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Former Samsung Engineer Sentenced to 7 Years for Leaking Core DRAM Technology to CXMT
Semiconductor Angel Morales 4/23/26 Semiconductor Angel Morales 4/23/26

Former Samsung Engineer Sentenced to 7 Years for Leaking Core DRAM Technology to CXMT

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GDDR6 Demand Spike Could Add New Pressure to PlayStation 5 and Budget Gaming GPUs
Semiconductor Angel Morales 4/23/26 Semiconductor Angel Morales 4/23/26

GDDR6 Demand Spike Could Add New Pressure to PlayStation 5 and Budget Gaming GPUs

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AMD Taps GlobalFoundries for MI500 Co Packaged Optics as Silicon Photonics Competition With NVIDIA Intensifies
Semiconductor Angel Morales 4/21/26 Semiconductor Angel Morales 4/21/26

AMD Taps GlobalFoundries for MI500 Co Packaged Optics as Silicon Photonics Competition With NVIDIA Intensifies

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SK hynix Begins Mass Production of 192GB SOCAMM2 for NVIDIA Vera Rubin and Next Generation AI Data Centers
Semiconductor, AI, Hardware Angel Morales 4/21/26 Semiconductor, AI, Hardware Angel Morales 4/21/26

SK hynix Begins Mass Production of 192GB SOCAMM2 for NVIDIA Vera Rubin and Next Generation AI Data Centers

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Google Reportedly Eyes a Two Chip TPU Inference Strategy With Marvell to Push Memory Efficiency and Next Generation ASIC Performance
Semiconductor Angel Morales 4/21/26 Semiconductor Angel Morales 4/21/26

Google Reportedly Eyes a Two Chip TPU Inference Strategy With Marvell to Push Memory Efficiency and Next Generation ASIC Performance

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Tesla Splits AI6 and AI6.5 Across Samsung Texas and TSMC Arizona as Its Next 2nm AI Chips Move Onto US Soil
Semiconductor Angel Morales 4/21/26 Semiconductor Angel Morales 4/21/26

Tesla Splits AI6 and AI6.5 Across Samsung Texas and TSMC Arizona as Its Next 2nm AI Chips Move Onto US Soil

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DRAM Makers Are Expanding, but Memory Supply Still May Not Catch Up for Years
Semiconductor, Hardware Angel Morales 4/21/26 Semiconductor, Hardware Angel Morales 4/21/26

DRAM Makers Are Expanding, but Memory Supply Still May Not Catch Up for Years

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Intel’s 14A Foundry Push Is Reportedly Drawing Interest From Major Customers, but the Big Names Are Still Unconfirmed
Semiconductor Angel Morales 4/21/26 Semiconductor Angel Morales 4/21/26

Intel’s 14A Foundry Push Is Reportedly Drawing Interest From Major Customers, but the Big Names Are Still Unconfirmed

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ASML Says Advanced Logic and Memory Chips Will Remain Supply Constrained for the Foreseeable Future
Semiconductor Angel Morales 4/21/26 Semiconductor Angel Morales 4/21/26

ASML Says Advanced Logic and Memory Chips Will Remain Supply Constrained for the Foreseeable Future

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Elon Musk Says Terafab Exists Because TSMC Cannot Meet His Companies’ “Staggeringly Large” Chip Demand
Semiconductor Angel Morales 4/20/26 Semiconductor Angel Morales 4/20/26

Elon Musk Says Terafab Exists Because TSMC Cannot Meet His Companies’ “Staggeringly Large” Chip Demand

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YMTC and CXMT Push Major Expansion Plans as China Ramps Up Memory Output Amid Ongoing DRAM and NAND Supply Pressure
Semiconductor Angel Morales 4/20/26 Semiconductor Angel Morales 4/20/26

YMTC and CXMT Push Major Expansion Plans as China Ramps Up Memory Output Amid Ongoing DRAM and NAND Supply Pressure

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AMD Confirms EPYC Verano Will Bring LPDDR5X SOCAMM2 Memory to AI Rack Scale Systems in 2027
Semiconductor, AI, Hardware Angel Morales 4/17/26 Semiconductor, AI, Hardware Angel Morales 4/17/26

AMD Confirms EPYC Verano Will Bring LPDDR5X SOCAMM2 Memory to AI Rack Scale Systems in 2027

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Intel Reportedly Set to Reveal More on Elon Musk’s TeraFab Role in Coming Weeks as Industry Watches for Foundry Details
Semiconductor Angel Morales 4/17/26 Semiconductor Angel Morales 4/17/26

Intel Reportedly Set to Reveal More on Elon Musk’s TeraFab Role in Coming Weeks as Industry Watches for Foundry Details

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NVIDIA CEO Jensen Huang Says Accelerated Computing Remains the Company’s Core Advantage Beyond AI
AI, Semiconductor, Hardware Angel Morales 4/16/26 AI, Semiconductor, Hardware Angel Morales 4/16/26

NVIDIA CEO Jensen Huang Says Accelerated Computing Remains the Company’s Core Advantage Beyond AI

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TSMC 2nm Pressure and DRAM Shortage Could Push Smartphone Makers Toward Chipset Downgrades in 2026
Semiconductor Angel Morales 4/16/26 Semiconductor Angel Morales 4/16/26

TSMC 2nm Pressure and DRAM Shortage Could Push Smartphone Makers Toward Chipset Downgrades in 2026

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Elon Musk Shares First Images of Tesla AI5 After Tape Out as Tesla Pushes Toward AI6 and Dojo 3
AI, Semiconductor, Hardware Angel Morales 4/16/26 AI, Semiconductor, Hardware Angel Morales 4/16/26

Elon Musk Shares First Images of Tesla AI5 After Tape Out as Tesla Pushes Toward AI6 and Dojo 3

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Amazon Tripled CPU Server Capacity but Cloud Supply Is Still Tight as Agentic AI Pushes a New Infrastructure Crunch
AI, Semiconductor Angel Morales 4/15/26 AI, Semiconductor Angel Morales 4/15/26

Amazon Tripled CPU Server Capacity but Cloud Supply Is Still Tight as Agentic AI Pushes a New Infrastructure Crunch

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TSMC Races to Expand Advanced Packaging Capacity as AI Demand Risks Outrunning Supply
Semiconductor Angel Morales 4/14/26 Semiconductor Angel Morales 4/14/26

TSMC Races to Expand Advanced Packaging Capacity as AI Demand Risks Outrunning Supply

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U.S. Lawmakers Move to Tighten the Choke Point on China’s Chip Industry by Targeting ASML DUV Tools
Semiconductor Angel Morales 4/13/26 Semiconductor Angel Morales 4/13/26

U.S. Lawmakers Move to Tighten the Choke Point on China’s Chip Industry by Targeting ASML DUV Tools

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Samsung’s Memory Surge Is Becoming One of the Defining Profit Stories of the AI Race
Semiconductor, AI, Hardware Angel Morales 4/13/26 Semiconductor, AI, Hardware Angel Morales 4/13/26

Samsung’s Memory Surge Is Becoming One of the Defining Profit Stories of the AI Race

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