedly Reach 60%, Showing Real Progress
Semiconductor Angel Morales 3/25/26 Semiconductor Angel Morales 3/25/26

Samsung’s 2nm GAA Yields Reportedly Reach 60%, Showing Real Progress

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Tesla’s TeraFab Hiring Push Reaches Taiwan as Musk’s Chip Ambitions Move From Presentation to Recruitment
Semiconductor Angel Morales 3/25/26 Semiconductor Angel Morales 3/25/26

Tesla’s TeraFab Hiring Push Reaches Taiwan as Musk’s Chip Ambitions Move From Presentation to Recruitment

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TSMC Arizona Fab 4 Is Reportedly Already Booked with a 2030 Production Timeline
Semiconductor, Industry Angel Morales 3/24/26 Semiconductor, Industry Angel Morales 3/24/26

TSMC Arizona Fab 4 Is Reportedly Already Booked with a 2030 Production Timeline

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Middle East Conflict Raises a Serious New Risk for Chips, but the Taiwan Power Collapse Scenario Is Still Not a Confirmed Outcome
AI, Semiconductor, News Angel Morales 3/23/26 AI, Semiconductor, News Angel Morales 3/23/26

Middle East Conflict Raises a Serious New Risk for Chips, but the Taiwan Power Collapse Scenario Is Still Not a Confirmed Outcome

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Elon Musk Unveils TeraFab as a Radical New Chip Manufacturing Bet, but the Scale Claims Are Already Raising Serious Questions
Semiconductor Angel Morales 3/23/26 Semiconductor Angel Morales 3/23/26

Elon Musk Unveils TeraFab as a Radical New Chip Manufacturing Bet, but the Scale Claims Are Already Raising Serious Questions

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Big Tech Is Locking In Memory for Years, and That Could Keep the Shortage Alive Much Longer Than Expected
Semiconductor, News Angel Morales 3/23/26 Semiconductor, News Angel Morales 3/23/26

Big Tech Is Locking In Memory for Years, and That Could Keep the Shortage Alive Much Longer Than Expected

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AMD Secures Samsung HBM4 for Instinct MI455X, but the Real Surprise Is the Foundry Angle
Semiconductor, Hardware Angel Morales 3/20/26 Semiconductor, Hardware Angel Morales 3/20/26

AMD Secures Samsung HBM4 for Instinct MI455X, but the Real Surprise Is the Foundry Angle

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Samsung Pushes 3 to 5 Year Memory Contracts With Small Discounts as It Tries to Extend the AI DRAM Boom
Semiconductor, Hardware Angel Morales 3/19/26 Semiconductor, Hardware Angel Morales 3/19/26

Samsung Pushes 3 to 5 Year Memory Contracts With Small Discounts as It Tries to Extend the AI DRAM Boom

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Samsung Unveils HBM4E With Up to 4 TB/s Bandwidth Per Stack, While HBM4 Enters Mass Production for NVIDIA Vera Rubin
Semiconductor, AI, Hardware, GTC 2026 Angel Morales 3/17/26 Semiconductor, AI, Hardware, GTC 2026 Angel Morales 3/17/26

Samsung Unveils HBM4E With Up to 4 TB/s Bandwidth Per Stack, While HBM4 Enters Mass Production for NVIDIA Vera Rubin

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Micron Starts High Volume Production of HBM4, PCIe Gen6 SSDs and SOCAMM2 for NVIDIA Vera Rubin
Semiconductor, Hardware, GTC 2026 Angel Morales 3/17/26 Semiconductor, Hardware, GTC 2026 Angel Morales 3/17/26

Micron Starts High Volume Production of HBM4, PCIe Gen6 SSDs and SOCAMM2 for NVIDIA Vera Rubin

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Intel Heads to NVIDIA GTC as Agentic AI Pushes CPUs Back Into the Spotlight
GDC 2026, Semiconductor, AI, Hardware Angel Morales 3/16/26 GDC 2026, Semiconductor, AI, Hardware Angel Morales 3/16/26

Intel Heads to NVIDIA GTC as Agentic AI Pushes CPUs Back Into the Spotlight

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Elon Musk Says Tesla’s TeraFab Reveal Is Coming Next Week as Chip Supply Pressure Builds
Semiconductor Angel Morales 3/16/26 Semiconductor Angel Morales 3/16/26

Elon Musk Says Tesla’s TeraFab Reveal Is Coming Next Week as Chip Supply Pressure Builds

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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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