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 https://chipdispatch.com/articles/tsmc-s-3nm-kumamoto-plan-wins-japan-approval-up-to-4-1-billion-in-aid-52ab9940 Chip Dispatch en 2026-10-17T10:12:35.391Z TSMC's 3nm Kumamoto Plan Wins Japan Approval, Up to $4.1 Billion in Aid https://chipdispatch.com/articles/billions-from-washington-won-t-revive-us-chipmaking-overnight-intel-ceo-says-10735ba8 Chip Dispatch en 2026-10-17T09:12:35.345Z Billions From Washington Won't Revive US Chipmaking Overnight, Intel CEO Says https://chipdispatch.com/articles/japan-clears-tsmc-3-nm-fab-plan-extending-kumamoto-build-out-b5603beb Chip Dispatch en 2026-10-17T09:12:35.345Z Japan Clears TSMC 3 nm Fab Plan, Extending Kumamoto Build-Out https://chipdispatch.com/articles/india-s-ai-chip-buying-spree-meets-a-harder-problem-uptime-4aefbb1f Chip Dispatch en 2026-10-17T09:12:35.345Z India's AI Chip Buying Spree Meets a Harder Problem: Uptime https://chipdispatch.com/articles/globalfoundries-lifts-us-chip-investment-pledge-to-5-billion-ba8e1fc0 Chip Dispatch en 2026-10-17T08:42:35.325Z GlobalFoundries Lifts US Chip Investment Pledge to $5 Billion https://chipdispatch.com/articles/sk-hynix-ties-new-us-fab-to-china-equipment-export-leeway-edb74ee4 Chip Dispatch en 2026-10-17T08:42:35.325Z SK Hynix Ties New US Fab to China Equipment Export Leeway https://chipdispatch.com/articles/one-2d-crystal-becomes-a-working-transistor-insulation-included-cf99ebd7 Chip Dispatch en 2026-10-17T08:12:35.314Z One 2D Crystal Becomes a Working Transistor, Insulation Included https://chipdispatch.com/articles/infineon-signs-200mm-sic-wafer-supply-deal-with-wolfspeed-7f8c8c3a Chip Dispatch en 2026-10-17T07:37:35.263Z Infineon signs 200mm SiC wafer supply deal with Wolfspeed https://chipdispatch.com/articles/nvidia-faces-china-risk-as-ai-capex-tops-70-of-hyperscaler-spend-68485d7f Chip Dispatch en 2026-10-17T07:37:35.263Z Nvidia Faces China Risk as AI Capex Tops 70% of Hyperscaler Spend https://chipdispatch.com/articles/china-moves-to-curb-tech-exports-including-ai-citing-security-3ef194f9 Chip Dispatch en 2026-10-17T07:07:35.245Z China Moves to Curb Tech Exports Including AI, Citing Security https://chipdispatch.com/articles/chip-stocks-take-the-brunt-as-ai-trade-wobbles-sox-falls-3-83-56f1c228 Chip Dispatch en 2026-10-17T07:07:35.245Z Chip Stocks Take the Brunt as AI Trade Wobbles: SOX Falls 3.83% https://chipdispatch.com/articles/nvidia-takes-strategic-stake-in-a-key-chip-competitor-61b6a515 Chip Dispatch en 2026-10-17T06:37:35.203Z NVIDIA Takes Strategic Stake in a Key Chip Competitor https://chipdispatch.com/articles/texas-instruments-lines-up-60-billion-us-chip-investment-bc36bfef Chip Dispatch en 2026-10-17T06:07:35.190Z Texas Instruments Lines Up $60 Billion US Chip Investment https://chipdispatch.com/articles/altair-bakes-iridium-satellite-links-into-cellular-iot-chipsets-9dee1687 Chip Dispatch en 2026-10-17T04:37:35.083Z Altair Bakes Iridium Satellite Links Into Cellular IoT Chipsets https://chipdispatch.com/articles/tsmc-posts-record-third-quarter-results-and-the-dip-question-returns-6813d517 Chip Dispatch en 2026-10-17T04:37:35.083Z TSMC Posts Record Third-Quarter Results, and the Dip Question Returns https://chipdispatch.com/articles/tsmc-commits-100-billion-to-new-u-s-investment-trump-says-76021b33 Chip Dispatch en 2026-10-17T04:07:35.049Z TSMC Commits $100 Billion to New U.S. Investment, Trump Says https://chipdispatch.com/articles/globalfoundries-plans-billion-euro-germany-fab-expansion-91e9cf02 Chip Dispatch en 2026-10-17T04:07:35.049Z GlobalFoundries Plans Billion-Euro Germany Fab Expansion https://chipdispatch.com/articles/japan-backs-globalfoundries-new-york-fab-investment-4e3303b4 Chip Dispatch en 2026-10-17T04:07:35.049Z Japan Backs GlobalFoundries New York Fab Investment https://chipdispatch.com/articles/tsmc-commits-100-billion-to-expand-us-chip-manufacturing-footprint-08f37e4f Chip Dispatch en 2026-10-17T04:07:35.049Z TSMC Commits $100 Billion to Expand US Chip Manufacturing Footprint https://chipdispatch.com/articles/trump-secures-200b-micron-pledge-for-us-memory-fabs-f8cf6812 Chip Dispatch en 2026-10-17T04:07:35.049Z Trump Secures $200B Micron Pledge For US Memory Fabs https://chipdispatch.com/articles/18-000-reasons-why-u-s-chip-factories-take-so-long-to-build-83492a33 Chip Dispatch en 2026-10-17T04:07:35.049Z 18,000 Reasons: Why U.S. Chip Factories Take So Long to Build https://chipdispatch.com/articles/tsmc-commits-100-billion-to-u-s-chip-manufacturing-a22984e4 Chip Dispatch en 2026-10-17T04:07:35.049Z TSMC Commits $100 Billion to U.S. Chip Manufacturing https://chipdispatch.com/articles/apple-pledges-over-500-billion-in-u-s-spending-over-four-years-ba8c442e Chip Dispatch en 2026-10-17T04:07:35.049Z Apple Pledges Over $500 Billion in U.S. Spending Over Four Years https://chipdispatch.com/articles/tsmc-lifts-planned-us-investment-to-165-billion-ffec0989 Chip Dispatch en 2026-10-17T04:07:35.049Z TSMC Lifts Planned US Investment to $165 Billion https://chipdispatch.com/articles/nvidia-s-cupotential-gpu-library-targets-atomic-chip-simulations-2a91e014 Chip Dispatch en 2026-10-17T04:07:35.049Z NVIDIA's cuPotential GPU Library Targets Atomic Chip Simulations https://chipdispatch.com/articles/philadelphia-semiconductor-index-drops-11-in-a-week-e9d5736a Chip Dispatch en 2026-10-17T04:07:35.049Z Philadelphia Semiconductor Index Drops 11% in a Week https://chipdispatch.com/articles/tsmc-adds-100-billion-to-arizona-fab-investment-963ff446 Chip Dispatch en 2026-10-17T04:07:35.049Z TSMC Adds $100 Billion to Arizona Fab Investment https://chipdispatch.com/articles/japan-puts-up-to-21-billion-into-two-globalfoundries-fabs-in-new-york-49ddabd7 Chip Dispatch en 2026-10-17T04:07:35.049Z Japan Puts Up to $21 Billion Into Two GlobalFoundries Fabs in New York https://chipdispatch.com/articles/piie-op-ed-warns-scrapping-chips-act-would-chill-us-fab-investment-c4283560 Chip Dispatch en 2026-10-17T04:07:35.049Z PIIE Op-Ed Warns Scrapping CHIPS Act Would Chill US Fab Investment https://chipdispatch.com/articles/tsmc-and-trump-administration-commit-100b-to-five-us-fabs-96b37925 Chip Dispatch en 2026-10-17T04:07:35.049Z TSMC and Trump administration commit $100B to five US fabs https://chipdispatch.com/articles/tsmc-commits-100-billion-to-us-chip-manufacturing-push-f672c03e Chip Dispatch en 2026-10-17T04:07:35.049Z TSMC Commits $100 Billion to US Chip Manufacturing Push https://chipdispatch.com/articles/globalfoundries-plans-16b-us-fab-investment-in-new-york-vermont-d2db276d Chip Dispatch en 2026-10-17T04:07:35.049Z GlobalFoundries Plans $16B US Fab Investment in New York, Vermont https://chipdispatch.com/articles/apple-puts-30-billion-behind-us-chip-manufacturing-cdb7abc1 Chip Dispatch en 2026-10-17T04:07:35.049Z Apple Puts $30 Billion Behind US Chip Manufacturing https://chipdispatch.com/articles/texas-instruments-lines-up-60-billion-for-new-u-s-wafer-fabs-44a23884 Chip Dispatch en 2026-10-17T04:07:35.049Z Texas Instruments Lines Up $60 Billion for New U.S. Wafer Fabs https://chipdispatch.com/articles/tsmc-says-ai-chip-demand-still-far-outstrips-its-supply-cee7a999 Chip Dispatch en 2026-10-17T03:37:35.024Z TSMC Says AI Chip Demand Still Far Outstrips Its Supply https://chipdispatch.com/articles/tsmc-says-ai-chip-demand-still-exceeds-its-supply-capacity-4f9cab52 Chip Dispatch en 2026-10-17T03:07:34.974Z TSMC Says AI Chip Demand Still Exceeds Its Supply Capacity https://chipdispatch.com/articles/taiex-gains-141-points-as-chip-stocks-lead-taiwan-rebound-68a98199 Chip Dispatch en 2026-10-17T03:02:34.969Z TAIEX Gains 141 Points as Chip Stocks Lead Taiwan Rebound https://chipdispatch.com/articles/tsmc-books-record-q3-profit-commits-98-billion-capex-through-2028-4a57db28 Chip Dispatch en 2026-10-17T01:32:34.844Z TSMC Books Record Q3 Profit, Commits $98 Billion Capex Through 2028 https://chipdispatch.com/articles/beijing-moves-to-tighten-control-over-ai-exports-as-us-rivalry-deepens-3df8b106 Chip Dispatch en 2026-10-17T01:02:34.813Z Beijing Moves to Tighten Control Over AI Exports as US Rivalry Deepens https://chipdispatch.com/articles/tsmc-s-ai-wafer-squeeze-tightens-as-nvidia-and-apple-compete-7c26656e Chip Dispatch en 2026-10-17T01:02:34.813Z TSMC's AI Wafer Squeeze Tightens as Nvidia and Apple Compete https://chipdispatch.com/articles/semiconductor-stocks-plunge-as-market-turmoil-hits-amd-and-peers-fe1f9055 Chip Dispatch en 2026-10-17T00:32:34.778Z Semiconductor Stocks Plunge as Market Turmoil Hits AMD and Peers https://chipdispatch.com/articles/samsung-weighs-silicon-photonics-acquisition-to-challenge-tsmc-ff689924 Chip Dispatch en 2026-10-17T00:32:34.778Z Samsung Weighs Silicon Photonics Acquisition to Challenge TSMC https://chipdispatch.com/articles/nsf-grant-links-georgia-tech-with-albany-state-on-semiconductor-research-ddc48a9c Chip Dispatch en 2026-10-17T00:02:34.717Z NSF Grant Links Georgia Tech With Albany State on Semiconductor Research https://chipdispatch.com/articles/intel-chief-says-white-house-will-keep-hands-off-chip-business-38726772 Chip Dispatch en 2026-10-17T00:02:34.717Z Intel Chief Says White House Will Keep Hands Off Chip Business https://chipdispatch.com/articles/naver-d2sf-extends-its-backing-of-ai-chip-startup-furiosaai-4c07acae Chip Dispatch en 2026-10-17T00:02:34.717Z NAVER D2SF Extends Its Backing of AI Chip Startup FuriosaAI https://chipdispatch.com/articles/china-to-restrict-tech-exports-including-ai-citing-security-0b6c9758 Chip Dispatch en 2026-10-16T23:32:34.661Z China to Restrict Tech Exports Including AI, Citing Security https://chipdispatch.com/articles/oriental-semiconductor-takes-58-control-of-hynetek-in-3-49m-deal-73e47421 Chip Dispatch en 2026-10-16T23:32:34.661Z Oriental Semiconductor Takes 58% Control of Hynetek in $3.49M Deal https://chipdispatch.com/articles/semiconductor-stocks-shed-2-trillion-in-eight-sessions-41b98431 Chip Dispatch en 2026-10-16T23:02:34.613Z Semiconductor Stocks Shed $2 Trillion in Eight Sessions https://chipdispatch.com/articles/tsmc-reports-record-third-quarter-amid-investor-debate-73f86413 Chip Dispatch en 2026-10-16T23:02:34.613Z TSMC Reports Record Third Quarter Amid Investor Debate https://chipdispatch.com/articles/rocket-one-teams-with-vcu-on-memory-chips-for-ai-and-space-7bbbc5ba Chip Dispatch en 2026-10-16T23:02:34.613Z Rocket One Teams With VCU on Memory Chips for AI and Space https://chipdispatch.com/articles/bytedance-nears-deal-to-buy-mediatek-custom-ai-chips-for-data-centers-d9a364e2 Chip Dispatch en 2026-10-16T22:32:34.554Z ByteDance Nears Deal to Buy MediaTek Custom AI Chips for Data Centers https://chipdispatch.com/articles/intel-shares-drop-3-9-as-tsmc-packaging-remarks-cloud-expansion-plan-ce36dc99 Chip Dispatch en 2026-10-16T22:32:34.554Z Intel Shares Drop 3.9% as TSMC Packaging Remarks Cloud Expansion Plan https://chipdispatch.com/articles/micron-shares-fall-even-as-analysts-call-chip-selloff-overdone-77a9ed3f Chip Dispatch en 2026-10-16T22:32:34.554Z Micron Shares Fall Even as Analysts Call Chip Selloff Overdone https://chipdispatch.com/articles/taiwan-eyes-4-billion-texas-industrial-park-for-ai-chip-suppliers-65eb09d2 Chip Dispatch en 2026-10-16T21:57:34.516Z Taiwan Eyes $4 Billion Texas Industrial Park for AI Chip Suppliers https://chipdispatch.com/articles/an-equipment-maker-not-nvidia-or-tsmc-is-the-real-ai-chip-bottleneck-be59ab54 Chip Dispatch en 2026-10-16T21:57:34.516Z An Equipment Maker, Not Nvidia or TSMC, Is the Real AI Chip Bottleneck https://chipdispatch.com/articles/tsmc-weighs-further-texas-expansion-as-ai-demand-outruns-supply-dad4b6af Chip Dispatch en 2026-10-16T21:27:34.489Z TSMC Weighs Further Texas Expansion as AI Demand Outruns Supply https://chipdispatch.com/articles/mckinsey-weighs-in-on-america-s-semiconductor-supply-chain-gaps-7694e646 Chip Dispatch en 2026-10-16T21:27:34.489Z McKinsey Weighs In on America's Semiconductor Supply Chain Gaps https://chipdispatch.com/articles/intel-shares-drop-3-9-as-tsmc-packaging-remarks-bite-339306fc Chip Dispatch en 2026-10-16T21:27:34.489Z Intel Shares Drop 3.9% as TSMC Packaging Remarks Bite https://chipdispatch.com/articles/sungrow-taps-on-semi-elitesic-is-on-now-undervalued-55cf73ff Chip Dispatch en 2026-10-16T21:02:34.461Z Sungrow Taps ON Semi EliteSiC — Is ON Now Undervalued? https://chipdispatch.com/articles/taiwan-agrees-to-curb-ai-chip-exports-to-china-as-part-of-us-framework-04fc4421 Chip Dispatch en 2026-10-16T20:32:34.423Z Taiwan Agrees to Curb AI Chip Exports to China as Part of US Framework https://chipdispatch.com/articles/chip-selloff-pulls-nasdaq-s-p-500-into-the-red-for-the-week-a756d9a2 Chip Dispatch en 2026-10-16T20:27:34.415Z Chip Selloff Pulls Nasdaq, S&P 500 Into the Red for the Week https://chipdispatch.com/articles/china-restricts-exports-of-ai-technology-chips-and-solar-equipment-a5cc46aa Chip Dispatch en 2026-10-16T20:27:34.415Z China Restricts Exports of AI Technology, Chips and Solar Equipment https://chipdispatch.com/articles/china-drafts-export-controls-targeting-ai-technologies-8e5f8d41 Chip Dispatch en 2026-10-16T20:27:34.415Z China Drafts Export Controls Targeting AI Technologies https://chipdispatch.com/articles/100b-ai-spend-who-collects-payments-from-microsoft-google-meta-65cbf2f4 Chip Dispatch en 2026-10-16T20:27:34.415Z $100B AI Spend: Who Collects Payments from Microsoft, Google, Meta? https://chipdispatch.com/articles/tsmc-posts-record-net-profit-for-third-quarter-da1a951d Chip Dispatch en 2026-10-16T20:27:34.415Z TSMC Posts Record Net Profit for Third Quarter https://chipdispatch.com/articles/tsmc-shares-fall-as-670-target-raises-advanced-chip-stakes-4c897607 Chip Dispatch en 2026-10-16T20:27:34.415Z TSMC Shares Fall as $670 Target Raises Advanced-Chip Stakes https://chipdispatch.com/articles/bytedance-in-talks-to-buy-mediatek-ai-chips-for-data-centers-71bcbf32 Chip Dispatch en 2026-10-16T20:27:34.415Z ByteDance in Talks to Buy MediaTek AI Chips for Data Centers https://chipdispatch.com/articles/intel-shares-drop-3-9-as-tsmc-packaging-comments-bite-39500e99 Chip Dispatch en 2026-10-16T20:27:34.415Z Intel Shares Drop 3.9% as TSMC Packaging Comments Bite https://chipdispatch.com/articles/equipment-vendor-not-nvidia-or-tsmc-named-ai-chip-bottleneck-cc7f9f9a Chip Dispatch en 2026-10-16T19:57:34.369Z Equipment Vendor, Not Nvidia or TSMC, Named AI Chip Bottleneck https://chipdispatch.com/articles/leaked-nova-lake-die-shots-show-six-tile-design-on-intel-18a-p-and-tsmc-n2p-f1b29cb0 Chip Dispatch en 2026-10-16T19:57:34.369Z Leaked Nova Lake Die Shots Show Six-Tile Design on Intel 18A-P and TSMC N2P https://chipdispatch.com/articles/microchip-puts-1200-v-sic-mosfets-into-top-cooled-qdpak-001be5eb Chip Dispatch en 2026-10-16T19:42:34.348Z Microchip Puts 1200-V SiC MOSFETs into Top-Cooled QDPAK https://chipdispatch.com/articles/opinion-not-nvidia-not-tsmc-an-equipment-maker-holds-the-ai-key-d1cd3989 Chip Dispatch en 2026-10-16T19:27:33.928Z Opinion: Not Nvidia, Not TSMC — an Equipment Maker Holds the AI Key https://chipdispatch.com/articles/globalfoundries-lands-10b-japanese-anchor-for-new-york-fab-e4c51c6b Chip Dispatch en 2026-10-16T19:27:33.928Z GlobalFoundries Lands $10B Japanese Anchor for New York Fab https://chipdispatch.com/articles/tsmc-posts-69-jump-in-third-quarter-profit-on-ai-chip-demand-791dd375 Chip Dispatch en 2026-10-16T19:27:33.928Z TSMC Posts 69% Jump in Third-Quarter Profit on AI Chip Demand https://chipdispatch.com/articles/epc-ships-100-v-gan-power-stage-ics-for-multi-axis-motor-drives-792d65e7 Chip Dispatch en 2026-10-16T18:57:33.883Z EPC Ships 100 V GaN Power-Stage ICs for Multi-Axis Motor Drives https://chipdispatch.com/articles/veritas-closes-1-75m-pre-seed-readies-anti-counterfeit-chip-v2-bb1eeb3e Chip Dispatch en 2026-10-16T18:57:33.883Z Veritas Closes $1.75M Pre-Seed, Readies Anti-Counterfeit Chip V2 https://chipdispatch.com/articles/tsmc-readies-larger-capex-as-agentic-ai-demand-grows-analysts-say-20ef4b0a Chip Dispatch en 2026-10-16T18:57:33.883Z TSMC Readies Larger CapEx as Agentic AI Demand Grows, Analysts Say https://chipdispatch.com/articles/tsmc-posts-sixth-straight-record-quarter-and-the-stock-falls-anyway-2a1026c4 Chip Dispatch en 2026-10-16T18:57:33.883Z TSMC Posts Sixth Straight Record Quarter, and the Stock Falls Anyway https://chipdispatch.com/articles/broadcom-falls-4-as-hock-tan-s-ai-capex-warning-weighs-on-chip-stocks-44e5dd40 Chip Dispatch en 2026-10-16T18:57:33.883Z Broadcom Falls 4% as Hock Tan's AI Capex Warning Weighs on Chip Stocks https://chipdispatch.com/articles/us-factory-output-rebounds-on-semiconductor-supply-gains-c1fd4598 Chip Dispatch en 2026-10-16T18:57:33.883Z US Factory Output Rebounds on Semiconductor, Supply Gains https://chipdispatch.com/articles/apple-breaks-with-12-years-of-homekit-practice-and-builds-its-own-hardware-a934b2d5 Chip Dispatch en 2026-10-16T18:42:33.857Z Apple Breaks With 12 Years of HomeKit Practice and Builds Its Own Hardware https://chipdispatch.com/articles/broadcom-falls-4-as-hock-tan-s-capital-warning-weighs-on-ai-chips-ea618d4d Chip Dispatch en 2026-10-16T18:27:33.826Z Broadcom Falls 4% as Hock Tan's Capital Warning Weighs on AI Chips https://chipdispatch.com/articles/tsmc-fields-ten-capacity-calls-a-day-as-ai-demand-strains-supply-bbf65ec6 Chip Dispatch en 2026-10-16T18:27:33.826Z TSMC Fields Ten Capacity Calls a Day as AI Demand Strains Supply https://chipdispatch.com/articles/broadcom-shares-fall-4-after-hock-tan-s-ai-capital-warning-035c6dbe Chip Dispatch en 2026-10-16T18:27:33.826Z Broadcom Shares Fall 4% After Hock Tan's AI Capital Warning https://chipdispatch.com/articles/arm-and-amd-drop-5-as-qualcomm-verdict-fuels-chip-selloff-610c8b75 Chip Dispatch en 2026-10-16T18:27:33.826Z Arm and AMD Drop 5% as Qualcomm Verdict Fuels Chip Selloff https://chipdispatch.com/articles/china-drafts-export-controls-of-its-own-40-ai-chip-and-solar-technologies-on-the-9fe39f7a Chip Dispatch en 2026-10-16T17:57:33.764Z China Drafts Export Controls of Its Own: 40 AI, Chip and Solar Technologies on the List https://chipdispatch.com/articles/tsmc-record-profits-fail-to-lift-deepening-tech-selloff-282e9556 Chip Dispatch en 2026-10-16T17:57:33.764Z TSMC Record Profits Fail to Lift Deepening Tech Selloff https://chipdispatch.com/articles/three-ai-suppliers-may-slide-despite-soaring-chip-earnings-a96a206a Chip Dispatch en 2026-10-16T17:57:33.764Z Three AI Suppliers May Slide Despite Soaring Chip Earnings https://chipdispatch.com/articles/china-moves-to-curb-tech-exports-including-ai-on-security-grounds-fd88f57d Chip Dispatch en 2026-10-16T17:27:33.717Z China Moves to Curb Tech Exports, Including AI, on Security Grounds https://chipdispatch.com/articles/sk-hynix-adrs-drop-over-4-as-sox-extends-losing-streak-to-eight-64cdac80 Chip Dispatch en 2026-10-16T17:27:33.717Z SK Hynix ADRs Drop Over 4% as SOX Extends Losing Streak to Eight https://chipdispatch.com/articles/alphabet-shares-fall-even-as-ai-chip-forecast-points-to-bigger-cloud-c1746ea6 Chip Dispatch en 2026-10-16T17:27:33.717Z Alphabet Shares Fall Even as AI-Chip Forecast Points to Bigger Cloud https://chipdispatch.com/articles/ai-safety-group-pushes-for-tighter-chip-export-rules-59a04ddf Chip Dispatch en 2026-10-16T17:27:33.717Z AI Safety Group Pushes for Tighter Chip Export Rules https://chipdispatch.com/articles/tsmc-arizona-pulls-its-production-timeline-forward-as-earnings-climb-9cde37b8 Chip Dispatch en 2026-10-16T17:27:33.717Z TSMC Arizona Pulls Its Production Timeline Forward as Earnings Climb https://chipdispatch.com/articles/china-targets-ai-and-other-tech-exports-in-new-security-controls-bb837c38 Chip Dispatch en 2026-10-16T17:27:33.717Z China Targets AI and Other Tech Exports in New Security Controls https://chipdispatch.com/articles/siemens-pairs-computational-lithography-with-nvidia-culitho-4fb8ac69 Chip Dispatch en 2026-10-16T16:57:33.656Z Siemens Pairs Computational Lithography With NVIDIA cuLitho https://chipdispatch.com/articles/micron-shares-fall-even-as-analysts-call-chip-selloff-overblown-2f896707 Chip Dispatch en 2026-10-16T16:57:33.656Z Micron Shares Fall Even as Analysts Call Chip Selloff Overblown https://chipdispatch.com/articles/mxene-nanosheets-turn-flexible-polymer-films-into-tunable-semiconductors-3b22fc31 Chip Dispatch en 2026-10-16T16:57:33.656Z MXene Nanosheets Turn Flexible Polymer Films Into Tunable Semiconductors https://chipdispatch.com/articles/samsung-austin-puts-workforce-partnerships-at-center-of-community-event-f24572ce Chip Dispatch en 2026-10-16T16:57:33.656Z Samsung Austin Puts Workforce Partnerships at Center of Community Event https://chipdispatch.com/articles/chinese-startup-demos-15w-euv-light-source-with-90-domestic-parts-45d1b8ff Chip Dispatch en 2026-10-16T16:57:33.656Z Chinese Startup Demos 15W EUV Light Source With 90% Domestic Parts https://chipdispatch.com/articles/taiwan-prepares-to-restrict-ai-chip-exports-to-china-in-step-with-us-e1608fb9 Chip Dispatch en 2026-10-16T16:57:33.656Z Taiwan Prepares to Restrict AI Chip Exports to China in Step With US https://chipdispatch.com/articles/xpeng-s-turing-ai-chips-accelerate-into-the-l03-sedan-677bd4d2 Chip Dispatch en 2026-10-16T16:57:33.656Z XPeng's Turing AI Chips Accelerate Into the L03 Sedan https://chipdispatch.com/articles/the-circular-money-machine-powering-the-ai-boom-f4c9d77e Chip Dispatch en 2026-10-16T16:57:33.656Z The Circular Money Machine Powering the AI Boom