Semiconductor, Industry Angel Morales 9/10/26 Semiconductor, Industry Angel Morales 9/10/26 SMIC Revenue Jumps 20% as China Narrows the Foundry Gap With Samsung Read More Semiconductor, Industry Angel Morales 9/10/26 Semiconductor, Industry Angel Morales 9/10/26 Samsung and SK hynix Memory Inventories Reportedly Fall Below 10 Days as AI Demand Tightens Supply Read More Semiconductor, Industry Angel Morales 9/10/26 Semiconductor, Industry Angel Morales 9/10/26 CXMT HBM3 Yield Stalls Near 25% as TSV and Stacking Issues Cut Final Output Read More Semiconductor Angel Morales 9/9/26 Semiconductor Angel Morales 9/9/26 Intel Processes 1 Million High NA EUV Wafers as Early Adoption Pulls Ahead of TSMC and Samsung Read More Semiconductor, Hardware Angel Morales 9/9/26 Semiconductor, Hardware Angel Morales 9/9/26 NVIDIA RTX 5070 Could Gain Larger GB203 Die Without a Performance Upgrade Read More Semiconductor, Hardware Angel Morales 9/9/26 Semiconductor, Hardware Angel Morales 9/9/26 Intel CPU Prices Could Rise Another 10% in October as Profitability Takes Priority Read More Semiconductor, Business Angel Morales 9/9/26 Semiconductor, Business Angel Morales 9/9/26 CXMT and YMTC Reportedly Stockpile Enough ASML DUV Systems for 3 Years of Expansion Read More Semiconductor, Hardware Angel Morales 9/8/26 Semiconductor, Hardware Angel Morales 9/8/26 Samsung 4 nm Lines Reach Full Utilization as HBM4 Takes Up to 60% of Capacity Read More Semiconductor Angel Morales 9/7/26 Semiconductor Angel Morales 9/7/26 NAURA Demonstrates 64 Layer 3D DRAM Etch Process as China Pushes Beyond EUV Limits Read More Semiconductor, Industry Angel Morales 9/5/26 Semiconductor, Industry Angel Morales 9/5/26 ZEISS Says China May Be 15 Years Behind EUV as Sanctions Risk Accelerating Its Catch Up Read More Semiconductor, Industry Angel Morales 9/3/26 Semiconductor, Industry Angel Morales 9/3/26 UBS Says China Remains Around 10 Years Behind ASML in EUV Lithography Read More Semiconductor, Hardware Angel Morales 9/2/26 Semiconductor, Hardware Angel Morales 9/2/26 Intel Says 14A Defect Reduction Is Fastest Since 22 nm as Foundry Push Intensifies Read More AI, Hardware, Semiconductor Angel Morales 9/2/26 AI, Hardware, Semiconductor Angel Morales 9/2/26 Anthropic Launches Claude Fable 5.1 as Samsung Expands Claude Code Into Chip Design Read More Semiconductor, Hardware Angel Morales 9/2/26 Semiconductor, Hardware Angel Morales 9/2/26 AMD Says Hybrid Bonded 3D DRAM Could Be 17x More Energy Efficient Than HBM Read More Semiconductor, Business Angel Morales 9/2/26 Semiconductor, Business Angel Morales 9/2/26 Micron Taiwan Workers Move Closer to Strike as 80% Back Action Over Bonuses Read More AI, Semiconductor, Hardware Angel Morales 9/1/26 AI, Semiconductor, Hardware Angel Morales 9/1/26 NVIDIA NVHBM Could Reshape HBM Economics as Base Die Costs Rise Read More Semiconductor, Industry Angel Morales 8/31/26 Semiconductor, Industry Angel Morales 8/31/26 TSMC Q2 Employee Bonuses Surge More Than 50% as AI Talent Competition Intensifies Read More Semiconductor, Hardware Angel Morales 8/31/26 Semiconductor, Hardware Angel Morales 8/31/26 Korean DRAM Export Value Jumps 401% as AI Memory Shortage Pushes Prices to Extreme Levels Read More Hardware, Semiconductor Angel Morales 8/28/26 Hardware, Semiconductor Angel Morales 8/28/26 CXMT Pushes Hafnium Based DRAM Technology as 1a Node Ambitions Accelerate Read More AI, Semiconductor, Hardware Angel Morales 8/27/26 AI, Semiconductor, Hardware Angel Morales 8/27/26 Fujitsu MONAKA Stacks 2 nm CPU Cores Over 5 nm SRAM as MONAKA X Targets 1.4 nm in 2029 Read More Newer Posts Older Posts
Semiconductor, Industry Angel Morales 9/10/26 Semiconductor, Industry Angel Morales 9/10/26 SMIC Revenue Jumps 20% as China Narrows the Foundry Gap With Samsung Read More
Semiconductor, Industry Angel Morales 9/10/26 Semiconductor, Industry Angel Morales 9/10/26 Samsung and SK hynix Memory Inventories Reportedly Fall Below 10 Days as AI Demand Tightens Supply Read More
Semiconductor, Industry Angel Morales 9/10/26 Semiconductor, Industry Angel Morales 9/10/26 CXMT HBM3 Yield Stalls Near 25% as TSV and Stacking Issues Cut Final Output Read More
Semiconductor Angel Morales 9/9/26 Semiconductor Angel Morales 9/9/26 Intel Processes 1 Million High NA EUV Wafers as Early Adoption Pulls Ahead of TSMC and Samsung Read More
Semiconductor, Hardware Angel Morales 9/9/26 Semiconductor, Hardware Angel Morales 9/9/26 NVIDIA RTX 5070 Could Gain Larger GB203 Die Without a Performance Upgrade Read More
Semiconductor, Hardware Angel Morales 9/9/26 Semiconductor, Hardware Angel Morales 9/9/26 Intel CPU Prices Could Rise Another 10% in October as Profitability Takes Priority Read More
Semiconductor, Business Angel Morales 9/9/26 Semiconductor, Business Angel Morales 9/9/26 CXMT and YMTC Reportedly Stockpile Enough ASML DUV Systems for 3 Years of Expansion Read More
Semiconductor, Hardware Angel Morales 9/8/26 Semiconductor, Hardware Angel Morales 9/8/26 Samsung 4 nm Lines Reach Full Utilization as HBM4 Takes Up to 60% of Capacity Read More
Semiconductor Angel Morales 9/7/26 Semiconductor Angel Morales 9/7/26 NAURA Demonstrates 64 Layer 3D DRAM Etch Process as China Pushes Beyond EUV Limits Read More
Semiconductor, Industry Angel Morales 9/5/26 Semiconductor, Industry Angel Morales 9/5/26 ZEISS Says China May Be 15 Years Behind EUV as Sanctions Risk Accelerating Its Catch Up Read More
Semiconductor, Industry Angel Morales 9/3/26 Semiconductor, Industry Angel Morales 9/3/26 UBS Says China Remains Around 10 Years Behind ASML in EUV Lithography Read More
Semiconductor, Hardware Angel Morales 9/2/26 Semiconductor, Hardware Angel Morales 9/2/26 Intel Says 14A Defect Reduction Is Fastest Since 22 nm as Foundry Push Intensifies Read More
AI, Hardware, Semiconductor Angel Morales 9/2/26 AI, Hardware, Semiconductor Angel Morales 9/2/26 Anthropic Launches Claude Fable 5.1 as Samsung Expands Claude Code Into Chip Design Read More
Semiconductor, Hardware Angel Morales 9/2/26 Semiconductor, Hardware Angel Morales 9/2/26 AMD Says Hybrid Bonded 3D DRAM Could Be 17x More Energy Efficient Than HBM Read More
Semiconductor, Business Angel Morales 9/2/26 Semiconductor, Business Angel Morales 9/2/26 Micron Taiwan Workers Move Closer to Strike as 80% Back Action Over Bonuses Read More
AI, Semiconductor, Hardware Angel Morales 9/1/26 AI, Semiconductor, Hardware Angel Morales 9/1/26 NVIDIA NVHBM Could Reshape HBM Economics as Base Die Costs Rise Read More
Semiconductor, Industry Angel Morales 8/31/26 Semiconductor, Industry Angel Morales 8/31/26 TSMC Q2 Employee Bonuses Surge More Than 50% as AI Talent Competition Intensifies Read More
Semiconductor, Hardware Angel Morales 8/31/26 Semiconductor, Hardware Angel Morales 8/31/26 Korean DRAM Export Value Jumps 401% as AI Memory Shortage Pushes Prices to Extreme Levels Read More
Hardware, Semiconductor Angel Morales 8/28/26 Hardware, Semiconductor Angel Morales 8/28/26 CXMT Pushes Hafnium Based DRAM Technology as 1a Node Ambitions Accelerate Read More
AI, Semiconductor, Hardware Angel Morales 8/27/26 AI, Semiconductor, Hardware Angel Morales 8/27/26 Fujitsu MONAKA Stacks 2 nm CPU Cores Over 5 nm SRAM as MONAKA X Targets 1.4 nm in 2029 Read More
