Hardware, AI, Semiconductor Angel Morales 5/7/26 Hardware, AI, Semiconductor Angel Morales 5/7/26 AMD Raises Server CPU Outlook to 120 Billion Dollars as Lisa Su Says EPYC Verano Is Built Specifically for AI Infrastructure Read More Semiconductor Angel Morales 5/6/26 Semiconductor Angel Morales 5/6/26 Intel Reportedly Places Major Taiwan Equipment Orders to Expand EMIB Capacity as Advanced Packaging Becomes a Bigger AI Battleground Read More Semiconductor Angel Morales 5/6/26 Semiconductor Angel Morales 5/6/26 Samsung’s 2nm Access Opens Doors, But DigiTimes Says Most Customers Still Treat It as TSMC Backup Read More Semiconductor Angel Morales 5/6/26 Semiconductor Angel Morales 5/6/26 Intel’s EMIB T Yield Progress Could Decide Google’s Next TPU Packaging Bet, Analyst Says Read More Semiconductor Angel Morales 5/5/26 Semiconductor Angel Morales 5/5/26 Mobile DRAM Prices Could Nearly Double Again in Q2 2026 as Long Term Deals Lock In LPDDR at Up to 21 Dollars Per GB Read More Semiconductor Angel Morales 5/5/26 Semiconductor Angel Morales 5/5/26 NVIDIA Reportedly Pulls Co Packaged Optics Forward to 2028 With Feynman, Accelerating a Key AI Interconnect Shift Read More Semiconductor Angel Morales 5/5/26 Semiconductor Angel Morales 5/5/26 Intel and SoftBank’s ZAM Memory Targets the High Bandwidth AI Market With Bandwidth That Could Reach More Than Double HBM4 Read More Semiconductor Angel Morales 5/5/26 Semiconductor Angel Morales 5/5/26 Sub 1nm Logic Roadmap Points to 2034 Debut, With 2D FET Era Targeted for 2043 to 2046 Read More Semiconductor Angel Morales 5/5/26 Semiconductor Angel Morales 5/5/26 TSMC A16 Targets Up to 10% More Speed or 20% Lower Power Than N2P as Super Power Rail Moves Toward Q4 2026 Production Read More Semiconductor Angel Morales 5/5/26 Semiconductor Angel Morales 5/5/26 Intel and AMD Push APX Forward as x86’s Next Big Performance Upgrade Without Major Area or Power Penalties Read More Semiconductor, Hardware Angel Morales 5/4/26 Semiconductor, Hardware Angel Morales 5/4/26 Memory Prices May Not Fall Even as Supply Pressure Eases, Korean Research Note Warns Hyperscalers Are Locking In for the Long Haul Read More Semiconductor Angel Morales 5/4/26 Semiconductor Angel Morales 5/4/26 Samsung Officially Discontinues LPDDR4 and LPDDR4X as Chip Profits Surge and 2027 Memory Shortages Loom Larger Read More Semiconductor Angel Morales 5/4/26 Semiconductor Angel Morales 5/4/26 Intel Previews 18A-P as a Stronger Foundry Pitch With More Than 9% Higher Performance or More Than 18% Lower Power Than 18A Read More Semiconductor Angel Morales 5/4/26 Semiconductor Angel Morales 5/4/26 Intel EMIB Draws Fresh Attention as Analyst Cites 90% Yield and Intel Maps EMIB T Beyond 12x Reticle by 2028 Read More AI, Hardware, Semiconductor Angel Morales 5/4/26 AI, Hardware, Semiconductor Angel Morales 5/4/26 AMD and Intel Push ACE as the New Standard Matrix Acceleration Path for x86 AI Workloads Read More Semiconductor Angel Morales 5/4/26 Semiconductor Angel Morales 5/4/26 Samsung Reportedly Passes 80% Yield on 4nm as Groq, IBM, and Baidu Orders Strengthen Foundry Recovery Read More Hardware, Semiconductor Angel Morales 5/4/26 Hardware, Semiconductor Angel Morales 5/4/26 AI Memory Boom Sends Profits Soaring for ADATA and Other Memory Makers as Tight Supply Becomes the New Normal Read More Semiconductor Angel Morales 5/4/26 Semiconductor Angel Morales 5/4/26 TSMC 2nm Output Reportedly Set To Outpace 3nm By 45% As AI Demand Forces A Faster Ramp Read More Semiconductor, Hardware Angel Morales 4/30/26 Semiconductor, Hardware Angel Morales 4/30/26 Apple and Google Reportedly Eye Intel Foundry 18A P and EMIB as Intel’s Next Gen Node Push Gains Momentum Read More Semiconductor, Mobile, Gaming Angel Morales 4/30/26 Semiconductor, Mobile, Gaming Angel Morales 4/30/26 Samsung Pushes ENSS and NFG on Exynos 2600, But Better Mobile Game Support Still Looks Like the Missing Piece Read More Newer Posts Older Posts
Hardware, AI, Semiconductor Angel Morales 5/7/26 Hardware, AI, Semiconductor Angel Morales 5/7/26 AMD Raises Server CPU Outlook to 120 Billion Dollars as Lisa Su Says EPYC Verano Is Built Specifically for AI Infrastructure Read More
Semiconductor Angel Morales 5/6/26 Semiconductor Angel Morales 5/6/26 Intel Reportedly Places Major Taiwan Equipment Orders to Expand EMIB Capacity as Advanced Packaging Becomes a Bigger AI Battleground Read More
Semiconductor Angel Morales 5/6/26 Semiconductor Angel Morales 5/6/26 Samsung’s 2nm Access Opens Doors, But DigiTimes Says Most Customers Still Treat It as TSMC Backup Read More
Semiconductor Angel Morales 5/6/26 Semiconductor Angel Morales 5/6/26 Intel’s EMIB T Yield Progress Could Decide Google’s Next TPU Packaging Bet, Analyst Says Read More
Semiconductor Angel Morales 5/5/26 Semiconductor Angel Morales 5/5/26 Mobile DRAM Prices Could Nearly Double Again in Q2 2026 as Long Term Deals Lock In LPDDR at Up to 21 Dollars Per GB Read More
Semiconductor Angel Morales 5/5/26 Semiconductor Angel Morales 5/5/26 NVIDIA Reportedly Pulls Co Packaged Optics Forward to 2028 With Feynman, Accelerating a Key AI Interconnect Shift Read More
Semiconductor Angel Morales 5/5/26 Semiconductor Angel Morales 5/5/26 Intel and SoftBank’s ZAM Memory Targets the High Bandwidth AI Market With Bandwidth That Could Reach More Than Double HBM4 Read More
Semiconductor Angel Morales 5/5/26 Semiconductor Angel Morales 5/5/26 Sub 1nm Logic Roadmap Points to 2034 Debut, With 2D FET Era Targeted for 2043 to 2046 Read More
Semiconductor Angel Morales 5/5/26 Semiconductor Angel Morales 5/5/26 TSMC A16 Targets Up to 10% More Speed or 20% Lower Power Than N2P as Super Power Rail Moves Toward Q4 2026 Production Read More
Semiconductor Angel Morales 5/5/26 Semiconductor Angel Morales 5/5/26 Intel and AMD Push APX Forward as x86’s Next Big Performance Upgrade Without Major Area or Power Penalties Read More
Semiconductor, Hardware Angel Morales 5/4/26 Semiconductor, Hardware Angel Morales 5/4/26 Memory Prices May Not Fall Even as Supply Pressure Eases, Korean Research Note Warns Hyperscalers Are Locking In for the Long Haul Read More
Semiconductor Angel Morales 5/4/26 Semiconductor Angel Morales 5/4/26 Samsung Officially Discontinues LPDDR4 and LPDDR4X as Chip Profits Surge and 2027 Memory Shortages Loom Larger Read More
Semiconductor Angel Morales 5/4/26 Semiconductor Angel Morales 5/4/26 Intel Previews 18A-P as a Stronger Foundry Pitch With More Than 9% Higher Performance or More Than 18% Lower Power Than 18A Read More
Semiconductor Angel Morales 5/4/26 Semiconductor Angel Morales 5/4/26 Intel EMIB Draws Fresh Attention as Analyst Cites 90% Yield and Intel Maps EMIB T Beyond 12x Reticle by 2028 Read More
AI, Hardware, Semiconductor Angel Morales 5/4/26 AI, Hardware, Semiconductor Angel Morales 5/4/26 AMD and Intel Push ACE as the New Standard Matrix Acceleration Path for x86 AI Workloads Read More
Semiconductor Angel Morales 5/4/26 Semiconductor Angel Morales 5/4/26 Samsung Reportedly Passes 80% Yield on 4nm as Groq, IBM, and Baidu Orders Strengthen Foundry Recovery Read More
Hardware, Semiconductor Angel Morales 5/4/26 Hardware, Semiconductor Angel Morales 5/4/26 AI Memory Boom Sends Profits Soaring for ADATA and Other Memory Makers as Tight Supply Becomes the New Normal Read More
Semiconductor Angel Morales 5/4/26 Semiconductor Angel Morales 5/4/26 TSMC 2nm Output Reportedly Set To Outpace 3nm By 45% As AI Demand Forces A Faster Ramp Read More
Semiconductor, Hardware Angel Morales 4/30/26 Semiconductor, Hardware Angel Morales 4/30/26 Apple and Google Reportedly Eye Intel Foundry 18A P and EMIB as Intel’s Next Gen Node Push Gains Momentum Read More
Semiconductor, Mobile, Gaming Angel Morales 4/30/26 Semiconductor, Mobile, Gaming Angel Morales 4/30/26 Samsung Pushes ENSS and NFG on Exynos 2600, But Better Mobile Game Support Still Looks Like the Missing Piece Read More
