Semiconductor, Hardware Angel Morales 4/27/26 Semiconductor, Hardware Angel Morales 4/27/26 Intel Xe GPU Roadmap Points to Xe3P in 2026, Xe4 in 2027, and Xe Next in 2028 Read More AI, Hardware, Semiconductor Angel Morales 4/27/26 AI, Hardware, Semiconductor Angel Morales 4/27/26 Qualcomm’s Rumored Datacenter CPU Arrives at the Perfect Moment as Agentic AI Pushes CPU Demand Back Into Focus Read More Semiconductor, AI, Hardware Angel Morales 4/27/26 Semiconductor, AI, Hardware Angel Morales 4/27/26 Meta Adds Tens of Millions of AWS Graviton Cores as Agentic AI Becomes a Major CPU Story Read More Semiconductor, Hardware Angel Morales 4/27/26 Semiconductor, Hardware Angel Morales 4/27/26 Intel Just Had One Of Its Biggest Earnings Calls Ever, And The Market Finally Noticed Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More 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 Read More Newer Posts Older Posts
Semiconductor, Hardware Angel Morales 4/27/26 Semiconductor, Hardware Angel Morales 4/27/26 Intel Xe GPU Roadmap Points to Xe3P in 2026, Xe4 in 2027, and Xe Next in 2028 Read More
AI, Hardware, Semiconductor Angel Morales 4/27/26 AI, Hardware, Semiconductor Angel Morales 4/27/26 Qualcomm’s Rumored Datacenter CPU Arrives at the Perfect Moment as Agentic AI Pushes CPU Demand Back Into Focus Read More
Semiconductor, AI, Hardware Angel Morales 4/27/26 Semiconductor, AI, Hardware Angel Morales 4/27/26 Meta Adds Tens of Millions of AWS Graviton Cores as Agentic AI Becomes a Major CPU Story Read More
Semiconductor, Hardware Angel Morales 4/27/26 Semiconductor, Hardware Angel Morales 4/27/26 Intel Just Had One Of Its Biggest Earnings Calls Ever, And The Market Finally Noticed Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More