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DRAM Giants Lock In $38 Billion as Memory Market Power Could Shift by 2029
Semiconductor, Business Angel Morales 8/10/26 Semiconductor, Business Angel Morales 8/10/26

DRAM Giants Lock In $38 Billion as Memory Market Power Could Shift by 2029

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Intel Diamond Rapids Xeon 7 Reportedly Targets 256 P Cores to Match AMD EPYC Venice
Semiconductor, Hardware Angel Morales 8/10/26 Semiconductor, Hardware Angel Morales 8/10/26

Intel Diamond Rapids Xeon 7 Reportedly Targets 256 P Cores to Match AMD EPYC Venice

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Intel Nova Lake 16 Core Desktop CPU Reportedly Reaches 154W PL2 as 12 Xe3P iGPU Gets 40W
Semiconductor, Hardware Angel Morales 8/10/26 Semiconductor, Hardware Angel Morales 8/10/26

Intel Nova Lake 16 Core Desktop CPU Reportedly Reaches 154W PL2 as 12 Xe3P iGPU Gets 40W

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TSMC and NYCU Develop 0.42 nm Interface for Future 2D Transistors
AI, Semiconductor, Hardware Angel Morales 8/10/26 AI, Semiconductor, Hardware Angel Morales 8/10/26

TSMC and NYCU Develop 0.42 nm Interface for Future 2D Transistors

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Tesla Expands TeraFab Hiring Into Memory Engineering as HBM Ambitions Grow
AI, Semiconductor Angel Morales 8/7/26 AI, Semiconductor Angel Morales 8/7/26

Tesla Expands TeraFab Hiring Into Memory Engineering as HBM Ambitions Grow

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Intel Diamond Rapids Xeon 7 Sample Appears With 32 Cores and 240 MB L3 Cache
AI, Semiconductor, Hardware Angel Morales 8/7/26 AI, Semiconductor, Hardware Angel Morales 8/7/26

Intel Diamond Rapids Xeon 7 Sample Appears With 32 Cores and 240 MB L3 Cache

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Samsung and SK hynix Test Chinese Chip Tools as United States Export Risks Grow
Semiconductor, Industry Angel Morales 8/6/26 Semiconductor, Industry Angel Morales 8/6/26

Samsung and SK hynix Test Chinese Chip Tools as United States Export Risks Grow

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CXMT Reportedly Rejects Apple’s Request for Lower DRAM Prices
Semiconductor, Mobile Angel Morales 8/6/26 Semiconductor, Mobile Angel Morales 8/6/26

CXMT Reportedly Rejects Apple’s Request for Lower DRAM Prices

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CXMT DRAM Revenue Surges 716% as China Challenges the Big Three
AI, Hardware, Semiconductor Angel Morales 8/6/26 AI, Hardware, Semiconductor Angel Morales 8/6/26

CXMT DRAM Revenue Surges 716% as China Challenges the Big Three

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HBF Could Store AI Model Weights While HBM Handles Dynamic KV Cache
AI, Hardware, Semiconductor Angel Morales 8/6/26 AI, Hardware, Semiconductor Angel Morales 8/6/26

HBF Could Store AI Model Weights While HBM Handles Dynamic KV Cache

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FCC Reportedly Considers Ban on New Chinese Optical Transceivers
AI, Semiconductor, Hardware Angel Morales 8/5/26 AI, Semiconductor, Hardware Angel Morales 8/5/26

FCC Reportedly Considers Ban on New Chinese Optical Transceivers

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SK hynix and Sandisk Unveil HBF Standard With Up to 3 TB/s Bandwidth
AI, Semiconductor, Hardware Angel Morales 8/5/26 AI, Semiconductor, Hardware Angel Morales 8/5/26

SK hynix and Sandisk Unveil HBF Standard With Up to 3 TB/s Bandwidth

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CXMT Considers Second Beijing DRAM Fab After Record IPO
Semiconductor, Hardware Angel Morales 8/4/26 Semiconductor, Hardware Angel Morales 8/4/26

CXMT Considers Second Beijing DRAM Fab After Record IPO

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Google Could Unlock 252.7 Billion$ by Expanding TPU Access Beyond Cloud
AI, Hardware, Semiconductor Angel Morales 8/4/26 AI, Hardware, Semiconductor Angel Morales 8/4/26

Google Could Unlock 252.7 Billion$ by Expanding TPU Access Beyond Cloud

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Intel Reportedly Adds Overtime Bonuses at Ohio One as EMIB T Nears 2027 Production
Semiconductor Angel Morales 8/4/26 Semiconductor Angel Morales 8/4/26

Intel Reportedly Adds Overtime Bonuses at Ohio One as EMIB T Nears 2027 Production

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CXMT LPDDR6 Reaches 12.8 Gbps as Mass Production Moves Closer
AI, Semiconductor, Hardware Angel Morales 8/3/26 AI, Semiconductor, Hardware Angel Morales 8/3/26

CXMT LPDDR6 Reaches 12.8 Gbps as Mass Production Moves Closer

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Micron Taiwan Union Reportedly Reviews Strike Options Over 200% Bonus Cap
Semiconductor, Hardware Angel Morales 8/3/26 Semiconductor, Hardware Angel Morales 8/3/26

Micron Taiwan Union Reportedly Reviews Strike Options Over 200% Bonus Cap

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DDR5 MRDIMM Reaches 16,000 MT/s as 17,600 MT/s Target Moves Closer
Semiconductor, Hardware Angel Morales 8/3/26 Semiconductor, Hardware Angel Morales 8/3/26

DDR5 MRDIMM Reaches 16,000 MT/s as 17,600 MT/s Target Moves Closer

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Samsung Locks AI Memory Demand Into 5 Year Supply Agreements
Hardware, Semiconductor Angel Morales 7/31/26 Hardware, Semiconductor Angel Morales 7/31/26

Samsung Locks AI Memory Demand Into 5 Year Supply Agreements

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TSMC Reportedly Develops EMIB Like Packaging as CoWoS Capacity Tightens
Semiconductor, AI Angel Morales 7/31/26 Semiconductor, AI Angel Morales 7/31/26

TSMC Reportedly Develops EMIB Like Packaging as CoWoS Capacity Tightens

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