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TSMC Reportedly Plans Up to 10% Wafer Price Increase for 2027
Semiconductor, Industry Angel Morales 7/22/26 Semiconductor, Industry Angel Morales 7/22/26

TSMC Reportedly Plans Up to 10% Wafer Price Increase for 2027

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TSMC Says US Fab Construction Costs 4 to 5 Times More as Arizona Investment Reaches $265 Billion
Semiconductor Angel Morales 7/21/26 Semiconductor Angel Morales 7/21/26

TSMC Says US Fab Construction Costs 4 to 5 Times More as Arizona Investment Reaches $265 Billion

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Samsung Reportedly Starts V10 NAND Supply for NVIDIA CMX
AI, Hardware, Semiconductor Angel Morales 7/21/26 AI, Hardware, Semiconductor Angel Morales 7/21/26

Samsung Reportedly Starts V10 NAND Supply for NVIDIA CMX

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Taiwan Proposes On Site Power and Storage Rules for TSMC and Other Major Electricity Users
Semiconductor Angel Morales 7/21/26 Semiconductor Angel Morales 7/21/26

Taiwan Proposes On Site Power and Storage Rules for TSMC and Other Major Electricity Users

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CXMT Supply Chain Prepares Major Manufacturing Shift Ahead of DDR6 Race
Semiconductor, Hardware Angel Morales 7/21/26 Semiconductor, Hardware Angel Morales 7/21/26

CXMT Supply Chain Prepares Major Manufacturing Shift Ahead of DDR6 Race

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81.5% of Surveyed Samsung Foundry Workers Consider Leaving Amid Major Bonus Gap
Semiconductor, Industry Angel Morales 7/20/26 Semiconductor, Industry Angel Morales 7/20/26

81.5% of Surveyed Samsung Foundry Workers Consider Leaving Amid Major Bonus Gap

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TSMC Says A14 Development Is on Track as Risk Production Begins in 2027
Semiconductor, Industry Angel Morales 7/20/26 Semiconductor, Industry Angel Morales 7/20/26

TSMC Says A14 Development Is on Track as Risk Production Begins in 2027

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PC Giants Reportedly Lock In CXMT DRAM Supply as Orders Stretch Through 2027
Semiconductor, Hardware Angel Morales 7/20/26 Semiconductor, Hardware Angel Morales 7/20/26

PC Giants Reportedly Lock In CXMT DRAM Supply as Orders Stretch Through 2027

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CXMT Secures $8.6 Billion IPO as China’s DRAM Expansion Challenges the Big Three
Semiconductor, Industry Angel Morales 7/20/26 Semiconductor, Industry Angel Morales 7/20/26

CXMT Secures $8.6 Billion IPO as China’s DRAM Expansion Challenges the Big Three

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TSMC CEO Says Choosing a Chip Foundry Is Not Like Buying Milk From 7 Eleven
Semiconductor, Industry Angel Morales 7/20/26 Semiconductor, Industry Angel Morales 7/20/26

TSMC CEO Says Choosing a Chip Foundry Is Not Like Buying Milk From 7 Eleven

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TSMC Raises US Investment to $265 Billion With Four More Arizona Facilities
AI, Semiconductor, Industry Angel Morales 7/17/26 AI, Semiconductor, Industry Angel Morales 7/17/26

TSMC Raises US Investment to $265 Billion With Four More Arizona Facilities

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Hydrofluoric Acid and Isopropanol Prices Rise as AI Chip Demand Tightens Supply
Semiconductor, Industry Angel Morales 7/16/26 Semiconductor, Industry Angel Morales 7/16/26

Hydrofluoric Acid and Isopropanol Prices Rise as AI Chip Demand Tightens Supply

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ITRI Removes Wei Jen Lo From Website as TSMC Intel Trade Secret Case Deepens
Semiconductor, Industry Angel Morales 7/16/26 Semiconductor, Industry Angel Morales 7/16/26

ITRI Removes Wei Jen Lo From Website as TSMC Intel Trade Secret Case Deepens

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China Develops First 3.5D Infinity Chiplet and 3D DRAM AI Architecture to Reduce HBM Dependence
AI, Semiconductor Angel Morales 7/16/26 AI, Semiconductor Angel Morales 7/16/26

China Develops First 3.5D Infinity Chiplet and 3D DRAM AI Architecture to Reduce HBM Dependence

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ASML High NA EUV Enters Volume Production With Intel Panther Lake
Hardware, Semiconductor Angel Morales 7/16/26 Hardware, Semiconductor Angel Morales 7/16/26

ASML High NA EUV Enters Volume Production With Intel Panther Lake

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Intel Foundry Reportedly Secures Major AMD, NVIDIA and OpenAI Design Wins
Semiconductor Angel Morales 7/15/26 Semiconductor Angel Morales 7/15/26

Intel Foundry Reportedly Secures Major AMD, NVIDIA and OpenAI Design Wins

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NVIDIA Halves Asian Buyer List to Block AI Chip Diversion Into China
Semiconductor, Hardware Angel Morales 7/15/26 Semiconductor, Hardware Angel Morales 7/15/26

NVIDIA Halves Asian Buyer List to Block AI Chip Diversion Into China

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SK hynix Considers Korean Government Bonds as HBM Price Growth Begins to Moderate
Semiconductor, Hardware Angel Morales 7/14/26 Semiconductor, Hardware Angel Morales 7/14/26

SK hynix Considers Korean Government Bonds as HBM Price Growth Begins to Moderate

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FuriosaAI Plans to Double RNGD Production as 2nm Stork Targets NVIDIA’s Inference Dominance
AI, Semiconductor, Hardware Angel Morales 7/14/26 AI, Semiconductor, Hardware Angel Morales 7/14/26

FuriosaAI Plans to Double RNGD Production as 2nm Stork Targets NVIDIA’s Inference Dominance

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Samsung Reportedly Secures Tesla AI5 Production on 2nm at Taylor Fab
Semiconductor, AI Angel Morales 7/14/26 Semiconductor, AI Angel Morales 7/14/26

Samsung Reportedly Secures Tesla AI5 Production on 2nm at Taylor Fab

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