https://chipdispatch.com/articles/arm-claims-agi-cpu-nearly-doubles-amd-epyc-9755-rack-performance-b739a0e9 Chip Dispatch en 2026-10-19T11:20:00.761Z Arm Claims AGI CPU Nearly Doubles AMD EPYC 9755 Rack Performance https://chipdispatch.com/articles/sandisk-lands-exclusive-nand-supply-deal-for-meta-vr-glasses-e007a7d5 Chip Dispatch en 2026-10-19T11:00:00.752Z Sandisk Lands Exclusive NAND Supply Deal for Meta VR Glasses https://chipdispatch.com/articles/saxony-and-arizona-deepen-semiconductor-cooperation-9e0d17b2 Chip Dispatch en 2026-10-19T11:00:00.752Z Saxony and Arizona Deepen Semiconductor Cooperation https://chipdispatch.com/articles/samsung-turns-to-tsmc-as-musk-weighs-spacex-share-gift-921718ec Chip Dispatch en 2026-10-19T10:55:00.747Z Samsung Turns to TSMC as Musk Weighs SpaceX Share Gift https://chipdispatch.com/articles/tsmc-plans-another-3nm-fab-in-tainan-evertiq-reports-bb83a047 Chip Dispatch en 2026-10-19T10:55:00.747Z TSMC Plans Another 3nm Fab in Tainan, Evertiq Reports https://chipdispatch.com/articles/reuters-maps-a-bull-case-chip-stocks-may-be-poised-to-climb-e62e6257 Chip Dispatch en 2026-10-19T10:30:00.731Z Reuters Maps a Bull Case: Chip Stocks May Be Poised to Climb https://chipdispatch.com/articles/sk-hynix-banks-pledge-2-trillion-won-to-back-korean-chip-suppliers-a30718ac Chip Dispatch en 2026-10-19T10:30:00.731Z SK hynix, Banks Pledge 2 Trillion Won to Back Korean Chip Suppliers https://chipdispatch.com/articles/engineering-the-world-s-largest-ai-chips-from-blueprint-to-build-fc0a88fe Chip Dispatch en 2026-10-19T10:30:00.731Z Engineering the World's Largest AI Chips: From Blueprint to Build https://chipdispatch.com/articles/great-sky-ai-chips-take-on-fusion-plasma-analysis-096ac665 Chip Dispatch en 2026-10-19T10:00:00.705Z Great Sky AI Chips Take On Fusion Plasma Analysis https://chipdispatch.com/articles/nvidia-leans-toward-tsmc-process-for-new-memory-chips-39b4b445 Chip Dispatch en 2026-10-19T10:00:00.705Z Nvidia Leans Toward TSMC Process for New Memory Chips https://chipdispatch.com/articles/apple-aims-at-1-4nm-a22-pro-chips-as-tsmc-scales-in-2028-50817520 Chip Dispatch en 2026-10-19T09:55:00.703Z Apple Aims at 1.4nm A22 Pro Chips as TSMC Scales in 2028 https://chipdispatch.com/articles/samsung-weighs-tsmc-for-nvidia-hbm4e-base-dies-bed319c0 Chip Dispatch en 2026-10-19T09:55:00.703Z Samsung Weighs TSMC for Nvidia HBM4E Base Dies https://chipdispatch.com/articles/samsung-to-work-with-tsmc-on-custom-hbm-for-nvidia-46dded00 Chip Dispatch en 2026-10-19T09:25:00.678Z Samsung to Work With TSMC on Custom HBM for Nvidia https://chipdispatch.com/articles/samsung-turns-to-tsmc-process-for-nvidia-s-next-gen-memory-a70bc733 Chip Dispatch en 2026-10-19T09:25:00.678Z Samsung Turns to TSMC Process for Nvidia's Next-Gen Memory https://chipdispatch.com/articles/samsung-reported-to-build-nvidia-memory-chips-on-tsmc-process-a393f2a8 Chip Dispatch en 2026-10-19T09:25:00.678Z Samsung Reported to Build Nvidia Memory Chips on TSMC Process https://chipdispatch.com/articles/microsoft-maia-300-leads-2nm-race-tsmc-pivots-intel-s-emib-t-stumbles-c75aff24 Chip Dispatch en 2026-10-19T09:25:00.678Z Microsoft Maia 300 Leads 2nm Race; TSMC Pivots; Intel's EMIB-T Stumbles https://chipdispatch.com/articles/bofa-names-technoprobe-and-soitec-as-top-european-chip-stocks-3b529961 Chip Dispatch en 2026-10-19T09:25:00.678Z BofA Names Technoprobe and Soitec as Top European Chip Stocks https://chipdispatch.com/articles/tsmc-open-to-musk-s-terafab-partnership-but-on-one-condition-8ed77065 Chip Dispatch en 2026-10-19T09:25:00.678Z TSMC Open to Musk's Terafab Partnership, But on One Condition https://chipdispatch.com/articles/ai-chips-move-into-fusion-research-at-great-sky-ececef40 Chip Dispatch en 2026-10-19T09:25:00.678Z AI Chips Move Into Fusion Research at Great Sky https://chipdispatch.com/articles/microsoft-walks-away-from-nscale-ai-data-centre-deal-in-uk-575ae568 Chip Dispatch en 2026-10-19T09:25:00.678Z Microsoft Walks Away From Nscale AI Data Centre Deal in UK https://chipdispatch.com/articles/samsung-tsmc-co-develop-nvidia-s-custom-hbm-stack-70ed60e7 Chip Dispatch en 2026-10-19T09:25:00.678Z Samsung, TSMC Co-Develop Nvidia's Custom HBM Stack https://chipdispatch.com/articles/samsung-preemptively-expands-giheung-and-hwaseong-fabs-0d308781 Chip Dispatch en 2026-10-19T09:25:00.678Z Samsung Preemptively Expands Giheung and Hwaseong fabs https://chipdispatch.com/articles/tsmc-posts-69-profit-jump-on-2nm-and-3nm-demand-9093a2f1 Chip Dispatch en 2026-10-19T09:25:00.678Z TSMC Posts 69% Profit Jump on 2nm and 3nm Demand https://chipdispatch.com/articles/lee-kun-hee-s-3-billion-won-gamble-that-built-korea-s-chip-era-3c3b4859 Chip Dispatch en 2026-10-19T09:00:00.663Z Lee Kun-hee's 3 Billion Won Gamble That Built Korea's Chip Era https://chipdispatch.com/articles/amco-technology-to-triple-semiconductor-packaging-investment-in-gwangju-ff310ae0 Chip Dispatch en 2026-10-19T09:00:00.663Z Amco Technology to Triple Semiconductor Packaging Investment in Gwangju https://chipdispatch.com/articles/goldman-sachs-rising-ai-costs-push-firms-to-cap-spending-17dce1b9 Chip Dispatch en 2026-10-19T08:55:00.659Z Goldman Sachs: Rising AI Costs Push Firms to Cap Spending https://chipdispatch.com/articles/samsung-and-tsmc-reportedly-join-forces-on-nvidia-custom-hbm-d32e3523 Chip Dispatch en 2026-10-19T08:25:00.639Z Samsung and TSMC Reportedly Join Forces on Nvidia Custom HBM https://chipdispatch.com/articles/darpa-s-1980s-challenge-helped-put-tsmc-on-the-map-379caf98 Chip Dispatch en 2026-10-19T08:25:00.639Z DARPA's 1980s Challenge Helped Put TSMC on the Map https://chipdispatch.com/articles/tsmc-to-add-taiwan-3nm-fab-targets-2028-production-ramp-7b91d1cd Chip Dispatch en 2026-10-19T08:25:00.639Z TSMC to Add Taiwan 3nm Fab, Targets 2028 Production Ramp https://chipdispatch.com/articles/intel-s-200-million-euv-bet-paid-off-for-asml-and-tsmc-4e0c083b Chip Dispatch en 2026-10-19T08:25:00.639Z Intel's $200 Million EUV Bet Paid Off — for ASML and TSMC https://chipdispatch.com/articles/samsung-turns-to-tsmc-3nm-lines-for-nvidia-hbm-base-die-1d6f0e33 Chip Dispatch en 2026-10-19T08:25:00.639Z Samsung Turns to TSMC 3nm Lines for Nvidia HBM Base Die https://chipdispatch.com/articles/kumamoto-water-model-held-up-as-template-for-honam-fab-cluster-bafccd1b Chip Dispatch en 2026-10-19T07:55:00.605Z Kumamoto Water Model Held Up as Template for Honam Fab Cluster https://chipdispatch.com/articles/nsrc-to-ship-lithography-tools-to-taiwanese-power-chip-maker-1a4f0e4f Chip Dispatch en 2026-10-19T07:55:00.605Z NSRC to Ship Lithography Tools to Taiwanese Power Chip Maker https://chipdispatch.com/articles/citi-cuts-nxp-semiconductors-price-target-from-370-to-260-dcce050b Chip Dispatch en 2026-10-19T07:55:00.605Z Citi Cuts NXP Semiconductors Price Target From $370 to $260 https://chipdispatch.com/articles/mediatek-turns-toward-bytedance-in-2026-as-nvidia-ties-loosen-0471854c Chip Dispatch en 2026-10-19T07:55:00.605Z MediaTek Turns Toward ByteDance in 2026 as Nvidia Ties Loosen https://chipdispatch.com/articles/samsung-reportedly-turns-to-tsmc-for-nvidia-next-gen-memory-aa782145 Chip Dispatch en 2026-10-19T07:40:00.595Z Samsung Reportedly Turns to TSMC for Nvidia Next-Gen Memory https://chipdispatch.com/articles/broadcom-signs-long-term-deal-to-develop-google-s-custom-ai-chips-326a535e Chip Dispatch en 2026-10-19T07:40:00.595Z Broadcom Signs Long-Term Deal to Develop Google's Custom AI Chips https://chipdispatch.com/articles/kospi-falls-1-6-intraday-to-5-575-on-u-s-chip-sector-shock-dbe19e92 Chip Dispatch en 2026-10-19T07:01:08.291Z KOSPI Falls 1.6% Intraday to 5,575 on U.S. Chip Sector Shock https://chipdispatch.com/articles/sk-hynix-and-seoul-to-back-chip-suppliers-with-2-trillion-won-ef0b7aad Chip Dispatch en 2026-10-19T07:01:08.291Z SK hynix and Seoul to Back Chip Suppliers With 2 Trillion Won https://chipdispatch.com/articles/indian-chemical-makers-bet-on-foreign-partners-to-enter-chip-supply-chains-b2818ca9 Chip Dispatch en 2026-10-19T06:25:00.523Z Indian Chemical Makers Bet on Foreign Partners to Enter Chip Supply Chains https://chipdispatch.com/articles/sk-hynix-and-seoul-back-chip-suppliers-with-1-5-billion-in-loan-guarantees-bc22ceaf Chip Dispatch en 2026-10-19T06:25:00.523Z SK hynix and Seoul Back Chip Suppliers With $1.5 Billion in Loan Guarantees https://chipdispatch.com/articles/silicon-carbide-materials-maker-lands-over-100-million-yuan-series-c-1da5915d Chip Dispatch en 2026-10-19T06:25:00.523Z Silicon Carbide Materials Maker Lands Over 100 Million Yuan Series C https://chipdispatch.com/articles/globalfoundries-will-build-ai-chip-parts-for-tsmc-in-5-billion-deal-25f55490 Chip Dispatch en 2026-10-19T06:25:00.523Z GlobalFoundries Will Build AI Chip Parts for TSMC in $5 Billion Deal https://chipdispatch.com/articles/hanmi-semiconductor-opens-hanmi-usa-in-silicon-valley-f2b1cbe8 Chip Dispatch en 2026-10-19T05:55:00.480Z Hanmi Semiconductor Opens Hanmi USA in Silicon Valley https://chipdispatch.com/articles/samsung-micron-and-sk-hynix-to-build-hbm-on-tsmc-base-dies-98ca950f Chip Dispatch en 2026-10-19T05:50:00.476Z Samsung, Micron and SK Hynix to Build HBM on TSMC Base Dies https://chipdispatch.com/articles/tesla-s-terafab-plan-strains-ties-with-samsung-and-tsmc-346905ec Chip Dispatch en 2026-10-19T05:50:00.476Z Tesla's Terafab Plan Strains Ties With Samsung and TSMC https://chipdispatch.com/articles/trump-clears-nvidia-to-sell-advanced-ai-chips-to-china-6f2c5704 Chip Dispatch en 2026-10-19T05:25:00.452Z Trump Clears Nvidia to Sell Advanced AI Chips to China https://chipdispatch.com/articles/clingendael-frames-ai-chips-as-instruments-of-state-power-0a73ed4e Chip Dispatch en 2026-10-19T05:25:00.452Z Clingendael Frames AI Chips as Instruments of State Power https://chipdispatch.com/articles/ai-chips-could-move-from-silicon-to-glass-substrates-9d282c1f Chip Dispatch en 2026-10-19T05:25:00.452Z AI Chips Could Move From Silicon to Glass Substrates https://chipdispatch.com/articles/google-marvell-in-early-talks-on-custom-ai-chips-c904ce39 Chip Dispatch en 2026-10-19T05:25:00.452Z Google, Marvell in Early Talks on Custom AI Chips https://chipdispatch.com/articles/rand-urges-us-to-rent-not-sell-ai-chips-to-china-d65d8fe5 Chip Dispatch en 2026-10-19T05:25:00.452Z RAND Urges US to Rent, Not Sell, AI Chips to China https://chipdispatch.com/articles/nature-features-flexible-ai-chips-in-bendable-hardware-push-33872508 Chip Dispatch en 2026-10-19T05:25:00.452Z Nature Features 'Flexible AI Chips' in Bendable Hardware Push https://chipdispatch.com/articles/microsoft-ships-next-generation-ai-chips-and-targets-nvidia-s-software-moat-e6ab1eee Chip Dispatch en 2026-10-19T05:25:00.452Z Microsoft Ships Next-Generation AI Chips and Targets Nvidia's Software Moat https://chipdispatch.com/articles/u-s-plans-advanced-ai-chip-sales-to-china-balancing-trade-and-security-981306a1 Chip Dispatch en 2026-10-19T05:25:00.452Z U.S. Plans Advanced AI Chip Sales to China, Balancing Trade and Security https://chipdispatch.com/articles/anthropic-weighs-building-its-own-ai-chips-reuters-reports-e4909373 Chip Dispatch en 2026-10-19T05:25:00.452Z Anthropic Weighs Building Its Own AI Chips, Reuters Reports https://chipdispatch.com/articles/meta-pledges-millions-of-nvidia-ai-chips-and-cpus-in-expanded-data-center-deal-0ab52972 Chip Dispatch en 2026-10-19T05:25:00.452Z Meta Pledges Millions of Nvidia AI Chips and CPUs in Expanded Data Center Deal https://chipdispatch.com/articles/meta-pushes-in-house-ai-silicon-despite-fresh-nvidia-amd-commitments-dc307d06 Chip Dispatch en 2026-10-19T05:25:00.452Z Meta Pushes In-House AI Silicon Despite Fresh Nvidia, AMD Commitments https://chipdispatch.com/articles/inside-china-s-manhattan-project-for-ai-chips-a-reuters-investigation-91e13577 Chip Dispatch en 2026-10-19T05:25:00.452Z Inside China's 'Manhattan Project' for AI Chips: A Reuters Investigation https://chipdispatch.com/articles/nvidia-sales-off-the-charts-as-hyperscalers-add-custom-ai-chips-8f57254a Chip Dispatch en 2026-10-19T05:25:00.452Z Nvidia Sales 'Off the Charts' as Hyperscalers Add Custom AI Chips https://chipdispatch.com/articles/akash-ramdas-raised-9m-after-walking-away-from-corporate-9562184c Chip Dispatch en 2026-10-19T05:25:00.452Z Akash Ramdas Raised $9M After Walking Away From Corporate https://chipdispatch.com/articles/meta-s-new-ai-chips-enter-production-in-september-11aac948 Chip Dispatch en 2026-10-19T05:25:00.452Z Meta's New AI Chips Enter Production in September https://chipdispatch.com/articles/ai-trade-reversal-pierces-asia-s-picks-and-shovels-stocks-0600693c Chip Dispatch en 2026-10-19T05:25:00.452Z AI Trade Reversal Pierces Asia's Picks-and-Shovels Stocks https://chipdispatch.com/articles/qualcomm-unveils-ai-chips-to-take-on-nvidia-and-amd-26e13948 Chip Dispatch en 2026-10-19T05:25:00.452Z Qualcomm Unveils AI Chips to Take On Nvidia and AMD https://chipdispatch.com/articles/sovereign-ai-backs-uk-startup-reinventing-ai-silicon-00bb79e9 Chip Dispatch en 2026-10-19T05:25:00.452Z Sovereign AI Backs UK Startup Reinventing AI Silicon https://chipdispatch.com/articles/very-few-nvidia-h200-chips-have-reached-china-u-s-trade-official-says-eb1973d7 Chip Dispatch en 2026-10-19T05:25:00.452Z Very Few Nvidia H200 Chips Have Reached China, U.S. Trade Official Says https://chipdispatch.com/articles/china-bans-foreign-ai-chips-from-state-funded-data-centres-c84de710 Chip Dispatch en 2026-10-19T05:25:00.452Z China Bans Foreign AI Chips From State-Funded Data Centres https://chipdispatch.com/articles/china-bans-tech-firms-from-purchasing-nvidia-ai-chips-c7e3b9da Chip Dispatch en 2026-10-19T05:25:00.452Z China Bans Tech Firms From Purchasing Nvidia AI Chips https://chipdispatch.com/articles/microsoft-source-details-silicon-microfluidics-for-ai-cooling-087ed27b Chip Dispatch en 2026-10-19T05:25:00.452Z Microsoft Source Details Silicon Microfluidics for AI Cooling https://chipdispatch.com/articles/amazon-aims-at-nvidia-with-direct-sales-of-its-own-ai-chips-5c71473b Chip Dispatch en 2026-10-19T05:25:00.452Z Amazon Aims at Nvidia With Direct Sales of Its Own AI Chips https://chipdispatch.com/articles/google-cloud-debuts-two-custom-ai-chips-targeting-nvidia-86b85d1c Chip Dispatch en 2026-10-19T05:25:00.452Z Google Cloud Debuts Two Custom AI Chips Targeting Nvidia https://chipdispatch.com/articles/meta-confirms-new-batch-of-in-house-ai-chips-says-reuters-8b583740 Chip Dispatch en 2026-10-19T05:25:00.452Z Meta Confirms New Batch of In-House AI Chips, Says Reuters https://chipdispatch.com/articles/nvidia-confirms-blackwell-ultra-and-rubin-ai-chips-for-data-centers-8d9e244d Chip Dispatch en 2026-10-19T05:25:00.452Z Nvidia Confirms Blackwell Ultra and Rubin AI Chips for Data Centers https://chipdispatch.com/articles/nvidia-asks-suppliers-to-use-tsmc-process-for-next-gen-memory-c2a50a36 Chip Dispatch en 2026-10-19T05:20:00.448Z Nvidia Asks Suppliers to Use TSMC Process for Next-Gen Memory https://chipdispatch.com/articles/tata-s-chip-ambitions-meet-india-s-execution-reality-test-89792bb6 Chip Dispatch en 2026-10-19T04:55:00.426Z Tata's Chip Ambitions Meet India's Execution Reality Test https://chipdispatch.com/articles/intel-chief-says-contract-chip-business-needs-strong-support-7980723c Chip Dispatch en 2026-10-19T04:55:00.426Z Intel Chief Says Contract Chip Business Needs 'Strong' Support https://chipdispatch.com/articles/iit-madras-alumnus-raises-9-million-for-stanford-bred-ai-startup-91b4af42 Chip Dispatch en 2026-10-19T04:25:00.392Z IIT Madras Alumnus Raises $9 Million for Stanford-Bred AI Startup https://chipdispatch.com/articles/india-to-buy-10-000-more-ai-chips-for-national-compute-pool-c2c0695c Chip Dispatch en 2026-10-19T04:20:00.388Z India to Buy 10,000 More AI Chips for National Compute Pool https://chipdispatch.com/articles/tesla-s-terafab-ambitions-strain-ties-with-samsung-and-tsmc-57c8cf99 Chip Dispatch en 2026-10-19T04:20:00.388Z Tesla's 'Terafab' Ambitions Strain Ties With Samsung and TSMC https://chipdispatch.com/articles/samsung-to-work-with-tsmc-on-hbm-production-for-first-time-6797db6b Chip Dispatch en 2026-10-19T03:55:00.362Z Samsung to Work With TSMC on HBM Production for First Time https://chipdispatch.com/articles/amkor-korea-kicks-off-expansion-of-gwangju-packaging-plant-7613fbf6 Chip Dispatch en 2026-10-19T03:55:00.362Z Amkor Korea Kicks Off Expansion of Gwangju Packaging Plant https://chipdispatch.com/articles/foundry-ecosystem-report-puts-ai-capex-and-tsmc-intel-rivalry-in-focus-2cd2d10c Chip Dispatch en 2026-10-19T03:20:00.321Z Foundry Ecosystem Report Puts AI CapEx and TSMC-Intel Rivalry in Focus https://chipdispatch.com/articles/vietnam-s-chip-supply-chain-rise-puts-logistics-reliability-to-the-test-e7fdc258 Chip Dispatch en 2026-10-19T03:20:00.321Z Vietnam's Chip Supply Chain Rise Puts Logistics Reliability to the Test https://chipdispatch.com/articles/nvidia-reportedly-pushes-tsmc-3nm-nvhbm-base-dies-for-three-hbm-makers-d9b012d6 Chip Dispatch en 2026-10-19T03:20:00.321Z NVIDIA Reportedly Pushes TSMC 3nm NVHBM Base Dies for Three HBM Makers https://chipdispatch.com/articles/microsoft-walks-away-from-nscale-s-2bn-uk-ai-data-centre-eb1e5c65 Chip Dispatch en 2026-10-19T02:50:00.283Z Microsoft Walks Away From Nscale's £2bn UK AI Data Centre https://chipdispatch.com/articles/samsung-turns-to-tsmc-3nm-for-hbm-base-die-under-nvidia-pressure-2d822084 Chip Dispatch en 2026-10-19T02:20:00.271Z Samsung Turns to TSMC 3nm for HBM Base Die Under NVIDIA Pressure https://chipdispatch.com/articles/samsung-reportedly-taps-tsmc-3nm-to-build-nvidia-s-next-hbm-logic-6a45a450 Chip Dispatch en 2026-10-19T02:20:00.271Z Samsung Reportedly Taps TSMC 3nm to Build Nvidia's Next HBM Logic https://chipdispatch.com/articles/helium-supply-squeeze-threatens-chipmaking-and-medical-imaging-c44c4320 Chip Dispatch en 2026-10-19T02:20:00.271Z Helium Supply Squeeze Threatens Chipmaking and Medical Imaging https://chipdispatch.com/articles/hanmi-semiconductor-opens-silicon-valley-subsidiary-to-chase-ai-packaging-b13c90bc Chip Dispatch en 2026-10-19T02:20:00.271Z Hanmi Semiconductor Opens Silicon Valley Subsidiary to Chase AI Packaging https://chipdispatch.com/articles/sox-drops-3-83-dragging-taiwan-stocks-down-over-860-points-1750d47c Chip Dispatch en 2026-10-19T02:20:00.271Z SOX Drops 3.83%, Dragging Taiwan Stocks Down Over 860 Points https://chipdispatch.com/articles/hainan-free-trade-port-positioned-as-semiconductor-hub-for-china-1698a075 Chip Dispatch en 2026-10-19T01:50:00.214Z Hainan Free Trade Port Positioned as Semiconductor Hub for China https://chipdispatch.com/articles/nvidia-s-custom-hbm-push-puts-samsung-silicon-on-tsmc-3nm-a5b479a6 Chip Dispatch en 2026-10-19T01:20:00.183Z Nvidia's Custom HBM Push Puts Samsung Silicon on TSMC 3nm https://chipdispatch.com/articles/kai-fits-korean-ai-chip-into-next-gen-uav-gaonchips-taps-samsung-8nm-b6acfe80 Chip Dispatch en 2026-10-19T01:20:00.183Z KAI Fits Korean AI Chip Into Next-Gen UAV; Gaonchips Taps Samsung 8nm https://chipdispatch.com/articles/intel-ceo-chinese-chip-technology-trails-u-s-by-less-than-assumed-80a16a47 Chip Dispatch en 2026-10-19T01:20:00.183Z Intel CEO: Chinese Chip Technology Trails U.S. by Less Than Assumed https://chipdispatch.com/articles/us-ai-jitters-drag-south-korea-semiconductor-stocks-lower-ef433c0a Chip Dispatch en 2026-10-19T01:20:00.183Z US AI Jitters Drag South Korea Semiconductor Stocks Lower https://chipdispatch.com/articles/semiconductor-equipment-demand-rises-as-ai-bubble-risks-mount-66a40b4a Chip Dispatch en 2026-10-19T00:50:00.152Z Semiconductor Equipment Demand Rises as AI Bubble Risks Mount https://chipdispatch.com/articles/samsung-and-tsmc-reportedly-team-up-on-nvidia-s-nvhbm-memory-37b86323 Chip Dispatch en 2026-10-19T00:45:00.148Z Samsung and TSMC Reportedly Team Up on Nvidia's NVHBM Memory https://chipdispatch.com/articles/tsmc-reports-q3-revenue-surge-targets-arizona-mass-production-in-q3-2027-be371f15 Chip Dispatch en 2026-10-19T00:45:00.148Z TSMC Reports Q3 Revenue Surge, Targets Arizona Mass Production in Q3 2027 https://chipdispatch.com/articles/wood-and-choi-reject-sell-korea-call-back-semiconductor-rebound-8fe789bb Chip Dispatch en 2026-10-19T00:20:00.125Z Wood and Choi Reject 'Sell Korea' Call, Back Semiconductor Rebound https://chipdispatch.com/articles/kospi-falls-as-ai-credit-strains-hit-chip-concentration-deepens-drop-0423044d Chip Dispatch en 2026-10-19T00:20:00.125Z KOSPI Falls as AI Credit Strains Hit, Chip Concentration Deepens Drop https://chipdispatch.com/articles/xinhua-casts-hainan-free-trade-port-as-china-s-chip-export-hub-2a28a3f7 Chip Dispatch en 2026-10-18T23:50:00.094Z Xinhua Casts Hainan Free Trade Port as China's Chip Export Hub https://chipdispatch.com/articles/south-korea-s-chip-boom-leaves-small-suppliers-exposed-a02aec9a Chip Dispatch en 2026-10-18T23:50:00.094Z South Korea's Chip Boom Leaves Small Suppliers Exposed https://chipdispatch.com/articles/philadelphia-semiconductor-index-losing-steam-after-bullish-run-b9bd38ae Chip Dispatch en 2026-10-18T23:20:00.068Z Philadelphia Semiconductor Index Losing Steam After Bullish Run https://chipdispatch.com/articles/china-weighs-export-controls-on-ai-technology-and-chips-6e4ccd78 Chip Dispatch en 2026-10-18T22:47:37.788Z China Weighs Export Controls on AI Technology and Chips https://chipdispatch.com/articles/one-reason-tsmc-stock-could-rally-after-its-record-quarter-034c3a5b Chip Dispatch en 2026-10-18T22:12:37.758Z One Reason TSMC Stock Could Rally After Its Record Quarter https://chipdispatch.com/articles/tsmc-s-results-reinforce-its-role-as-the-ai-trade-s-bellwether-f3e91c1b Chip Dispatch en 2026-10-18T20:12:37.641Z TSMC's Results Reinforce Its Role as the AI Trade's Bellwether https://chipdispatch.com/articles/ai-trade-reversal-hits-star-stocks-across-asia-71fccf6b Chip Dispatch en 2026-10-18T19:12:37.595Z AI Trade Reversal Hits Star Stocks Across Asia https://chipdispatch.com/articles/why-chip-fabs-now-demand-near-flawless-factory-robots-dc577328 Chip Dispatch en 2026-10-18T18:12:37.531Z Why Chip fabs Now Demand Near-Flawless Factory Robots https://chipdispatch.com/articles/samsung-reportedly-to-build-nvidia-s-next-gen-memory-on-tsmc-process-tech-1aab40c2 Chip Dispatch en 2026-10-18T17:12:37.463Z Samsung Reportedly to Build Nvidia's Next-Gen Memory on TSMC Process Tech https://chipdispatch.com/articles/samsung-to-build-nvidia-ai-memory-on-tsmc-3nm-report-says-d1a5ed3d Chip Dispatch en 2026-10-18T17:12:37.463Z Samsung to Build Nvidia AI Memory on TSMC 3nm, Report Says https://chipdispatch.com/articles/samsung-turns-to-tsmc-process-technology-for-nvidia-hbm-chips-1b645e53 Chip Dispatch en 2026-10-18T16:37:37.427Z Samsung Turns to TSMC Process Technology for Nvidia HBM Chips https://chipdispatch.com/articles/tsmc-set-to-spend-up-to-64-billion-this-year-on-capacity-887d1513 Chip Dispatch en 2026-10-18T16:07:37.389Z TSMC Set to Spend Up to $64 Billion This Year on Capacity https://chipdispatch.com/articles/tsmc-the-easy-money-is-gone-seeking-alpha-analysis-argues-25b31c74 Chip Dispatch en 2026-10-18T16:07:37.389Z TSMC: The Easy Money Is Gone, Seeking Alpha Analysis Argues https://chipdispatch.com/articles/lip-bu-tan-intel-is-80-done-with-restructuring-50c4c818 Chip Dispatch en 2026-10-18T15:37:37.354Z Lip-Bu Tan: Intel Is '80% Done' With Restructuring https://chipdispatch.com/articles/tsmc-to-spend-up-to-64-billion-this-year-on-capacity-buildout-be8e1b19 Chip Dispatch en 2026-10-18T15:37:37.354Z TSMC to Spend Up to $64 Billion This Year on Capacity Buildout https://chipdispatch.com/articles/intel-shares-drop-nearly-6-as-tsmc-targets-its-packaging-business-c5760920 Chip Dispatch en 2026-10-18T15:37:37.354Z Intel Shares Drop Nearly 6% as TSMC Targets Its Packaging Business https://chipdispatch.com/articles/tsmc-lifts-arizona-commitment-to-265-billion-on-ai-demand-4854dda8 Chip Dispatch en 2026-10-18T15:12:37.285Z TSMC Lifts Arizona Commitment to $265 Billion on AI Demand https://chipdispatch.com/articles/100-000-ai-chips-in-2-000-square-meters-density-as-the-new-metric-07356a25 Chip Dispatch en 2026-10-18T15:12:37.285Z 100,000 AI Chips in 2,000 Square Meters: Density as the New Metric https://chipdispatch.com/articles/tsmc-s-record-ai-demand-carries-a-rising-cost-bill-b1c9dc56 Chip Dispatch en 2026-10-18T15:07:37.290Z TSMC's Record AI Demand Carries a Rising Cost Bill https://chipdispatch.com/articles/tsmc-lifts-2025-capex-to-as-much-as-64-billion-7f5ed245 Chip Dispatch en 2026-10-18T15:07:37.290Z TSMC Lifts 2025 Capex to as Much as $64 Billion https://chipdispatch.com/articles/tsmc-plans-capex-of-up-to-64-billion-this-year-b33b0066 Chip Dispatch en 2026-10-18T15:07:37.290Z TSMC Plans Capex of Up to $64 Billion This Year https://chipdispatch.com/articles/china-floats-ai-export-bans-open-weight-models-in-the-crosshairs-75e5b67d Chip Dispatch en 2026-10-18T14:42:37.249Z China Floats AI Export Bans: Open-Weight Models in the Crosshairs https://chipdispatch.com/articles/nvidia-and-tsmc-built-a-30-year-alliance-by-picking-partners-first-4526adbb Chip Dispatch en 2026-10-18T14:37:37.247Z Nvidia and TSMC Built a 30-Year Alliance by Picking Partners First https://chipdispatch.com/articles/nvidia-s-custom-hbm-push-unites-tsmc-and-samsung-on-3nm-base-die-858f7fde Chip Dispatch en 2026-10-18T14:07:37.221Z NVIDIA's Custom HBM Push Unites TSMC and Samsung on 3nm Base Die https://chipdispatch.com/articles/tsmc-targets-1-4nm-mass-production-in-h1-2028-as-apple-lines-up-88c17a84 Chip Dispatch en 2026-10-18T13:37:37.201Z TSMC Targets 1.4nm Mass Production in H1 2028 as Apple Lines Up https://chipdispatch.com/articles/samsung-to-build-nvidia-memory-chips-on-tsmc-process-seoul-report-says-ec58ee97 Chip Dispatch en 2026-10-18T13:37:37.201Z Samsung to Build Nvidia Memory Chips on TSMC Process, Seoul Report Says https://chipdispatch.com/articles/tsmc-supply-chains-struggle-to-match-surging-chip-demand-7271555c Chip Dispatch en 2026-10-18T13:37:37.201Z TSMC Supply Chains Struggle to Match Surging Chip Demand https://chipdispatch.com/articles/samsung-reported-to-use-tsmc-3nm-lines-for-nvidia-custom-hbm-183b690c Chip Dispatch en 2026-10-18T13:07:37.181Z Samsung Reported to Use TSMC 3nm Lines for Nvidia Custom HBM https://chipdispatch.com/articles/official-dlss-5-delivers-up-to-90-more-performance-than-leak-b963e87b Chip Dispatch en 2026-10-18T13:07:37.181Z Official DLSS 5 Delivers Up to 90% More Performance Than Leak https://chipdispatch.com/articles/samsung-turns-to-tsmc-process-technology-for-nvidia-s-next-gen-memory-5bc65301 Chip Dispatch en 2026-10-18T12:37:37.154Z Samsung Turns to TSMC Process Technology for Nvidia's Next-Gen Memory https://chipdispatch.com/articles/samsung-to-build-nvidia-s-next-gen-memory-on-tsmc-process-report-says-eb913bb2 Chip Dispatch en 2026-10-18T12:37:37.154Z Samsung to Build Nvidia's Next-Gen Memory on TSMC Process, Report Says https://chipdispatch.com/articles/tsmc-shares-fall-3-6-despite-a-560-price-target-b4f1eabb Chip Dispatch en 2026-10-18T12:37:37.154Z TSMC Shares Fall 3.6% Despite a $560 Price Target https://chipdispatch.com/articles/tsmc-and-apple-target-1-4nm-chips-by-2028-as-costs-climb-f6dfa236 Chip Dispatch en 2026-10-18T12:07:37.133Z TSMC and Apple Target 1.4nm Chips by 2028 as Costs Climb https://chipdispatch.com/articles/300-plus-data-center-bans-have-delayed-only-three-us-projects-1ef8014b Chip Dispatch en 2026-10-18T12:02:37.111Z 300-Plus Data Center Bans Have Delayed Only Three US Projects https://chipdispatch.com/articles/source-material-insufficient-for-rewrite-efeb4757 Chip Dispatch en 2026-10-18T11:32:37.092Z Source Material Insufficient For Rewrite https://chipdispatch.com/articles/south-korea-chip-boom-locks-in-talent-job-switching-halves-5bf61a04 Chip Dispatch en 2026-10-18T10:07:37.015Z South Korea Chip Boom Locks In Talent: Job Switching Halves https://chipdispatch.com/articles/korea-s-chip-boom-lifts-national-income-not-paychecks-d42cbcf8 Chip Dispatch en 2026-10-18T10:07:37.015Z Korea's Chip Boom Lifts National Income, Not Paychecks https://chipdispatch.com/articles/samsung-turns-to-tsmc-3nm-for-nvidia-custom-hbm-base-die-bcb67844 Chip Dispatch en 2026-10-18T10:02:37.005Z Samsung Turns to TSMC 3nm for Nvidia Custom HBM Base Die https://chipdispatch.com/articles/semiconductor-and-pharma-firms-look-to-hong-kong-for-growth-c32b0bf5 Chip Dispatch en 2026-10-18T09:37:36.967Z Semiconductor and Pharma Firms Look to Hong Kong for Growth https://chipdispatch.com/articles/spacex-reportedly-weighs-40-billion-ai-push-built-on-nvidia-chips-c7e5ae38 Chip Dispatch en 2026-10-18T09:37:36.967Z SpaceX Reportedly Weighs $40 Billion AI Push Built on Nvidia Chips https://chipdispatch.com/articles/tsmc-s-record-quarter-puts-one-overlooked-rally-argument-in-focus-e5900feb Chip Dispatch en 2026-10-18T09:32:36.956Z TSMC's Record Quarter Puts One Overlooked Rally Argument in Focus https://chipdispatch.com/articles/ai-demand-drives-1-5-trillion-in-hyperscaler-data-center-leases-1a395f63 Chip Dispatch en 2026-10-18T08:32:36.889Z AI Demand Drives $1.5 Trillion in Hyperscaler Data Center Leases https://chipdispatch.com/articles/asml-and-tsmc-signal-expansion-while-ai-returns-stay-unproven-774787ef Chip Dispatch en 2026-10-18T07:02:36.778Z ASML and TSMC Signal Expansion While AI Returns Stay Unproven https://chipdispatch.com/articles/korea-s-finance-minister-chip-boom-runs-through-next-year-70ae0cc2 Chip Dispatch en 2026-10-18T07:02:36.778Z Korea's Finance Minister: Chip Boom Runs Through Next Year https://chipdispatch.com/articles/microsoft-cancels-ai-deal-with-uk-data-centre-firm-telegraph-reports-c18cd25d Chip Dispatch en 2026-10-18T06:32:36.738Z Microsoft Cancels AI Deal With UK Data Centre Firm, Telegraph Reports https://chipdispatch.com/articles/tesla-accused-of-squeezing-samsung-on-ai5-and-ai6-chip-deals-96702764 Chip Dispatch en 2026-10-18T06:32:36.738Z Tesla Accused of Squeezing Samsung on AI5 and AI6 Chip Deals https://chipdispatch.com/articles/intel-promises-700-tops-from-razor-lake-ax-in-2028-a60edad8 Chip Dispatch en 2026-10-18T06:02:36.683Z Intel Promises 700 TOPS From Razor Lake-AX in 2028 https://chipdispatch.com/articles/u-s-china-ai-rivalry-moves-from-chips-to-ai-models-themselves-05f596ad Chip Dispatch en 2026-10-18T05:32:36.651Z U.S.-China AI Rivalry Moves From Chips to AI Models Themselves https://chipdispatch.com/articles/taiwan-funds-4-billion-texas-ai-complex-with-nvidia-among-partners-0d99f296 Chip Dispatch en 2026-10-18T04:32:36.593Z Taiwan Funds $4 Billion Texas AI Complex With Nvidia Among Partners https://chipdispatch.com/articles/china-drafts-export-controls-targeting-ai-chip-and-solar-technologies-30d64998 Chip Dispatch en 2026-10-18T04:27:36.573Z China Drafts Export Controls Targeting AI, Chip and Solar Technologies https://chipdispatch.com/articles/morgan-stanley-power-not-chips-now-decides-the-ai-race-4c96aec8 Chip Dispatch en 2026-10-18T03:57:36.571Z Morgan Stanley: Power, Not Chips, Now Decides the AI Race https://chipdispatch.com/articles/intel-lands-major-foundry-customer-as-18a-output-beats-targets-d05b152c Chip Dispatch en 2026-10-18T03:57:36.571Z Intel Lands Major Foundry Customer as 18A Output Beats Targets https://chipdispatch.com/articles/optoml-banks-1-8m-and-tapes-out-at-12-nm-b3eeb63c Chip Dispatch en 2026-10-18T03:57:36.571Z optoML Banks $1.8M and Tapes Out at 12 nm https://chipdispatch.com/articles/seeking-alpha-tsmc-s-ai-boom-runs-bigger-and-longer-than-expected-7cf9c018 Chip Dispatch en 2026-10-18T02:57:36.463Z Seeking Alpha: TSMC's AI Boom Runs Bigger and Longer Than Expected https://chipdispatch.com/articles/enterprisesg-pushes-singapore-chip-smes-into-global-supply-chains-3db49199 Chip Dispatch en 2026-10-18T00:27:36.319Z EnterpriseSG Pushes Singapore Chip SMEs Into Global Supply Chains https://chipdispatch.com/articles/qnity-expands-materials-portfolio-for-330c-semiconductor-processing-cd0f9cfd Chip Dispatch en 2026-10-18T00:27:36.319Z Qnity Expands Materials Portfolio for 330°C Semiconductor Processing https://chipdispatch.com/articles/micron-develops-eim-memory-targeting-humanoid-robot-platforms-ba81902a Chip Dispatch en 2026-10-17T23:57:36.289Z Micron Develops EIM Memory Targeting Humanoid Robot Platforms https://chipdispatch.com/articles/renesas-forms-physical-ai-team-to-push-into-humanoid-chips-676c9244 Chip Dispatch en 2026-10-17T23:57:36.289Z Renesas Forms Physical AI Team to Push Into Humanoid Chips https://chipdispatch.com/articles/sec-lands-first-commercial-order-for-chip-inspection-tool-0dd69ed7 Chip Dispatch en 2026-10-17T23:57:36.289Z SEC Lands First Commercial Order for Chip Inspection Tool https://chipdispatch.com/articles/qualcomm-frames-humanoid-robots-as-highly-advanced-cars-4d77cdf5 Chip Dispatch en 2026-10-17T23:57:36.289Z Qualcomm Frames Humanoid Robots as 'Highly Advanced Cars' https://chipdispatch.com/articles/semi-americas-chief-korea-and-taiwan-couldn-t-have-succeeded-without-us-48ae4f6a Chip Dispatch en 2026-10-17T23:57:36.289Z SEMI Americas Chief: Korea and Taiwan "Couldn't Have Succeeded Without US" https://chipdispatch.com/articles/tsmc-reportedly-weighs-new-texas-investment-to-expand-us-chip-output-402a18f1 Chip Dispatch en 2026-10-17T23:52:36.277Z TSMC Reportedly Weighs New Texas Investment to Expand US Chip Output https://chipdispatch.com/articles/deepx-bets-on-intel-and-amd-deals-to-win-physical-ai-first-b9db37ff Chip Dispatch en 2026-10-17T23:22:36.244Z DeepX Bets on Intel and AMD Deals to Win Physical AI First https://chipdispatch.com/articles/tsmc-or-asml-which-stock-carries-less-geographic-risk-56e40d7b Chip Dispatch en 2026-10-17T22:52:36.200Z TSMC or ASML: Which Stock Carries Less Geographic Risk? https://chipdispatch.com/articles/tsmc-or-asml-whose-ai-buildout-burns-more-cash-23cdba8b Chip Dispatch en 2026-10-17T22:52:36.200Z TSMC or ASML: Whose AI Buildout Burns More Cash? https://chipdispatch.com/articles/korean-engineer-alleges-tesla-pressured-samsung-on-ai-chips-fb608275 Chip Dispatch en 2026-10-17T22:27:36.178Z Korean engineer alleges Tesla pressured Samsung on AI chips https://chipdispatch.com/articles/intel-shares-fell-nearly-6-as-tsmc-targeted-its-packaging-business-d8c68638 Chip Dispatch en 2026-10-17T21:52:36.148Z Intel Shares Fell Nearly 6% as TSMC Targeted Its Packaging Business https://chipdispatch.com/articles/malaysia-moves-up-the-stack-locally-designed-chips-reach-cars-and-space-f93d9e85 Chip Dispatch en 2026-10-17T19:52:36.000Z Malaysia Moves Up the Stack: Locally Designed Chips Reach Cars and Space https://chipdispatch.com/articles/nyt-asks-what-data-centers-do-the-answer-is-staggering-arithmetic-b4e76720 Chip Dispatch en 2026-10-17T18:52:35.918Z NYT Asks What Data Centers Do: The Answer Is Staggering Arithmetic https://chipdispatch.com/articles/anthropic-reportedly-offers-blackstone-over-10-yield-for-ai-chip-financing-f2de39a7 Chip Dispatch en 2026-10-17T18:52:35.918Z Anthropic Reportedly Offers Blackstone Over 10% Yield for AI Chip Financing https://chipdispatch.com/articles/tsmc-posts-record-profit-up-69-and-plans-new-3nm-fab-in-tainan-7c41e77e Chip Dispatch en 2026-10-17T18:17:35.853Z TSMC Posts Record Profit, Up 69%, and Plans New 3nm Fab in Tainan https://chipdispatch.com/articles/taiwan-moves-to-criminalize-ai-chip-smuggling-to-china-2bd86c12 Chip Dispatch en 2026-10-17T17:17:35.798Z Taiwan Moves to Criminalize AI Chip Smuggling to China https://chipdispatch.com/articles/south-korea-s-finance-minister-chip-demand-stays-solid-through-next-year-3df3b6f5 Chip Dispatch en 2026-10-17T16:47:35.780Z South Korea's Finance Minister: Chip Demand Stays Solid Through Next Year https://chipdispatch.com/articles/sacramento-business-leaders-pitch-region-as-a-chip-hub-3dd7a26e Chip Dispatch en 2026-10-17T15:47:35.712Z Sacramento Business Leaders Pitch Region as a Chip Hub https://chipdispatch.com/articles/china-drafts-export-controls-on-its-own-ai-models-and-chips-5871b688 Chip Dispatch en 2026-10-17T15:47:35.712Z China Drafts Export Controls on Its Own AI Models and Chips https://chipdispatch.com/articles/nvidia-insists-rtx-5090-remains-alive-amid-shortages-141a50cb Chip Dispatch en 2026-10-17T14:52:35.666Z Nvidia Insists RTX 5090 Remains Alive Amid Shortages https://chipdispatch.com/articles/taiwan-moves-to-criminalize-ai-chip-smuggling-to-china-bb078d42 Chip Dispatch en 2026-10-17T14:47:35.663Z Taiwan Moves to Criminalize AI Chip Smuggling to China https://chipdispatch.com/articles/tsmc-reports-growth-in-2-nanometer-business-e64d8161 Chip Dispatch en 2026-10-17T14:47:35.663Z TSMC Reports Growth in 2-Nanometer Business https://chipdispatch.com/articles/china-drafts-export-controls-on-ai-and-chips-to-limit-tech-transfers-38434b56 Chip Dispatch en 2026-10-17T14:47:35.663Z China Drafts Export Controls on AI and Chips to Limit Tech Transfers https://chipdispatch.com/articles/dutch-ai-chip-startup-euclyd-raises-over-200-million-series-a-a9a8528f Chip Dispatch en 2026-10-17T14:17:35.638Z Dutch AI Chip Startup EUCLYD Raises Over €200 Million Series A https://chipdispatch.com/articles/nvidia-s-jensen-huang-orders-keep-arriving-almost-daily-36605d0e Chip Dispatch en 2026-10-17T14:17:35.638Z Nvidia's Jensen Huang: Orders Keep Arriving 'Almost Daily' https://chipdispatch.com/articles/chip-stocks-extend-slide-as-investors-price-in-a-crash-8e93612d Chip Dispatch en 2026-10-17T14:17:35.638Z Chip Stocks Extend Slide as Investors Price In a Crash https://chipdispatch.com/articles/semiconductor-etf-logs-longest-losing-streak-in-two-decades-863456e6 Chip Dispatch en 2026-10-17T13:47:35.611Z Semiconductor ETF Logs Longest Losing Streak in Two Decades https://chipdispatch.com/articles/soxx-slides-in-historic-selloff-as-chip-stocks-route-52cc18c3 Chip Dispatch en 2026-10-17T13:47:35.611Z SOXX Slides in Historic Selloff as Chip Stocks Route https://chipdispatch.com/articles/taiwan-threatens-five-year-prison-terms-for-illicit-ai-server-exports-to-china-03993223 Chip Dispatch en 2026-10-17T13:17:35.561Z Taiwan Threatens Five-Year Prison Terms for Illicit AI Server Exports to China https://chipdispatch.com/articles/fujifilm-puts-18-million-into-mesa-semiconductor-materials-expansion-cc3e20ed Chip Dispatch en 2026-10-17T13:17:35.561Z Fujifilm Puts $18 Million Into Mesa Semiconductor Materials Expansion https://chipdispatch.com/articles/tsmc-shares-move-as-analysts-see-new-ai-cycle-signal-46768629 Chip Dispatch en 2026-10-17T12:42:35.528Z TSMC Shares Move as Analysts See New AI-Cycle Signal