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Intel’s ZAM Memory Gets Major Support From Japan as a Potential Low Power HBM Alternative
Semiconductor Angel Morales 4/27/26 Semiconductor Angel Morales 4/27/26

Intel’s ZAM Memory Gets Major Support From Japan as a Potential Low Power HBM Alternative

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Samsung Faces Major Labor Pressure After Union Rally Reportedly Disrupts Foundry and Memory Output
Mobile, Semiconductor Angel Morales 4/27/26 Mobile, Semiconductor Angel Morales 4/27/26

Samsung Faces Major Labor Pressure After Union Rally Reportedly Disrupts Foundry and Memory Output

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Tesla’s 14A Win Gives Intel Foundry a Major Confidence Boost as 18AP and 14A Customer Engagements Expand
Semiconductor Angel Morales 4/27/26 Semiconductor Angel Morales 4/27/26

Tesla’s 14A Win Gives Intel Foundry a Major Confidence Boost as 18AP and 14A Customer Engagements Expand

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Google TurboQuant Will Not Solve the AI Memory Crunch as Rising Efficiency Keeps Expanding Overall Demand
Semiconductor, Hardware Angel Morales 4/24/26 Semiconductor, Hardware Angel Morales 4/24/26

Google TurboQuant Will Not Solve the AI Memory Crunch as Rising Efficiency Keeps Expanding Overall Demand

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Rambus Quietly Builds a Core Piece of the AI Server Memory Shift as SOCAMM2 Gains Momentum
Semiconductor, AI, Hardware Angel Morales 4/24/26 Semiconductor, AI, Hardware Angel Morales 4/24/26

Rambus Quietly Builds a Core Piece of the AI Server Memory Shift as SOCAMM2 Gains Momentum

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TSMC Previews A13 and A12 for 2029 While Extending Current EUV Further Instead of Moving to High NA
Semiconductor, AI, Hardware Angel Morales 4/24/26 Semiconductor, AI, Hardware Angel Morales 4/24/26

TSMC Previews A13 and A12 for 2029 While Extending Current EUV Further Instead of Moving to High NA

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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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