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Chip Dispatch — Semiconductor and hardware industry news, from fabs and supply chains to AI compute
Lumentum Reports Capacity Sold Out Through 2029
Lumentum has sold out capacity through 2029, Yahoo Finance reports. The claimed Tower Semiconductor upside remains an open question with no confirmed deal.
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US Export Controls Cut Nvidia's China AI Chip Share to 34%
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GlobalFoundries to Operate Two New Semiconductor Fabs in New York
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GlobalFoundries Plans Two New York Fabs Backed by $21 Billion