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2026-10-10
The AI Packaging Opportunity Extends Beyond TSMC - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
0.8
drrobertcastellano.substack.com 2026-10-10
2026-10-05
SNIA SDC 2026: Everspin Demonstrated World’s First CXL-Connected MRAM - StorageNewsletter
0.95
www.storagenewsletter.com 2026-10-05
2026-10-02
Nvidia’s $96 Billion Quarter Has a Hidden Partner: KLA - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
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drrobertcastellano.substack.com 2026-10-02
2026-09-29
Winbond to Acquire 100% Equity Interest in Infineon’s NOR Flash and F-RAM Business - StorageNewsletter
0.88
www.storagenewsletter.com 2026-09-29
2026-09-29
Nvidia Could Use Less HBM Per GPU—and Buy More Overall - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
0.95
drrobertcastellano.substack.com 2026-09-29
2026-09-18
Engrams Embedding Entendre: Codesign for Efficient DRAM/SSD Offloading - newsletter.semianalysis.com
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newsletter.semianalysis.com 2026-09-18
2026-09-18
Data Centers Set to Drive a $1.5 Trillion Semiconductor Market by 2031 - storagenewsletter.com
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www.storagenewsletter.com 2026-09-18
Driven by the rapid advancement of artificial intelligence, data centers are becoming the core growth engine for the semiconductor market. According to Yole Group’s latest report, 'Data Center Semiconductor Trends 2026,' the global data center semiconductor market more than doubled in 2026 and is pr
Data Center SemiconductorsArtificial IntelligenceAI ChipsGPUASICHBM MemoryAdvanced PackagingOptical Interconnects
2026-09-17
Why "The Lithography Market for Advanced Packaging" Is Not One Number - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
0.91
drrobertcastellano.substack.com 2026-09-17
2026-09-10
The Semiconductor Equipment Boom Shifts From China to Korea and Taiwan - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
0.95
drrobertcastellano.substack.com 2026-09-10
2026-09-06
Nvidia’s Huang Is Talking Out of Both Sides of His Mouth - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
0.88
drrobertcastellano.substack.com 2026-09-06
2026-08-31
KLA, Camtek, and Nova: Three Ways to Invest in Rising Process-Control Intensity - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
0.92
drrobertcastellano.substack.com 2026-08-31
2026-08-30
Nvidia Added Twice AMD’s Data-Center Revenue in One Quarter - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
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drrobertcastellano.substack.com 2026-08-30
In Q3 2026, NVIDIA reported $89 billion in data center revenue, up 117% year-over-year and $13.8 billion sequentially, significantly outpacing AMD’s $6.718 billion. Despite this, AMD’s stock outperformed NVIDIA by over 107 percentage points, with AMD gaining 132.2% versus 24.9% for NVIDIA. This dive
Semiconductor IndustryNVIDIAAMDData Center RevenueAI AcceleratorMarket ValuationStock PerformanceInvestment Analysis
2026-08-22
Onto Innovation’s 80% Packaging Growth Masks a Lithography Problem - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
0.92
drrobertcastellano.substack.com 2026-08-22
2026-08-19
Marvell’s Google Agreement Expands the TPU Ecosystem, but TSMC May Be the Broader Winner - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
0.92
drrobertcastellano.substack.com 2026-08-19
2026-08-12
Nvidia AI Factory Compute Is Becoming an Investable Asset Class - StorageNewsletter
0.75
www.storagenewsletter.com 2026-08-12
2026-08-11
Ilya Sutskever's Safe Superintelligence and Nvidia Announce Long-Term Strategic Partnership - StorageNewsletter
0.65
news.google.com 2026-08-11
2026-08-11
China Is Building a Chip-Equipment Industry Without Applied Materials - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
0.85
drrobertcastellano.substack.com 2026-08-11
This article delves into the evolving landscape of China's semiconductor equipment industry, particularly its efforts to reduce reliance on Western suppliers. It highlights how China’s new policy mandating that at least 50% of equipment used in new fab projects must be domestically produced is resha
Semiconductor EquipmentChina Semiconductor IndustryApplied MaterialsASMLCXMTDUV LithographyDomestic ReplacementSupply Chain
2026-08-05
FMS 2026: Sandisk and SK hynix Advance Global Standardization of High Bandwidth Flash with Release of First OCP Technical Specification - StorageNewsletter
0.85
www.storagenewsletter.com 2026-08-05
At the 2026 Future of Memory and Storage (FMS) conference, SanDisk and SK Hynix announced the release of the High Bandwidth Flash (HBF) technical specification through the Open Compute Project (OCP), marking a significant step toward standardizing HBF for the AI inference era. This specification add
High Bandwidth FlashOCP SpecificationAI Inference SystemsStorage StandardizationFlash Memory TechnologySemiconductor IndustrySK HynixSanDisk
2026-08-05
FMS 2026: NEO Semiconductor Launches NEO.AI Memory Platform to Solve AI's Two Biggest Memory Bottlenecks - StorageNewsletter
0.95
www.storagenewsletter.com 2026-08-05
2026-08-03
South Korea Memory Vendors Samsung and SK hynix Signed Major Deals - StorageNewsletter
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www.storagenewsletter.com 2026-08-03
In August 2026, South Korean memory giants Samsung Electronics and SK Hynix announced a series of major deals that underscore their growing dominance in the global semiconductor landscape. These agreements, involving massive financial commitments and strategic partnerships, reflect a coordinated nat
Semiconductor IndustryMemoryAI ChipSouth Korean SemiconductorSupply ChainHBMDRAMNAND