Semiconductor, Hardware, AI Angel Morales 5/8/26 Semiconductor, Hardware, AI Angel Morales 5/8/26 Arm Sees Agentic AI Demand Surge as AGI CPU Customer Orders Top 2 Billion Dollars by Fiscal 2028 Read More AI, Semiconductor, Hardware Angel Morales 5/8/26 AI, Semiconductor, Hardware Angel Morales 5/8/26 NVIDIA and Corning Expand US Optical Manufacturing for AI With 10x Capacity Target and 3,000 New Jobs Read More Semiconductor, Hardware, Technology Angel Morales 5/7/26 Semiconductor, Hardware, Technology Angel Morales 5/7/26 PCI-SIG Pushes PCIe 8.0 Toward 1 TB/s by 2028, Targeting the Bandwidth Wall Facing AI and Data Center Infrastructure Read More Semiconductor, Hardware Angel Morales 5/7/26 Semiconductor, Hardware Angel Morales 5/7/26 Samsung’s Exynos 2800 Rumor Points to a Much Bigger GPU Ambition, but the Path Tracing Claim Needs Caution Read More AI, Hardware, Semiconductor Angel Morales 5/7/26 AI, Hardware, Semiconductor Angel Morales 5/7/26 Lisa Su Says Agentic AI Is Adding to GPU Demand, Not Replacing It, as AMD Sees Server CPU Growth Accelerate Read More AI, Semiconductor, Hardware Angel Morales 5/7/26 AI, Semiconductor, Hardware Angel Morales 5/7/26 AMD Starts Sampling MI450 GPUs as Lisa Su Says Biggest AI Deployments Are Now Landing on the Inference Side Read More 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 Newer Posts Older Posts
Semiconductor, Hardware, AI Angel Morales 5/8/26 Semiconductor, Hardware, AI Angel Morales 5/8/26 Arm Sees Agentic AI Demand Surge as AGI CPU Customer Orders Top 2 Billion Dollars by Fiscal 2028 Read More
AI, Semiconductor, Hardware Angel Morales 5/8/26 AI, Semiconductor, Hardware Angel Morales 5/8/26 NVIDIA and Corning Expand US Optical Manufacturing for AI With 10x Capacity Target and 3,000 New Jobs Read More
Semiconductor, Hardware, Technology Angel Morales 5/7/26 Semiconductor, Hardware, Technology Angel Morales 5/7/26 PCI-SIG Pushes PCIe 8.0 Toward 1 TB/s by 2028, Targeting the Bandwidth Wall Facing AI and Data Center Infrastructure Read More
Semiconductor, Hardware Angel Morales 5/7/26 Semiconductor, Hardware Angel Morales 5/7/26 Samsung’s Exynos 2800 Rumor Points to a Much Bigger GPU Ambition, but the Path Tracing Claim Needs Caution Read More
AI, Hardware, Semiconductor Angel Morales 5/7/26 AI, Hardware, Semiconductor Angel Morales 5/7/26 Lisa Su Says Agentic AI Is Adding to GPU Demand, Not Replacing It, as AMD Sees Server CPU Growth Accelerate Read More
AI, Semiconductor, Hardware Angel Morales 5/7/26 AI, Semiconductor, Hardware Angel Morales 5/7/26 AMD Starts Sampling MI450 GPUs as Lisa Su Says Biggest AI Deployments Are Now Landing on the Inference Side Read More
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
