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Intel Reportedly Brings On Package Memory Back With Razor Lake AX to Challenge AMD’s Future Halo Class APUs
Semiconductor, Hardware Angel Morales 5/12/26 Semiconductor, Hardware Angel Morales 5/12/26

Intel Reportedly Brings On Package Memory Back With Razor Lake AX to Challenge AMD’s Future Halo Class APUs

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Elon Musk and Tim Cook to Join Trump’s China Visit, While NVIDIA CEO Jensen Huang Is Reportedly Not Attending
Semiconductor, Industry Angel Morales 5/12/26 Semiconductor, Industry Angel Morales 5/12/26

Elon Musk and Tim Cook to Join Trump’s China Visit, While NVIDIA CEO Jensen Huang Is Reportedly Not Attending

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Ajinomoto Reportedly Eyes 30% ABF Film Price Hike as AI Server Demand Keeps Substrate Market Tight Through 2027
Semiconductor Angel Morales 5/12/26 Semiconductor Angel Morales 5/12/26

Ajinomoto Reportedly Eyes 30% ABF Film Price Hike as AI Server Demand Keeps Substrate Market Tight Through 2027

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Loongson Targets DRAM And Android As Its 2027 CPU And GPU Roadmap Shows Modest Ambition
Semiconductor, Hardware Angel Morales 5/12/26 Semiconductor, Hardware Angel Morales 5/12/26

Loongson Targets DRAM And Android As Its 2027 CPU And GPU Roadmap Shows Modest Ambition

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Chinese DDR5 Server Memory Push Expands as SINKER Starts Shipping 64 GB RDIMMs to Data Centers
Semiconductor, Hardware Angel Morales 5/12/26 Semiconductor, Hardware Angel Morales 5/12/26

Chinese DDR5 Server Memory Push Expands as SINKER Starts Shipping 64 GB RDIMMs to Data Centers

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SK hynix Reportedly Evaluates Intel EMIB as CoWoS Capacity Tightens the AI Packaging Market
Semiconductor Angel Morales 5/12/26 Semiconductor Angel Morales 5/12/26

SK hynix Reportedly Evaluates Intel EMIB as CoWoS Capacity Tightens the AI Packaging Market

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Silicon Motion CEO Warns DRAM and SSD Shortages Could Stretch Into 2028 as AI Demand Keeps Tightening Supply
Semiconductor, AI, Hardware Angel Morales 5/11/26 Semiconductor, AI, Hardware Angel Morales 5/11/26

Silicon Motion CEO Warns DRAM and SSD Shortages Could Stretch Into 2028 as AI Demand Keeps Tightening Supply

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SMIC Founder Says Chasing 3nm and 2nm Alone Is a “Misconception” as He Pushes Niche Semiconductor Markets as the Real Breakthrough Path
Semiconductor Angel Morales 5/11/26 Semiconductor Angel Morales 5/11/26

SMIC Founder Says Chasing 3nm and 2nm Alone Is a “Misconception” as He Pushes Niche Semiconductor Markets as the Real Breakthrough Path

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Intel and NVIDIA Tease Deeper Collaboration as Lip Bu Tan Congratulates Jensen Huang at Carnegie Mellon Ceremony
Semiconductor, Hardware, AI Angel Morales 5/11/26 Semiconductor, Hardware, AI Angel Morales 5/11/26

Intel and NVIDIA Tease Deeper Collaboration as Lip Bu Tan Congratulates Jensen Huang at Carnegie Mellon Ceremony

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SK hynix Faces Wave of Customer Cash Offers as AI Memory Demand Leaves Available Capacity Near Zero
Semiconductor Angel Morales 5/10/26 Semiconductor Angel Morales 5/10/26

SK hynix Faces Wave of Customer Cash Offers as AI Memory Demand Leaves Available Capacity Near Zero

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Samsung Memory Workers Reject 10% Bonus Offer as Strike Risk Builds Around a High Stakes AI Chip Battle
Semiconductor Angel Morales 5/10/26 Semiconductor Angel Morales 5/10/26

Samsung Memory Workers Reject 10% Bonus Offer as Strike Risk Builds Around a High Stakes AI Chip Battle

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Intel’s Real Comeback Test Starts Now as Lip Bu Tan Shifts From Momentum to Execution
AI, Semiconductor Angel Morales 5/10/26 AI, Semiconductor Angel Morales 5/10/26

Intel’s Real Comeback Test Starts Now as Lip Bu Tan Shifts From Momentum to Execution

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Samsung Explores a NAND Style Route for Future DRAM While SK hynix Pushes 4F² Vertical Gate Design in the Race for AI Memory Leadership
Semiconductor Angel Morales 5/9/26 Semiconductor Angel Morales 5/9/26

Samsung Explores a NAND Style Route for Future DRAM While SK hynix Pushes 4F² Vertical Gate Design in the Race for AI Memory Leadership

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AMD Reportedly Eyes Samsung 2nm as Backup Supply Path While TSMC Keeps the Lead for Venice
Semiconductor, AI, Hardware Angel Morales 5/8/26 Semiconductor, AI, Hardware Angel Morales 5/8/26

AMD Reportedly Eyes Samsung 2nm as Backup Supply Path While TSMC Keeps the Lead for Venice

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Arm Sees Agentic AI Demand Surge as AGI CPU Customer Orders Top 2 Billion Dollars by Fiscal 2028
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

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NVIDIA and Corning Expand US Optical Manufacturing for AI With 10x Capacity Target and 3,000 New Jobs
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

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PCI-SIG Pushes PCIe 8.0 Toward 1 TB/s by 2028, Targeting the Bandwidth Wall Facing AI and Data Center Infrastructure
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

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Samsung’s Exynos 2800 Rumor Points to a Much Bigger GPU Ambition, but the Path Tracing Claim Needs Caution
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

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Lisa Su Says Agentic AI Is Adding to GPU Demand, Not Replacing It, as AMD Sees Server CPU Growth Accelerate
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

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AMD Starts Sampling MI450 GPUs as Lisa Su Says Biggest AI Deployments Are Now Landing on the Inference Side
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

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