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Chip Dispatch — Semiconductor and hardware industry news, from fabs and supply chains to AI compute
ByteDance Nears Deal to Buy MediaTek Custom AI Chips for Data Centers
ByteDance is reportedly near a deal for MediaTek-built custom AI data-center chips, following the hyperscaler playbook of designing its own silicon and easing reliance on Nvidia.
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Micron Shares Fall Even as Analysts Call Chip Selloff Overdone
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Taiwan Eyes $4 Billion Texas Industrial Park for AI Chip Suppliers
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An Equipment Maker, Not Nvidia or TSMC, Is the Real AI Chip Bottleneck
TSMC Weighs Further Texas Expansion as AI Demand Outruns Supply
McKinsey Weighs In on America's Semiconductor Supply Chain Gaps
Intel Shares Drop 3.9% as TSMC Packaging Remarks Bite
Sungrow Taps ON Semi EliteSiC — Is ON Now Undervalued?
Taiwan Agrees to Curb AI Chip Exports to China as Part of US Framework