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Chip Dispatch — Semiconductor and hardware industry news, from fabs and supply chains to AI compute
Memory to Hit 62% of Chip Revenue in 2027, TechInsights Says
TechInsights forecasts memory revenue above $1.6 trillion in 2027, 62% of a $2.6 trillion chip market, as AI demand tightens HBM, DRAM and now NAND supply.
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oracle-reportedly-cancels-us-7-billion-tencent-chip-deal
Oracle Reportedly Cancels US$7 Billion Tencent Chip Deal
bernstein-lifts-tsmc-target-to-600-on-n2-and-ai-packaging-demand
Bernstein Lifts TSMC Target to $600 on N2 and AI Packaging Demand
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