https://chipdispatch.com/articles/china-drafts-ai-export-controls-to-strengthen-grip-on-key-technology-7a778ceb Chip Dispatch en 2026-10-16T16:16:05.423Z China Drafts AI Export Controls to Strengthen Grip on Key Technology https://chipdispatch.com/articles/cleanova-buys-sv-techsol-to-widen-its-ffu-line-for-chip-fabs-c5b771cd Chip Dispatch en 2026-10-16T16:16:05.423Z Cleanova Buys SV Techsol to Widen Its FFU Line for Chip Fabs https://chipdispatch.com/articles/taiwan-will-restrict-ai-chip-sales-to-china-bloomberg-reports-3edd7a02 Chip Dispatch en 2026-10-16T15:46:05.369Z Taiwan Will Restrict AI Chip Sales to China, Bloomberg Reports https://chipdispatch.com/articles/chipmakers-turn-to-nvidia-cuda-x-libraries-for-ai-defined-fabs-619c3edb Chip Dispatch en 2026-10-16T15:46:05.369Z Chipmakers Turn to NVIDIA CUDA-X Libraries for AI-Defined Fabs https://chipdispatch.com/articles/jefferies-cuts-datacenter-buildout-to-12-9-gw-for-2026-1ec75967 Chip Dispatch en 2026-10-16T15:46:05.369Z Jefferies Cuts Datacenter Buildout to 12.9 GW for 2026 https://chipdispatch.com/articles/tsmc-confirms-terafab-talks-but-musk-and-the-foundry-split-on-control-f95ade5a Chip Dispatch en 2026-10-16T15:36:05.357Z TSMC Confirms Terafab Talks, but Musk and the Foundry Split on Control https://chipdispatch.com/articles/tsmc-earnings-surge-as-ai-demand-underpins-us-expansion-push-52c852dc Chip Dispatch en 2026-10-16T15:36:05.357Z TSMC Earnings Surge as AI Demand Underpins US Expansion Push https://chipdispatch.com/articles/nvidia-s-rtx-spark-n1x-hits-laptops-128gb-arm-based-six-oems-d8729c38 Chip Dispatch en 2026-10-16T15:31:05.352Z Nvidia's RTX Spark N1X Hits Laptops: 128GB, Arm-Based, Six OEMs https://chipdispatch.com/articles/microsoft-plots-large-scale-rollout-of-homegrown-ai-chips-1176c604 Chip Dispatch en 2026-10-16T15:16:05.324Z Microsoft Plots Large-Scale Rollout of Homegrown AI Chips https://chipdispatch.com/articles/former-intel-ceo-most-chip-design-firms-will-not-survive-306cfbfe Chip Dispatch en 2026-10-16T15:16:05.324Z Former Intel CEO: Most Chip Design Firms Will Not Survive https://chipdispatch.com/articles/beijing-moves-to-tighten-control-over-ai-exports-as-us-rivalry-deepens-4eedec97 Chip Dispatch en 2026-10-16T15:16:05.324Z Beijing Moves to Tighten Control Over AI Exports as US Rivalry Deepens https://chipdispatch.com/articles/software-over-silicon-why-investors-are-not-coming-back-to-chips-e6ece9ee Chip Dispatch en 2026-10-16T15:16:05.324Z Software Over Silicon: Why Investors Are Not Coming Back to Chips https://chipdispatch.com/articles/china-moves-to-restrict-tech-exports-including-ai-tools-05973362 Chip Dispatch en 2026-10-16T14:46:05.245Z China Moves to Restrict Tech Exports, Including AI Tools https://chipdispatch.com/articles/philadelphia-semiconductor-index-falls-over-3-as-memory-stocks-lead-decline-9dbcc305 Chip Dispatch en 2026-10-16T14:46:05.245Z Philadelphia Semiconductor Index Falls Over 3% as Memory Stocks Lead Decline https://chipdispatch.com/articles/positron-s-230m-raise-targets-nvidia-s-ai-silicon-franchise-a3e53591 Chip Dispatch en 2026-10-16T14:41:13.006Z Positron's $230M Raise Targets Nvidia's AI Silicon Franchise https://chipdispatch.com/articles/musk-reportedly-in-talks-with-tsmc-on-chip-supply-950a17d5 Chip Dispatch en 2026-10-16T14:30:57.283Z Musk Reportedly in Talks With TSMC on Chip Supply https://chipdispatch.com/articles/tsmc-earnings-preview-tesla-talks-and-texas-plant-frame-the-story-95f1fa93 Chip Dispatch en 2026-10-16T14:25:57.272Z TSMC Earnings Preview: Tesla Talks and Texas Plant Frame the Story https://chipdispatch.com/articles/tsmc-posts-strong-earnings-but-ai-payback-questions-loom-2a6f2425 Chip Dispatch en 2026-10-16T14:25:57.272Z TSMC Posts Strong Earnings, but AI Payback Questions Loom https://chipdispatch.com/articles/tsmc-s-leave-no-food-on-the-table-pledge-points-to-more-ai-investment-b5b0455f Chip Dispatch en 2026-10-16T14:20:57.267Z TSMC's 'Leave No Food On The Table' Pledge Points to More AI Investment https://chipdispatch.com/articles/china-proposes-export-controls-on-its-own-ai-models-and-chip-designs-8e11e9d7 Chip Dispatch en 2026-10-16T13:45:15.164Z China proposes export controls on its own AI models and chip designs https://chipdispatch.com/articles/taiwan-moves-to-criminalize-exports-of-ai-hardware-to-china-93c911c6 Chip Dispatch en 2026-10-16T13:45:15.164Z Taiwan Moves to Criminalize Exports of AI Hardware to China https://chipdispatch.com/articles/tsmc-posts-record-quarterly-sales-and-profit-bdabf737 Chip Dispatch en 2026-10-16T13:35:15.146Z TSMC Posts Record Quarterly Sales and Profit https://chipdispatch.com/articles/malaysia-unveils-six-homegrown-chips-worth-rm300-million-f0eca08b Chip Dispatch en 2026-10-16T13:35:15.146Z Malaysia Unveils Six Homegrown Chips Worth RM300 Million https://chipdispatch.com/articles/malaysia-unveils-six-homegrown-chips-from-national-design-park-e66d677d Chip Dispatch en 2026-10-16T13:35:15.146Z Malaysia Unveils Six Homegrown Chips From National Design Park https://chipdispatch.com/articles/tsmc-posts-another-record-quarter-the-worry-sits-in-2027-bfc7ff7b Chip Dispatch en 2026-10-16T13:35:15.146Z TSMC Posts Another Record Quarter; The Worry Sits in 2027 https://chipdispatch.com/articles/tsmc-posts-record-quarter-as-ai-chip-demand-runs-hot-972e1f51 Chip Dispatch en 2026-10-16T13:35:15.146Z TSMC Posts Record Quarter as AI Chip Demand Runs Hot https://chipdispatch.com/articles/apple-s-first-foldable-sells-out-its-supply-in-under-an-hour-d6dc2bdc Chip Dispatch en 2026-10-16T13:25:15.137Z Apple's First Foldable Sells Out Its Supply in Under an Hour https://chipdispatch.com/articles/surface-laptop-ultra-runs-70b-parameter-ai-model-on-arm-87d6ff58 Chip Dispatch en 2026-10-16T13:20:15.133Z Surface Laptop Ultra runs 70B-parameter AI model on ARM https://chipdispatch.com/articles/freshfields-maps-germany-s-chip-and-ai-investment-pitch-15258d88 Chip Dispatch en 2026-10-16T13:15:15.128Z Freshfields Maps Germany's Chip and AI Investment Pitch https://chipdispatch.com/articles/china-moves-to-restrict-tech-exports-including-ai-on-security-grounds-c6b24605 Chip Dispatch en 2026-10-16T13:15:15.128Z China Moves to Restrict Tech Exports Including AI on Security Grounds https://chipdispatch.com/articles/china-unveils-draft-export-controls-on-ai-chips-and-technologies-7c1718d0 Chip Dispatch en 2026-10-16T13:10:15.124Z China Unveils Draft Export Controls on AI Chips and Technologies https://chipdispatch.com/articles/tsmc-s-global-fab-buildout-meets-its-capital-efficiency-test-57a89c03 Chip Dispatch en 2026-10-16T13:05:15.132Z TSMC's Global Fab Buildout Meets Its Capital Efficiency Test https://chipdispatch.com/articles/after-arizona-tsmc-eyes-texas-with-musk-led-plant-75b246c6 Chip Dispatch en 2026-10-16T13:05:15.132Z After Arizona, TSMC Eyes Texas With Musk-Led Plant https://chipdispatch.com/articles/tsmc-posts-record-quarter-as-ai-chip-demand-hits-new-high-5b037737 Chip Dispatch en 2026-10-16T13:05:15.132Z TSMC Posts Record Quarter as AI Chip Demand Hits New High https://chipdispatch.com/articles/china-moves-to-restrict-tech-exports-including-ai-on-security-grounds-4d76946f Chip Dispatch en 2026-10-16T12:45:15.097Z China Moves to Restrict Tech Exports Including AI on Security Grounds https://chipdispatch.com/articles/china-moves-to-restrict-tech-exports-including-ai-tools-a3d26913 Chip Dispatch en 2026-10-16T12:45:15.097Z China Moves to Restrict Tech Exports, Including AI Tools https://chipdispatch.com/articles/sequora-processor-brings-ai-compute-to-edge-devices-55125ee3 Chip Dispatch en 2026-10-16T12:45:15.097Z Sequora Processor Brings AI Compute to Edge Devices https://chipdispatch.com/articles/china-drafts-export-controls-on-23-ai-related-technologies-a63ee0f2 Chip Dispatch en 2026-10-16T12:40:15.092Z China Drafts Export Controls on 23 AI-Related Technologies https://chipdispatch.com/articles/taiwan-moves-to-impose-strict-controls-on-ai-chip-exports-to-china-e5a274e2 Chip Dispatch en 2026-10-16T12:40:15.092Z Taiwan Moves to Impose Strict Controls on AI Chip Exports to China https://chipdispatch.com/articles/taiwan-raises-4-billion-for-texas-industrial-park-backing-us-chip-supply-chain-7d8bd305 Chip Dispatch en 2026-10-16T12:35:15.088Z Taiwan Raises $4 Billion for Texas Industrial Park Backing US Chip Supply Chain https://chipdispatch.com/articles/bristol-opens-plasma-demo-facility-for-semiconductor-processing-486b2d53 Chip Dispatch en 2026-10-16T12:35:15.088Z Bristol Opens Plasma Demo Facility for Semiconductor Processing https://chipdispatch.com/articles/tsmc-keeps-its-foot-on-the-gas-report-says-89850c44 Chip Dispatch en 2026-10-16T12:35:15.088Z TSMC Keeps Its Foot on the Gas, Report Says https://chipdispatch.com/articles/google-cloud-bets-on-in-house-ai-chips-to-drive-2027-revenue-74a86a68 Chip Dispatch en 2026-10-16T12:15:15.062Z Google Cloud Bets on In-House AI Chips to Drive 2027 Revenue https://chipdispatch.com/articles/taiwan-plans-4-billion-industrial-park-in-texas-for-us-chip-supply-chain-7fb64ff5 Chip Dispatch en 2026-10-16T12:15:15.062Z Taiwan Plans $4 Billion Industrial Park in Texas for US Chip Supply Chain https://chipdispatch.com/articles/microsoft-s-5-900-surface-laptop-ultra-puts-nvidia-rtx-spark-to-the-test-51218dbe Chip Dispatch en 2026-10-16T12:10:15.064Z Microsoft's $5,900 Surface Laptop Ultra Puts Nvidia RTX Spark to the Test https://chipdispatch.com/articles/ibm-will-open-its-0-7nm-nanostack-process-to-designers-in-q1-2027-f99910f8 Chip Dispatch en 2026-10-16T12:10:15.064Z IBM Will Open Its 0.7nm Nanostack Process to Designers in Q1 2027 https://chipdispatch.com/articles/apple-opens-iphone-duo-preorders-at-1-999-for-first-foldable-4c6959bb Chip Dispatch en 2026-10-16T12:10:15.064Z Apple Opens iPhone Duo Preorders at $1,999 for First Foldable https://chipdispatch.com/articles/tsmc-s-leave-no-food-on-the-table-pledge-points-to-more-ai-chip-spending-be727680 Chip Dispatch en 2026-10-16T12:05:15.046Z TSMC's 'Leave No Food On The Table' Pledge Points to More AI Chip Spending https://chipdispatch.com/articles/tsmc-earnings-preview-tesla-talks-and-texas-plant-weigh-on-stock-outlook-51d31e7f Chip Dispatch en 2026-10-16T12:00:15.035Z TSMC Earnings Preview: Tesla Talks and Texas Plant Weigh on Stock Outlook https://chipdispatch.com/articles/power-semiconductors-ride-aboard-nasa-s-nancy-grace-roman-telescope-b55c1eca Chip Dispatch en 2026-10-16T11:35:14.991Z Power Semiconductors Ride Aboard NASA's Nancy Grace Roman Telescope https://chipdispatch.com/articles/nvidia-was-once-dying-for-a-chip-deal-jensen-huang-recalls-eba1e58e Chip Dispatch en 2026-10-16T11:30:14.988Z Nvidia Was Once 'Dying' for a Chip Deal, Jensen Huang Recalls https://chipdispatch.com/articles/two-year-test-shows-liquid-metal-tim-turns-solid-not-dry-9a40ed85 Chip Dispatch en 2026-10-16T11:25:14.988Z Two-Year Test Shows Liquid Metal TIM Turns Solid, Not Dry https://chipdispatch.com/articles/taiwan-plans-ai-chip-sales-curbs-to-china-in-move-toward-u-s-alignment-dd3f241a Chip Dispatch en 2026-10-16T11:15:14.984Z Taiwan Plans AI Chip Sales Curbs to China in Move Toward U.S. Alignment https://chipdispatch.com/articles/tsmc-s-profit-soars-69-as-ai-chips-carry-the-load-d9734fb8 Chip Dispatch en 2026-10-16T11:10:14.967Z TSMC's Profit Soars 69% as AI Chips Carry the Load https://chipdispatch.com/articles/teradyne-commits-300-million-to-expand-semiconductor-test-capacity-1a1b7a2a Chip Dispatch en 2026-10-16T11:05:14.964Z Teradyne Commits $300 Million to Expand Semiconductor Test Capacity https://chipdispatch.com/articles/globalfoundries-5-billion-deal-spotlights-silicon-tetrachloride-37ba6d17 Chip Dispatch en 2026-10-16T11:05:14.964Z GlobalFoundries' $5 Billion Deal Spotlights Silicon Tetrachloride https://chipdispatch.com/articles/costa-rica-pitches-itself-to-chipmakers-at-semicon-west-eb8e1d13 Chip Dispatch en 2026-10-16T10:35:14.948Z Costa Rica Pitches Itself to Chipmakers at SEMICON West https://chipdispatch.com/articles/mueon-raises-65m-series-a-to-optimize-semiconductors-for-ai-0b55af6e Chip Dispatch en 2026-10-16T10:35:14.948Z Mueon Raises $65M Series A to Optimize Semiconductors for AI https://chipdispatch.com/articles/tsmc-earnings-preview-tesla-talks-and-texas-expansion-in-focus-f176eeea Chip Dispatch en 2026-10-16T10:30:14.927Z TSMC Earnings Preview: Tesla Talks and Texas Expansion in Focus https://chipdispatch.com/articles/tsmc-s-fourth-quarter-guidance-points-to-revenue-growth-of-up-to-61-ac7866b1 Chip Dispatch en 2026-10-16T10:30:14.927Z TSMC's Fourth-Quarter Guidance Points to Revenue Growth of Up to 61% https://chipdispatch.com/articles/taiwan-moves-to-criminalize-ai-chip-smuggling-to-china-46ed3370 Chip Dispatch en 2026-10-16T10:10:14.906Z Taiwan Moves to Criminalize AI Chip Smuggling to China https://chipdispatch.com/articles/jailbroken-ps5s-run-local-ai-models-past-100-tokens-per-second-deb5c871 Chip Dispatch en 2026-10-16T10:10:14.906Z Jailbroken PS5s Run Local AI Models Past 100 Tokens Per Second https://chipdispatch.com/articles/malaysia-unveils-six-homegrown-chips-worth-rm300-million-8de8af43 Chip Dispatch en 2026-10-16T10:05:14.903Z Malaysia Unveils Six Homegrown Chips Worth RM300 Million https://chipdispatch.com/articles/tsmc-sits-on-the-ai-supply-leverage-as-nvidia-apple-and-amd-compete-6820497b Chip Dispatch en 2026-10-16T10:05:14.903Z TSMC Sits on the AI Supply Leverage as NVIDIA, Apple and AMD Compete https://chipdispatch.com/articles/taiwan-to-align-with-us-chip-curbs-target-ai-chip-smuggling-a5d8fa23 Chip Dispatch en 2026-10-16T09:40:14.874Z Taiwan to Align With US Chip Curbs, Target AI Chip Smuggling https://chipdispatch.com/articles/taiwan-confirms-criminal-liability-for-illegal-ai-chip-exports-to-china-54512d61 Chip Dispatch en 2026-10-16T09:40:14.874Z Taiwan Confirms Criminal Liability for Illegal AI Chip Exports to China https://chipdispatch.com/articles/sk-hynix-asks-washington-to-let-it-grow-china-output-while-building-us-nand-fab-ff8af7cc Chip Dispatch en 2026-10-16T09:40:14.874Z SK Hynix Asks Washington to Let It Grow China Output While Building US NAND Fab https://chipdispatch.com/articles/tsmc-raises-2025-revenue-growth-forecast-to-44-percent-on-ai-demand-e29a59f8 Chip Dispatch en 2026-10-16T09:25:14.852Z TSMC Raises 2025 Revenue Growth Forecast to 44 Percent on AI Demand https://chipdispatch.com/articles/tsmc-reports-record-25-billion-quarterly-profit-on-ai-demand-24728c65 Chip Dispatch en 2026-10-16T09:25:14.852Z TSMC Reports Record $25 Billion Quarterly Profit on AI Demand https://chipdispatch.com/articles/tsmc-claims-sole-5x-reticle-size-packaging-capability-says-it-can-absorb-rivals-5ab9d927 Chip Dispatch en 2026-10-16T09:25:14.852Z TSMC Claims Sole 5x Reticle-Size Packaging Capability, Says It Can Absorb Rivals' Shortfalls https://chipdispatch.com/articles/china-drafts-export-controls-spanning-ai-models-chips-and-agents-b35551e6 Chip Dispatch en 2026-10-16T09:10:14.833Z China Drafts Export Controls Spanning AI Models, Chips and Agents https://chipdispatch.com/articles/taiwan-set-to-restrict-ai-chip-exports-to-china-under-us-trade-deal-8e9f8c36 Chip Dispatch en 2026-10-16T09:10:14.833Z Taiwan Set to Restrict AI Chip Exports to China Under US Trade Deal https://chipdispatch.com/articles/globalfoundries-and-tsmc-partner-on-us-made-silicon-interposers-f07ec337 Chip Dispatch en 2026-10-16T08:55:14.822Z GlobalFoundries and TSMC Partner on US-Made Silicon Interposers https://chipdispatch.com/articles/us-senate-chips-at-export-controls-bipartisan-bills-stall-before-floor-vote-01baf5a0 Chip Dispatch en 2026-10-16T08:40:14.813Z US Senate Chips at Export Controls: Bipartisan Bills Stall Before Floor Vote https://chipdispatch.com/articles/csis-calls-for-restraint-in-the-export-control-arms-race-c857e3a1 Chip Dispatch en 2026-10-16T08:40:14.813Z CSIS Calls for Restraint in the Export Control Arms Race https://chipdispatch.com/articles/taiwan-moves-to-tighten-export-controls-on-ai-chips-ae5b3f6e Chip Dispatch en 2026-10-16T08:40:14.813Z Taiwan Moves to Tighten Export Controls on AI Chips https://chipdispatch.com/articles/tsmc-flags-record-quarter-in-q3-2026-earnings-call-93704bba Chip Dispatch en 2026-10-16T08:35:14.809Z TSMC Flags Record Quarter in Q3 2026 Earnings Call https://chipdispatch.com/articles/taiwan-weighs-tighter-ai-chip-export-curbs-as-tsmc-talks-to-terafab-e9b23200 Chip Dispatch en 2026-10-16T08:25:14.803Z Taiwan Weighs Tighter AI Chip Export Curbs as TSMC Talks to Terafab https://chipdispatch.com/articles/taiwan-reportedly-readies-4-billion-texas-site-for-nvidia-29ab82d8 Chip Dispatch en 2026-10-16T08:10:14.792Z Taiwan Reportedly Readies $4 Billion Texas Site for Nvidia https://chipdispatch.com/articles/coreweave-s-troubles-are-rattling-the-ai-boom-f7a79e53 Chip Dispatch en 2026-10-16T08:10:14.792Z CoreWeave's Troubles Are Rattling the AI Boom https://chipdispatch.com/articles/taiwan-weighs-tighter-ai-chip-curbs-on-china-amid-tsmc-terafab-talks-40dbbb98 Chip Dispatch en 2026-10-16T08:00:14.786Z Taiwan Weighs Tighter AI Chip Curbs On China Amid TSMC-Terafab Talks https://chipdispatch.com/articles/tsmc-signals-backup-role-if-intel-packaging-ramp-stalls-42487277 Chip Dispatch en 2026-10-16T07:55:14.783Z TSMC Signals Backup Role If Intel Packaging Ramp Stalls https://chipdispatch.com/articles/tsmc-on-track-for-strong-quarterly-growth-on-sustained-ai-chip-demand-4cf6885c Chip Dispatch en 2026-10-16T07:55:14.783Z TSMC On Track For Strong Quarterly Growth On Sustained AI Chip Demand https://chipdispatch.com/articles/intel-shares-slide-as-tsmc-turns-up-the-competitive-pressure-7378443c Chip Dispatch en 2026-10-16T07:55:14.783Z Intel Shares Slide as TSMC Turns Up the Competitive Pressure https://chipdispatch.com/articles/tsmc-weighs-new-texas-investment-to-expand-us-chip-production-6e896c50 Chip Dispatch en 2026-10-16T07:55:14.783Z TSMC Weighs New Texas Investment to Expand US Chip Production https://chipdispatch.com/articles/nvidia-posts-59-69b-quarter-puts-6-3b-into-coreweave-deed950e Chip Dispatch en 2026-10-16T07:40:14.776Z NVIDIA Posts $59.69B Quarter, Puts $6.3B Into CoreWeave https://chipdispatch.com/articles/taiwan-will-curb-ai-chip-exports-to-china-under-us-trade-deal-61e9d300 Chip Dispatch en 2026-10-16T07:35:14.769Z Taiwan Will Curb AI Chip Exports to China Under US Trade Deal https://chipdispatch.com/articles/u-s-export-controls-are-accelerating-china-s-chip-breakthroughs-57efc370 Chip Dispatch en 2026-10-16T07:35:14.769Z U.S. Export Controls Are Accelerating China's Chip Breakthroughs https://chipdispatch.com/articles/taiwan-weighs-4-billion-texas-complex-for-nvidia-ai-supply-chain-59d26bfd Chip Dispatch en 2026-10-16T07:35:14.769Z Taiwan Weighs $4 Billion Texas Complex for Nvidia AI Supply Chain https://chipdispatch.com/articles/taiwan-moves-to-restrict-ai-chip-sales-to-china-d41809b5 Chip Dispatch en 2026-10-16T07:35:14.769Z Taiwan Moves to Restrict AI Chip Sales to China https://chipdispatch.com/articles/rapidus-japan-s-last-chance-to-matter-in-semiconductors-1209982e Chip Dispatch en 2026-10-16T07:30:14.754Z Rapidus: Japan's Last Chance to Matter in Semiconductors https://chipdispatch.com/articles/taiwan-moves-to-criminalize-smuggling-of-ai-chips-into-china-e20c67e1 Chip Dispatch en 2026-10-16T07:10:14.716Z Taiwan Moves to Criminalize Smuggling of AI Chips Into China https://chipdispatch.com/articles/tsmc-weighs-texas-expansion-musk-terafab-partnership-report-says-4a0df29f Chip Dispatch en 2026-10-16T06:55:14.692Z TSMC Weighs Texas Expansion, Musk Terafab Partnership Report Says https://chipdispatch.com/articles/taiwan-to-restrict-ai-chip-exports-to-china-under-us-trade-deal-37362386 Chip Dispatch en 2026-10-16T06:35:14.670Z Taiwan to Restrict AI Chip Exports to China Under US Trade Deal https://chipdispatch.com/articles/mediatek-reportedly-in-final-talks-to-design-ai-chips-for-bytedance-69fa60ba Chip Dispatch en 2026-10-16T06:35:14.670Z MediaTek Reportedly in Final Talks to Design AI Chips for ByteDance https://chipdispatch.com/articles/tsmc-beats-its-own-q3-guidance-as-ai-demand-outruns-supply-a7d3e80d Chip Dispatch en 2026-10-16T05:55:14.619Z TSMC Beats Its Own Q3 Guidance as AI Demand Outruns Supply https://chipdispatch.com/articles/tsmc-posts-record-q3-profit-lifts-2026-revenue-outlook-9dda902e Chip Dispatch en 2026-10-16T05:30:14.584Z TSMC Posts Record Q3 Profit, Lifts 2026 Revenue Outlook https://chipdispatch.com/articles/tsmc-posts-record-profit-for-sixth-straight-quarter-stock-falls-anyway-9e01364b Chip Dispatch en 2026-10-16T05:25:14.580Z TSMC Posts Record Profit for Sixth Straight Quarter, Stock Falls Anyway https://chipdispatch.com/articles/dow-rallies-556-points-while-chip-stocks-log-seventh-straight-loss-61e8f58e Chip Dispatch en 2026-10-16T05:00:14.554Z Dow Rallies 556 Points While Chip Stocks Log Seventh Straight Loss https://chipdispatch.com/articles/bytedance-in-talks-with-mediatek-for-custom-ai-chips-3697f443 Chip Dispatch en 2026-10-16T04:35:14.512Z ByteDance in Talks With MediaTek for Custom AI Chips https://chipdispatch.com/articles/tsmcglobalfoundries-deal-shifts-focus-to-ai-packaging-at-mature-nodes-b317765f Chip Dispatch en 2026-10-16T04:25:14.481Z TSMC–GlobalFoundries Deal Shifts Focus to AI Packaging at Mature Nodes https://chipdispatch.com/articles/tsmc-s-2nm-wafers-already-drive-8-of-revenue-as-profit-jumps-68-7-22db0eac Chip Dispatch en 2026-10-16T04:25:14.481Z TSMC's 2nm Wafers Already Drive 8% of Revenue as Profit Jumps 68.7% https://chipdispatch.com/articles/tsmc-details-pricing-confirms-agentic-ai-lifts-cpu-demand-2174d1d0 Chip Dispatch en 2026-10-16T04:25:14.481Z TSMC Details Pricing, Confirms Agentic AI Lifts CPU Demand https://chipdispatch.com/articles/bytedance-knocks-on-mediatek-s-door-for-custom-data-center-ai-chips-b897ab41 Chip Dispatch en 2026-10-16T04:05:14.463Z ByteDance Knocks on MediaTek's Door for Custom Data Center AI Chips https://chipdispatch.com/articles/shouchuang-holdings-backs-ai-power-module-maker-peiyuan-6046025d Chip Dispatch en 2026-10-16T04:05:14.463Z Shouchuang Holdings Backs AI Power-Module Maker Peiyuan https://chipdispatch.com/articles/tsmc-confirms-it-is-weighing-role-in-terafab-project-1fb2a040 Chip Dispatch en 2026-10-16T03:55:14.454Z TSMC Confirms It Is Weighing Role in TeraFab Project https://chipdispatch.com/articles/tsmc-and-asml-post-record-results-on-ai-demand-bc6f7804 Chip Dispatch en 2026-10-16T03:20:14.404Z TSMC and ASML Post Record Results on AI Demand https://chipdispatch.com/articles/tsmc-s-us-expansion-may-slow-musk-s-terafab-ambitions-ffef2a37 Chip Dispatch en 2026-10-16T03:20:14.404Z TSMC's US Expansion May Slow Musk's Terafab Ambitions https://chipdispatch.com/articles/six-straight-record-quarters-and-tsmc-s-stock-still-fell-a0f51107 Chip Dispatch en 2026-10-16T03:20:14.404Z Six Straight Record Quarters, and TSMC's Stock Still Fell https://chipdispatch.com/articles/microsoft-counts-three-generations-of-homegrown-ai-chips-5de9a686 Chip Dispatch en 2026-10-16T03:05:14.403Z Microsoft Counts Three Generations of Homegrown AI Chips https://chipdispatch.com/articles/tsmc-notches-sixth-straight-record-quarterly-profit-and-the-stock-fell-e88c298e Chip Dispatch en 2026-10-16T02:50:14.365Z TSMC Notches Sixth Straight Record Quarterly Profit — and the Stock Fell https://chipdispatch.com/articles/tsmc-weighs-texas-site-as-next-step-in-us-expansion-82a45f35 Chip Dispatch en 2026-10-16T02:20:14.325Z TSMC Weighs Texas Site as Next Step in US Expansion https://chipdispatch.com/articles/tsmc-s-chipmaking-edge-strengthens-c-c-wei-s-hand-13070332 Chip Dispatch en 2026-10-16T02:20:14.325Z TSMC's Chipmaking Edge Strengthens C.C. Wei's Hand https://chipdispatch.com/articles/pause-frontier-ai-the-argument-starts-with-chips-edfcf38b Chip Dispatch en 2026-10-16T02:05:14.307Z Pause Frontier AI? The Argument Starts With Chips https://chipdispatch.com/articles/worldatlas-ranks-america-s-top-semiconductor-states-d8fb9241 Chip Dispatch en 2026-10-16T01:55:14.297Z WorldAtlas Ranks America's Top Semiconductor States https://chipdispatch.com/articles/asian-chip-stocks-look-cheap-as-ai-infrastructure-rally-cools-4dce4bfb Chip Dispatch en 2026-10-16T00:55:14.214Z Asian Chip Stocks Look Cheap as AI Infrastructure Rally Cools https://chipdispatch.com/articles/tsmc-pledges-another-100-billion-for-us-chipmaking-capacity-54663442 Chip Dispatch en 2026-10-16T00:50:14.211Z TSMC Pledges Another $100 Billion for US Chipmaking Capacity https://chipdispatch.com/articles/samsung-puts-nearly-23-million-into-central-texas-ahead-of-second-taylor-fab-799f92d9 Chip Dispatch en 2026-10-16T00:35:14.201Z Samsung Puts Nearly $23 Million Into Central Texas Ahead of Second Taylor Fab https://chipdispatch.com/articles/cloud-ai-drains-resources-while-non-ai-chips-stay-in-downturn-798881eb Chip Dispatch en 2026-10-16T00:25:14.181Z Cloud AI Drains Resources While Non-AI Chips Stay in Downturn https://chipdispatch.com/articles/chip-stocks-slide-for-a-seventh-day-meta-weights-fuel-ai-demand-debate-aab4f12e Chip Dispatch en 2026-10-16T00:25:14.181Z Chip Stocks Slide for a Seventh Day; Meta Weights Fuel AI Demand Debate https://chipdispatch.com/articles/tsmc-excludes-cpus-from-its-ai-accelerator-growth-forecast-fb838fc8 Chip Dispatch en 2026-10-16T00:20:14.149Z TSMC Excludes CPUs From Its AI Accelerator Growth Forecast https://chipdispatch.com/articles/samsung-to-start-building-second-taylor-fab-next-month-5e4733d7 Chip Dispatch en 2026-10-15T23:35:14.107Z Samsung to Start Building Second Taylor Fab Next Month https://chipdispatch.com/articles/japan-s-chip-revival-runs-through-its-local-economies-84769431 Chip Dispatch en 2026-10-15T23:25:14.093Z Japan's Chip Revival Runs Through Its Local Economies https://chipdispatch.com/articles/nvidia-ships-gpu-library-aimed-at-ai-inside-chip-design-and-fabs-aeb4d368 Chip Dispatch en 2026-10-15T22:55:14.031Z Nvidia Ships GPU Library Aimed at AI Inside Chip Design and Fabs https://chipdispatch.com/articles/semiconductor-index-falls-again-nvidia-drops-1-8-micron-rebounds-743a5116 Chip Dispatch en 2026-10-15T22:55:14.031Z Semiconductor Index Falls Again; Nvidia Drops 1.8%, Micron Rebounds https://chipdispatch.com/articles/tsmc-weighs-texas-expansion-to-broaden-us-production-footprint-8d80fe81 Chip Dispatch en 2026-10-15T22:50:14.039Z TSMC Weighs Texas Expansion to Broaden US Production Footprint https://chipdispatch.com/articles/tsmc-earnings-surge-as-ai-demand-powers-us-expansion-plans-ff1c429f Chip Dispatch en 2026-10-15T22:50:14.039Z TSMC Earnings Surge as AI Demand Powers US Expansion Plans https://chipdispatch.com/articles/tsmc-posts-strong-results-and-plans-3nm-2nm-capacity-expansion-18fb1557 Chip Dispatch en 2026-10-15T22:50:14.039Z TSMC Posts Strong Results and Plans 3nm/2nm Capacity Expansion https://chipdispatch.com/articles/dutch-manufacturer-commits-77-million-to-georgia-equipment-plant-c21638e1 Chip Dispatch en 2026-10-15T22:25:13.988Z Dutch Manufacturer Commits $77 Million to Georgia Equipment Plant https://chipdispatch.com/articles/microsoft-s-maia-300-chip-takes-aim-at-nvidia-s-pricing-power-76bb883f Chip Dispatch en 2026-10-15T22:00:13.940Z Microsoft's Maia 300 Chip Takes Aim at Nvidia's Pricing Power https://chipdispatch.com/articles/costa-rica-pitches-itself-to-chip-makers-at-semicon-west-e4da6acc Chip Dispatch en 2026-10-15T21:55:13.937Z Costa Rica Pitches Itself to Chip Makers at SEMICON West https://chipdispatch.com/articles/tsmc-weighs-further-texas-expansion-and-a-terafab-role-2cf0738d Chip Dispatch en 2026-10-15T21:50:13.936Z TSMC Weighs Further Texas Expansion and a Terafab Role https://chipdispatch.com/articles/tsmc-raises-2026-revenue-growth-forecast-to-44-percent-3eeb2a8a Chip Dispatch en 2026-10-15T21:50:13.936Z TSMC Raises 2026 Revenue Growth Forecast to 44 Percent https://chipdispatch.com/articles/coreweave-s-troubles-rattle-confidence-in-the-ai-infrastructure-boom-b2702459 Chip Dispatch en 2026-10-15T21:30:13.914Z CoreWeave's Troubles Rattle Confidence in the AI Infrastructure Boom https://chipdispatch.com/articles/tsmc-s-ai-boom-remains-underpriced-seeking-alpha-argues-7d9a5ca8 Chip Dispatch en 2026-10-15T21:20:13.892Z TSMC's AI Boom Remains Underpriced, Seeking Alpha Argues https://chipdispatch.com/articles/tsmc-eyes-texas-for-a-second-u-s-fab-wfaa-reports-d3724e7c Chip Dispatch en 2026-10-15T21:20:13.892Z TSMC Eyes Texas for a Second U.S. Fab, WFAA Reports https://chipdispatch.com/articles/sealsq-sits-on-465m-for-post-quantum-chip-ambitions-0c446698 Chip Dispatch en 2026-10-15T20:55:13.846Z SEALSQ Sits on $465M for Post-Quantum Chip Ambitions https://chipdispatch.com/articles/tsmc-beats-on-q3-revenue-yet-shares-slide-with-ai-trade-299f4529 Chip Dispatch en 2026-10-15T20:50:13.844Z TSMC Beats on Q3 Revenue, Yet Shares Slide With AI Trade https://chipdispatch.com/articles/why-hyperscalers-are-designing-their-own-ai-chips-62d552cd Chip Dispatch en 2026-10-15T20:30:13.817Z Why Hyperscalers Are Designing Their Own AI Chips https://chipdispatch.com/articles/nvidia-expands-cuda-x-toolchain-for-ai-driven-chip-manufacturing-09b8ccbd Chip Dispatch en 2026-10-15T20:20:13.804Z Nvidia Expands CUDA-X Toolchain for AI-Driven Chip Manufacturing https://chipdispatch.com/articles/semiconductor-supplier-commits-230-million-600-jobs-to-dfw-suburb-7ffaa9fe Chip Dispatch en 2026-10-15T20:20:13.804Z Semiconductor Supplier Commits $230 Million, 600 Jobs to DFW Suburb https://chipdispatch.com/articles/amazon-s-panay-ai-devices-will-replace-the-app-driven-phone-habit-f09cc9c2 Chip Dispatch en 2026-10-15T20:05:13.785Z Amazon's Panay: AI Devices Will Replace the App-Driven Phone Habit https://chipdispatch.com/articles/coreweave-s-troubles-are-rattling-the-ai-boom-markets-notice-6fcd00f2 Chip Dispatch en 2026-10-15T20:00:13.775Z CoreWeave's Troubles Are Rattling the AI Boom, Markets Notice https://chipdispatch.com/articles/ibs-team-builds-2d-semiconductor-transistor-via-atomic-substitution-2ea62298 Chip Dispatch en 2026-10-15T19:50:13.767Z IBS Team Builds 2D Semiconductor Transistor via Atomic Substitution https://chipdispatch.com/articles/tsmc-weighs-texas-investment-to-expand-us-production-c777e0e9 Chip Dispatch en 2026-10-15T19:45:13.763Z TSMC Weighs Texas Investment to Expand US Production https://chipdispatch.com/articles/navitas-ceo-chris-allexandre-takes-seat-on-overlord-labs-board-8be9c0cd Chip Dispatch en 2026-10-15T19:20:13.743Z Navitas CEO Chris Allexandre Takes Seat on Overlord Labs Board https://chipdispatch.com/articles/musk-plans-16-8-billion-chip-factory-details-unconfirmed-5fc22f9c Chip Dispatch en 2026-10-15T19:00:13.677Z Musk Plans $16.8 Billion Chip Factory, Details Unconfirmed https://chipdispatch.com/articles/researchers-propose-lego-approach-to-building-semiconductor-layers-f1da4a03 Chip Dispatch en 2026-10-15T18:50:13.650Z Researchers Propose 'Lego' Approach to Building Semiconductor Layers https://chipdispatch.com/articles/tsmc-explores-texas-investment-to-expand-u-s-chip-production-bda8ea76 Chip Dispatch en 2026-10-15T18:50:13.650Z TSMC Explores Texas Investment to Expand U.S. Chip Production https://chipdispatch.com/articles/tsmc-shares-slide-3-6-despite-a-560-target-clearing-the-margin-bar-c4f0ab96 Chip Dispatch en 2026-10-15T18:45:13.640Z TSMC Shares Slide 3.6% Despite a $560 Target Clearing the Margin Bar https://chipdispatch.com/articles/tsmc-explores-texas-investment-to-expand-us-production-431eb40e Chip Dispatch en 2026-10-15T18:45:13.640Z TSMC Explores Texas Investment to Expand US Production https://chipdispatch.com/articles/meta-s-muse-spark-open-runs-on-two-m5-ultra-mac-studios-53282130 Chip Dispatch en 2026-10-15T18:30:13.610Z Meta's Muse Spark Open Runs on Two M5 Ultra Mac Studios https://chipdispatch.com/articles/bytedance-in-advanced-talks-to-buy-custom-ai-chips-5cea2a78 Chip Dispatch en 2026-10-15T18:25:13.605Z ByteDance in Advanced Talks to Buy Custom AI Chips https://chipdispatch.com/articles/nvidia-returns-to-arm-windows-pcs-with-rtx-spark-on-friday-2c1a5cfb Chip Dispatch en 2026-10-15T18:20:13.601Z Nvidia Returns to Arm Windows PCs With RTX Spark on Friday https://chipdispatch.com/articles/tsmc-guides-q4-revenue-up-as-much-as-61-after-record-q3-profit-4c361eed Chip Dispatch en 2026-10-15T18:15:13.598Z TSMC Guides Q4 Revenue Up as Much as 61% After Record Q3 Profit https://chipdispatch.com/articles/tsmc-s-64-billion-spending-plan-why-the-outlay-is-not-a-warning-4c618637 Chip Dispatch en 2026-10-15T18:15:13.598Z TSMC's $64 Billion Spending Plan: Why the Outlay Is Not a Warning https://chipdispatch.com/articles/tsmc-guides-q4-revenue-up-to-54-3-billion-amid-ai-selloff-2ecb54af Chip Dispatch en 2026-10-15T18:15:13.598Z TSMC Guides Q4 Revenue Up to $54.3 Billion Amid AI Selloff https://chipdispatch.com/articles/tsmc-would-join-musk-s-terafab-only-on-one-condition-control-f40d41a6 Chip Dispatch en 2026-10-15T18:15:13.598Z TSMC Would Join Musk's Terafab Only on One Condition: Control https://chipdispatch.com/articles/tsmc-q3-profit-climbs-69-as-ai-chip-demand-fuels-record-quarter-d17780ec Chip Dispatch en 2026-10-15T18:15:13.598Z TSMC Q3 Profit Climbs 69% as AI Chip Demand Fuels Record Quarter https://chipdispatch.com/articles/tsmc-q3-2026-profit-jumps-69-coinpaper-headline-reports-b33a279a Chip Dispatch en 2026-10-15T18:15:13.598Z TSMC Q3 2026 Profit Jumps 69%, Coinpaper Headline Reports https://chipdispatch.com/articles/tsmc-s-64-billion-capex-plan-signals-growth-not-risk-c1ee0547 Chip Dispatch en 2026-10-15T18:15:13.598Z TSMC's $64 Billion Capex Plan Signals Growth, Not Risk https://chipdispatch.com/articles/tsmc-weighs-texas-expansion-for-us-chip-production-fb16ad2b Chip Dispatch en 2026-10-15T18:15:13.598Z TSMC Weighs Texas Expansion for US Chip Production https://chipdispatch.com/articles/tsmc-weighs-texas-for-second-u-s-fab-ties-conditions-to-terafab-talks-2ba25efa Chip Dispatch en 2026-10-15T18:15:13.598Z TSMC Weighs Texas for Second U.S. Fab, Ties Conditions to Terafab Talks https://chipdispatch.com/articles/volvo-picks-nvidia-to-power-hands-free-driving-by-2030-89bf4ac0 Chip Dispatch en 2026-10-15T18:00:13.586Z Volvo Picks Nvidia to Power Hands-Free Driving by 2030 https://chipdispatch.com/articles/sk-hynix-links-new-us-fab-plans-to-china-equipment-approvals-892f70e5 Chip Dispatch en 2026-10-15T17:55:13.584Z SK Hynix Links New US Fab Plans to China Equipment Approvals https://chipdispatch.com/articles/sk-hynix-reportedly-ties-us-3d-nand-fab-to-china-equipment-exports-d1d8ec0e Chip Dispatch en 2026-10-15T17:50:13.566Z SK hynix Reportedly Ties US 3D NAND Fab to China Equipment Exports https://chipdispatch.com/articles/samsung-and-sk-hynix-shares-plunge-dragging-south-korean-chip-etfs-lower-18e6ef94 Chip Dispatch en 2026-10-15T17:50:13.566Z Samsung and SK Hynix Shares Plunge, Dragging South Korean Chip ETFs Lower https://chipdispatch.com/articles/tsmc-is-weighing-a-texas-expansion-report-says-nothing-is-signed-75f96c74 Chip Dispatch en 2026-10-15T17:45:13.545Z TSMC Is Weighing a Texas Expansion, Report Says — Nothing Is Signed https://chipdispatch.com/articles/tsmc-logs-sixth-straight-record-profit-quarter-in-q3-fy26-f0ae948b Chip Dispatch en 2026-10-15T17:45:13.545Z TSMC Logs Sixth Straight Record Profit Quarter in Q3 FY26 https://chipdispatch.com/articles/tsmc-shares-fall-5-despite-record-ai-driven-profits-a7b95e2d Chip Dispatch en 2026-10-15T17:45:13.545Z TSMC Shares Fall 5% Despite Record AI-Driven Profits https://chipdispatch.com/articles/tsmc-posts-record-profit-stock-falls-anyway-as-ai-demand-stays-hot-7f5e3455 Chip Dispatch en 2026-10-15T17:25:13.505Z TSMC Posts Record Profit, Stock Falls Anyway as AI Demand Stays Hot https://chipdispatch.com/articles/broadcom-s-hock-tan-many-ai-investors-are-in-a-casino-843d6716 Chip Dispatch en 2026-10-15T17:25:13.505Z Broadcom's Hock Tan: Many AI Investors Are 'in a Casino' https://chipdispatch.com/articles/flcc-offers-free-semiconductor-industry-training-8c12041c Chip Dispatch en 2026-10-15T17:20:13.509Z FLCC Offers Free Semiconductor Industry Training https://chipdispatch.com/articles/tsmc-s-record-profit-signals-ai-has-broken-the-old-chip-cycle-bc916ae8 Chip Dispatch en 2026-10-15T17:20:13.509Z TSMC's Record Profit Signals AI Has 'Broken' the Old Chip Cycle https://chipdispatch.com/articles/dutch-semiconductor-supplier-expands-near-atlanta-for-u-s-chip-supply-c6ce1775 Chip Dispatch en 2026-10-15T17:20:13.509Z Dutch Semiconductor Supplier Expands Near Atlanta for U.S. Chip Supply https://chipdispatch.com/articles/globalfoundries-skips-2nm-race-targets-essential-ai-chip-layers-f7587d1e Chip Dispatch en 2026-10-15T17:20:13.509Z GlobalFoundries Skips 2nm Race, Targets Essential AI Chip Layers https://chipdispatch.com/articles/tsmc-explores-collaboration-with-musk-s-terafab-complex-in-texas-9c2aec49 Chip Dispatch en 2026-10-15T17:15:13.484Z TSMC Explores Collaboration With Musk's Terafab Complex in Texas https://chipdispatch.com/articles/tsmc-confirms-second-arizona-fab-construction-complete-22fb192d Chip Dispatch en 2026-10-15T17:15:13.484Z TSMC Confirms Second Arizona Fab Construction Complete https://chipdispatch.com/articles/kioxia-has-lost-two-thirds-of-its-peak-market-value-as-china-rivals-rise-0ed6db95 Chip Dispatch en 2026-10-15T16:50:13.466Z Kioxia Has Lost Two-Thirds of Its Peak Market Value as China Rivals Rise https://chipdispatch.com/articles/japan-reportedly-commits-up-to-3-trillion-to-new-york-fab-007f4f82 Chip Dispatch en 2026-10-15T16:50:13.466Z Japan Reportedly Commits Up to ¥3 Trillion to New York Fab https://chipdispatch.com/articles/tsmc-shares-fall-as-cfo-flags-margin-pressure-ahead-921297ef Chip Dispatch en 2026-10-15T16:45:13.460Z TSMC Shares Fall as CFO Flags Margin Pressure Ahead https://chipdispatch.com/articles/tsmc-explores-texas-investment-to-expand-us-production-b4be6fcc Chip Dispatch en 2026-10-15T16:45:13.460Z TSMC Explores Texas Investment to Expand US Production https://chipdispatch.com/articles/tsmc-eyes-additional-facilities-in-texas-taipei-times-reports-894498c3 Chip Dispatch en 2026-10-15T16:45:13.460Z TSMC Eyes Additional Facilities in Texas, Taipei Times Reports https://chipdispatch.com/articles/lam-research-lattice-amkor-entegris-and-macom-shares-trade-lower-a0c87c18 Chip Dispatch en 2026-10-15T16:20:13.435Z Lam Research, Lattice, Amkor, Entegris and MACOM Shares Trade Lower https://chipdispatch.com/articles/japan-to-fund-part-of-a-new-york-semiconductor-plant-e2ebf518 Chip Dispatch en 2026-10-15T16:20:13.435Z Japan to Fund Part of a New York Semiconductor Plant https://chipdispatch.com/articles/tsmc-logs-sixth-straight-record-quarter-guides-higher-c4c67a36 Chip Dispatch en 2026-10-15T16:20:13.435Z TSMC Logs Sixth Straight Record Quarter, Guides Higher https://chipdispatch.com/articles/kospi-falls-7-5-as-ai-fears-hit-korea-s-chip-stocks-022f15b3 Chip Dispatch en 2026-10-15T16:20:13.435Z KOSPI Falls 7.5% as AI Fears Hit Korea's Chip Stocks https://chipdispatch.com/articles/tsmc-beats-q3-estimates-on-revenue-and-earnings-margins-climb-288b7aac Chip Dispatch en 2026-10-15T16:20:13.435Z TSMC Beats Q3 Estimates on Revenue and Earnings, Margins Climb https://chipdispatch.com/articles/tsmc-posts-record-quarterly-profit-up-69-year-over-year-9c4a9cf1 Chip Dispatch en 2026-10-15T16:15:13.431Z TSMC Posts Record Quarterly Profit, Up 69% Year Over Year https://chipdispatch.com/articles/coreweave-falls-on-debt-concerns-tsmc-shifts-on-outlook-befd1e94 Chip Dispatch en 2026-10-15T16:15:13.431Z CoreWeave Falls on Debt Concerns; TSMC Shifts on Outlook https://chipdispatch.com/articles/tsmc-posts-41-revenue-jump-as-ai-chip-demand-accelerates-76eba580 Chip Dispatch en 2026-10-15T16:15:13.431Z TSMC Posts 41% Revenue Jump as AI Chip Demand Accelerates https://chipdispatch.com/articles/tsmc-profit-jumps-69-beating-estimates-yet-the-stock-faces-a-test-62ec9ca7 Chip Dispatch en 2026-10-15T16:15:13.431Z TSMC Profit Jumps 69%, Beating Estimates — Yet the Stock Faces a Test https://chipdispatch.com/articles/e-ink-rolls-out-kaleido-4-aiming-sharper-color-at-e-reader-mainstream-cfddade8 Chip Dispatch en 2026-10-15T16:15:13.431Z E Ink Rolls Out Kaleido 4, Aiming Sharper Color at E-Reader Mainstream https://chipdispatch.com/articles/tsmc-posts-record-ai-driven-profits-but-sounds-caution-on-2027-f6da86b3 Chip Dispatch en 2026-10-15T16:15:13.431Z TSMC Posts Record AI-Driven Profits but Sounds Caution on 2027 https://chipdispatch.com/articles/nvidia-ceo-urges-ai-safety-cooperation-with-china-cbf03fa3 Chip Dispatch en 2026-10-15T15:55:13.419Z Nvidia CEO Urges AI Safety Cooperation With China https://chipdispatch.com/articles/bytedance-nears-mediatek-pact-for-ai-data-center-chips-3d488857 Chip Dispatch en 2026-10-15T15:55:13.419Z ByteDance Nears MediaTek Pact for AI Data Center Chips https://chipdispatch.com/articles/coreweave-slides-on-debt-concerns-tsmc-moves-on-outlook-shift-89aabff7 Chip Dispatch en 2026-10-15T15:45:13.413Z CoreWeave Slides on Debt Concerns; TSMC Moves on Outlook Shift https://chipdispatch.com/articles/tsmc-would-consider-musk-s-terafab-but-only-if-tsmc-runs-it-dfce391b Chip Dispatch en 2026-10-15T15:45:13.413Z TSMC Would Consider Musk's Terafab, But Only If TSMC Runs It https://chipdispatch.com/articles/asml-remains-the-gatekeeper-of-advanced-chipmaking-as-ai-demand-grows-1faada01 Chip Dispatch en 2026-10-15T15:45:13.413Z ASML Remains the Gatekeeper of Advanced Chipmaking as AI Demand Grows https://chipdispatch.com/articles/ai-stocks-slide-again-as-tsmc-earnings-loom-over-the-market-aa6078b3 Chip Dispatch en 2026-10-15T15:45:13.413Z AI Stocks Slide Again as TSMC Earnings Loom Over the Market https://chipdispatch.com/articles/tsmc-posts-strong-q3-earnings-yet-shares-slide-anyway-bbfc7324 Chip Dispatch en 2026-10-15T15:45:13.413Z TSMC Posts Strong Q3 Earnings, Yet Shares Slide Anyway https://chipdispatch.com/articles/tsmc-fires-a-175-billion-warning-shot-at-amd-analyst-says-2f4f8676 Chip Dispatch en 2026-10-15T15:45:13.413Z TSMC Fires a $175 Billion Warning Shot at AMD, Analyst Says https://chipdispatch.com/articles/tsmc-signals-fallback-role-if-intel-packaging-ramp-stumbles-56685470 Chip Dispatch en 2026-10-15T15:45:13.413Z TSMC Signals Fallback Role If Intel Packaging Ramp Stumbles https://chipdispatch.com/articles/alibaba-claims-44-cut-in-agent-training-time-the-number-is-everything-b3378771 Chip Dispatch en 2026-10-15T15:25:13.399Z Alibaba Claims 44% Cut in Agent Training Time: The Number Is Everything https://chipdispatch.com/articles/doubts-over-a-i-spending-send-tech-stocks-lower-nyt-reports-78d0eda3 Chip Dispatch en 2026-10-15T15:25:13.399Z Doubts Over A.I. Spending Send Tech Stocks Lower, NYT Reports https://chipdispatch.com/articles/shelly-s-84-99-presence-gen4-tracks-ten-people-no-camera-ddb84608 Chip Dispatch en 2026-10-15T15:15:13.392Z Shelly's $84.99 Presence Gen4 Tracks Ten People, No Camera https://chipdispatch.com/articles/googlebooks-from-dell-lenovo-hp-tested-hardware-passes-software-fails-c674104f Chip Dispatch en 2026-10-15T15:15:13.392Z Googlebooks from Dell, Lenovo, HP Tested: Hardware Passes, Software Fails https://chipdispatch.com/articles/tsmc-shares-fall-as-gross-margin-dip-overwhelms-record-q3-revenue-6de2f66f Chip Dispatch en 2026-10-15T15:15:13.392Z TSMC Shares Fall as Gross Margin Dip Overwhelms Record Q3 Revenue https://chipdispatch.com/articles/tsmc-shares-slip-as-cfo-flags-gross-margin-pressure-ahead-281c8720 Chip Dispatch en 2026-10-15T15:15:13.392Z TSMC Shares Slip as CFO Flags Gross Margin Pressure Ahead https://chipdispatch.com/articles/tsmc-q3-earnings-call-what-investors-took-away-419c6ac7 Chip Dispatch en 2026-10-15T15:15:13.392Z TSMC Q3 Earnings Call: What Investors Took Away https://chipdispatch.com/articles/applied-materials-opens-5-billion-semiconductor-innovation-center-6136f976 Chip Dispatch en 2026-10-15T15:15:13.392Z Applied Materials Opens $5 Billion Semiconductor Innovation Center https://chipdispatch.com/articles/tsmc-explores-texas-site-as-next-step-in-us-expansion-b1454e53 Chip Dispatch en 2026-10-15T15:15:13.392Z TSMC Explores Texas Site as Next Step in US Expansion https://chipdispatch.com/articles/tsmc-falls-3-despite-record-quarterly-profit-2cba7d42 Chip Dispatch en 2026-10-15T15:15:13.392Z TSMC Falls 3% Despite Record Quarterly Profit https://chipdispatch.com/articles/monazite-ore-emerges-as-west-s-answer-to-china-s-rare-earth-grip-943c4cfb Chip Dispatch en 2026-10-15T15:00:13.383Z Monazite Ore Emerges as West's Answer to China's Rare-Earth Grip https://chipdispatch.com/articles/analysts-cast-broadcom-as-the-next-ai-winner-after-nvidia-5a26dbbb Chip Dispatch en 2026-10-15T14:55:13.371Z Analysts Cast Broadcom as the Next AI Winner After Nvidia https://chipdispatch.com/articles/microsoft-rewrites-windows-for-arm-based-nvidia-rtx-spark-b7c0ab8c Chip Dispatch en 2026-10-15T14:55:13.371Z Microsoft Rewrites Windows for Arm-Based Nvidia RTX Spark https://chipdispatch.com/articles/commerce-reallocates-up-to-955m-of-globalfoundries-chips-awards-0dd8128b Chip Dispatch en 2026-10-15T14:55:13.371Z Commerce Reallocates Up to $955M of GlobalFoundries CHIPS Awards https://chipdispatch.com/articles/sipeed-s-3-999-maixstation-takes-aim-at-dgx-spark-with-chinese-silicon-d62a3be3 Chip Dispatch en 2026-10-15T14:45:13.364Z Sipeed's $3,999 MaixStation Takes Aim at DGX Spark With Chinese Silicon https://chipdispatch.com/articles/tsmc-beats-third-quarter-estimates-on-revenue-and-earnings-aa6c4601 Chip Dispatch en 2026-10-15T14:45:13.364Z TSMC Beats Third-Quarter Estimates on Revenue and Earnings https://chipdispatch.com/articles/tsmc-reports-69-jump-in-third-quarter-profit-on-ai-demand-1d5679e3 Chip Dispatch en 2026-10-15T14:40:13.361Z TSMC Reports 69% Jump in Third-Quarter Profit on AI Demand https://chipdispatch.com/articles/fierce-battle-erupts-over-tsmc-s-limited-chip-capacity-6f28d17d Chip Dispatch en 2026-10-15T14:40:13.361Z Fierce Battle Erupts Over TSMC's Limited Chip Capacity https://chipdispatch.com/articles/mediatek-s-3-nm-dimensity-cx-c10-max-takes-aim-at-899-googlebooks-d1320c21 Chip Dispatch en 2026-10-15T14:35:13.357Z MediaTek's 3 nm Dimensity CX C10 Max Takes Aim at $899 Googlebooks https://chipdispatch.com/articles/meta-s-new-ai-chips-signal-a-faster-more-self-reliant-hardware-path-80ef15b1 Chip Dispatch en 2026-10-15T14:25:07.105Z Meta's New AI Chips Signal a Faster, More Self-Reliant Hardware Path https://chipdispatch.com/articles/tsmc-posts-record-profit-stock-falls-anyway-as-ai-demand-soars-c60d60ab Chip Dispatch en 2026-10-15T14:25:07.105Z TSMC Posts Record Profit, Stock Falls Anyway as AI Demand Soars https://chipdispatch.com/articles/ee-times-argues-data-orchestration-now-defines-the-semiconductor-enterprise-04f22efe Chip Dispatch en 2026-10-15T14:15:07.100Z EE Times Argues Data Orchestration Now Defines the Semiconductor Enterprise https://chipdispatch.com/articles/tsmc-posts-record-profits-as-tech-sector-selloff-deepens-41c2835c Chip Dispatch en 2026-10-15T14:15:07.100Z TSMC Posts Record Profits as Tech Sector Selloff Deepens https://chipdispatch.com/articles/stonex-starts-on-semiconductor-at-buy-citing-ai-and-automotive-demand-de0a951b Chip Dispatch en 2026-10-15T14:15:07.100Z StoneX Starts ON Semiconductor at Buy, Citing AI and Automotive Demand https://chipdispatch.com/articles/seeking-alpha-tells-tsmc-investors-to-ignore-the-ai-panic-568d7066 Chip Dispatch en 2026-10-15T14:15:07.100Z Seeking Alpha Tells TSMC Investors to Ignore the AI Panic https://chipdispatch.com/articles/tsmc-weighs-texas-production-and-terafab-tie-up-edbe196f Chip Dispatch en 2026-10-15T14:15:07.100Z TSMC Weighs Texas Production and Terafab Tie-Up https://chipdispatch.com/articles/tsmc-profit-climbs-69-to-a-record-yet-the-stock-slides-c652cc3c Chip Dispatch en 2026-10-15T14:15:07.100Z TSMC Profit Climbs 69% to a Record, Yet the Stock Slides https://chipdispatch.com/articles/record-tsmc-profits-fail-to-halt-a-deepening-tech-selloff-3b2a1d3b Chip Dispatch en 2026-10-15T14:15:07.100Z Record TSMC Profits Fail to Halt a Deepening Tech Selloff https://chipdispatch.com/articles/tsmc-posts-record-profit-as-ai-demand-reshapes-chip-supply-21972a1d Chip Dispatch en 2026-10-15T14:15:07.100Z TSMC Posts Record Profit as AI Demand Reshapes Chip Supply https://chipdispatch.com/articles/tsmc-holds-firm-on-operating-role-in-musk-terafab-talks-cbdd52c5 Chip Dispatch en 2026-10-15T14:15:07.100Z TSMC Holds Firm on Operating Role in Musk Terafab Talks https://chipdispatch.com/articles/tsmc-stock-falls-5-despite-sixth-straight-earnings-beat-37db207f Chip Dispatch en 2026-10-15T14:10:07.097Z TSMC Stock Falls 5% Despite Sixth Straight Earnings Beat https://chipdispatch.com/articles/tsmc-posts-record-profit-for-sixth-quarter-stock-still-falls-a5e90ff0 Chip Dispatch en 2026-10-15T14:10:07.097Z TSMC Posts Record Profit for Sixth Quarter, Stock Still Falls https://chipdispatch.com/articles/seeking-alpha-analysts-see-a-possible-top-in-tsmc-shares-after-q3-7375f700 Chip Dispatch en 2026-10-15T14:10:07.097Z Seeking Alpha Analysts See a Possible Top in TSMC Shares After Q3 https://chipdispatch.com/articles/tsmc-posts-strong-quarterly-results-and-expands-n3-capacity-880d6458 Chip Dispatch en 2026-10-15T14:10:07.097Z TSMC Posts Strong Quarterly Results and Expands N3 Capacity https://chipdispatch.com/articles/chip-capacity-export-controls-and-trade-shocks-reshape-supply-networks-a124775f Chip Dispatch en 2026-10-15T13:55:07.090Z Chip Capacity, Export Controls and Trade Shocks Reshape Supply Networks https://chipdispatch.com/articles/amazon-s-custom-ai-chips-raise-a-question-who-keeps-the-savings-54c952e6 Chip Dispatch en 2026-10-15T13:55:07.090Z Amazon's Custom AI Chips Raise a Question: Who Keeps the Savings? https://chipdispatch.com/articles/stonex-starts-on-semiconductor-coverage-with-buy-110-target-35508046 Chip Dispatch en 2026-10-15T13:45:07.079Z StoneX Starts ON Semiconductor Coverage With Buy, $110 Target https://chipdispatch.com/articles/tsmc-beats-third-quarter-estimates-on-revenue-and-margins-5a23c24e Chip Dispatch en 2026-10-15T13:45:07.079Z TSMC Beats Third-Quarter Estimates on Revenue and Margins https://chipdispatch.com/articles/eu-weighs-sanction-swap-with-china-to-save-asml-critical-german-supplier-670f6b2f Chip Dispatch en 2026-10-15T13:45:07.079Z EU Weighs Sanction Swap With China to Save ASML-Critical German Supplier https://chipdispatch.com/articles/tsmc-sends-teams-to-verify-if-us-datacenters-can-meet-ai-demand-4bdc9c3d Chip Dispatch en 2026-10-15T13:40:07.073Z TSMC Sends Teams to Verify If US Datacenters Can Meet AI Demand https://chipdispatch.com/articles/headline-signals-warning-from-nvidia-s-key-chip-supplier-829784f3 Chip Dispatch en 2026-10-15T13:40:07.073Z Headline Signals Warning From Nvidia's Key Chip Supplier https://chipdispatch.com/articles/tsmc-posts-69-jump-in-third-quarter-profit-on-ai-chip-demand-a8108992 Chip Dispatch en 2026-10-15T13:40:07.073Z TSMC Posts 69% Jump in Third-Quarter Profit on AI Chip Demand https://chipdispatch.com/articles/tsmc-s-q3-results-and-outlook-point-analysts-to-a-banner-year-in-2027-b0db9bfb Chip Dispatch en 2026-10-15T13:40:07.073Z TSMC's Q3 Results and Outlook Point Analysts to a 'Banner Year' in 2027 https://chipdispatch.com/articles/tsmc-studies-multibillion-dollar-texas-site-for-ai-chip-capacity-eb514644 Chip Dispatch en 2026-10-15T13:25:07.053Z TSMC Studies Multibillion-Dollar Texas Site for AI Chip Capacity https://chipdispatch.com/articles/applied-materials-puts-5-billion-into-silicon-valley-r-d-center-16883488 Chip Dispatch en 2026-10-15T13:15:07.047Z Applied Materials Puts $5 Billion Into Silicon Valley R&D Center https://chipdispatch.com/articles/tsmc-falls-3-despite-record-quarterly-profit-intel-and-amd-slide-bdc1b631 Chip Dispatch en 2026-10-15T13:15:07.047Z TSMC Falls 3% Despite Record Quarterly Profit; Intel and AMD Slide https://chipdispatch.com/articles/europe-s-chip-dependencies-push-semiconductor-diplomacy-into-focus-6bea9645 Chip Dispatch en 2026-10-15T13:15:07.047Z Europe's Chip Dependencies Push Semiconductor Diplomacy Into Focus https://chipdispatch.com/articles/soxx-has-dropped-10-four-times-since-june-a-pace-unseen-since-2002-43e97a2e Chip Dispatch en 2026-10-15T13:15:07.047Z SOXX Has Dropped 10% Four Times Since June, a Pace Unseen Since 2002 https://chipdispatch.com/articles/tsmc-beats-quarterly-eps-expectations-by-0-15-f5c003e2 Chip Dispatch en 2026-10-15T13:15:07.047Z TSMC Beats Quarterly EPS Expectations by $0.15 https://chipdispatch.com/articles/record-tsmc-profits-fail-to-halt-deepening-tech-selloff-531e194c Chip Dispatch en 2026-10-15T13:10:07.036Z Record TSMC Profits Fail to Halt Deepening Tech Selloff https://chipdispatch.com/articles/zerorisc-bets-a-decade-of-opentitan-work-on-open-silicon-trust-668b80e0 Chip Dispatch en 2026-10-15T12:55:07.035Z zeroRISC Bets a Decade of OpenTitan Work on Open Silicon Trust https://chipdispatch.com/articles/tsmc-closes-the-books-on-q3-september-quarter-results-are-in-abb050ce Chip Dispatch en 2026-10-15T12:45:07.014Z TSMC Closes the Books on Q3: September Quarter Results Are In https://chipdispatch.com/articles/naura-unit-moves-to-acquire-semiconductor-packaging-equipment-maker-3128373b Chip Dispatch en 2026-10-15T12:45:07.014Z NAURA Unit Moves to Acquire Semiconductor Packaging Equipment Maker https://chipdispatch.com/articles/tsmc-q3-fy2026-earnings-call-transcript-surfaces-on-yahoo-finance-2ebd9193 Chip Dispatch en 2026-10-15T12:45:07.014Z TSMC Q3 FY2026 Earnings Call Transcript Surfaces on Yahoo Finance https://chipdispatch.com/articles/tsmc-breaks-silence-on-terafab-hints-at-tenant-role-in-texas-7967f148 Chip Dispatch en 2026-10-15T12:40:07.015Z TSMC Breaks Silence on Terafab, Hints at Tenant Role in Texas https://chipdispatch.com/articles/tsmc-posts-record-profit-for-sixth-straight-quarter-stock-falls-40300bf4 Chip Dispatch en 2026-10-15T12:40:07.015Z TSMC Posts Record Profit for Sixth Straight Quarter, Stock Falls https://chipdispatch.com/articles/tsmc-reports-68-7-rise-in-q3-net-income-1dfb2d8c Chip Dispatch en 2026-10-15T12:40:07.015Z TSMC Reports 68.7% Rise in Q3 Net Income https://chipdispatch.com/articles/tsmc-posts-surging-profit-while-ai-stocks-extend-decline-828a5c8a Chip Dispatch en 2026-10-15T12:40:07.015Z TSMC Posts Surging Profit While AI Stocks Extend Decline https://chipdispatch.com/articles/ai-stocks-slide-as-tsmc-outlook-fails-to-calm-bubble-fears-757ad7df Chip Dispatch en 2026-10-15T12:40:07.015Z AI Stocks Slide as TSMC Outlook Fails to Calm Bubble Fears https://chipdispatch.com/articles/ledger-ships-an-android-phone-that-refuses-to-be-a-phone-41149255 Chip Dispatch en 2026-10-15T12:25:06.988Z Ledger Ships an Android Phone That Refuses to Be a Phone https://chipdispatch.com/articles/bee-frontier-lands-at-74-99-undercutting-plaud-note-by-half-bd68b50f Chip Dispatch en 2026-10-15T12:15:06.981Z Bee Frontier lands at $74.99, undercutting Plaud Note by half https://chipdispatch.com/articles/tsmc-flags-sequential-q4-gross-margin-dip-lifts-revenue-outlook-2f96c03c Chip Dispatch en 2026-10-15T12:15:06.981Z TSMC Flags Sequential Q4 Gross Margin Dip, Lifts Revenue Outlook https://chipdispatch.com/articles/ideal-semiconductor-signs-distribution-deal-with-japan-s-marubun-bea0c5f3 Chip Dispatch en 2026-10-15T12:15:06.981Z iDEAL Semiconductor Signs Distribution Deal with Japan's Marubun https://chipdispatch.com/articles/philadelphia-chip-index-erases-1-6-trillion-in-six-day-rout-50c4f6e8 Chip Dispatch en 2026-10-15T12:15:06.981Z Philadelphia Chip Index Erases $1.6 Trillion in Six-Day Rout https://chipdispatch.com/articles/asml-books-record-quarter-expands-capacity-as-orders-reach-2030-edc194a2 Chip Dispatch en 2026-10-15T12:15:06.981Z ASML Books Record Quarter, Expands Capacity as Orders Reach 2030 https://chipdispatch.com/articles/test-data-arrives-without-findings-rtx-spark-superchip-review-unverifiable-48a88da4 Chip Dispatch en 2026-10-15T12:10:06.991Z Test Data Arrives Without Findings: RTX Spark Superchip Review Unverifiable https://chipdispatch.com/articles/bytedance-nears-mediatek-deal-to-secure-ai-chips-for-data-centres-3c4776d6 Chip Dispatch en 2026-10-15T11:55:06.967Z ByteDance Nears MediaTek Deal to Secure AI Chips for Data Centres https://chipdispatch.com/articles/bytedance-and-mediatek-discuss-custom-ai-data-center-chips-5df873be Chip Dispatch en 2026-10-15T11:50:06.967Z ByteDance and MediaTek Discuss Custom AI Data Center Chips https://chipdispatch.com/articles/asml-says-ai-demand-may-outrun-even-its-expanded-capacity-3e50374e Chip Dispatch en 2026-10-15T11:45:06.964Z ASML Says AI Demand May Outrun Even Its Expanded Capacity https://chipdispatch.com/articles/tsmc-flags-sequential-gross-margin-decline-for-q4-guides-revenue-higher-56173258 Chip Dispatch en 2026-10-15T11:45:06.964Z TSMC Flags Sequential Gross Margin Decline for Q4, Guides Revenue Higher https://chipdispatch.com/articles/tsmc-confirms-talks-on-terafab-expansion-with-elon-musk-25e219ca Chip Dispatch en 2026-10-15T11:40:06.961Z TSMC confirms talks on Terafab expansion with Elon Musk https://chipdispatch.com/articles/tsmc-weighs-texas-expansion-for-us-chip-production-11eafb50 Chip Dispatch en 2026-10-15T11:40:06.961Z TSMC Weighs Texas Expansion for US Chip Production https://chipdispatch.com/articles/tsmc-logs-sixth-consecutive-record-profit-on-ai-demand-2db1dd3e Chip Dispatch en 2026-10-15T11:40:06.961Z TSMC Logs Sixth Consecutive Record Profit on AI Demand https://chipdispatch.com/articles/elon-musk-brands-memory-chip-pricing-extortionate-praises-micron-ab332e8a Chip Dispatch en 2026-10-15T11:40:06.961Z Elon Musk Brands Memory Chip Pricing 'Extortionate', Praises Micron https://chipdispatch.com/articles/tsmc-weighs-texas-investment-to-widen-u-s-production-footprint-9f45fa32 Chip Dispatch en 2026-10-15T11:40:06.961Z TSMC Weighs Texas Investment to Widen U.S. Production Footprint https://chipdispatch.com/articles/tsmc-weighs-texas-expansion-for-additional-us-production-25827b46 Chip Dispatch en 2026-10-15T11:40:06.961Z TSMC Weighs Texas Expansion for Additional US Production https://chipdispatch.com/articles/tsmc-stock-slips-despite-sixth-straight-quarter-of-record-profit-17b8c9a1 Chip Dispatch en 2026-10-15T11:40:06.961Z TSMC Stock Slips Despite Sixth Straight Quarter of Record Profit https://chipdispatch.com/articles/tsmc-net-income-jumps-69-to-record-in-q3-2026-earnings-dc9d6f7d Chip Dispatch en 2026-10-15T11:40:06.961Z TSMC Net Income Jumps 69% to Record in Q3 2026 Earnings https://chipdispatch.com/articles/tsmc-posts-record-q3-profit-of-23-55-billion-on-ai-demand-06d248f2 Chip Dispatch en 2026-10-15T11:40:06.961Z TSMC Posts Record Q3 Profit of $23.55 Billion on AI Demand https://chipdispatch.com/articles/tsmc-posts-sixth-straight-record-quarter-braces-for-2027-8304d454 Chip Dispatch en 2026-10-15T11:25:06.956Z TSMC Posts Sixth Straight Record Quarter, Braces for 2027 https://chipdispatch.com/articles/sk-hynix-to-pack-100-h-tpu-cores-into-future-ssd-controllers-702a7014 Chip Dispatch en 2026-10-15T11:25:06.956Z SK hynix to pack 100+ H-TPU cores into future SSD controllers https://chipdispatch.com/articles/coreweave-stock-falls-15-as-bond-yields-hit-15-on-ai-debt-fears-22f273a8 Chip Dispatch en 2026-10-15T11:20:06.940Z CoreWeave Stock Falls 15% as Bond Yields Hit 15% on AI Debt Fears https://chipdispatch.com/articles/itri-pitches-water-immersion-cooling-for-ai-chip-heat-problem-34abe5aa Chip Dispatch en 2026-10-15T11:20:06.940Z ITRI Pitches Water Immersion Cooling for AI Chip Heat Problem https://chipdispatch.com/articles/tsmc-posts-record-profit-on-extremely-robust-ai-chip-demand-077bde5f Chip Dispatch en 2026-10-15T11:20:06.940Z TSMC Posts Record Profit on 'Extremely Robust' AI Chip Demand https://chipdispatch.com/articles/stonex-starts-on-semiconductor-at-buy-on-chip-cycle-strength-279f4373 Chip Dispatch en 2026-10-15T11:15:06.939Z StoneX Starts ON Semiconductor at Buy on Chip Cycle Strength https://chipdispatch.com/articles/tsmc-evaluates-texas-expansion-weighs-musk-terafab-role-75bb8647 Chip Dispatch en 2026-10-15T11:10:06.939Z TSMC Evaluates Texas Expansion, Weighs Musk Terafab Role https://chipdispatch.com/articles/tsmc-posts-sixth-straight-record-quarter-sounds-caution-on-2027-1fea9c78 Chip Dispatch en 2026-10-15T11:10:06.939Z TSMC Posts Sixth Straight Record Quarter, Sounds Caution on 2027 https://chipdispatch.com/articles/tsmc-s-upbeat-tone-does-not-settle-the-ai-debate-da5d574e Chip Dispatch en 2026-10-15T11:10:06.939Z TSMC's Upbeat Tone Does Not Settle the AI Debate https://chipdispatch.com/articles/tsmc-q3-profit-hits-record-high-as-ai-demand-beats-expectations-67369ed9 Chip Dispatch en 2026-10-15T11:10:06.939Z TSMC Q3 Profit Hits Record High as AI Demand Beats Expectations https://chipdispatch.com/articles/barron-s-flags-chip-and-ai-stocks-driving-the-session-23fc435a Chip Dispatch en 2026-10-15T11:10:06.939Z Barron's Flags Chip and AI Stocks Driving the Session https://chipdispatch.com/articles/tsmc-eyes-texas-fab-adding-second-state-to-us-buildout-5844583b Chip Dispatch en 2026-10-15T11:10:06.939Z TSMC Eyes Texas Fab, Adding Second State to US Buildout https://chipdispatch.com/articles/tsmc-profit-jumps-58-as-shares-slip-2-what-s-behind-the-split-409567d2 Chip Dispatch en 2026-10-15T11:10:06.939Z TSMC Profit Jumps 58% as Shares Slip 2%: What's Behind the Split? https://chipdispatch.com/articles/tsmc-third-quarter-net-profit-sets-record-korea-herald-says-0cb89b41 Chip Dispatch en 2026-10-15T11:10:06.939Z TSMC Third-Quarter Net Profit Sets Record, Korea Herald Says https://chipdispatch.com/articles/russian-chipmakers-show-off-domestic-risc-v-and-arm-silicon-via-retro-games-b10c7bcd Chip Dispatch en 2026-10-15T10:45:06.913Z Russian Chipmakers Show Off Domestic RISC-V and Arm Silicon via Retro Games https://chipdispatch.com/articles/light-driven-synthesis-yields-new-organic-semiconductors-7d462ce8 Chip Dispatch en 2026-10-15T10:45:06.913Z Light-Driven Synthesis Yields New Organic Semiconductors https://chipdispatch.com/articles/tsmc-weighs-further-texas-expansion-confirmation-remains-scarce-654efc8d Chip Dispatch en 2026-10-15T10:45:06.913Z TSMC Weighs Further Texas Expansion, Confirmation Remains Scarce https://chipdispatch.com/articles/tsmc-eyed-as-winner-if-premium-smartphone-demand-holds-ee61c97b Chip Dispatch en 2026-10-15T10:45:06.913Z TSMC Eyed as Winner if Premium Smartphone Demand Holds https://chipdispatch.com/articles/tsmc-ceo-profitability-has-no-ceiling-high-na-euv-coming-2030-d23749fe Chip Dispatch en 2026-10-15T10:40:06.911Z TSMC CEO: Profitability Has No Ceiling, High-NA EUV Coming 2030 https://chipdispatch.com/articles/tsmc-weighs-new-texas-investment-to-widen-us-production-47383e43 Chip Dispatch en 2026-10-15T10:40:06.911Z TSMC Weighs New Texas Investment to Widen US Production https://chipdispatch.com/articles/tsmc-explores-texas-as-next-step-in-us-production-build-out-96460a15 Chip Dispatch en 2026-10-15T10:40:06.911Z TSMC Explores Texas as Next Step in US Production Build-Out https://chipdispatch.com/articles/tsmc-did-not-return-jensen-huang-s-calls-its-founder-did-ee75a09e Chip Dispatch en 2026-10-15T10:40:06.911Z TSMC Did Not Return Jensen Huang's Calls. Its Founder Did. https://chipdispatch.com/articles/tsmc-earnings-loom-as-ai-demand-litmus-test-for-markets-10de3d1a Chip Dispatch en 2026-10-15T10:40:06.911Z TSMC Earnings Loom as AI Demand Litmus Test for Markets https://chipdispatch.com/articles/tsmc-posts-41-1-revenue-jump-for-q3-guides-strong-fourth-quarter-3276241e Chip Dispatch en 2026-10-15T10:40:06.911Z TSMC Posts 41.1% Revenue Jump for Q3, Guides Strong Fourth Quarter https://chipdispatch.com/articles/tsmc-logs-sixth-straight-record-quarter-as-market-cap-hits-twice-samsung-s-c103d12f Chip Dispatch en 2026-10-15T10:40:06.911Z TSMC Logs Sixth Straight Record Quarter as Market Cap Hits Twice Samsung's https://chipdispatch.com/articles/tsmc-beats-forecasts-as-quarterly-sales-and-profits-soar-c15ae34a Chip Dispatch en 2026-10-15T10:40:06.911Z TSMC Beats Forecasts as Quarterly Sales and Profits Soar https://chipdispatch.com/articles/tsmc-books-47-billion-in-third-quarter-revenue-c5225b67 Chip Dispatch en 2026-10-15T10:40:06.911Z TSMC Books $47 Billion in Third-Quarter Revenue https://chipdispatch.com/articles/tsmc-weighs-new-texas-investment-to-widen-us-production-ad74b19c Chip Dispatch en 2026-10-15T10:40:06.911Z TSMC Weighs New Texas Investment to Widen US Production https://chipdispatch.com/articles/tsmc-explores-texas-site-to-expand-us-chipmaking-capacity-88969574 Chip Dispatch en 2026-10-15T10:40:06.911Z TSMC Explores Texas Site to Expand US Chipmaking Capacity https://chipdispatch.com/articles/tsmc-eyes-texas-site-as-us-production-buildout-continues-89d88fd4 Chip Dispatch en 2026-10-15T10:40:06.911Z TSMC Eyes Texas Site as US Production Buildout Continues https://chipdispatch.com/articles/tsmc-posts-beat-and-raise-q3-report-defying-foundry-slowdown-fears-a86be6de Chip Dispatch en 2026-10-15T10:40:06.911Z TSMC Posts Beat-And-Raise Q3 Report, Defying Foundry Slowdown Fears https://chipdispatch.com/articles/tsmc-and-musk-s-terafab-have-talked-but-who-holds-the-keys-94200cb8 Chip Dispatch en 2026-10-15T10:40:06.911Z TSMC and Musk's 'Terafab' Have Talked — But Who Holds the Keys? https://chipdispatch.com/articles/tsmc-beats-q3-estimates-yet-the-stock-slides-9790aba5 Chip Dispatch en 2026-10-15T10:40:06.911Z TSMC Beats Q3 Estimates, Yet the Stock Slides https://chipdispatch.com/articles/tsmc-posts-record-quarterly-profit-as-ai-chip-demand-surges-1ef9cd96 Chip Dispatch en 2026-10-15T10:40:06.911Z TSMC Posts Record Quarterly Profit as AI Chip Demand Surges https://chipdispatch.com/articles/benzinga-weighs-analog-devices-against-its-semiconductor-peers-63e1b67b Chip Dispatch en 2026-10-15T10:15:06.890Z Benzinga Weighs Analog Devices Against Its Semiconductor Peers https://chipdispatch.com/articles/tsmc-lifts-2026-sales-growth-outlook-to-44-holds-capex-flat-05678624 Chip Dispatch en 2026-10-15T10:10:06.887Z TSMC Lifts 2026 Sales Growth Outlook to 44%, Holds Capex Flat https://chipdispatch.com/articles/nvidia-s-tsmc-breakthrough-came-through-founder-morris-chang-b4bf376b Chip Dispatch en 2026-10-15T10:10:06.887Z Nvidia's TSMC Breakthrough Came Through Founder Morris Chang https://chipdispatch.com/articles/tsmc-posts-record-profit-as-ai-chip-demand-defies-debt-fears-e7170b1b Chip Dispatch en 2026-10-15T10:10:06.887Z TSMC Posts Record Profit as AI Chip Demand Defies Debt Fears https://chipdispatch.com/articles/tsmc-posts-record-quarterly-profit-on-surging-ai-chip-demand-b6d3c5cf Chip Dispatch en 2026-10-15T10:10:06.887Z TSMC Posts Record Quarterly Profit on Surging AI Chip Demand https://chipdispatch.com/articles/tsmc-q3-profit-jumps-69-to-a-record-beating-expectations-a0c04435 Chip Dispatch en 2026-10-15T10:10:06.887Z TSMC Q3 Profit Jumps 69% to a Record, Beating Expectations https://chipdispatch.com/articles/tsmc-weighs-role-in-musk-s-proposed-texas-chip-complex-74f310e0 Chip Dispatch en 2026-10-15T10:10:06.887Z TSMC Weighs Role in Musk's Proposed Texas Chip Complex https://chipdispatch.com/articles/tsmc-revenue-rises-41-as-ai-chip-demand-drives-growth-499c4176 Chip Dispatch en 2026-10-15T10:10:06.887Z TSMC Revenue Rises 41% as AI Chip Demand Drives Growth https://chipdispatch.com/articles/tsmc-on-track-for-sixth-straight-record-profit-quarter-on-ai-demand-a8e72de0 Chip Dispatch en 2026-10-15T10:10:06.887Z TSMC On Track for Sixth Straight Record Profit Quarter on AI Demand https://chipdispatch.com/articles/weeteq-targets-the-electricity-ai-servers-waste-before-it-is-used-01cce88c Chip Dispatch en 2026-10-15T09:50:06.883Z Weeteq Targets the Electricity AI Servers Waste Before It Is Used https://chipdispatch.com/articles/china-s-ai-chip-shortage-persists-despite-localization-push-332532ad Chip Dispatch en 2026-10-15T09:50:06.883Z China's AI Chip Shortage Persists Despite Localization Push https://chipdispatch.com/articles/two-dead-after-nf3-explosion-at-intel-s-kiryat-gat-fab-28-47cf426a Chip Dispatch en 2026-10-15T09:50:06.883Z Two Dead After NF3 Explosion at Intel's Kiryat Gat Fab 28 https://chipdispatch.com/articles/taiwan-s-lai-casts-chip-sector-as-central-to-ai-demand-cycle-30aeb0ec Chip Dispatch en 2026-10-15T09:45:06.868Z Taiwan's Lai Casts Chip Sector as Central to AI Demand Cycle https://chipdispatch.com/articles/tsmc-would-consider-musk-s-terafab-but-only-if-tsmc-runs-it-36b7d8b2 Chip Dispatch en 2026-10-15T09:40:06.866Z TSMC Would Consider Musk's Terafab, But Only If TSMC Runs It https://chipdispatch.com/articles/tsmc-chief-says-profitability-has-no-ceiling-d2355dbf Chip Dispatch en 2026-10-15T09:40:06.866Z TSMC Chief Says Profitability Has No Ceiling https://chipdispatch.com/articles/tsmc-posts-41-sales-growth-in-q3-beating-estimates-on-ai-demand-1a0fee35 Chip Dispatch en 2026-10-15T09:40:06.866Z TSMC Posts 41% Sales Growth in Q3, Beating Estimates on AI Demand https://chipdispatch.com/articles/two-dead-one-injured-in-explosion-at-intel-s-israel-fab-bb1f2f9f Chip Dispatch en 2026-10-15T09:40:06.866Z Two Dead, One Injured in Explosion at Intel's Israel Fab https://chipdispatch.com/articles/tsmc-posts-record-results-c-c-wei-pledges-to-chase-every-deal-94c4094e Chip Dispatch en 2026-10-15T09:40:06.866Z TSMC Posts Record Results; C.C. Wei Pledges to Chase Every Deal https://chipdispatch.com/articles/washington-doubles-its-equity-stake-in-globalfoundries-17371a3d Chip Dispatch en 2026-10-15T09:40:06.866Z Washington Doubles Its Equity Stake in GlobalFoundries https://chipdispatch.com/articles/tsmc-record-profit-meets-2nm-ramp-and-a-430-test-45fc74e1 Chip Dispatch en 2026-10-15T09:40:06.866Z TSMC Record Profit Meets 2nm Ramp and a $430 Test https://chipdispatch.com/articles/tsmc-posts-record-q3-profit-as-ai-demand-powers-results-d47b9930 Chip Dispatch en 2026-10-15T09:40:06.866Z TSMC Posts Record Q3 Profit as AI Demand Powers Results https://chipdispatch.com/articles/tsmc-posts-record-net-profit-for-third-quarter-74d93b78 Chip Dispatch en 2026-10-15T09:40:06.866Z TSMC Posts Record Net Profit for Third Quarter https://chipdispatch.com/articles/tsmc-logs-sixth-straight-record-quarter-as-ai-demand-holds-2df777fb Chip Dispatch en 2026-10-15T09:40:06.866Z TSMC Logs Sixth Straight Record Quarter as AI Demand Holds https://chipdispatch.com/articles/tsmc-open-to-musk-s-terafab-idea-but-only-if-tsmc-runs-it-9a72a1d0 Chip Dispatch en 2026-10-15T09:40:06.866Z TSMC Open to Musk's Terafab Idea, But Only If TSMC Runs It https://chipdispatch.com/articles/ai-demand-extends-tsmc-s-record-earnings-streak-e95f8820 Chip Dispatch en 2026-10-15T09:40:06.866Z AI Demand Extends TSMC's Record Earnings Streak https://chipdispatch.com/articles/marketbeat-publishes-highlights-from-tsmc-s-q3-earnings-call-9a1c92d0 Chip Dispatch en 2026-10-15T09:40:06.866Z MarketBeat Publishes Highlights From TSMC's Q3 Earnings Call https://chipdispatch.com/articles/indian-express-editorial-demands-chip-results-not-counts-f47c3c4c Chip Dispatch en 2026-10-15T09:20:06.865Z Indian Express Editorial Demands Chip Results, Not Counts https://chipdispatch.com/articles/nvidia-flagship-graphics-card-vanishes-from-retail-as-ai-demand-grows-c03f7d20 Chip Dispatch en 2026-10-15T09:20:06.865Z NVIDIA Flagship Graphics Card Vanishes From Retail as AI Demand Grows https://chipdispatch.com/articles/tsmc-posts-record-q3-profit-up-69-and-ahead-of-expectations-e4955dce Chip Dispatch en 2026-10-15T09:10:06.855Z TSMC Posts Record Q3 Profit, Up 69% and Ahead of Expectations https://chipdispatch.com/articles/tsmc-beats-earnings-expectations-yet-the-stock-slides-f8af3059 Chip Dispatch en 2026-10-15T09:10:06.855Z TSMC Beats Earnings Expectations, Yet the Stock Slides https://chipdispatch.com/articles/tsmc-says-yes-to-terafab-cooperation-no-to-sharing-control-0de22438 Chip Dispatch en 2026-10-15T09:10:06.855Z TSMC Says Yes to Terafab Cooperation, No to Sharing Control https://chipdispatch.com/articles/tsmc-s-2026-outlook-implies-about-44-growth-f446d650 Chip Dispatch en 2026-10-15T09:10:06.855Z TSMC's 2026 Outlook Implies About 44% Growth https://chipdispatch.com/articles/itri-unveils-array-based-3d-inspection-tech-for-taiwan-chips-e6c1a6bc Chip Dispatch en 2026-10-15T09:10:06.855Z ITRI Unveils Array-Based 3D Inspection Tech for Taiwan Chips https://chipdispatch.com/articles/tsmc-profit-jumps-69-notching-sixth-straight-record-quarter-cc6fe4e0 Chip Dispatch en 2026-10-15T09:10:06.855Z TSMC Profit Jumps 69%, Notching Sixth Straight Record Quarter https://chipdispatch.com/articles/tsmc-prepares-an-additional-3nm-fab-as-ai-demand-builds-ff4ed5f8 Chip Dispatch en 2026-10-15T09:10:06.855Z TSMC Prepares an Additional 3nm Fab as AI Demand Builds https://chipdispatch.com/articles/tsmc-reports-record-profit-as-ceo-rejects-talk-of-a-chip-slowdown-8ad1fcb2 Chip Dispatch en 2026-10-15T09:10:06.855Z TSMC Reports Record Profit as CEO Rejects Talk of a Chip Slowdown https://chipdispatch.com/articles/google-unveils-edge-ai-chip-that-cuts-wearable-power-use-40-3220a744 Chip Dispatch en 2026-10-15T08:50:06.825Z Google Unveils Edge AI Chip That Cuts Wearable Power Use 40% https://chipdispatch.com/articles/tsmc-posts-record-23-billion-q3-net-profit-on-ai-demand-8ff00fbf Chip Dispatch en 2026-10-15T08:40:06.821Z TSMC Posts Record $23 Billion Q3 Net Profit on AI Demand https://chipdispatch.com/articles/tsmc-conditions-terafab-collaboration-on-plant-control-2c4049ed Chip Dispatch en 2026-10-15T08:40:06.821Z TSMC Conditions Terafab Collaboration on Plant Control https://chipdispatch.com/articles/tsmc-confirms-talks-with-musk-draws-line-on-fab-control-c19882e6 Chip Dispatch en 2026-10-15T08:40:06.821Z TSMC Confirms Talks With Musk, Draws Line on Fab Control https://chipdispatch.com/articles/tsmc-s-ai-boom-can-t-lift-the-rest-of-chip-stocks-293c04bf Chip Dispatch en 2026-10-15T08:40:06.821Z TSMC's AI Boom Can't Lift the Rest of Chip Stocks https://chipdispatch.com/articles/ai-semiconductor-trade-remarkably-resilient-despite-rising-rates-2c3687f8 Chip Dispatch en 2026-10-15T08:40:06.821Z AI Semiconductor Trade 'Remarkably Resilient' Despite Rising Rates https://chipdispatch.com/articles/tsmc-lifts-2026-growth-target-to-44-as-2nm-hits-8-of-revenue-e4f95d26 Chip Dispatch en 2026-10-15T08:40:06.821Z TSMC Lifts 2026 Growth Target to 44% as 2nm Hits 8% of Revenue https://chipdispatch.com/articles/tsmc-targets-us-54-3-billion-in-q4-2026-revenue-92ac57db Chip Dispatch en 2026-10-15T08:35:06.818Z TSMC Targets US$54.3 Billion in Q4 2026 Revenue https://chipdispatch.com/articles/tsmc-posts-46-7b-in-q3-2026-revenue-guides-to-58-yoy-growth-1b9187cd Chip Dispatch en 2026-10-15T08:35:06.818Z TSMC Posts $46.7B in Q3 2026 Revenue, Guides to 58% YoY Growth https://chipdispatch.com/articles/tsmc-profit-beats-expectations-as-ai-orders-accelerate-9cded5b5 Chip Dispatch en 2026-10-15T08:35:06.818Z TSMC Profit Beats Expectations as AI Orders Accelerate https://chipdispatch.com/articles/tsmc-shares-slip-toward-400-as-q3-win-meets-cpi-headwind-b5348018 Chip Dispatch en 2026-10-15T08:35:06.818Z TSMC Shares Slip Toward $400 as Q3 Win Meets CPI Headwind https://chipdispatch.com/articles/nvidia-s-china-ai-shipments-halve-as-domestic-accelerators-take-the-lead-e1bda019 Chip Dispatch en 2026-10-15T08:20:06.805Z Nvidia's China AI Shipments Halve as Domestic Accelerators Take the Lead https://chipdispatch.com/articles/sk-hynix-asks-washington-to-let-it-send-more-chip-tools-to-china-8184c714 Chip Dispatch en 2026-10-15T08:20:06.805Z SK Hynix Asks Washington to Let It Send More Chip Tools to China https://chipdispatch.com/articles/tsmc-beats-profit-expectations-as-ai-orders-accelerate-4b8fec4b Chip Dispatch en 2026-10-15T08:10:06.804Z TSMC Beats Profit Expectations as AI Orders Accelerate https://chipdispatch.com/articles/tsmc-q3-profit-hits-record-high-beat-expectations-on-ai-demand-ab9476f4 Chip Dispatch en 2026-10-15T08:10:06.804Z TSMC Q3 Profit Hits Record High, Beat Expectations on AI Demand https://chipdispatch.com/articles/advanced-chips-delivered-79-of-tsmc-s-q3-wafer-revenue-a8dd5575 Chip Dispatch en 2026-10-15T08:10:06.804Z Advanced Chips Delivered 79% of TSMC's Q3 Wafer Revenue https://chipdispatch.com/articles/tsmc-q3-profit-jumps-69-to-record-beating-expectations-8c3523ab Chip Dispatch en 2026-10-15T08:10:06.804Z TSMC Q3 Profit Jumps 69% to Record, Beating Expectations https://chipdispatch.com/articles/tsmc-reports-higher-earnings-and-revenue-for-q3-06c35c9f Chip Dispatch en 2026-10-15T08:10:06.804Z TSMC Reports Higher Earnings and Revenue for Q3 https://chipdispatch.com/articles/tsmc-posts-record-profit-up-68-7-on-ai-chip-demand-70096377 Chip Dispatch en 2026-10-15T08:05:06.788Z TSMC Posts Record Profit, Up 68.7%, on AI Chip Demand https://chipdispatch.com/articles/tsmc-posts-record-31-62-trillion-won-profit-on-ai-demand-9ba8b58c Chip Dispatch en 2026-10-15T08:05:06.788Z TSMC Posts Record 31.62 Trillion Won Profit on AI Demand https://chipdispatch.com/articles/tsmc-says-it-would-work-with-terafab-only-if-it-controls-the-plants-cb069ffc Chip Dispatch en 2026-10-15T08:05:06.788Z TSMC Says It Would Work With Terafab Only If It Controls the Plants https://chipdispatch.com/articles/tsmc-posts-record-quarterly-net-profit-in-q3-5606635b Chip Dispatch en 2026-10-15T08:05:06.788Z TSMC Posts Record Quarterly Net Profit in Q3 https://chipdispatch.com/articles/tsmc-q3-profit-climbs-68-7-to-23-9-billion-a881cb8a Chip Dispatch en 2026-10-15T08:05:06.788Z TSMC Q3 Profit Climbs 68.7% to $23.9 Billion https://chipdispatch.com/articles/tata-chairman-calls-semiconductors-india-s-future-warns-on-costs-dc50570f Chip Dispatch en 2026-10-15T07:40:06.771Z Tata Chairman Calls Semiconductors India's Future, Warns on Costs https://chipdispatch.com/articles/tsmc-posts-q3-2026-results-as-ai-demand-keeps-order-books-full-5479ec6b Chip Dispatch en 2026-10-15T07:40:06.771Z TSMC Posts Q3 2026 Results as AI Demand Keeps Order Books Full https://chipdispatch.com/articles/tsmc-says-demand-significantly-exceeds-supply-capacity-84d96513 Chip Dispatch en 2026-10-15T07:35:06.769Z TSMC Says Demand Significantly Exceeds Supply Capacity https://chipdispatch.com/articles/tsmc-books-record-23-6-billion-quarterly-profit-a9795b17 Chip Dispatch en 2026-10-15T07:35:06.769Z TSMC Books Record $23.6 Billion Quarterly Profit https://chipdispatch.com/articles/tsmc-prepares-to-report-earnings-as-institutions-stay-bullish-3d791e92 Chip Dispatch en 2026-10-15T07:35:06.769Z TSMC Prepares to Report Earnings as Institutions Stay Bullish https://chipdispatch.com/articles/tsmc-posts-record-q3-profit-yet-stock-sinks-with-ai-chip-selloff-0bf4828b Chip Dispatch en 2026-10-15T07:35:06.769Z TSMC Posts Record Q3 Profit, Yet Stock Sinks With AI Chip Selloff https://chipdispatch.com/articles/tsmc-quarterly-profit-jumps-69-to-a-record-on-ai-chip-demand-f7c59507 Chip Dispatch en 2026-10-15T07:35:06.769Z TSMC Quarterly Profit Jumps 69% to a Record on AI Chip Demand https://chipdispatch.com/articles/tsmc-posts-strong-q3-results-shares-hold-just-above-recent-range-564a190d Chip Dispatch en 2026-10-15T07:35:06.769Z TSMC Posts Strong Q3 Results; Shares Hold Just Above Recent Range https://chipdispatch.com/articles/tsmc-posts-sixth-straight-record-quarter-signals-caution-for-2027-8c6a6e5f Chip Dispatch en 2026-10-15T07:35:06.769Z TSMC Posts Sixth Straight Record Quarter, Signals Caution for 2027 https://chipdispatch.com/articles/tsmc-reports-record-third-quarter-net-profit-8b926883 Chip Dispatch en 2026-10-15T07:35:06.769Z TSMC Reports Record Third-Quarter Net Profit https://chipdispatch.com/articles/bytedance-nears-deal-to-buy-mediatek-custom-ai-chips-60e961fa Chip Dispatch en 2026-10-15T07:20:06.758Z ByteDance nears deal to buy MediaTek custom AI chips https://chipdispatch.com/articles/big-tech-s-custom-ai-silicon-lifts-hidden-design-partners-fd89bd14 Chip Dispatch en 2026-10-15T07:20:06.758Z Big Tech's Custom AI Silicon Lifts Hidden Design Partners https://chipdispatch.com/articles/intel-targets-12x-reticle-size-ai-chips-as-emib-t-enters-mass-production-acc00c7d Chip Dispatch en 2026-10-15T07:15:06.828Z Intel Targets 12x Reticle-Size AI Chips as EMIB-T Enters Mass Production https://chipdispatch.com/articles/globalfoundries-to-run-new-york-fabs-under-us-japan-chip-initiative-cc789f25 Chip Dispatch en 2026-10-15T07:10:06.755Z GlobalFoundries to Run New York Fabs Under US-Japan Chip Initiative https://chipdispatch.com/articles/globalfoundries-to-operate-two-new-us-fabs-under-us-japan-pact-99306b12 Chip Dispatch en 2026-10-15T07:10:06.755Z GlobalFoundries to Operate Two New US Fabs Under US-Japan Pact https://chipdispatch.com/articles/tsmc-posts-record-net-profit-up-69-as-ai-demand-drives-q3-beat-fdc58806 Chip Dispatch en 2026-10-15T07:05:06.764Z TSMC Posts Record Net Profit, Up 69%, as AI Demand Drives Q3 Beat https://chipdispatch.com/articles/tsmc-posts-record-23-6-billion-quarterly-profit-on-ai-demand-bfe66ab5 Chip Dispatch en 2026-10-15T07:05:06.764Z TSMC Posts Record $23.6 Billion Quarterly Profit on AI Demand https://chipdispatch.com/articles/tsmc-guides-q4-revenue-higher-after-sixth-straight-record-quarter-bb20e52b Chip Dispatch en 2026-10-15T07:05:06.764Z TSMC Guides Q4 Revenue Higher After Sixth Straight Record Quarter https://chipdispatch.com/articles/tsmc-guides-q4-revenue-to-52-354-3-billion-gross-margin-6567-0ec8ebb0 Chip Dispatch en 2026-10-15T07:05:06.764Z TSMC Guides Q4 Revenue to $52.3–54.3 Billion, Gross Margin 65–67% https://chipdispatch.com/articles/tsmc-posts-sixth-straight-record-profit-quarter-on-ai-demand-8ca42670 Chip Dispatch en 2026-10-15T07:05:06.764Z TSMC Posts Sixth Straight Record Profit Quarter on AI Demand https://chipdispatch.com/articles/tsmc-posts-sharp-profit-surge-as-ai-chip-demand-stays-unrelenting-d2caa5c5 Chip Dispatch en 2026-10-15T07:05:06.764Z TSMC Posts Sharp Profit Surge as AI Chip Demand Stays Unrelenting https://chipdispatch.com/articles/tsmc-posts-record-net-profit-for-third-quarter-25523031 Chip Dispatch en 2026-10-15T07:05:06.764Z TSMC Posts Record Net Profit for Third Quarter https://chipdispatch.com/articles/tsmc-posts-record-profit-beats-guidance-despite-chip-share-selloff-5cff0656 Chip Dispatch en 2026-10-15T07:05:06.764Z TSMC Posts Record Profit, Beats Guidance Despite Chip Share Selloff https://chipdispatch.com/articles/bytedance-nears-mediatek-pact-for-ai-data-center-chips-8c74076e Chip Dispatch en 2026-10-15T06:45:06.734Z ByteDance Nears MediaTek Pact for AI Data Center Chips https://chipdispatch.com/articles/fujifilm-puts-18-million-into-us-slurry-capacity-2cc3ea8d Chip Dispatch en 2026-10-15T06:40:06.732Z Fujifilm Puts $18 Million Into US Slurry Capacity https://chipdispatch.com/articles/tsmc-posts-record-q3-profit-sixth-straight-quarter-of-records-f49c43b7 Chip Dispatch en 2026-10-15T06:40:06.732Z TSMC Posts Record Q3 Profit, Sixth Straight Quarter of Records https://chipdispatch.com/articles/tsmc-logs-sixth-consecutive-quarter-of-record-profit-on-ai-demand-54796e1d Chip Dispatch en 2026-10-15T06:35:06.738Z TSMC Logs Sixth Consecutive Quarter of Record Profit on AI Demand https://chipdispatch.com/articles/tsmc-sets-q3-revenue-and-profit-records-as-ai-chip-demand-surges-56d3b05f Chip Dispatch en 2026-10-15T06:35:06.738Z TSMC Sets Q3 Revenue and Profit Records as AI Chip Demand Surges https://chipdispatch.com/articles/tsmc-profit-jumps-69-to-another-record-quarter-on-ai-demand-08e65a93 Chip Dispatch en 2026-10-15T06:35:06.738Z TSMC Profit Jumps 69% to Another Record Quarter on AI Demand https://chipdispatch.com/articles/nvidia-s-jensen-huang-couldn-t-reach-tsmc-then-morris-chang-picked-up-the-phone-2d76310e Chip Dispatch en 2026-10-15T06:35:06.738Z NVIDIA's Jensen Huang Couldn't Reach TSMC. Then Morris Chang Picked Up the Phone https://chipdispatch.com/articles/tsmc-q3-net-profit-climbs-69-to-a-record-beating-forecasts-6f866db2 Chip Dispatch en 2026-10-15T06:35:06.738Z TSMC Q3 Net Profit Climbs 69% to a Record, Beating Forecasts https://chipdispatch.com/articles/tsmc-logs-sixth-consecutive-quarter-of-record-profit-0c5e4bae Chip Dispatch en 2026-10-15T06:35:06.738Z TSMC Logs Sixth Consecutive Quarter of Record Profit https://chipdispatch.com/articles/tsmc-books-record-nt-763-1-billion-quarterly-profit-6d29f1ae Chip Dispatch en 2026-10-15T06:35:06.738Z TSMC Books Record NT$763.1 Billion Quarterly Profit https://chipdispatch.com/articles/tsmc-profit-beats-expectations-as-ai-orders-surge-1c6ea15b Chip Dispatch en 2026-10-15T06:35:06.738Z TSMC Profit Beats Expectations as AI Orders Surge https://chipdispatch.com/articles/tsmc-posts-third-quarter-results-as-investors-watch-ai-demand-78924bc4 Chip Dispatch en 2026-10-15T06:35:06.738Z TSMC Posts Third-Quarter Results as Investors Watch AI Demand https://chipdispatch.com/articles/microsoft-names-maia-300-as-its-next-ai-accelerator-131fd150 Chip Dispatch en 2026-10-15T06:15:07.789Z Microsoft Names Maia 300 as Its Next AI Accelerator https://chipdispatch.com/articles/traders-flee-to-coreweave-as-ai-sell-off-deepens-d54b2bd5 Chip Dispatch en 2026-10-15T06:15:07.789Z Traders Flee to CoreWeave as AI Sell-Off Deepens https://chipdispatch.com/articles/thintronics-targets-ajinomoto-s-packaging-film-as-ai-demand-widens-opening-ee44fa45 Chip Dispatch en 2026-10-15T06:15:07.789Z Thintronics Targets Ajinomoto's Packaging Film as AI Demand Widens Opening https://chipdispatch.com/articles/sk-hynix-seeks-us-equipment-export-approval-tied-to-new-china-plant-cda67c6a Chip Dispatch en 2026-10-15T06:15:07.789Z SK Hynix Seeks US Equipment Export Approval Tied to New China Plant https://chipdispatch.com/articles/besi-reports-q3-earnings-thursday-as-analysts-watch-hybrid-bonding-8a0501f8 Chip Dispatch en 2026-10-15T06:10:06.707Z Besi Reports Q3 Earnings Thursday as Analysts Watch Hybrid Bonding https://chipdispatch.com/articles/stonebridge-capital-buys-korean-fab-tool-maker-poise-for-146-million-1353b4fe Chip Dispatch en 2026-10-15T06:10:06.707Z Stonebridge Capital Buys Korean Fab Tool Maker Poise for $146 Million https://chipdispatch.com/articles/stonebridge-capital-acquires-equipment-maker-foures-for-140-million-cfdad7be Chip Dispatch en 2026-10-15T06:10:06.707Z Stonebridge Capital Acquires Equipment Maker Foures for $140 Million https://chipdispatch.com/articles/tsmc-posts-record-quarterly-profit-up-69-percent-in-q3-65186e5a Chip Dispatch en 2026-10-15T06:05:06.706Z TSMC Posts Record Quarterly Profit, Up 69 Percent in Q3 https://chipdispatch.com/articles/tsmc-posts-record-quarterly-profit-up-69-in-q3-bce8d8ec Chip Dispatch en 2026-10-15T06:05:06.706Z TSMC Posts Record Quarterly Profit, Up 69% in Q3 https://chipdispatch.com/articles/tsmc-posts-record-quarterly-profit-up-69-percent-in-q3-1d7d76ca Chip Dispatch en 2026-10-15T06:05:06.706Z TSMC Posts Record Quarterly Profit, Up 69 Percent in Q3 https://chipdispatch.com/articles/tsmc-posts-third-quarter-eps-of-nt-29-43-478d5708 Chip Dispatch en 2026-10-15T06:05:06.706Z TSMC Posts Third-Quarter EPS of NT$29.43 https://chipdispatch.com/articles/ai-demand-extends-tsmc-s-record-earnings-streak-3024edbb Chip Dispatch en 2026-10-15T06:05:06.706Z AI Demand Extends TSMC's Record Earnings Streak https://chipdispatch.com/articles/tsmc-reports-record-third-quarter-profit-on-ai-chip-demand-8a1ea7de Chip Dispatch en 2026-10-15T06:05:06.706Z TSMC Reports Record Third-Quarter Profit on AI Chip Demand https://chipdispatch.com/articles/tsmc-posts-nt-1-494-24-billion-q3-revenue-nt-763-06-billion-net-income-34ee2871 Chip Dispatch en 2026-10-15T06:05:06.706Z TSMC Posts NT$1,494.24 Billion Q3 Revenue, NT$763.06 Billion Net Income https://chipdispatch.com/articles/tsmc-on-track-for-sixth-consecutive-record-profit-quarter-eb132cb5 Chip Dispatch en 2026-10-15T05:45:06.698Z TSMC On Track for Sixth Consecutive Record Profit Quarter https://chipdispatch.com/articles/japan-to-put-21-billion-into-globalfoundries-new-york-fabs-af58405b Chip Dispatch en 2026-10-15T05:45:06.698Z Japan to Put $21 Billion Into GlobalFoundries New York Fabs https://chipdispatch.com/articles/a-flash-of-light-points-toward-lighter-more-efficient-semiconductors-88ff75dc Chip Dispatch en 2026-10-15T05:40:06.696Z A Flash of Light Points Toward Lighter, More Efficient Semiconductors https://chipdispatch.com/articles/japan-funded-new-york-fab-to-make-logic-chips-for-cars-and-networks-0d6dcaad Chip Dispatch en 2026-10-15T05:40:06.696Z Japan-Funded New York Fab to Make Logic Chips for Cars and Networks https://chipdispatch.com/articles/globalfoundries-puts-2-billion-into-tsmc-s-cowos-packaging-arena-17bfb4f2 Chip Dispatch en 2026-10-15T05:35:06.693Z GlobalFoundries Puts $2 Billion Into TSMC's CoWoS Packaging Arena https://chipdispatch.com/articles/tsmc-on-track-for-sixth-consecutive-record-quarterly-profit-fda07a72 Chip Dispatch en 2026-10-15T05:35:06.693Z TSMC on Track for Sixth Consecutive Record Quarterly Profit https://chipdispatch.com/articles/samsung-puts-400-layer-v-nand-at-center-of-its-agentic-ai-pitch-f872441b Chip Dispatch en 2026-10-15T05:10:06.675Z Samsung Puts 400+ Layer V-NAND at Center of Its Agentic AI Pitch https://chipdispatch.com/articles/sgx-to-list-depositary-receipts-for-tsmc-and-sk-hynix-3d322e05 Chip Dispatch en 2026-10-15T05:05:06.667Z SGX to List Depositary Receipts for TSMC and SK Hynix https://chipdispatch.com/articles/bytedance-in-talks-with-mediatek-for-data-center-ai-chips-2b476a32 Chip Dispatch en 2026-10-15T04:45:06.657Z ByteDance in Talks With MediaTek for Data Center AI Chips https://chipdispatch.com/articles/tsmc-targets-sixth-straight-record-quarter-on-65-profit-jump-4c30d2ee Chip Dispatch en 2026-10-15T04:35:06.646Z TSMC Targets Sixth Straight Record Quarter on 65% Profit Jump https://chipdispatch.com/articles/tsmc-faces-record-q3-profit-test-as-cowos-supply-gets-globalfoundries-boost-39b0d1dc Chip Dispatch en 2026-10-15T04:35:06.646Z TSMC Faces Record Q3 Profit Test as CoWoS Supply Gets GlobalFoundries Boost https://chipdispatch.com/articles/semi-s-manocha-puts-3-trillion-on-chip-market-by-2035-40a0e52a Chip Dispatch en 2026-10-15T04:35:06.646Z SEMI's Manocha Puts $3 Trillion on Chip Market by 2035 https://chipdispatch.com/articles/nvidia-ceo-pledges-to-halt-chip-supply-to-unsafe-ai-buyers-ac395e95 Chip Dispatch en 2026-10-15T04:15:06.632Z Nvidia CEO Pledges to Halt Chip Supply to Unsafe AI Buyers https://chipdispatch.com/articles/sk-hynix-offers-us-nand-plant-in-exchange-for-china-output-leeway-38aae5b4 Chip Dispatch en 2026-10-15T04:15:06.632Z SK Hynix Offers US NAND Plant in Exchange for China Output Leeway https://chipdispatch.com/articles/singapore-semiconductor-stocks-extend-slide-as-global-chip-rout-deepens-1a308bac Chip Dispatch en 2026-10-15T04:05:06.628Z Singapore Semiconductor Stocks Extend Slide as Global Chip Rout Deepens https://chipdispatch.com/articles/nvidia-widens-ai-toolset-for-chipmakers-aims-at-faster-fab-work-5c35b18a Chip Dispatch en 2026-10-15T04:05:06.628Z NVIDIA Widens AI Toolset for Chipmakers, Aims at Faster Fab Work https://chipdispatch.com/articles/bytedance-in-talks-with-mediatek-for-ai-data-center-chips-83e32993 Chip Dispatch en 2026-10-15T03:45:06.608Z ByteDance in Talks With MediaTek for AI Data Center Chips https://chipdispatch.com/articles/ai-chip-complexity-is-widening-opportunities-for-equipment-makers-812f7f20 Chip Dispatch en 2026-10-15T03:35:06.606Z AI Chip Complexity Is Widening Opportunities for Equipment Makers https://chipdispatch.com/articles/musk-s-terafab-aims-at-ten-chip-iterations-a-year-79b5fb69 Chip Dispatch en 2026-10-15T03:30:06.591Z Musk's Terafab Aims at Ten Chip Iterations a Year https://chipdispatch.com/articles/bytedance-in-talks-with-mediatek-for-ai-data-center-chips-c692cf3d Chip Dispatch en 2026-10-15T03:15:06.586Z ByteDance in Talks With MediaTek for AI Data Center Chips https://chipdispatch.com/articles/yuan-jen-pivots-toward-semiconductor-packaging-and-specialty-wire-98d9a21c Chip Dispatch en 2026-10-15T02:35:06.572Z Yuan Jen Pivots Toward Semiconductor Packaging and Specialty Wire https://chipdispatch.com/articles/nvidia-expands-gpu-libraries-for-ai-driven-chip-manufacturing-2d04952a Chip Dispatch en 2026-10-15T02:35:06.572Z NVIDIA Expands GPU Libraries for AI-Driven Chip Manufacturing https://chipdispatch.com/articles/samsung-and-sk-hynix-cave-to-asml-parts-price-hike-tsmc-holds-out-dbb5ec3c Chip Dispatch en 2026-10-15T02:30:06.570Z Samsung and SK Hynix Cave to ASML Parts Price Hike; TSMC Holds Out https://chipdispatch.com/articles/axera-claims-ax8860-beats-nvidia-dgx-spark-by-25-in-llm-workloads-b0486a9f Chip Dispatch en 2026-10-15T02:10:06.563Z Axera Claims AX8860 Beats Nvidia DGX Spark by 25% in LLM Workloads https://chipdispatch.com/articles/israeli-startup-in-herzliya-targets-ai-chip-market-1feb38d4 Chip Dispatch en 2026-10-15T02:10:06.563Z Israeli Startup in Herzliya Targets AI Chip Market https://chipdispatch.com/articles/applied-materials-bets-on-ai-demand-to-drive-equipment-sales-through-2030-b3e71079 Chip Dispatch en 2026-10-15T01:35:09.039Z Applied Materials Bets on AI Demand to Drive Equipment Sales Through 2030 https://chipdispatch.com/articles/tsmc-posts-record-nt-1-49-trillion-q3-revenue-sets-2026-capex-at-6064-billion-cac97a30 Chip Dispatch en 2026-10-15T01:30:06.539Z TSMC Posts Record NT$1.49 Trillion Q3 Revenue, Sets 2026 Capex at $60–64 Billion https://chipdispatch.com/articles/tsmc-results-face-high-bar-to-calm-global-ai-stock-trade-jitters-39273058 Chip Dispatch en 2026-10-15T01:30:06.539Z TSMC Results Face High Bar to Calm Global AI Stock Trade Jitters https://chipdispatch.com/articles/tsmc-earnings-loom-as-barchart-models-weigh-the-next-move-in-tsm-3483546c Chip Dispatch en 2026-10-15T01:30:06.539Z TSMC Earnings Loom as Barchart Models Weigh the Next Move in TSM https://chipdispatch.com/articles/tsmc-poised-for-sixth-consecutive-record-quarter-on-ai-demand-bde07ef7 Chip Dispatch en 2026-10-15T01:10:06.543Z TSMC Poised for Sixth Consecutive Record Quarter on AI Demand https://chipdispatch.com/articles/two-chip-factories-planned-for-upstate-ny-backed-by-21-billion-from-japan-91fdf7bf Chip Dispatch en 2026-10-15T01:10:06.543Z Two Chip Factories Planned for Upstate NY Backed by $21 Billion from Japan https://chipdispatch.com/articles/samsung-puts-400-layer-nand-at-the-center-of-its-agentic-ai-pitch-256f7094 Chip Dispatch en 2026-10-15T01:05:06.531Z Samsung Puts 400+ Layer NAND at the Center of Its Agentic AI Pitch https://chipdispatch.com/articles/tsmc-heads-into-earnings-report-facing-high-investor-expectations-c5dca3f6 Chip Dispatch en 2026-10-15T01:00:06.516Z TSMC Heads Into Earnings Report Facing High Investor Expectations https://chipdispatch.com/articles/rand-says-deepseek-case-shows-us-export-controls-need-redesign-6b9aea8e Chip Dispatch en 2026-10-15T00:45:06.511Z RAND Says DeepSeek Case Shows US Export Controls Need Redesign https://chipdispatch.com/articles/super-micro-contractor-pleads-guilty-in-ai-chip-export-scheme-6ea56bba Chip Dispatch en 2026-10-15T00:45:06.511Z Super Micro Contractor Pleads Guilty in AI Chip Export Scheme https://chipdispatch.com/articles/hyderabad-promises-smarter-greener-ai-chips-the-numbers-are-missing-a8709ea9 Chip Dispatch en 2026-10-15T00:40:06.509Z Hyderabad Promises 'Smarter, Greener' AI Chips; The Numbers Are Missing https://chipdispatch.com/articles/analyst-note-asks-if-applied-materials-deal-leaves-be-semiconductor-undervalued-a77cc2f4 Chip Dispatch en 2026-10-15T00:35:06.518Z Analyst Note Asks If Applied Materials Deal Leaves BE Semiconductor Undervalued https://chipdispatch.com/articles/korea-s-ict-exports-pass-70-billion-as-chips-near-80-660ada33 Chip Dispatch en 2026-10-15T00:35:06.518Z Korea's ICT Exports Pass $70 Billion as Chips Near 80% https://chipdispatch.com/articles/globalfoundries-lines-up-21-billion-from-japan-for-two-new-york-fabs-656caf9f Chip Dispatch en 2026-10-15T00:35:06.518Z GlobalFoundries Lines Up $21 Billion From Japan for Two New York Fabs https://chipdispatch.com/articles/tsmc-reports-q3-results-tomorrow-as-ai-demand-takes-center-stage-552dcce9 Chip Dispatch en 2026-10-15T00:30:06.493Z TSMC Reports Q3 Results Tomorrow as AI Demand Takes Center Stage https://chipdispatch.com/articles/tsmc-in-focus-as-ai-chip-stocks-draw-investor-attention-19af1e5c Chip Dispatch en 2026-10-15T00:05:06.467Z TSMC in Focus as AI Chip Stocks Draw Investor Attention https://chipdispatch.com/articles/tsmc-investors-position-ahead-of-pivotal-earnings-report-6a451986 Chip Dispatch en 2026-10-15T00:05:06.467Z TSMC Investors Position Ahead of Pivotal Earnings Report https://chipdispatch.com/articles/tsmc-braces-for-another-record-quarter-as-ai-chip-demand-runs-hot-eb129432 Chip Dispatch en 2026-10-14T23:30:06.433Z TSMC Braces for Another Record Quarter as AI Chip Demand Runs Hot https://chipdispatch.com/articles/tsmc-poised-for-sixth-straight-quarter-of-record-profit-a8460440 Chip Dispatch en 2026-10-14T23:30:06.433Z TSMC Poised for Sixth Straight Quarter of Record Profit https://chipdispatch.com/articles/tsmc-readies-a-sixth-straight-quarter-of-record-profit-fa776387 Chip Dispatch en 2026-10-14T23:30:06.433Z TSMC Readies a Sixth Straight Quarter of Record Profit https://chipdispatch.com/articles/bofa-tsmc-to-reach-2027-2nm-capacity-target-early-this-year-19f16f7e Chip Dispatch en 2026-10-14T23:30:06.433Z BofA: TSMC to Reach 2027 2nm Capacity Target Early, This Year https://chipdispatch.com/articles/semiconductor-prices-now-showing-up-in-inflation-data-855ae2a6 Chip Dispatch en 2026-10-14T23:00:06.410Z Semiconductor Prices Now Showing Up in Inflation Data https://chipdispatch.com/articles/tsmc-earnings-carry-weight-of-a-nervous-ai-trade-accf6f7c Chip Dispatch en 2026-10-14T23:00:06.410Z TSMC Earnings Carry Weight of a Nervous AI Trade https://chipdispatch.com/articles/hackers-fried-700-french-supermarkets-fridges-using-flaws-vendors-knew-about-d2abc4e4 Chip Dispatch en 2026-10-14T22:50:06.398Z Hackers Fried 700 French Supermarkets' Fridges Using Flaws Vendors Knew About https://chipdispatch.com/articles/us-tightens-ai-chip-export-controls-reuters-reports-ad4ae75c Chip Dispatch en 2026-10-14T22:40:06.394Z US Tightens AI Chip Export Controls, Reuters Reports https://chipdispatch.com/articles/china-asks-us-to-ease-ai-chip-export-controls-in-trade-talks-0c34fafe Chip Dispatch en 2026-10-14T22:40:06.394Z China Asks US to Ease AI Chip Export Controls in Trade Talks https://chipdispatch.com/articles/cepa-report-argues-chip-export-controls-fail-at-core-goal-135130fa Chip Dispatch en 2026-10-14T22:40:06.394Z CEPA Report Argues Chip Export Controls Fail at Core Goal https://chipdispatch.com/articles/cepa-brief-headlines-argument-to-retire-chip-export-controls-d84ba7a0 Chip Dispatch en 2026-10-14T22:40:06.394Z CEPA Brief Headlines Argument to Retire Chip Export Controls https://chipdispatch.com/articles/u-s-rolls-out-fresh-export-controls-on-china-s-chip-industry-d2b97adc Chip Dispatch en 2026-10-14T22:40:06.394Z U.S. Rolls Out Fresh Export Controls on China's Chip Industry https://chipdispatch.com/articles/us-expands-china-chip-curbs-to-design-software-and-chemicals-1e6e5f7f Chip Dispatch en 2026-10-14T22:40:06.394Z US Expands China Chip Curbs to Design Software and Chemicals https://chipdispatch.com/articles/global-taiwan-institute-maps-how-chipmakers-ride-us-policy-shifts-4338e0a4 Chip Dispatch en 2026-10-14T22:40:06.394Z Global Taiwan Institute Maps How Chipmakers Ride US Policy Shifts https://chipdispatch.com/articles/deepseek-exposes-the-gaps-in-us-ai-chip-export-controls-4d1e00f4 Chip Dispatch en 2026-10-14T22:40:06.394Z DeepSeek Exposes the Gaps in US AI Chip Export Controls https://chipdispatch.com/articles/rand-report-asks-if-export-controls-can-build-u-s-ai-ecosystem-58ac7296 Chip Dispatch en 2026-10-14T22:40:06.394Z RAND Report Asks If Export Controls Can Build U.S. AI Ecosystem https://chipdispatch.com/articles/csis-analysis-argues-us-chip-export-controls-cannot-alone-meet-china-challenge-06db2e20 Chip Dispatch en 2026-10-14T22:40:06.394Z CSIS Analysis Argues US Chip Export Controls Cannot Alone Meet China Challenge https://chipdispatch.com/articles/csis-maps-allied-legal-authority-behind-u-s-ai-chip-export-controls-b4fb9072 Chip Dispatch en 2026-10-14T22:40:06.394Z CSIS Maps Allied Legal Authority Behind U.S. AI Chip Export Controls https://chipdispatch.com/articles/csis-publishes-deep-dive-into-biden-s-final-chip-export-rules-e3b721b2 Chip Dispatch en 2026-10-14T22:40:06.394Z CSIS Publishes Deep Dive Into Biden's Final Chip Export Rules https://chipdispatch.com/articles/global-smartphone-shipments-fall-to-a-14-year-low-as-chip-costs-bite-4185f498 Chip Dispatch en 2026-10-14T22:30:06.385Z Global Smartphone Shipments Fall to a 14-Year Low as Chip Costs Bite https://chipdispatch.com/articles/tsmc-shares-slip-as-traders-trim-chip-exposure-ahead-of-earnings-8fd7e5bf Chip Dispatch en 2026-10-14T22:00:06.369Z TSMC Shares Slip as Traders Trim Chip Exposure Ahead of Earnings https://chipdispatch.com/articles/asml-and-tsmc-report-this-week-after-chip-stocks-slide-57f8d862 Chip Dispatch en 2026-10-14T21:55:06.359Z ASML and TSMC Report This Week After Chip Stocks Slide https://chipdispatch.com/articles/lumentum-reports-capacity-sold-out-through-2029-4aea0ebd Chip Dispatch en 2026-10-14T21:30:06.350Z Lumentum Reports Capacity Sold Out Through 2029 https://chipdispatch.com/articles/ai-fear-sell-off-hits-dell-amd-and-coreweave-hardest-6a5bc97f Chip Dispatch en 2026-10-14T21:30:06.350Z AI Fear Sell-Off Hits Dell, AMD and CoreWeave Hardest https://chipdispatch.com/articles/us-export-controls-cut-nvidia-s-china-ai-chip-share-to-34-6c260ce1 Chip Dispatch en 2026-10-14T21:05:06.317Z US Export Controls Cut Nvidia's China AI Chip Share to 34% https://chipdispatch.com/articles/globalfoundries-to-operate-two-new-semiconductor-fabs-in-new-york-b23413be Chip Dispatch en 2026-10-14T21:00:06.315Z GlobalFoundries to Operate Two New Semiconductor Fabs in New York https://chipdispatch.com/articles/globalfoundries-lines-up-21-billion-from-japan-for-two-new-york-fabs-2fd4757c Chip Dispatch en 2026-10-14T21:00:06.315Z GlobalFoundries Lines Up $21 Billion From Japan for Two New York Fabs https://chipdispatch.com/articles/sacramento-competes-for-1b-2b-semiconductor-plant-b152b4a6 Chip Dispatch en 2026-10-14T21:00:06.315Z Sacramento Competes for $1B-$2B Semiconductor Plant https://chipdispatch.com/articles/university-of-saskatchewan-launches-collaboration-to-grow-local-chip-sector-feda0be4 Chip Dispatch en 2026-10-14T20:30:06.281Z University of Saskatchewan launches collaboration to grow local chip sector https://chipdispatch.com/articles/globalfoundries-adds-two-new-york-fabs-backed-by-21-billion-from-japan-8969c212 Chip Dispatch en 2026-10-14T20:30:06.281Z GlobalFoundries Adds Two New York Fabs Backed by $21 Billion from Japan https://chipdispatch.com/articles/nvidia-cedes-china-ai-chip-ground-as-huawei-closes-gap-9513084c Chip Dispatch en 2026-10-14T20:10:06.274Z Nvidia Cedes China AI Chip Ground as Huawei Closes Gap https://chipdispatch.com/articles/globalfoundries-plans-two-new-york-fabs-backed-by-21-billion-7a0e5b52 Chip Dispatch en 2026-10-14T20:05:06.272Z GlobalFoundries Plans Two New York Fabs Backed by $21 Billion https://chipdispatch.com/articles/nvidia-broadcom-and-marvell-slide-as-ai-spending-doubts-hit-609b51c1 Chip Dispatch en 2026-10-14T20:05:06.272Z Nvidia, Broadcom and Marvell Slide as AI Spending Doubts Hit https://chipdispatch.com/articles/trump-announces-21-billion-japanese-funded-chip-plants-in-new-york-b2622ff4 Chip Dispatch en 2026-10-14T20:00:06.270Z Trump Announces $21 Billion Japanese-Funded Chip Plants in New York