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 https://chipdispatch.com/articles/broadcom-reportedly-lines-up-60-billion-to-fund-anthropic-ai-chips-023f86ee Chip Dispatch en 2026-10-02T17:35:07.412Z Broadcom Reportedly Lines Up $60 Billion to Fund Anthropic AI Chips https://chipdispatch.com/articles/taiwan-s-nchc-cloud-compute-center-earns-silver-green-building-rating-7248b115 Chip Dispatch en 2026-10-02T17:35:07.412Z Taiwan's NCHC Cloud Compute Center Earns Silver Green Building Rating https://chipdispatch.com/articles/tencent-reportedly-eyes-7b-oracle-ai-chip-deal-via-southeast-asia-9b50a9f9 Chip Dispatch en 2026-10-02T17:35:07.412Z Tencent Reportedly Eyes $7B Oracle AI Chip Deal via Southeast Asia https://chipdispatch.com/articles/tesla-broadcom-on-semi-among-midday-s-biggest-stock-movers-51e12411 Chip Dispatch en 2026-10-02T17:35:07.412Z Tesla, Broadcom, ON Semi Among Midday's Biggest Stock Movers https://chipdispatch.com/articles/fractile-ceo-ai-bottleneck-is-memory-bandwidth-not-compute-d458a481 Chip Dispatch en 2026-10-02T17:35:07.412Z Fractile CEO: AI Bottleneck Is Memory Bandwidth, Not Compute https://chipdispatch.com/articles/officials-nvidia-missed-red-flags-in-china-chip-smuggling-4b661353 Chip Dispatch en 2026-10-02T17:35:07.412Z Officials: NVIDIA Missed Red Flags in China Chip Smuggling https://chipdispatch.com/articles/california-ceo-arrested-over-300-million-nvidia-server-smuggling-948659a2 Chip Dispatch en 2026-10-02T17:35:07.412Z California CEO Arrested Over $300 Million Nvidia Server Smuggling https://chipdispatch.com/articles/ibm-extends-iit-bombay-and-iisc-research-pacts-into-ai-and-quantum-11d9aec0 Chip Dispatch en 2026-10-02T17:05:07.843Z IBM Extends IIT Bombay and IISc Research Pacts into AI and Quantum https://chipdispatch.com/articles/nacon-ships-first-screen-equipped-licensed-ps5-controller-at-229-99-6e37f0d4 Chip Dispatch en 2026-10-02T16:55:07.925Z Nacon Ships First Screen-Equipped Licensed PS5 Controller at $229.99 https://chipdispatch.com/articles/nvidia-claims-a-decade-of-payback-from-its-ai-chips-f50ac918 Chip Dispatch en 2026-10-02T16:35:07.215Z Nvidia Claims a Decade of Payback From Its AI Chips https://chipdispatch.com/articles/amazon-held-talks-to-spin-off-8-billion-of-nvidia-ai-chips-ft-reports-10f62144 Chip Dispatch en 2026-10-02T16:35:07.215Z Amazon Held Talks to Spin Off $8 Billion of Nvidia AI Chips, FT Reports https://chipdispatch.com/articles/onsemi-analyst-outlines-five-takeaways-from-synaptics-acquisition-eae9e0cd Chip Dispatch en 2026-10-02T16:35:07.215Z Onsemi Analyst Outlines Five Takeaways From Synaptics Acquisition https://chipdispatch.com/articles/on-semiconductor-and-synaptics-shares-rise-on-revised-merger-terms-b5a6d1d4 Chip Dispatch en 2026-10-02T16:35:07.215Z ON Semiconductor and Synaptics Shares Rise on Revised Merger Terms https://chipdispatch.com/articles/two-sigma-re-emerges-as-public-short-seller-in-sivers-semiconductors-3f1e8d5a Chip Dispatch en 2026-10-02T16:35:07.215Z Two Sigma Re-Emerges as Public Short Seller in Sivers Semiconductors https://chipdispatch.com/articles/tsmc-shares-climb-3-16-in-oct-2-trading-session-a4734211 Chip Dispatch en 2026-10-02T16:30:08.386Z TSMC Shares Climb 3.16% in Oct 2 Trading Session https://chipdispatch.com/articles/doe-opens-up-to-400-million-annual-fund-for-basic-science-research-233945ff Chip Dispatch en 2026-10-02T16:20:09.117Z DOE Opens Up to $400 Million Annual Fund for Basic Science Research https://chipdispatch.com/articles/fbi-arrests-tech-executive-accused-of-smuggling-300m-in-ai-chips-to-china-3045c143 Chip Dispatch en 2026-10-02T16:05:07.145Z FBI Arrests Tech Executive Accused of Smuggling $300M in AI Chips to China https://chipdispatch.com/articles/northrop-grumman-sees-u-s-chip-output-quadrupling-by-2030-b20033de Chip Dispatch en 2026-10-02T16:05:07.145Z Northrop Grumman Sees U.S. Chip Output Quadrupling by 2030 https://chipdispatch.com/articles/embedded-world-na-2026-st-s-stm32c5-panther-lake-modules-and-rugged-tsn-boards-526f758b Chip Dispatch en 2026-10-02T16:00:07.729Z Embedded World NA 2026: ST's STM32C5, Panther Lake Modules and Rugged TSN Boards https://chipdispatch.com/articles/nvidia-raises-shield-tv-pro-price-by-100-blames-ai-memory-costs-17c81b43 Chip Dispatch en 2026-10-02T15:40:09.463Z Nvidia Raises Shield TV Pro Price by $100, Blames AI Memory Costs https://chipdispatch.com/articles/google-s-ai-chips-reach-orbit-as-mvp-satellite-launches-525a0bda Chip Dispatch en 2026-10-02T15:35:10.190Z Google's AI Chips Reach Orbit as MVP Satellite Launches https://chipdispatch.com/articles/amazon-plans-8-billion-sale-leaseback-of-nvidia-ai-chips-4de61187 Chip Dispatch en 2026-10-02T15:35:10.190Z Amazon Plans $8 Billion Sale-Leaseback of Nvidia AI Chips https://chipdispatch.com/articles/amazon-seeks-to-move-8b-of-nvidia-ai-chips-off-its-books-227e78d5 Chip Dispatch en 2026-10-02T15:35:10.190Z Amazon Seeks to Move $8B of Nvidia AI Chips Off Its Books https://chipdispatch.com/articles/magenta-cdte-panels-grew-broccoli-while-generating-solar-power-d73b8741 Chip Dispatch en 2026-10-02T15:10:09.809Z Magenta CdTe Panels Grew Broccoli While Generating Solar Power https://chipdispatch.com/articles/seeking-alpha-takes-on-tsmc-s-valuation-conundrum-on-nyse-e924ef50 Chip Dispatch en 2026-10-02T15:00:06.930Z Seeking Alpha Takes On TSMC's Valuation Conundrum on NYSE https://chipdispatch.com/articles/tdk-pushes-dc-link-film-capacitors-to-135-c-for-xev-inverters-7374d3c7 Chip Dispatch en 2026-10-02T14:50:06.771Z TDK pushes DC-link film capacitors to 135 °C for xEV inverters https://chipdispatch.com/articles/biwin-ships-cl-100-mini-15-x-17-mm-ssd-reaching-2tb-f88411ef Chip Dispatch en 2026-10-02T14:50:06.771Z BiWin Ships CL 100 Mini: 15 x 17 mm SSD Reaching 2TB https://chipdispatch.com/articles/nedo-picks-nec-led-quantum-drug-discovery-project-for-post-5g-program-fc739b86 Chip Dispatch en 2026-10-02T14:45:08.613Z NEDO Picks NEC-Led Quantum Drug Discovery Project for Post-5G Program https://chipdispatch.com/articles/keurig-ships-alta-machine-with-plastic-free-seaweed-coated-coffee-pucks-787a031c Chip Dispatch en 2026-10-02T14:40:08.143Z Keurig Ships Alta Machine With Plastic-Free Seaweed-Coated Coffee Pucks https://chipdispatch.com/articles/huawei-claims-its-ai-chips-now-outsell-nvidia-in-china-d3ce1dbe Chip Dispatch en 2026-10-02T14:35:06.844Z Huawei Claims Its AI Chips Now Outsell Nvidia in China https://chipdispatch.com/articles/epfl-laser-holds-self-injection-lock-without-active-control-846486c5 Chip Dispatch en 2026-10-02T14:10:06.541Z EPFL Laser Holds Self-Injection Lock Without Active Control https://chipdispatch.com/articles/bull-pours-80m-into-angers-fab-to-double-supercomputer-output-5475efb8 Chip Dispatch en 2026-10-02T14:00:06.868Z Bull Pours €80M Into Angers Fab to Double Supercomputer Output https://chipdispatch.com/articles/china-hits-us-firms-with-export-controls-before-xi-s-washington-visit-1d66d3cb Chip Dispatch en 2026-10-02T13:50:06.880Z China Hits US Firms With Export Controls Before Xi's Washington Visit https://chipdispatch.com/articles/ayaneo-konkr-pocket-advance-android-powered-gba-clone-at-109-9ee81e8c Chip Dispatch en 2026-10-02T13:25:06.759Z Ayaneo Konkr Pocket Advance: Android-Powered GBA Clone at $109 https://chipdispatch.com/articles/home-assistant-ditches-cloud-from-its-name-blaming-big-tech-9d27afda Chip Dispatch en 2026-10-02T13:20:06.472Z Home Assistant Ditches 'Cloud' From Its Name, Blaming Big Tech https://chipdispatch.com/articles/minio-claims-aistor-beats-caching-33-5-gib-s-per-node-without-cache-61e10798 Chip Dispatch en 2026-10-02T13:15:06.471Z MinIO Claims AIStor Beats Caching: 33.5 GiB/s Per Node Without Cache https://chipdispatch.com/articles/amazon-raises-ai-chip-rental-prices-weighs-nvidia-leaseback-abd8f5d0 Chip Dispatch en 2026-10-02T13:00:06.525Z Amazon Raises AI Chip Rental Prices, Weighs Nvidia Leaseback https://chipdispatch.com/articles/korea-s-ip-vendors-cash-in-as-800-billion-won-on-device-ai-program-starts-paying-8f504552 Chip Dispatch en 2026-10-02T13:00:06.525Z Korea's IP Vendors Cash In as 800 Billion Won On-Device AI Program Starts Paying Out https://chipdispatch.com/articles/spacex-and-google-send-ai-chips-into-orbit-to-test-space-data-centers-4dc76cb9 Chip Dispatch en 2026-10-02T13:00:06.525Z SpaceX and Google Send AI Chips Into Orbit to Test Space Data Centers https://chipdispatch.com/articles/google-s-tpu-buildout-threatens-nvidia-s-ceiling-not-its-floor-4d3b0cca Chip Dispatch en 2026-10-02T13:00:06.525Z Google's TPU Buildout Threatens Nvidia's Ceiling, Not Its Floor https://chipdispatch.com/articles/wells-fargo-lifts-on-semiconductor-target-to-100-on-overweight-call-96f07f91 Chip Dispatch en 2026-10-02T13:00:06.525Z Wells Fargo Lifts ON Semiconductor Target to $100 on Overweight Call https://chipdispatch.com/articles/tencent-leases-100-000-ai-chips-from-oracle-in-7-billion-deal-f30d2bb2 Chip Dispatch en 2026-10-02T13:00:06.525Z Tencent Leases 100,000 AI Chips From Oracle in $7 Billion Deal https://chipdispatch.com/articles/broadcom-reportedly-arranges-60b-financing-for-ai-chip-push-1c826107 Chip Dispatch en 2026-10-02T12:30:07.502Z Broadcom Reportedly Arranges $60B Financing for AI Chip Push https://chipdispatch.com/articles/emd-electronics-opens-wisconsin-r-d-facility-for-semiconductor-materials-08df2eff Chip Dispatch en 2026-10-02T12:30:07.502Z EMD Electronics Opens Wisconsin R&D Facility for Semiconductor Materials https://chipdispatch.com/articles/broadcom-reportedly-extends-42-billion-financing-to-a-major-chip-customer-0513fb68 Chip Dispatch en 2026-10-02T12:30:07.502Z Broadcom Reportedly Extends $42 Billion Financing to a Major Chip Customer https://chipdispatch.com/articles/microsoft-explores-camouflage-as-data-centers-face-backlash-1b89c7f3 Chip Dispatch en 2026-10-02T12:20:06.537Z Microsoft Explores Camouflage as Data Centers Face Backlash https://chipdispatch.com/articles/amazon-warns-communities-against-blocking-ai-data-centers-ebfeb8ab Chip Dispatch en 2026-10-02T12:20:06.537Z Amazon Warns Communities Against Blocking AI Data Centers https://chipdispatch.com/articles/broadcom-begins-raising-60-billion-in-debt-to-fund-anthropic-ai-chips-4709d9e5 Chip Dispatch en 2026-10-02T12:00:06.445Z Broadcom Begins Raising $60 Billion in Debt to Fund Anthropic AI Chips https://chipdispatch.com/articles/haryana-courts-singapore-capital-for-chips-manufacturing-push-6d95a370 Chip Dispatch en 2026-10-02T11:30:06.331Z Haryana Courts Singapore Capital for Chips, Manufacturing Push https://chipdispatch.com/articles/michael-burry-draws-1960s-bubble-parallel-in-nvidia-ai-debate-e9b0d9f5 Chip Dispatch en 2026-10-02T11:30:06.331Z Michael Burry Draws 1960s Bubble Parallel in Nvidia AI Debate 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Needham Reiterates Buy on ON Semiconductor, Keeps $116 Target https://chipdispatch.com/articles/amazon-weighs-8-billion-sale-of-nvidia-ai-chips-to-investors-c67a9a71 Chip Dispatch en 2026-10-02T10:30:07.600Z Amazon Weighs $8 Billion Sale of Nvidia AI Chips to Investors https://chipdispatch.com/articles/tower-s-optical-silicon-orders-look-genuine-the-stock-needs-the-ramp-d5b571b3 Chip Dispatch en 2026-10-02T10:30:07.600Z Tower's Optical Silicon Orders Look Genuine; the Stock Needs the Ramp https://chipdispatch.com/articles/stockstory-reviews-lattice-semiconductor-s-q2-against-chip-peers-e69a86ba Chip Dispatch en 2026-10-02T10:30:07.600Z StockStory Reviews Lattice Semiconductor's Q2 Against Chip Peers https://chipdispatch.com/articles/india-weighs-11-billion-fund-to-accelerate-domestic-chipmaking-229654a3 Chip Dispatch en 2026-10-02T10:15:09.759Z India Weighs $11 Billion Fund to Accelerate Domestic Chipmaking 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