https://chipdispatch.com/articles/musk-confirms-tsmc-talks-over-terafab-chip-supply-6c199c7d Chip Dispatch en 2026-10-03T15:20:10.775Z Musk Confirms TSMC Talks Over Terafab Chip Supply https://chipdispatch.com/articles/musk-confirms-terafab-is-in-talks-with-tsmc-over-texas-fab-project-27ee25d6 Chip Dispatch en 2026-10-03T14:50:10.335Z Musk Confirms Terafab Is in Talks With TSMC Over Texas Fab Project https://chipdispatch.com/articles/ai-agents-burn-5x-the-tokens-humans-do-and-85-is-cache-rereads-d3d5f738 Chip Dispatch en 2026-10-03T13:35:10.189Z AI Agents Burn 5x the Tokens Humans Do, and 85% Is Cache Rereads https://chipdispatch.com/articles/asus-patches-critical-vpn-config-flaw-enabling-router-command-execution-244c2106 Chip Dispatch en 2026-10-03T12:45:10.194Z Asus Patches Critical VPN Config Flaw Enabling Router Command Execution https://chipdispatch.com/articles/huawei-claims-ascend-ai-chips-now-hold-50-of-china-market-e29bcf69 Chip Dispatch en 2026-10-03T11:20:10.256Z Huawei Claims Ascend AI Chips Now Hold 50% of China Market https://chipdispatch.com/articles/moolenaar-presses-commerce-to-tighten-foundry-due-diligence-rule-c3ab9084 Chip Dispatch en 2026-10-03T10:10:10.039Z Moolenaar Presses Commerce to Tighten Foundry Due Diligence Rule https://chipdispatch.com/articles/openai-s-gpt-6-astra-clears-wow-starting-zone-with-no-graphics-2d77fb65 Chip Dispatch en 2026-10-03T10:10:10.039Z OpenAI's GPT-6 Astra Clears WoW Starting Zone With No Graphics https://chipdispatch.com/articles/ai-capex-forecast-to-hit-1-2-trillion-next-year-0ed86095 Chip Dispatch en 2026-10-03T08:20:09.515Z AI Capex Forecast to Hit $1.2 Trillion Next Year https://chipdispatch.com/articles/google-orbits-ai-chips-on-satellite-to-test-them-in-space-ce56da24 Chip Dispatch en 2026-10-03T07:50:09.560Z Google Orbits AI Chips on Satellite to Test Them in Space https://chipdispatch.com/articles/nvidia-s-500-billion-ai-financing-plan-meets-wall-street-skepticism-4222ffca Chip Dispatch en 2026-10-03T07:20:11.324Z Nvidia's $500 Billion AI Financing Plan Meets Wall Street Skepticism https://chipdispatch.com/articles/korean-semiconductor-materials-and-equipment-etfs-jump-nearly-30-in-a-month-d8c7a004 Chip Dispatch en 2026-10-03T07:20:11.324Z Korean Semiconductor Materials and Equipment ETFs Jump Nearly 30% in a Month https://chipdispatch.com/articles/google-sends-four-ai-chips-into-orbit-to-test-them-139ddc95 Chip Dispatch en 2026-10-03T06:20:09.520Z Google Sends Four AI Chips Into Orbit to Test Them https://chipdispatch.com/articles/sony-s-next-gen-psp-3-reportedly-builds-on-tsmc-3nm-n3p-process-f11834a8 Chip Dispatch en 2026-10-03T05:10:09.123Z Sony's Next-Gen PSP 3 Reportedly Builds on TSMC 3nm N3P Process https://chipdispatch.com/articles/us-accuses-california-tech-owner-greg-lui-of-300m-server-rerouting-58fbe5e0 Chip Dispatch en 2026-10-03T04:45:08.936Z US Accuses California Tech Owner Greg Lui of $300M Server Rerouting https://chipdispatch.com/articles/google-orbits-ai-chips-aboard-satellite-to-test-silicon-in-space-89968c50 Chip Dispatch en 2026-10-03T04:45:08.936Z Google Orbits AI Chips Aboard Satellite to Test Silicon in Space https://chipdispatch.com/articles/us-accuses-california-owner-of-300-million-ai-server-scheme-9d6f5a18 Chip Dispatch en 2026-10-03T04:15:08.799Z US Accuses California Owner of $300 Million AI Server Scheme https://chipdispatch.com/articles/us-charges-individual-over-illegal-nvidia-chip-shipments-to-china-1b8be000 Chip Dispatch en 2026-10-03T04:15:08.799Z US Charges Individual Over Illegal Nvidia Chip Shipments to China https://chipdispatch.com/articles/universal-display-shares-bounce-but-the-valuation-question-stays-open-d94c5b9d Chip Dispatch en 2026-10-03T03:45:08.937Z Universal Display Shares Bounce, but the Valuation Question Stays Open https://chipdispatch.com/articles/analog-devices-amd-kla-lam-research-and-marvell-shares-climb-f59196fc Chip Dispatch en 2026-10-03T03:45:08.937Z Analog Devices, AMD, KLA, Lam Research, and Marvell Shares Climb https://chipdispatch.com/articles/tsmc-s-265-billion-arizona-bet-reshapes-enterprise-chip-sourcing-bdccc3b6 Chip Dispatch en 2026-10-03T03:40:08.760Z TSMC's $265 Billion Arizona Bet Reshapes Enterprise Chip Sourcing https://chipdispatch.com/articles/apple-tightens-macos-full-disk-access-to-block-ai-agent-abuse-92e0b0ed Chip Dispatch en 2026-10-03T02:45:08.593Z Apple Tightens macOS Full-Disk Access to Block AI Agent Abuse https://chipdispatch.com/articles/california-man-charged-over-300-million-china-ai-chip-scheme-81c16d2a Chip Dispatch en 2026-10-03T02:00:08.561Z California Man Charged Over $300 Million China AI Chip Scheme https://chipdispatch.com/articles/google-launches-satellite-carrying-ai-chips-to-test-them-in-space-657af2e3 Chip Dispatch en 2026-10-03T01:45:08.520Z Google Launches Satellite Carrying AI Chips to Test Them in Space https://chipdispatch.com/articles/researchers-map-germanium-thin-film-behavior-under-heat-and-laser-light-326f2fa0 Chip Dispatch en 2026-10-03T00:45:08.408Z Researchers Map Germanium Thin Film Behavior Under Heat and Laser Light https://chipdispatch.com/articles/on-semi-s-reworked-synaptics-deal-lifts-eps-outlook-bofa-says-9a2db801 Chip Dispatch en 2026-10-03T00:45:08.408Z ON Semi's Reworked Synaptics Deal Lifts EPS Outlook, BofA Says https://chipdispatch.com/articles/us-arrests-man-over-alleged-300-million-nvidia-server-smuggling-b2a49440 Chip Dispatch en 2026-10-03T00:10:08.834Z US Arrests Man Over Alleged $300 Million Nvidia Server Smuggling https://chipdispatch.com/articles/nxp-shares-outperform-broader-market-in-latest-session-bb5ee85d Chip Dispatch en 2026-10-02T22:40:08.108Z NXP Shares Outperform Broader Market in Latest Session https://chipdispatch.com/articles/nvidia-stock-climbs-after-morgan-stanley-names-it-a-top-semiconductor-pick-da1842b0 Chip Dispatch en 2026-10-02T22:40:08.108Z Nvidia Stock Climbs After Morgan Stanley Names It a 'Top Semiconductor Pick' https://chipdispatch.com/articles/cerebras-shares-hit-post-ipo-low-as-nvidia-pressure-weighs-3a22daa8 Chip Dispatch en 2026-10-02T22:40:08.108Z Cerebras Shares Hit Post-IPO Low as Nvidia Pressure Weighs https://chipdispatch.com/articles/chitosan-sludge-conditioner-market-grows-on-chip-fab-wastewater-rules-3cf0a7d1 Chip Dispatch en 2026-10-02T22:10:07.959Z Chitosan Sludge Conditioner Market Grows on Chip Fab Wastewater Rules https://chipdispatch.com/articles/usa-today-examines-washington-s-push-to-secure-chip-supply-89fd0889 Chip Dispatch en 2026-10-02T22:10:07.959Z USA Today Examines Washington's Push to Secure Chip Supply https://chipdispatch.com/articles/us-arrests-man-over-alleged-300-million-nvidia-server-smuggling-scheme-aed89f0d Chip Dispatch en 2026-10-02T22:10:07.959Z US Arrests Man Over Alleged $300 Million Nvidia Server Smuggling Scheme https://chipdispatch.com/articles/meta-open-sources-muse-sdk-for-diy-ai-hardware-d485284c Chip Dispatch en 2026-10-02T21:50:09.392Z Meta Open-Sources Muse SDK for DIY AI Hardware https://chipdispatch.com/articles/on-semiconductor-shares-climb-5-8-as-september-jobs-data-disappoints-82e95c67 Chip Dispatch en 2026-10-02T21:40:07.907Z ON Semiconductor Shares Climb 5.8% as September Jobs Data Disappoints https://chipdispatch.com/articles/lattice-shares-jump-as-company-widens-ai-fpga-effort-74143137 Chip Dispatch en 2026-10-02T21:10:09.055Z Lattice Shares Jump as Company Widens AI FPGA Effort https://chipdispatch.com/articles/on-semiconductor-synaptics-shares-jump-on-revised-merger-deal-61817c9d Chip Dispatch en 2026-10-02T21:10:09.055Z ON Semiconductor, Synaptics Shares Jump on Revised Merger Deal https://chipdispatch.com/articles/report-intel-s-razor-lake-to-use-tsmc-n2x-straining-amd-d8cfa1af Chip Dispatch en 2026-10-02T21:05:07.835Z Report: Intel's Razor Lake to Use TSMC N2X, Straining AMD https://chipdispatch.com/articles/bofa-revised-on-semi-synaptics-terms-improve-earnings-outlook-95ce7254 Chip Dispatch en 2026-10-02T20:40:08.066Z BofA: Revised ON Semi-Synaptics Terms Improve Earnings Outlook https://chipdispatch.com/articles/amazon-plans-8b-ai-chip-sale-leaseback-report-says-deb9c48c Chip Dispatch en 2026-10-02T20:40:08.066Z Amazon Plans $8B AI Chip Sale-Leaseback, Report Says https://chipdispatch.com/articles/lattice-semiconductor-s-q2-results-set-against-processor-peers-9911808d Chip Dispatch en 2026-10-02T20:40:08.066Z Lattice Semiconductor's Q2 Results Set Against Processor Peers https://chipdispatch.com/articles/japanese-prefectures-court-taiwanese-chipmakers-as-investment-race-heats-up-5b56f675 Chip Dispatch en 2026-10-02T20:40:08.066Z Japanese Prefectures Court Taiwanese Chipmakers as Investment Race Heats Up https://chipdispatch.com/articles/pue-blind-spot-why-ai-rack-power-demands-a-new-efficiency-metric-08764e5f Chip Dispatch en 2026-10-02T19:50:07.884Z PUE Blind Spot: Why AI Rack Power Demands a New Efficiency Metric https://chipdispatch.com/articles/tsmc-shares-climb-3-1-on-high-na-euv-roadmap-stretching-to-2030-c9d38ed9 Chip Dispatch en 2026-10-02T19:30:07.741Z TSMC Shares Climb 3.1% on High-NA EUV Roadmap Stretching to 2030 https://chipdispatch.com/articles/california-man-charged-in-300-million-nvidia-chip-smuggling-case-a39a27ab Chip Dispatch en 2026-10-02T19:25:07.794Z California Man Charged in $300 Million Nvidia Chip Smuggling Case https://chipdispatch.com/articles/carla-2026-latin-america-squeezes-more-from-the-machines-it-has-da7be648 Chip Dispatch en 2026-10-02T19:10:07.608Z CARLA 2026: Latin America Squeezes More From the Machines It Has https://chipdispatch.com/articles/tech-industry-groups-warn-white-house-of-semiconductor-tariff-risks-14a9ada0 Chip Dispatch en 2026-10-02T19:05:07.592Z Tech Industry Groups Warn White House of Semiconductor Tariff Risks https://chipdispatch.com/articles/volantis-banks-88m-to-build-a-photonic-memory-layer-for-ai-inference-9caa83f8 Chip Dispatch en 2026-10-02T19:05:07.592Z Volantis Banks $88M to Build a Photonic Memory Layer for AI Inference https://chipdispatch.com/articles/nvidia-shares-rise-as-morgan-stanley-taps-it-as-top-semiconductor-pick-3032079a Chip Dispatch en 2026-10-02T19:05:07.592Z Nvidia Shares Rise as Morgan Stanley Taps It as Top Semiconductor Pick https://chipdispatch.com/articles/us-arrests-tech-ceo-over-alleged-300m-nvidia-chip-smuggling-to-china-9d52a6af Chip Dispatch en 2026-10-02T19:05:07.592Z US Arrests Tech CEO Over Alleged $300M Nvidia Chip Smuggling to China https://chipdispatch.com/articles/commvault-extends-agentrecover-to-claude-cowork-claude-code-and-openclaw-bec7e754 Chip Dispatch en 2026-10-02T18:55:08.221Z Commvault Extends AgentRecover to Claude Cowork, Claude Code and OpenClaw https://chipdispatch.com/articles/science-tokyo-pins-spin-photocurrents-to-crystal-bulk-not-surface-e5d6384f Chip Dispatch en 2026-10-02T18:45:08.033Z Science Tokyo Pins Spin Photocurrents to Crystal Bulk, Not Surface https://chipdispatch.com/articles/tsmc-shares-climb-on-report-of-broadcom-s-60-billion-chip-commitment-9326ac56 Chip Dispatch en 2026-10-02T18:35:07.632Z TSMC Shares Climb on Report of Broadcom's $60 Billion Chip Commitment https://chipdispatch.com/articles/jedec-issues-jesd264-first-industry-wide-silicon-photonics-reliability-standard-712dc4d8 Chip Dispatch en 2026-10-02T18:10:07.508Z JEDEC Issues JESD264, First Industry-Wide Silicon Photonics Reliability Standard https://chipdispatch.com/articles/nvidia-shares-hit-record-high-analysts-still-see-room-to-run-56625322 Chip Dispatch en 2026-10-02T18:05:07.458Z Nvidia Shares Hit Record High; Analysts Still See Room to Run