https://chipdispatch.com/articles/drdo-to-convene-conclave-on-indigenous-semiconductor-technologies-5dbc3be0 Chip Dispatch en 2026-10-13T18:05:05.188Z DRDO to Convene Conclave on Indigenous Semiconductor Technologies https://chipdispatch.com/articles/on-semiconductor-cast-as-chip-sector-s-next-big-comeback-story-6f147a1f Chip Dispatch en 2026-10-13T18:05:05.188Z ON Semiconductor Cast as Chip Sector's Next Big Comeback Story https://chipdispatch.com/articles/apple-s-first-smart-display-the-7-inch-homeview-opens-at-299-5d1d8ded Chip Dispatch en 2026-10-13T17:55:05.185Z Apple's First Smart Display, the 7-Inch HomeView, Opens at $299 https://chipdispatch.com/articles/economists-say-ai-demand-will-keep-taiwan-s-growth-running-d654ab99 Chip Dispatch en 2026-10-13T17:40:05.180Z Economists Say AI Demand Will Keep Taiwan's Growth Running https://chipdispatch.com/articles/advanced-energy-ships-centra-smart-hub-for-tool-temperature-sensing-9e613bc6 Chip Dispatch en 2026-10-13T17:35:05.177Z Advanced Energy Ships Centra Smart Hub for Tool Temperature Sensing https://chipdispatch.com/articles/smh-heads-for-longest-losing-streak-since-may-2025-6d9b0b59 Chip Dispatch en 2026-10-13T17:35:05.177Z SMH Heads for Longest Losing Streak Since May 2025 https://chipdispatch.com/articles/realclearmarkets-column-chip-diplomacy-should-favor-partners-over-pressure-4f4a5350 Chip Dispatch en 2026-10-13T17:35:05.177Z RealClearMarkets Column: Chip Diplomacy Should Favor Partners Over Pressure https://chipdispatch.com/articles/scaleway-to-build-amd-powered-ai-supercomputer-in-sweden-743484cb Chip Dispatch en 2026-10-13T17:10:05.169Z Scaleway to Build AMD-Powered AI Supercomputer in Sweden https://chipdispatch.com/articles/microsoft-targets-multi-gigawatt-own-chip-ai-deployments-from-2027-b1edf761 Chip Dispatch en 2026-10-13T17:10:05.169Z Microsoft Targets Multi-Gigawatt Own-Chip AI Deployments From 2027 https://chipdispatch.com/articles/applied-materials-falls-7-as-investors-cash-in-on-chip-tool-rally-6c8b2b9e Chip Dispatch en 2026-10-13T17:00:05.157Z Applied Materials Falls 7% as Investors Cash In on Chip Tool Rally https://chipdispatch.com/articles/analyst-projects-100-billion-in-alphabet-ai-chip-revenue-by-2028-dbcc5e69 Chip Dispatch en 2026-10-13T16:40:05.150Z Analyst Projects $100 Billion in Alphabet AI Chip Revenue by 2028 https://chipdispatch.com/articles/globalfoundries-and-tsmc-sign-2-billion-u-s-interposer-deal-4daf1259 Chip Dispatch en 2026-10-13T16:30:05.141Z GlobalFoundries and TSMC Sign $2 Billion U.S. Interposer Deal https://chipdispatch.com/articles/ai-doubts-trigger-global-chip-stock-sell-off-dragging-asia-lower-3508cb78 Chip Dispatch en 2026-10-13T16:30:05.141Z AI Doubts Trigger Global Chip Stock Sell-Off, Dragging Asia Lower https://chipdispatch.com/articles/ibm-research-flags-the-nanostack-era-for-chip-designers-ae6eea86 Chip Dispatch en 2026-10-13T16:30:05.141Z IBM Research flags the nanostack era for chip designers https://chipdispatch.com/articles/investors-question-ai-chip-spending-as-semiconductor-stocks-slide-7d66b21a Chip Dispatch en 2026-10-13T16:30:05.141Z Investors Question AI Chip Spending as Semiconductor Stocks Slide https://chipdispatch.com/articles/packaging-becomes-ai-chip-industry-s-decisive-layer-wsj-reports-05ac59ad Chip Dispatch en 2026-10-13T16:10:05.126Z Packaging Becomes AI Chip Industry's Decisive Layer, WSJ Reports https://chipdispatch.com/articles/amazon-reportedly-weighs-7-billion-deal-for-ai-chip-software-startup-77dd71f8 Chip Dispatch en 2026-10-13T16:10:05.126Z Amazon Reportedly Weighs $7 Billion Deal for AI Chip Software Startup https://chipdispatch.com/articles/kospi-slides-below-6-000-as-chinese-chip-pressure-weighs-46178f1a Chip Dispatch en 2026-10-13T16:00:05.123Z KOSPI Slides Below 6,000 as Chinese Chip Pressure Weighs https://chipdispatch.com/articles/seoul-splits-off-task-forces-for-chip-mega-projects-and-india-trade-b24838af Chip Dispatch en 2026-10-13T16:00:05.123Z Seoul Splits Off Task Forces for Chip Mega-Projects and India Trade https://chipdispatch.com/articles/advanced-energy-launches-centra-smart-hub-for-fab-temperature-sensing-7fa6e775 Chip Dispatch en 2026-10-13T16:00:05.123Z Advanced Energy Launches Centra Smart Hub for Fab Temperature Sensing https://chipdispatch.com/articles/researchers-claim-control-over-where-2d-semiconductor-crystals-grow-8c2b47e3 Chip Dispatch en 2026-10-13T16:00:05.123Z Researchers Claim Control Over Where 2D Semiconductor Crystals Grow https://chipdispatch.com/articles/marvell-doubles-down-on-cxl-structera-x-3406-3506-unveiled-05794f5d Chip Dispatch en 2026-10-13T15:45:05.117Z Marvell Doubles Down on CXL: Structera X 3406/3506 Unveiled https://chipdispatch.com/articles/microsoft-pushes-custom-ai-silicon-with-azure-maia-300-96d63c68 Chip Dispatch en 2026-10-13T15:40:05.116Z Microsoft Pushes Custom AI Silicon with Azure Maia 300 https://chipdispatch.com/articles/kunlunyuan-ai-secures-angel-round-in-hundreds-of-millions-of-yuan-2f8154f3 Chip Dispatch en 2026-10-13T15:40:05.116Z Kunlunyuan AI Secures Angel Round in Hundreds of Millions of Yuan https://chipdispatch.com/articles/scaleway-confirms-amd-backed-ai-supercomputer-for-sweden-c60688cc Chip Dispatch en 2026-10-13T15:40:05.116Z Scaleway confirms AMD-backed AI supercomputer for Sweden https://chipdispatch.com/articles/nvidia-s-china-ai-share-contracts-as-huawei-ascends-9189f5f6 Chip Dispatch en 2026-10-13T15:40:05.116Z Nvidia's China AI Share Contracts as Huawei Ascends https://chipdispatch.com/articles/digitalocean-builds-ai-native-cloud-on-vast-data-ai-os-01c89e11 Chip Dispatch en 2026-10-13T15:30:05.112Z DigitalOcean Builds AI-Native Cloud on VAST Data AI OS https://chipdispatch.com/articles/framework-laptop-12-review-arrives-amid-unprecedented-part-shortage-e1fa9930 Chip Dispatch en 2026-10-13T15:15:05.107Z Framework Laptop 12 Review Arrives Amid 'Unprecedented' Part Shortage https://chipdispatch.com/articles/microsoft-targets-multi-gigawatt-rollout-for-next-gen-azure-maia-ai-racks-0b6073a2 Chip Dispatch en 2026-10-13T15:10:05.105Z Microsoft Targets Multi-Gigawatt Rollout for Next-Gen Azure Maia AI Racks https://chipdispatch.com/articles/marvell-stock-slides-but-microsoft-s-ai-chips-offer-a-revival-path-933d85fd Chip Dispatch en 2026-10-13T15:10:05.105Z Marvell Stock Slides, but Microsoft's AI Chips Offer a Revival Path https://chipdispatch.com/articles/report-chinese-ai-firms-bought-1-million-nvidia-gpus-in-a-year-6a271a9a Chip Dispatch en 2026-10-13T15:10:05.105Z Report: Chinese AI Firms Bought 1 Million Nvidia GPUs in a Year https://chipdispatch.com/articles/korea-s-honam-semiconductor-project-splits-ruling-and-opposition-parties-95743d4d Chip Dispatch en 2026-10-13T15:00:05.101Z Korea's Honam Semiconductor Project Splits Ruling and Opposition Parties https://chipdispatch.com/articles/nvidia-cuts-dlss-5-vram-use-20-and-doubles-model-speed-f2726cbc Chip Dispatch en 2026-10-13T15:00:05.101Z Nvidia Cuts DLSS 5 VRAM Use 20% and Doubles Model Speed https://chipdispatch.com/articles/chinese-firms-bought-1-million-nvidia-gpus-in-a-year-ft-reports-37878097 Chip Dispatch en 2026-10-13T14:45:05.096Z Chinese Firms Bought 1 Million Nvidia GPUs in a Year, FT Reports https://chipdispatch.com/articles/kioxia-ships-liquid-cooled-cm9-ssds-for-hot-rack-ai-datacenters-cd772968 Chip Dispatch en 2026-10-13T14:40:05.093Z Kioxia Ships Liquid-Cooled CM9 SSDs for Hot-Rack AI Datacenters https://chipdispatch.com/articles/gelsinger-goes-public-with-a-message-for-ai-s-biggest-spenders-ec3080ce Chip Dispatch en 2026-10-13T14:40:05.093Z Gelsinger Goes Public With a 'Message' for AI's Biggest Spenders https://chipdispatch.com/articles/huawei-crosses-100-million-kirin-chip-mark-after-us-sanctions-39dce58a Chip Dispatch en 2026-10-13T14:35:05.092Z Huawei Crosses 100 Million Kirin Chip Mark After US Sanctions https://chipdispatch.com/articles/femtum-opens-quebec-city-site-to-scale-semiconductor-laser-output-aa1169ef Chip Dispatch en 2026-10-13T14:35:05.092Z Femtum opens Québec City site to scale semiconductor laser output https://chipdispatch.com/articles/tata-s-chandrasekaran-defends-semiconductor-bets-amid-return-scrutiny-25e4678e Chip Dispatch en 2026-10-13T14:35:05.092Z Tata's Chandrasekaran Defends Semiconductor Bets Amid Return Scrutiny https://chipdispatch.com/articles/aletheia-lifts-tsmc-price-target-citing-ai-chip-demand-9cf0c0a3 Chip Dispatch en 2026-10-13T14:25:05.088Z Aletheia Lifts TSMC Price Target, Citing AI Chip Demand https://chipdispatch.com/articles/apple-ships-homepod-mini-2-at-149-after-six-year-wait-eaa40d0c Chip Dispatch en 2026-10-13T14:25:05.088Z Apple Ships HomePod Mini 2 at $149 After Six-Year Wait https://chipdispatch.com/articles/anthropic-demonstrates-ai-worm-concepts-on-55-tv-boxes-b6503a7a Chip Dispatch en 2026-10-13T14:15:05.084Z Anthropic Demonstrates AI Worm Concepts on $55 TV Boxes https://chipdispatch.com/articles/nvidia-tones-down-dlss-5-ahead-of-hogwarts-legacy-debut-6e3caf82 Chip Dispatch en 2026-10-13T14:10:05.073Z Nvidia Tones Down DLSS 5 Ahead of Hogwarts Legacy Debut https://chipdispatch.com/articles/not-all-ai-chips-are-equal-memory-bleeds-nvidia-wobbles-less-c1376331 Chip Dispatch en 2026-10-13T14:05:05.071Z Not All AI Chips Are Equal: Memory Bleeds, Nvidia Wobbles Less https://chipdispatch.com/articles/long-semis-remain-the-most-crowded-trade-even-as-conviction-cools-7726dd45 Chip Dispatch en 2026-10-13T14:00:05.071Z Long Semis Remain the Most Crowded Trade, Even as Conviction Cools https://chipdispatch.com/articles/drdo-to-showcase-indigenous-semiconductor-technologies-at-estic-2026-b9b7879f Chip Dispatch en 2026-10-13T14:00:05.071Z DRDO to Showcase Indigenous Semiconductor Technologies at ESTIC-2026 https://chipdispatch.com/articles/apple-s-homepod-mini-refresh-lands-at-149-with-s10-silicon-19b26a25 Chip Dispatch en 2026-10-13T13:55:05.067Z Apple's HomePod mini refresh lands at $149 with S10 silicon https://chipdispatch.com/articles/apple-enters-home-security-with-349-95-uwb-smart-lock-04c4ce7f Chip Dispatch en 2026-10-13T13:55:05.067Z Apple Enters Home Security with $349.95 UWB Smart Lock https://chipdispatch.com/articles/nvidia-s-china-ai-chip-share-slips-to-34-as-u-s-export-curbs-bite-9cef9db1 Chip Dispatch en 2026-10-13T13:40:05.059Z Nvidia's China AI Chip Share Slips to 34% as U.S. Export Curbs Bite https://chipdispatch.com/articles/spacex-weighs-40-billion-debt-package-for-nvidia-ai-chips-01db06bb Chip Dispatch en 2026-10-13T13:35:05.056Z SpaceX Weighs $40 Billion Debt Package for Nvidia AI Chips https://chipdispatch.com/articles/microsoft-unveils-maia-300-its-next-gen-custom-ai-accelerator-9bf770e6 Chip Dispatch en 2026-10-13T13:35:05.056Z Microsoft Unveils Maia 300, Its Next-Gen Custom AI Accelerator https://chipdispatch.com/articles/cerebras-stock-falls-sharply-as-ai-market-fears-spread-ea4834c9 Chip Dispatch en 2026-10-13T13:35:05.056Z Cerebras Stock Falls Sharply as AI Market Fears Spread https://chipdispatch.com/articles/anthropic-warns-ai-models-may-soon-self-replicate-without-data-centers-1e8e0c37 Chip Dispatch en 2026-10-13T13:35:05.056Z Anthropic warns AI models may soon self-replicate without data centers https://chipdispatch.com/articles/apple-ships-homeview-its-first-smart-display-in-four-finishes-0e4a670a Chip Dispatch en 2026-10-13T13:25:05.051Z Apple Ships HomeView, Its First Smart Display, in Four Finishes https://chipdispatch.com/articles/apple-ships-299-apple-tv-4k-with-a19-chip-and-remote-free-siri-d386fde5 Chip Dispatch en 2026-10-13T13:25:05.051Z Apple Ships $299 Apple TV 4K with A19 Chip and Remote-Free Siri https://chipdispatch.com/articles/tsmc-preview-sees-high-growth-but-analysts-flag-capex-downgrade-risk-6aec1502 Chip Dispatch en 2026-10-13T13:25:05.051Z TSMC Preview Sees High Growth, But Analysts Flag CAPEX Downgrade Risk https://chipdispatch.com/articles/qnity-targets-nvidia-and-tsmc-ai-chip-business-with-local-production-c381f755 Chip Dispatch en 2026-10-13T13:25:05.051Z Qnity Targets Nvidia and TSMC AI Chip Business With Local Production https://chipdispatch.com/articles/apple-ships-299-homeview-hub-to-take-on-amazon-and-google-displays-23ccf3c6 Chip Dispatch en 2026-10-13T13:25:05.051Z Apple Ships $299 HomeView Hub to Take On Amazon and Google Displays https://chipdispatch.com/articles/apple-ships-homepod-mini-2-at-149-but-siri-ai-arrives-late-a9888341 Chip Dispatch en 2026-10-13T13:25:05.051Z Apple Ships HomePod Mini 2 at $149, but Siri AI Arrives Late https://chipdispatch.com/articles/applied-materials-lifts-epic-r-d-center-to-5-billion-as-ai-fuels-spend-7bf8c473 Chip Dispatch en 2026-10-13T13:10:05.039Z Applied Materials Lifts EPIC R&D Center to $5 Billion as AI Fuels Spend https://chipdispatch.com/articles/nvidia-china-ai-chip-share-falls-to-34-under-u-s-export-curbs-2054aafa Chip Dispatch en 2026-10-13T13:10:05.039Z Nvidia China AI Chip Share Falls to 34% Under U.S. Export Curbs https://chipdispatch.com/articles/nvidia-s-china-ai-chip-share-slips-to-34-as-huawei-closes-in-21a76fcf Chip Dispatch en 2026-10-13T13:05:05.028Z Nvidia's China AI Chip Share Slips to 34% as Huawei Closes In https://chipdispatch.com/articles/ai-doubts-trigger-global-semiconductor-sell-off-dragging-asia-lower-408875b1 Chip Dispatch en 2026-10-13T13:00:05.032Z AI Doubts Trigger Global Semiconductor Sell-Off, Dragging Asia Lower https://chipdispatch.com/articles/chiral-organic-semiconductors-detect-light-s-handedness-directly-798d5105 Chip Dispatch en 2026-10-13T13:00:05.032Z Chiral Organic Semiconductors Detect Light's Handedness Directly https://chipdispatch.com/articles/cramer-calls-the-chip-trade-broken-semiconductors-hold-62-gain-2cc2c5ad Chip Dispatch en 2026-10-13T13:00:05.032Z Cramer Calls the Chip Trade Broken; Semiconductors Hold 62% Gain https://chipdispatch.com/articles/asml-earnings-test-momentum-of-semiconductor-equipment-stocks-3cd5934c Chip Dispatch en 2026-10-13T13:00:05.032Z ASML Earnings Test Momentum of Semiconductor Equipment Stocks https://chipdispatch.com/articles/uk-semiconductor-startup-lands-funding-for-memory-safe-chip-work-d3ef7d84 Chip Dispatch en 2026-10-13T12:35:05.012Z UK Semiconductor Startup Lands Funding for 'Memory Safe' Chip Work https://chipdispatch.com/articles/broadcom-ceo-hock-tan-likens-many-ai-investors-to-casino-gamblers-c20b7988 Chip Dispatch en 2026-10-13T12:35:05.012Z Broadcom CEO Hock Tan likens many AI investors to casino gamblers https://chipdispatch.com/articles/chinese-firms-bought-over-1-million-nvidia-gaming-chips-this-year-44c1d4a9 Chip Dispatch en 2026-10-13T12:35:05.012Z Chinese Firms Bought Over 1 Million Nvidia Gaming Chips This Year https://chipdispatch.com/articles/scaleway-lines-up-amd-gpus-for-sweden-ai-supercomputer-3403a9af Chip Dispatch en 2026-10-13T12:35:05.012Z Scaleway Lines Up AMD GPUs For Sweden AI Supercomputer https://chipdispatch.com/articles/nan-pao-reports-adhesive-breakthroughs-for-chips-and-foldables-a74627d2 Chip Dispatch en 2026-10-13T12:30:10.221Z Nan Pao Reports Adhesive Breakthroughs for Chips and Foldables https://chipdispatch.com/articles/seeking-alpha-flags-on-semiconductor-for-cash-strength-ai-upside-560b310b Chip Dispatch en 2026-10-13T12:30:10.221Z Seeking Alpha Flags ON Semiconductor for Cash Strength, AI Upside https://chipdispatch.com/articles/tata-chairman-calls-semiconductors-fundamental-as-assam-plant-advances-4ef5d19c Chip Dispatch en 2026-10-13T12:30:10.221Z Tata Chairman Calls Semiconductors 'Fundamental' as Assam Plant Advances https://chipdispatch.com/articles/why-chip-fabs-need-robots-that-barely-ever-make-mistakes-38382c87 Chip Dispatch en 2026-10-13T12:30:10.221Z Why Chip Fabs Need Robots That Barely Ever Make Mistakes https://chipdispatch.com/articles/qnity-courts-nvidia-with-local-for-local-foundry-pitch-184ea531 Chip Dispatch en 2026-10-13T12:25:04.999Z Qnity Courts Nvidia With 'Local-For-Local' Foundry Pitch https://chipdispatch.com/articles/asml-reports-q3-earnings-october-14-six-numbers-long-term-investors-will-watch-a18ee2b0 Chip Dispatch en 2026-10-13T12:05:04.969Z ASML Reports Q3 Earnings October 14: Six Numbers Long-Term Investors Will Watch https://chipdispatch.com/articles/deutsche-bank-turns-more-positive-on-semiconductor-equipment-stocks-2ef09d28 Chip Dispatch en 2026-10-13T11:55:04.965Z Deutsche Bank Turns More Positive on Semiconductor Equipment Stocks https://chipdispatch.com/articles/dan-ives-calls-chip-sell-off-way-overdone-as-ai-fears-hit-nvda-mu-3fb552b0 Chip Dispatch en 2026-10-13T11:55:04.965Z Dan Ives Calls Chip Sell-Off 'Way Overdone' As AI Fears Hit NVDA, MU https://chipdispatch.com/articles/tower-semiconductor-and-semtech-expand-ai-data-center-partnership-bfe6dda6 Chip Dispatch en 2026-10-13T11:55:04.965Z Tower Semiconductor and Semtech Expand AI Data Center Partnership https://chipdispatch.com/articles/tower-and-semtech-widen-fab-deal-for-ai-data-centre-silicon-b0a9fd14 Chip Dispatch en 2026-10-13T11:55:04.965Z Tower and Semtech Widen Fab Deal for AI Data Centre Silicon https://chipdispatch.com/articles/one-million-nvidia-gaming-chips-reached-china-this-year-1dbfd425 Chip Dispatch en 2026-10-13T11:45:04.960Z One Million Nvidia Gaming Chips Reached China This Year https://chipdispatch.com/articles/microsoft-targets-2027-for-maia-300-ai-chip-on-azure-9414c865 Chip Dispatch en 2026-10-13T11:40:04.958Z Microsoft Targets 2027 for Maia 300 AI Chip on Azure https://chipdispatch.com/articles/scaleway-to-build-amd-powered-ai-supercomputer-in-sweden-c1207899 Chip Dispatch en 2026-10-13T11:35:04.950Z Scaleway to Build AMD-Powered AI Supercomputer in Sweden https://chipdispatch.com/articles/dan-ives-calls-chip-sell-off-way-overdone-as-ai-fears-hit-nvda-mu-04e19255 Chip Dispatch en 2026-10-13T11:25:04.946Z Dan Ives Calls Chip Sell-Off 'Way Overdone' as AI Fears Hit NVDA, MU https://chipdispatch.com/articles/tsmc-expected-to-post-4-50-a-share-in-upcoming-earnings-5a44e6a2 Chip Dispatch en 2026-10-13T11:25:04.946Z TSMC Expected to Post $4.50 a Share in Upcoming Earnings https://chipdispatch.com/articles/ai-demand-pushes-chip-giants-to-pour-billions-into-r-d-labs-42d68105 Chip Dispatch en 2026-10-13T11:25:04.946Z AI Demand Pushes Chip Giants to Pour Billions Into R&D Labs https://chipdispatch.com/articles/economist-warns-chip-stock-rally-rests-on-high-concentration-259dcf26 Chip Dispatch en 2026-10-13T11:25:04.946Z Economist Warns Chip Stock Rally Rests on 'High Concentration' https://chipdispatch.com/articles/chip-stocks-slide-as-ai-doubts-drag-asian-markets-lower-e864eb5d Chip Dispatch en 2026-10-13T11:25:04.946Z Chip Stocks Slide as AI Doubts Drag Asian Markets Lower https://chipdispatch.com/articles/cxmt-promises-first-4f2-dram-chip-by-year-end-server-ddr5-rdimm-acf137e4 Chip Dispatch en 2026-10-13T11:20:04.944Z CXMT Promises First 4F² DRAM Chip by Year-End: Server DDR5 RDIMM https://chipdispatch.com/articles/scaleway-plans-amd-based-ai-supercomputer-in-sweden-8a03d19d Chip Dispatch en 2026-10-13T11:05:04.938Z Scaleway Plans AMD-Based AI Supercomputer in Sweden https://chipdispatch.com/articles/scaleway-to-build-amd-powered-ai-supercomputer-in-sweden-2d1d62fb Chip Dispatch en 2026-10-13T11:05:04.938Z Scaleway to build AMD-powered AI supercomputer in Sweden https://chipdispatch.com/articles/tower-and-semtech-to-fund-dedicated-sige-capacity-for-ai-interconnects-9808a0d0 Chip Dispatch en 2026-10-13T10:55:04.934Z Tower and Semtech to Fund Dedicated SiGe Capacity for AI Interconnects https://chipdispatch.com/articles/ai-doubts-knock-chip-stocks-dragging-asian-markets-lower-7098e5a7 Chip Dispatch en 2026-10-13T10:55:04.934Z AI Doubts Knock Chip Stocks, Dragging Asian Markets Lower https://chipdispatch.com/articles/asml-and-tsmc-earnings-will-test-ai-trade-confidence-c5355366 Chip Dispatch en 2026-10-13T10:55:04.934Z ASML and TSMC Earnings Will Test AI Trade Confidence https://chipdispatch.com/articles/aletheia-capital-lifts-tsmc-price-target-on-ai-chip-growth-fe12d2a1 Chip Dispatch en 2026-10-13T10:55:04.934Z Aletheia Capital Lifts TSMC Price Target on AI Chip Growth https://chipdispatch.com/articles/tower-semiconductor-and-semtech-expand-deal-to-lock-in-ai-chip-capacity-52c1d813 Chip Dispatch en 2026-10-13T10:55:04.934Z Tower Semiconductor and Semtech Expand Deal to Lock In AI Chip Capacity https://chipdispatch.com/articles/semtech-moves-to-lock-in-chip-capacity-across-three-countries-4d3f47a1 Chip Dispatch en 2026-10-13T10:55:04.934Z Semtech Moves to Lock In Chip Capacity Across Three Countries https://chipdispatch.com/articles/ai-doubts-trigger-global-semiconductor-sell-off-dragging-asian-markets-e8230ffb Chip Dispatch en 2026-10-13T10:25:04.924Z AI Doubts Trigger Global Semiconductor Sell-Off, Dragging Asian Markets https://chipdispatch.com/articles/ai-doubts-trigger-global-semiconductor-sell-off-dragging-asian-markets-1d3f9cbe Chip Dispatch en 2026-10-13T10:25:04.924Z AI Doubts Trigger Global Semiconductor Sell-Off, Dragging Asian Markets https://chipdispatch.com/articles/ai-worry-selloff-hits-chip-stocks-drags-asian-markets-lower-3353a94a Chip Dispatch en 2026-10-13T10:25:04.924Z AI Worry Selloff Hits Chip Stocks, Drags Asian Markets Lower https://chipdispatch.com/articles/ai-boom-fears-trigger-global-semiconductor-sell-off-e0ba7461 Chip Dispatch en 2026-10-13T10:25:04.924Z AI Boom Fears Trigger Global Semiconductor Sell-Off https://chipdispatch.com/articles/ai-concerns-trigger-global-semiconductor-sell-off-dragging-asia-markets-lower-a4f8e94e Chip Dispatch en 2026-10-13T10:25:04.924Z AI Concerns Trigger Global Semiconductor Sell-Off, Dragging Asia Markets Lower https://chipdispatch.com/articles/nvidia-s-china-ai-chip-share-falls-to-34-as-huawei-gains-9bdef116 Chip Dispatch en 2026-10-13T10:10:04.917Z Nvidia's China AI Chip Share Falls to 34% as Huawei Gains https://chipdispatch.com/articles/chinese-firms-bought-1-million-nvidia-gaming-chips-report-says-bf452bcf Chip Dispatch en 2026-10-13T10:05:04.915Z Chinese Firms Bought 1 Million Nvidia Gaming Chips, Report Says https://chipdispatch.com/articles/yahoo-finance-pits-sci-against-amtech-in-semiconductor-stock-comparison-c6003131 Chip Dispatch en 2026-10-13T09:55:04.913Z Yahoo Finance Pits SCI Against Amtech in Semiconductor Stock Comparison https://chipdispatch.com/articles/ai-rally-broadens-beyond-semiconductors-as-memory-stocks-stall-0c965b7b Chip Dispatch en 2026-10-13T09:55:04.913Z AI Rally Broadens Beyond Semiconductors as Memory Stocks Stall https://chipdispatch.com/articles/broadcom-s-tan-calls-ai-capex-a-casino-drags-chip-stocks-down-ab2a7bc0 Chip Dispatch en 2026-10-13T09:40:04.906Z Broadcom's Tan Calls AI Capex a 'Casino,' Drags Chip Stocks Down https://chipdispatch.com/articles/us-data-center-disputes-contrast-with-china-s-rapid-build-pace-2a609d6f Chip Dispatch en 2026-10-13T09:40:04.906Z US Data Center Disputes Contrast With China's Rapid Build Pace https://chipdispatch.com/articles/microsoft-s-maia-puts-nvidia-customers-and-competitors-on-the-same-list-78bb3523 Chip Dispatch en 2026-10-13T09:40:04.906Z Microsoft's Maia Puts Nvidia Customers and Competitors on the Same List https://chipdispatch.com/articles/nvidia-s-china-ai-chip-share-slides-to-34-as-huawei-closes-in-idc-reports-20ede471 Chip Dispatch en 2026-10-13T09:35:19.234Z Nvidia's China AI Chip Share Slides to 34% as Huawei Closes In, IDC Reports https://chipdispatch.com/articles/raimondo-us-and-india-must-deepen-ai-and-chip-cooperation-3fccbacf Chip Dispatch en 2026-10-13T09:25:04.900Z Raimondo: US and India Must Deepen AI and Chip Cooperation https://chipdispatch.com/articles/kospi-falls-more-than-7-as-chip-shares-lead-broad-sell-off-d5197aad Chip Dispatch en 2026-10-13T09:25:04.900Z Kospi Falls More Than 7% as Chip Shares Lead Broad Sell-Off https://chipdispatch.com/articles/taiwan-panel-makers-pivot-toward-semiconductors-amid-structural-decline-c1406aca Chip Dispatch en 2026-10-13T09:25:04.900Z Taiwan Panel Makers Pivot Toward Semiconductors Amid Structural Decline https://chipdispatch.com/articles/tsmc-and-the-question-nobody-can-answer-yet-another-upgrade-3b6c3131 Chip Dispatch en 2026-10-13T09:20:04.891Z TSMC and the Question Nobody Can Answer Yet: Another Upgrade? https://chipdispatch.com/articles/tsmc-q3-preview-wall-street-sees-665-ceiling-on-six-quarter-record-run-7d831396 Chip Dispatch en 2026-10-13T09:20:04.891Z TSMC Q3 Preview: Wall Street Sees $665 Ceiling on Six-Quarter Record Run https://chipdispatch.com/articles/nvidia-s-china-ai-chip-share-drops-to-34-as-huawei-gains-idc-says-2426bef9 Chip Dispatch en 2026-10-13T09:00:04.885Z Nvidia's China AI Chip Share Drops to 34% as Huawei Gains, IDC Says https://chipdispatch.com/articles/a-hardwired-global-pause-on-frontier-ai-training-is-feasible-report-claims-fdbc1165 Chip Dispatch en 2026-10-13T09:00:04.885Z A Hardwired Global Pause on Frontier AI Training Is Feasible, Report Claims https://chipdispatch.com/articles/applied-materials-bets-5-billion-on-next-gen-ai-chip-center-7af279be Chip Dispatch en 2026-10-13T09:00:04.885Z Applied Materials Bets $5 Billion on Next-Gen AI Chip Center https://chipdispatch.com/articles/imf-lifts-korea-growth-forecast-to-3-3-on-ai-chip-demand-8bb9e0fa Chip Dispatch en 2026-10-13T08:55:04.875Z IMF Lifts Korea Growth Forecast to 3.3% on AI Chip Demand https://chipdispatch.com/articles/kospi-drops-more-than-5-as-chip-stocks-sink-on-ai-doubts-152378cf Chip Dispatch en 2026-10-13T08:55:04.875Z Kospi Drops More Than 5% as Chip Stocks Sink on AI Doubts https://chipdispatch.com/articles/raimondo-calls-for-deeper-us-india-ties-on-ai-and-chips-f9f3f059 Chip Dispatch en 2026-10-13T08:55:04.875Z Raimondo Calls for Deeper US-India Ties on AI and Chips https://chipdispatch.com/articles/tower-semiconductor-sets-november-2-for-q3-2026-results-dc7a1f59 Chip Dispatch en 2026-10-13T08:50:04.864Z Tower Semiconductor Sets November 2 for Q3 2026 Results https://chipdispatch.com/articles/microsoft-to-scale-custom-azure-maia-ai-chips-by-2027-d8478d58 Chip Dispatch en 2026-10-13T08:45:04.863Z Microsoft to Scale Custom Azure Maia AI Chips by 2027 https://chipdispatch.com/articles/tencent-reportedly-leases-100-000-banned-nvidia-ai-chips-via-oracle-2288c4b1 Chip Dispatch en 2026-10-13T08:40:04.861Z Tencent Reportedly Leases 100,000 Banned Nvidia AI Chips Via Oracle https://chipdispatch.com/articles/nvidia-s-china-ai-chip-share-slips-to-34-as-huawei-closes-in-474d5fc8 Chip Dispatch en 2026-10-13T08:40:04.861Z Nvidia's China AI Chip Share Slips to 34% as Huawei Closes In https://chipdispatch.com/articles/tata-aims-jagiroad-fab-at-mobile-auto-and-ai-chips-bbbfd470 Chip Dispatch en 2026-10-13T08:36:51.663Z Tata Aims Jagiroad Fab at Mobile, Auto and AI Chips https://chipdispatch.com/articles/japan-and-u-s-advance-550-billion-investment-pact-centered-on-ai-and-chips-4406bbfb Chip Dispatch en 2026-10-13T08:36:51.663Z Japan and U.S. Advance $550 Billion Investment Pact Centered on AI and Chips https://chipdispatch.com/articles/applied-materials-puts-5-billion-into-silicon-valley-r-d-centre-aae52578 Chip Dispatch en 2026-10-13T08:25:04.855Z Applied Materials Puts $5 Billion Into Silicon Valley R&D Centre https://chipdispatch.com/articles/tata-chief-calls-global-collaboration-a-necessity-for-india-chips-1b0345dd Chip Dispatch en 2026-10-13T08:25:04.855Z Tata Chief Calls Global Collaboration a Necessity for India Chips https://chipdispatch.com/articles/formfactor-and-teradyne-announce-test-collaboration-300-million-investment-82af0776 Chip Dispatch en 2026-10-13T08:25:04.855Z FormFactor and Teradyne Announce Test Collaboration, $300 Million Investment https://chipdispatch.com/articles/kospi-falls-more-than-5-as-ai-doubts-trigger-chip-sell-off-bc7e2393 Chip Dispatch en 2026-10-13T08:25:04.855Z Kospi Falls More Than 5% as AI Doubts Trigger Chip Sell-Off https://chipdispatch.com/articles/kospi-falls-more-than-5-as-ai-fears-trigger-chip-stock-sell-off-11b0efa9 Chip Dispatch en 2026-10-13T08:25:04.855Z Kospi Falls More Than 5% as AI Fears Trigger Chip Stock Sell-Off https://chipdispatch.com/articles/kospi-falls-more-than-5-as-chip-stocks-lead-broad-sell-off-47589cca Chip Dispatch en 2026-10-13T08:25:04.855Z Kospi Falls More Than 5% as Chip Stocks Lead Broad Sell-Off https://chipdispatch.com/articles/kaist-reports-2d-crystal-growth-control-for-ai-chip-stacking-a2568dfb Chip Dispatch en 2026-10-13T08:00:04.837Z KAIST Reports 2D Crystal Growth Control for AI Chip Stacking https://chipdispatch.com/articles/ai-designed-silicon-cavities-lift-atom-thin-emitter-output-tenfold-d63f4054 Chip Dispatch en 2026-10-13T07:55:04.834Z AI-Designed Silicon Cavities Lift Atom-Thin Emitter Output Tenfold https://chipdispatch.com/articles/kospi-falls-over-7-as-semiconductor-shares-lead-sell-off-5318ce6a Chip Dispatch en 2026-10-13T07:55:04.834Z Kospi Falls Over 7% as Semiconductor Shares Lead Sell-Off https://chipdispatch.com/articles/ai-demand-spreads-beyond-chips-to-electrical-equipment-makers-e89bd124 Chip Dispatch en 2026-10-13T07:55:04.834Z AI Demand Spreads Beyond Chips to Electrical Equipment Makers https://chipdispatch.com/articles/tsmc-shares-fall-two-days-ahead-of-earnings-on-memory-scare-320b10ec Chip Dispatch en 2026-10-13T07:50:04.832Z TSMC Shares Fall Two Days Ahead of Earnings on Memory Scare https://chipdispatch.com/articles/kospi-drops-more-than-7-as-chip-stocks-lead-sell-off-8018e533 Chip Dispatch en 2026-10-13T07:25:04.821Z Kospi Drops More Than 7% as Chip Stocks Lead Sell-Off https://chipdispatch.com/articles/semiconductors-are-key-to-india-s-future-says-n-chandra-d7cf43c4 Chip Dispatch en 2026-10-13T07:25:04.821Z Semiconductors Are Key to India's Future, Says N Chandra https://chipdispatch.com/articles/chosun-ilbo-us-and-japanese-toolmakers-still-lean-on-chinese-materials-babda649 Chip Dispatch en 2026-10-13T07:25:04.821Z Chosun Ilbo: US and Japanese Toolmakers Still Lean on Chinese Materials https://chipdispatch.com/articles/tsmc-shares-fall-two-days-before-earnings-on-a-memory-scare-403fa3d1 Chip Dispatch en 2026-10-13T07:20:04.819Z TSMC Shares Fall Two Days Before Earnings on a Memory Scare https://chipdispatch.com/articles/the-daily-upside-reports-chip-demand-still-rising-for-tsmc-and-asml-b7d72301 Chip Dispatch en 2026-10-13T07:20:04.819Z The Daily Upside Reports Chip Demand Still Rising for TSMC and ASML https://chipdispatch.com/articles/microsoft-to-scale-in-house-ai-chips-to-multi-gigawatt-deployments-from-2027-af56fd62 Chip Dispatch en 2026-10-13T07:00:04.809Z Microsoft to Scale In-House AI Chips to Multi-Gigawatt Deployments from 2027 https://chipdispatch.com/articles/microsoft-targets-nvidia-dependence-with-maia-300-ai-chip-bf806ff4 Chip Dispatch en 2026-10-13T07:00:04.809Z Microsoft Targets Nvidia Dependence With Maia 300 AI Chip https://chipdispatch.com/articles/huawei-closes-gap-with-nvidia-as-china-moves-ai-chips-beyond-gpus-5ca884f6 Chip Dispatch en 2026-10-13T07:00:04.809Z Huawei Closes Gap With Nvidia as China Moves AI Chips Beyond GPUs https://chipdispatch.com/articles/korea-s-chip-boom-opens-a-no-college-path-into-semiconductors-98f668ee Chip Dispatch en 2026-10-13T06:50:04.805Z Korea's Chip Boom Opens a No-College Path Into Semiconductors https://chipdispatch.com/articles/diode-leader-tongke-electronic-expands-semiconductor-manufacturing-reach-ce1b9396 Chip Dispatch en 2026-10-13T06:50:04.805Z Diode Leader Tongke Electronic Expands Semiconductor Manufacturing Reach https://chipdispatch.com/articles/applied-materials-expects-ai-demand-to-double-its-revenue-a68456ab Chip Dispatch en 2026-10-13T06:50:04.805Z Applied Materials Expects AI Demand to Double Its Revenue https://chipdispatch.com/articles/nvidia-loses-ground-in-china-as-huawei-s-ai-chips-advance-402db0a6 Chip Dispatch en 2026-10-13T06:40:11.816Z Nvidia Loses Ground in China as Huawei's AI Chips Advance https://chipdispatch.com/articles/broadcom-ceo-backs-openai-deal-flags-ai-funding-limits-883d9c88 Chip Dispatch en 2026-10-13T06:40:11.816Z Broadcom CEO Backs OpenAI Deal, Flags AI Funding Limits https://chipdispatch.com/articles/qualcomm-announces-four-ai-broadband-platforms-before-network-x-2026-266bc36b Chip Dispatch en 2026-10-13T06:20:04.791Z Qualcomm Announces Four AI Broadband Platforms Before Network X 2026 https://chipdispatch.com/articles/asia-markets-fall-as-semiconductor-stocks-lead-the-decline-f3b7bf5e Chip Dispatch en 2026-10-13T06:20:04.791Z Asia Markets Fall as Semiconductor Stocks Lead the Decline https://chipdispatch.com/articles/ai-s-new-bottleneck-money-not-chips-or-power-says-chosun-ilbo-8e037559 Chip Dispatch en 2026-10-13T06:20:04.791Z AI's New Bottleneck: Money, Not Chips or Power, Says Chosun Ilbo https://chipdispatch.com/articles/intel-s-20-panther-lake-price-hike-signals-pc-chip-cost-wave-d009159e Chip Dispatch en 2026-10-13T05:50:04.776Z Intel's 20% Panther Lake Price Hike Signals PC Chip Cost Wave https://chipdispatch.com/articles/us-chip-tool-leader-sees-revenue-doubling-as-ai-reshapes-r-d-5271de56 Chip Dispatch en 2026-10-13T05:50:04.776Z US Chip Tool Leader Sees Revenue Doubling as AI Reshapes R&D https://chipdispatch.com/articles/tsmc-eyes-record-profit-for-sixth-straight-quarter-on-ai-demand-4962e0f7 Chip Dispatch en 2026-10-13T05:50:04.776Z TSMC Eyes Record Profit for Sixth Straight Quarter on AI Demand https://chipdispatch.com/articles/3alogics-takes-2026-nfc-forum-innovation-award-ce001da4 Chip Dispatch en 2026-10-13T05:50:04.776Z 3ALogics Takes 2026 NFC Forum Innovation Award https://chipdispatch.com/articles/chandrasekaran-chips-critical-to-india-but-demand-and-management-decide-5d701bff Chip Dispatch en 2026-10-13T05:50:04.776Z Chandrasekaran: Chips Critical to India, But Demand and Management Decide https://chipdispatch.com/articles/taiwan-market-drops-over-1-000-points-as-tech-stocks-slide-e2a36b5f Chip Dispatch en 2026-10-13T05:50:04.776Z Taiwan Market Drops Over 1,000 Points as Tech Stocks Slide https://chipdispatch.com/articles/singapore-tech-firms-chase-revenue-and-reroute-supply-chains-b7f56800 Chip Dispatch en 2026-10-13T05:50:04.776Z Singapore Tech Firms Chase Revenue — and Reroute Supply Chains https://chipdispatch.com/articles/hanul-semiconductor-rounds-out-its-mlcc-post-process-equipment-line-e9eb34d5 Chip Dispatch en 2026-10-13T05:50:04.776Z Hanul Semiconductor Rounds Out Its MLCC Post-Process Equipment Line https://chipdispatch.com/articles/microsoft-unveils-maia-300-ai-chip-in-bid-to-loosen-nvidia-s-grip-c13267e9 Chip Dispatch en 2026-10-13T05:30:08.091Z Microsoft Unveils Maia 300 AI Chip in Bid to Loosen Nvidia's Grip https://chipdispatch.com/articles/kospi-falls-more-than-7-as-chip-stocks-lead-broad-sell-off-0f4b1269 Chip Dispatch en 2026-10-13T05:20:04.749Z Kospi Falls More Than 7% as Chip Stocks Lead Broad Sell-Off https://chipdispatch.com/articles/microsoft-targets-multi-gigawatt-in-house-ai-chip-push-from-2027-2e884787 Chip Dispatch en 2026-10-13T05:00:04.739Z Microsoft Targets Multi-Gigawatt In-House AI Chip Push From 2027 https://chipdispatch.com/articles/india-replaces-chip-startup-grants-with-equity-co-investment-93f97724 Chip Dispatch en 2026-10-13T05:00:04.739Z India Replaces Chip Startup Grants With Equity Co-Investment https://chipdispatch.com/articles/sia-names-tim-cook-recipient-of-semiconductor-industry-s-top-honor-ddb40683 Chip Dispatch en 2026-10-13T04:50:04.734Z SIA Names Tim Cook Recipient of Semiconductor Industry's Top Honor https://chipdispatch.com/articles/korea-s-motie-to-launch-dedicated-semiconductor-megaproject-office-7bd6a2de Chip Dispatch en 2026-10-13T04:50:04.734Z Korea's MOTIE to Launch Dedicated Semiconductor Megaproject Office https://chipdispatch.com/articles/broadcom-ceo-many-ai-investors-have-no-clue-boom-like-a-casino-ce480070 Chip Dispatch en 2026-10-13T04:25:04.718Z Broadcom CEO: Many AI Investors Have 'No Clue,' Boom Like a Casino https://chipdispatch.com/articles/kospi-plunges-over-7-as-chip-stocks-spark-ai-worry-sell-off-26fa8622 Chip Dispatch en 2026-10-13T04:20:04.706Z Kospi Plunges Over 7% as Chip Stocks Spark AI-Worry Sell-Off https://chipdispatch.com/articles/seoul-builds-new-moti-unit-to-steer-chip-megaproject-and-india-push-1d104a73 Chip Dispatch en 2026-10-13T04:20:04.706Z Seoul Builds New MOTI Unit to Steer Chip Megaproject and India Push https://chipdispatch.com/articles/kospi-plunges-over-7-as-chip-stocks-lead-broad-ai-worry-sell-off-052379df Chip Dispatch en 2026-10-13T04:20:04.706Z Kospi Plunges Over 7% as Chip Stocks Lead Broad AI-Worry Sell-Off https://chipdispatch.com/articles/kospi-falls-more-than-7-as-chip-shares-lead-broad-sell-off-87cbef19 Chip Dispatch en 2026-10-13T04:20:04.706Z Kospi Falls More Than 7% as Chip Shares Lead Broad Sell-Off https://chipdispatch.com/articles/kospi-falls-more-than-7-as-ai-doubts-trigger-chip-sell-off-f518eb70 Chip Dispatch en 2026-10-13T04:20:04.706Z Kospi Falls More Than 7% as AI Doubts Trigger Chip Sell-Off https://chipdispatch.com/articles/kospi-falls-more-than-7-as-chip-shares-lead-broad-sell-off-c6bc3954 Chip Dispatch en 2026-10-13T04:20:04.706Z Kospi Falls More Than 7% as Chip Shares Lead Broad Sell-Off https://chipdispatch.com/articles/kospi-falls-more-than-7-as-chip-stocks-lead-broad-sell-off-70a2a6c5 Chip Dispatch en 2026-10-13T04:20:04.706Z Kospi Falls More Than 7% as Chip Stocks Lead Broad Sell-Off https://chipdispatch.com/articles/dhl-enters-india-semiconductor-logistics-race-against-nx-group-e33042e8 Chip Dispatch en 2026-10-13T03:50:04.675Z DHL Enters India Semiconductor Logistics Race Against NX Group https://chipdispatch.com/articles/kospi-plunges-more-than-7-as-chip-stocks-lead-sell-off-fbcb6182 Chip Dispatch en 2026-10-13T03:50:04.675Z Kospi Plunges More Than 7% as Chip Stocks Lead Sell-Off https://chipdispatch.com/articles/kospi-falls-over-7-as-chip-stocks-lead-sharp-sell-off-5648a897 Chip Dispatch en 2026-10-13T03:50:04.675Z Kospi Falls Over 7% as Chip Stocks Lead Sharp Sell-Off https://chipdispatch.com/articles/kospi-falls-more-than-7-as-chip-stocks-lead-broad-sell-off-3c1c62f6 Chip Dispatch en 2026-10-13T03:50:04.675Z Kospi Falls More Than 7% as Chip Stocks Lead Broad Sell-Off https://chipdispatch.com/articles/kospi-falls-more-than-7-as-ai-doubts-trigger-chip-stock-sell-off-029052fb Chip Dispatch en 2026-10-13T03:50:04.675Z Kospi Falls More Than 7% as AI Doubts Trigger Chip Stock Sell-Off https://chipdispatch.com/articles/kospi-plunges-over-7-as-chip-stocks-lead-korea-sell-off-5a17c1e4 Chip Dispatch en 2026-10-13T03:50:04.675Z Kospi Plunges Over 7% as Chip Stocks Lead Korea Sell-Off https://chipdispatch.com/articles/healthcare-firms-redirect-capital-into-ai-chip-industry-0396081a Chip Dispatch en 2026-10-13T03:50:04.675Z Healthcare Firms Redirect Capital Into AI Chip Industry https://chipdispatch.com/articles/tsmc-and-asml-earnings-take-center-stage-the-bull-and-bear-cases-819364de Chip Dispatch en 2026-10-13T03:45:04.670Z TSMC and ASML Earnings Take Center Stage: The Bull and Bear Cases https://chipdispatch.com/articles/tsmc-power-plant-funding-talks-still-conceptual-taipower-says-b9331ddd Chip Dispatch en 2026-10-13T03:45:04.670Z TSMC Power Plant Funding Talks Still Conceptual, Taipower Says https://chipdispatch.com/articles/microsoft-speeds-up-azure-maia-rollout-to-reduce-nvidia-dependence-90f1f079 Chip Dispatch en 2026-10-13T03:25:04.651Z Microsoft Speeds Up Azure Maia Rollout to Reduce Nvidia Dependence https://chipdispatch.com/articles/kospi-falls-more-than-7-as-ai-fears-trigger-chip-sell-off-0613740d Chip Dispatch en 2026-10-13T03:20:04.626Z Kospi Falls More Than 7% as AI Fears Trigger Chip Sell-Off https://chipdispatch.com/articles/sk-hynix-and-softbank-slide-as-asia-chip-stocks-track-wall-street-sell-off-0cba98a5 Chip Dispatch en 2026-10-13T03:20:04.626Z SK Hynix and SoftBank Slide as Asia Chip Stocks Track Wall Street Sell-Off https://chipdispatch.com/articles/korea-alcohol-group-accelerates-diversification-into-semiconductors-684a3e88 Chip Dispatch en 2026-10-13T03:20:04.626Z Korea Alcohol Group Accelerates Diversification Into Semiconductors https://chipdispatch.com/articles/kospi-falls-more-than-7-as-chip-stocks-lead-broad-sell-off-6236f879 Chip Dispatch en 2026-10-13T03:20:04.626Z Kospi Falls More Than 7% as Chip Stocks Lead Broad Sell-Off https://chipdispatch.com/articles/kospi-falls-more-than-7-as-ai-fears-trigger-chip-stock-sell-off-c304c1a1 Chip Dispatch en 2026-10-13T03:20:04.626Z Kospi Falls More Than 7% as AI Fears Trigger Chip Stock Sell-Off https://chipdispatch.com/articles/kospi-plunges-more-than-7-as-ai-fears-trigger-chip-share-sell-off-0c677af3 Chip Dispatch en 2026-10-13T03:20:04.626Z Kospi Plunges More Than 7% as AI Fears Trigger Chip Share Sell-Off https://chipdispatch.com/articles/kospi-plunges-over-7-as-ai-fears-trigger-chip-stock-sell-off-2c3f968b Chip Dispatch en 2026-10-13T03:20:04.626Z Kospi Plunges Over 7% as AI Fears Trigger Chip Stock Sell-Off https://chipdispatch.com/articles/nvidia-s-china-ai-chip-share-slides-as-huawei-closes-gap-975cef1b Chip Dispatch en 2026-10-13T02:55:04.606Z Nvidia's China AI Chip Share Slides as Huawei Closes Gap https://chipdispatch.com/articles/india-s-chip-startups-hit-a-wall-between-design-and-production-81832ff3 Chip Dispatch en 2026-10-13T02:55:04.606Z India's Chip Startups Hit a Wall Between Design and Production https://chipdispatch.com/articles/huawei-closes-gap-as-nvidia-s-china-ai-chip-share-slips-f857ace4 Chip Dispatch en 2026-10-13T02:55:04.606Z Huawei Closes Gap as Nvidia's China AI-Chip Share Slips https://chipdispatch.com/articles/microsoft-prepares-to-deploy-millions-of-its-own-maia-ai-chips-02cfb17c Chip Dispatch en 2026-10-13T02:55:04.606Z Microsoft Prepares to Deploy Millions of Its Own Maia AI Chips https://chipdispatch.com/articles/nvidia-loses-china-ai-chip-ground-as-huawei-closes-the-gap-5afa6a97 Chip Dispatch en 2026-10-13T02:55:04.606Z Nvidia Loses China AI Chip Ground as Huawei Closes the Gap https://chipdispatch.com/articles/india-s-semicon-2-0-state-money-to-match-vc-bets-on-chip-design-3e1ba525 Chip Dispatch en 2026-10-13T02:55:04.606Z India's Semicon 2.0: State Money to Match VC Bets on Chip Design https://chipdispatch.com/articles/china-s-yisheng-raises-14-9m-for-diamond-composite-ai-chip-cooling-88773388 Chip Dispatch en 2026-10-13T02:55:04.606Z China's Yisheng raises $14.9M for diamond-composite AI chip cooling https://chipdispatch.com/articles/samsung-and-sk-hynix-put-next-gen-ai-memory-on-show-at-chip-fair-82e646ea Chip Dispatch en 2026-10-13T02:50:04.602Z Samsung and SK Hynix put next-gen AI memory on show at chip fair https://chipdispatch.com/articles/sumitomo-bakelite-to-expand-chip-encapsulant-output-in-china-and-singapore-e03a460c Chip Dispatch en 2026-10-13T02:35:04.591Z Sumitomo Bakelite to Expand Chip Encapsulant Output in China and Singapore https://chipdispatch.com/articles/globalfoundries-tsmc-sign-2b-silicon-interposer-deal-f09a959a Chip Dispatch en 2026-10-13T02:35:04.591Z GlobalFoundries, TSMC Sign $2B Silicon Interposer Deal https://chipdispatch.com/articles/kaynes-begins-commercial-osat-output-at-gujarat-s-sanand-plant-4e83abf7 Chip Dispatch en 2026-10-13T02:35:04.591Z Kaynes Begins Commercial OSAT Output at Gujarat's Sanand Plant https://chipdispatch.com/articles/tin-supply-gap-threatens-semiconductor-solder-through-2029-89cd4bf7 Chip Dispatch en 2026-10-13T02:35:04.591Z Tin Supply Gap Threatens Semiconductor Solder Through 2029 https://chipdispatch.com/articles/us-and-china-pursue-60-billion-tariff-relief-semiconductors-excluded-be98478c Chip Dispatch en 2026-10-13T02:35:04.591Z US and China Pursue $60 Billion Tariff Relief; Semiconductors Excluded https://chipdispatch.com/articles/amd-buys-world-labs-for-8-2bn-to-anchor-its-physical-ai-push-37b3512c Chip Dispatch en 2026-10-13T02:35:04.591Z AMD Buys World Labs for $8.2bn to Anchor Its Physical AI Push https://chipdispatch.com/articles/pcb-technologies-buys-gorilla-circuits-in-120-million-u-s-push-00cf4cce Chip Dispatch en 2026-10-13T02:35:04.591Z PCB Technologies Buys Gorilla Circuits in $120 Million U.S. Push https://chipdispatch.com/articles/semiconductor-sell-off-pulls-us-equity-indexes-lower-as-crude-oil-climbs-c22ac69f Chip Dispatch en 2026-10-13T02:35:04.591Z Semiconductor Sell-Off Pulls US Equity Indexes Lower as Crude Oil Climbs https://chipdispatch.com/articles/microsoft-s-three-ai-chip-generations-still-can-t-topple-nvidia-09a1be61 Chip Dispatch en 2026-10-13T02:25:04.583Z Microsoft's Three AI Chip Generations Still Can't Topple Nvidia https://chipdispatch.com/articles/applied-materials-puts-5-billion-behind-shared-chip-research-659b6fc6 Chip Dispatch en 2026-10-13T02:20:04.579Z Applied Materials Puts $5 Billion Behind Shared Chip Research https://chipdispatch.com/articles/semafor-report-maps-us-chip-industry-s-deep-ties-to-china-856053ab Chip Dispatch en 2026-10-13T02:20:04.579Z Semafor Report Maps US Chip Industry's Deep Ties to China https://chipdispatch.com/articles/chip-industry-s-new-alliance-targets-faster-ai-silicon-design-e7a31628 Chip Dispatch en 2026-10-13T02:20:04.579Z Chip Industry's New Alliance Targets Faster AI Silicon Design https://chipdispatch.com/articles/tsmc-lines-up-sixth-consecutive-record-profit-quarter-d89e6153 Chip Dispatch en 2026-10-13T02:15:04.568Z TSMC Lines Up Sixth Consecutive Record Profit Quarter https://chipdispatch.com/articles/microsoft-s-three-generation-ai-chip-push-has-not-dethroned-nvidia-yet-6696c082 Chip Dispatch en 2026-10-13T01:55:04.542Z Microsoft's Three-Generation AI Chip Push Has Not Dethroned Nvidia Yet https://chipdispatch.com/articles/tencent-seeks-5-billion-in-bonds-to-fund-its-ai-buildout-06fdbfb2 Chip Dispatch en 2026-10-13T01:55:04.542Z Tencent Seeks $5 Billion in Bonds to Fund Its AI Buildout https://chipdispatch.com/articles/innometry-to-detail-battery-and-semiconductor-plans-in-seoul-4a6106ae Chip Dispatch en 2026-10-13T01:45:04.536Z Innometry to Detail Battery and Semiconductor Plans in Seoul https://chipdispatch.com/articles/amd-targets-supply-chain-assurance-in-new-semiconductor-push-9a5b0d74 Chip Dispatch en 2026-10-13T01:45:04.536Z AMD Targets Supply Chain Assurance in New Semiconductor Push https://chipdispatch.com/articles/tsmc-s-0-6-sales-dip-masks-a-nt-1-49-trillion-quarter-50038eba Chip Dispatch en 2026-10-13T01:30:05.674Z TSMC's 0.6% Sales Dip Masks a NT$1.49 Trillion Quarter https://chipdispatch.com/articles/amazon-seeks-investor-financing-for-8-billion-in-nvidia-chips-955149a3 Chip Dispatch en 2026-10-13T01:30:05.674Z Amazon Seeks Investor Financing for $8 Billion in Nvidia Chips https://chipdispatch.com/articles/bofa-lifts-tsmc-price-target-days-before-q3-earnings-cb308d77 Chip Dispatch en 2026-10-13T01:30:05.674Z BofA Lifts TSMC Price Target Days Before Q3 Earnings https://chipdispatch.com/articles/microsoft-targets-up-to-one-million-maia-300-ai-chips-next-year-8946b128 Chip Dispatch en 2026-10-13T01:30:05.674Z Microsoft Targets Up to One Million Maia 300 AI Chips Next Year https://chipdispatch.com/articles/nadella-says-treat-every-ai-model-as-compromised-83eb83d3 Chip Dispatch en 2026-10-13T01:30:05.674Z Nadella Says Treat Every AI Model as Compromised https://chipdispatch.com/articles/ai-revenue-doubts-chip-away-at-semiconductor-stocks-october-gains-f75b36c3 Chip Dispatch en 2026-10-13T01:30:05.674Z AI Revenue Doubts Chip Away at Semiconductor Stocks' October Gains https://chipdispatch.com/articles/microsoft-plots-huge-deployment-of-its-own-ai-chips-to-cut-costs-dddf3c55 Chip Dispatch en 2026-10-13T01:25:04.493Z Microsoft Plots Huge Deployment of Its Own AI Chips to Cut Costs https://chipdispatch.com/articles/chip-controls-off-the-table-as-trump-and-xi-meet-cd9d7663 Chip Dispatch en 2026-10-13T01:25:04.493Z Chip Controls Off the Table as Trump and Xi Meet https://chipdispatch.com/articles/nadella-calls-microsoft-s-in-house-ai-silicon-our-biggest-bet-yet-612463eb Chip Dispatch en 2026-10-13T00:55:04.423Z Nadella Calls Microsoft's In-House AI Silicon 'Our Biggest Bet Yet' https://chipdispatch.com/articles/applied-materials-commits-5-billion-to-silicon-valley-ai-chip-research-hub-0d3e3c8a Chip Dispatch en 2026-10-13T00:45:04.406Z Applied Materials Commits $5 Billion to Silicon Valley AI Chip Research Hub https://chipdispatch.com/articles/carbon-dot-interface-enables-ultrathin-high-k-dielectrics-on-2d-semiconductors-3f0029e9 Chip Dispatch en 2026-10-13T00:45:04.406Z Carbon-Dot Interface Enables Ultrathin High-k Dielectrics on 2D Semiconductors https://chipdispatch.com/articles/geothermal-power-too-costly-for-chipmakers-taiwan-sees-other-value-9118afd0 Chip Dispatch en 2026-10-13T00:45:04.406Z Geothermal Power Too Costly for Chipmakers? Taiwan Sees Other Value https://chipdispatch.com/articles/wolfspeed-signs-1-5b-pentagon-loan-to-scale-u-s-chip-output-4e9011a0 Chip Dispatch en 2026-10-13T00:35:04.396Z Wolfspeed Signs $1.5B Pentagon Loan to Scale U.S. Chip Output https://chipdispatch.com/articles/broadcom-sits-atop-a-50-billion-ai-chip-debt-pile-16644e7b Chip Dispatch en 2026-10-13T00:35:04.396Z Broadcom Sits Atop a $50 Billion AI Chip Debt Pile https://chipdispatch.com/articles/globalfoundries-and-tsmc-sign-2-billion-ai-packaging-deal-cc56b6ec Chip Dispatch en 2026-10-13T00:35:04.396Z GlobalFoundries and TSMC Sign $2 Billion AI Packaging Deal https://chipdispatch.com/articles/globalfoundries-tsmc-partner-on-us-interposer-output-for-cowos-b4a66676 Chip Dispatch en 2026-10-13T00:35:04.396Z GlobalFoundries, TSMC Partner on US Interposer Output for CoWoS https://chipdispatch.com/articles/firmus-cancels-5-billion-ipo-as-ai-valuation-doubts-spread-a1dd5c7c Chip Dispatch en 2026-10-13T00:35:04.396Z Firmus Cancels $5 Billion IPO as AI Valuation Doubts Spread https://chipdispatch.com/articles/ai-firms-borrow-hundreds-of-billions-for-chips-as-wall-street-bankrolls-buildout-b0d37b4e Chip Dispatch en 2026-10-13T00:35:04.396Z AI Firms Borrow Hundreds of Billions for Chips as Wall Street Bankrolls Buildout https://chipdispatch.com/articles/samsung-tsmc-record-profits-confirm-ai-chip-demand-holding-3ad3e457 Chip Dispatch en 2026-10-13T00:35:04.396Z Samsung, TSMC Record Profits Confirm AI Chip Demand Holding https://chipdispatch.com/articles/amd-or-asml-the-motley-fool-puts-2026-s-hardest-chip-question-904115ff Chip Dispatch en 2026-10-13T00:35:04.396Z AMD or ASML: The Motley Fool Puts 2026's Hardest Chip Question https://chipdispatch.com/articles/lg-electronics-teams-with-bosch-on-automotive-chiplets-c90d8a78 Chip Dispatch en 2026-10-13T00:35:04.396Z LG Electronics Teams With Bosch on Automotive Chiplets https://chipdispatch.com/articles/sk-vows-to-speed-up-honam-chip-cluster-amid-global-demand-surge-02da3074 Chip Dispatch en 2026-10-13T00:35:04.396Z SK Vows to Speed Up Honam Chip Cluster Amid Global Demand Surge https://chipdispatch.com/articles/chip-stocks-sell-off-investing-com-maps-where-value-still-hides-786271a2 Chip Dispatch en 2026-10-13T00:35:04.396Z Chip Stocks Sell Off; Investing.com Maps Where Value Still Hides https://chipdispatch.com/articles/the-long-road-to-china-what-chip-smuggling-reveals-about-trade-5555119f Chip Dispatch en 2026-10-13T00:35:04.396Z The Long Road to China: What Chip Smuggling Reveals About Trade https://chipdispatch.com/articles/tsmc-posts-record-nt-1-49-trillion-in-quarterly-revenue-1355c6f9 Chip Dispatch en 2026-10-13T00:35:04.396Z TSMC Posts Record NT$1.49 Trillion in Quarterly Revenue https://chipdispatch.com/articles/microchip-technology-buys-vorago-to-extend-rad-hard-chip-line-294d21ef Chip Dispatch en 2026-10-13T00:35:04.396Z Microchip Technology Buys VORAGO to Extend Rad-Hard Chip Line https://chipdispatch.com/articles/tata-electronics-and-sumitomo-chemical-link-up-on-india-chip-supply-a880fe83 Chip Dispatch en 2026-10-13T00:35:04.396Z Tata Electronics and Sumitomo Chemical Link Up on India Chip Supply https://chipdispatch.com/articles/globalfoundries-joins-tsmc-s-cowos-packaging-supply-chain-e6e3e976 Chip Dispatch en 2026-10-13T00:35:04.396Z GlobalFoundries Joins TSMC's CoWoS Packaging Supply Chain https://chipdispatch.com/articles/ledger-halts-reseller-sales-after-86-million-in-crypto-thefts-5901c06c Chip Dispatch en 2026-10-13T00:35:04.396Z Ledger halts reseller sales after $86 million in crypto thefts https://chipdispatch.com/articles/tsmc-and-globalfoundries-sign-2-billion-manufacturing-deal-9b10f0d4 Chip Dispatch en 2026-10-13T00:35:04.396Z TSMC and GlobalFoundries Sign $2 Billion Manufacturing Deal https://chipdispatch.com/articles/us-clears-1-5b-conditional-loan-for-bandgap-chip-maker-3a442f62 Chip Dispatch en 2026-10-13T00:35:04.396Z US Clears $1.5B Conditional Loan for Bandgap Chip Maker https://chipdispatch.com/articles/broadcom-reportedly-eyes-tens-of-billions-in-financing-for-openai-6e83269e Chip Dispatch en 2026-10-13T00:35:04.396Z Broadcom Reportedly Eyes Tens of Billions in Financing for OpenAI https://chipdispatch.com/articles/vanguard-and-nxp-open-singapore-jv-fab-plan-another-0880f129 Chip Dispatch en 2026-10-13T00:35:04.396Z Vanguard and NXP Open Singapore JV Fab, Plan Another https://chipdispatch.com/articles/globalfoundries-tsmc-deal-surfaces-in-investing-com-headline-a35e857c Chip Dispatch en 2026-10-13T00:35:04.396Z GlobalFoundries, TSMC Deal Surfaces in Investing.com Headline https://chipdispatch.com/articles/spacex-needs-40-billion-to-buy-chips-from-nvidia-here-s-why-dbfda35c Chip Dispatch en 2026-10-13T00:35:04.396Z SpaceX Needs $40 Billion To Buy Chips From Nvidia — Here's Why https://chipdispatch.com/articles/globalfoundries-tsmc-align-on-us-silicon-interposers-for-ai-packaging-94aa0c50 Chip Dispatch en 2026-10-13T00:35:04.396Z GlobalFoundries, TSMC Align on US Silicon Interposers for AI Packaging https://chipdispatch.com/articles/guilty-plea-entered-in-super-micro-ai-chip-smuggling-case-9e3406f6 Chip Dispatch en 2026-10-13T00:35:04.396Z Guilty Plea Entered in Super Micro AI Chip Smuggling Case https://chipdispatch.com/articles/tsmc-shares-climb-after-fxempire-headline-confirms-strong-earnings-644c7bab Chip Dispatch en 2026-10-13T00:35:04.396Z TSMC Shares Climb After FXEmpire Headline Confirms Strong Earnings https://chipdispatch.com/articles/ai-data-center-build-out-deepens-us-reliance-on-foreign-chips-479b5ebe Chip Dispatch en 2026-10-13T00:35:04.396Z AI Data Center Build-Out Deepens US Reliance on Foreign Chips https://chipdispatch.com/articles/wolfspeed-nets-1-5b-department-of-war-loan-in-30-year-pact-32e2d36c Chip Dispatch en 2026-10-13T00:35:04.396Z Wolfspeed Nets $1.5B Department of War Loan in 30-Year Pact https://chipdispatch.com/articles/singapore-s-chip-diplomacy-substitution-as-survival-under-us-export-rules-ad5f0629 Chip Dispatch en 2026-10-13T00:35:04.396Z Singapore's Chip Diplomacy: Substitution as Survival Under US Export Rules https://chipdispatch.com/articles/tsmc-and-globalfoundries-sign-2-billion-silicon-interposer-deal-440ca3dc Chip Dispatch en 2026-10-13T00:35:04.396Z TSMC and GlobalFoundries Sign $2 Billion Silicon Interposer Deal https://chipdispatch.com/articles/cerebras-pairs-wafer-scale-silicon-with-gimlet-cloud-for-inference-0651682a Chip Dispatch en 2026-10-13T00:35:04.396Z Cerebras Pairs Wafer-Scale Silicon With Gimlet Cloud for Inference https://chipdispatch.com/articles/spacex-broadcom-and-oracle-chase-billions-in-ai-debt-at-once-76d7643d Chip Dispatch en 2026-10-13T00:35:04.396Z SpaceX, Broadcom and Oracle Chase Billions in AI Debt at Once https://chipdispatch.com/articles/lg-electronics-and-bosch-to-co-develop-automotive-chiplets-2700064f Chip Dispatch en 2026-10-13T00:35:04.396Z LG Electronics and Bosch to Co-Develop Automotive Chiplets https://chipdispatch.com/articles/tsmc-books-2b-silicon-interposer-supply-deal-with-globalfoundries-e9c1edb6 Chip Dispatch en 2026-10-13T00:35:04.396Z TSMC Books $2B Silicon Interposer Supply Deal With GlobalFoundries https://chipdispatch.com/articles/tsmc-posts-54-september-revenue-gain-on-year-over-year-basis-471f6082 Chip Dispatch en 2026-10-13T00:35:04.396Z TSMC Posts 54% September Revenue Gain on Year-Over-Year Basis https://chipdispatch.com/articles/wedbush-calls-tsmc-s-q3-revenue-a-slightly-larger-than-typical-beat-9525ee2c Chip Dispatch en 2026-10-13T00:35:04.396Z Wedbush Calls TSMC's Q3 Revenue a Slightly Larger-Than-Typical Beat https://chipdispatch.com/articles/pentagon-puts-1-5-billion-behind-wolfspeed-s-wide-bandgap-chips-285898c2 Chip Dispatch en 2026-10-13T00:35:04.396Z Pentagon Puts $1.5 Billion Behind Wolfspeed's Wide Bandgap Chips https://chipdispatch.com/articles/wall-street-builds-a-new-financial-system-around-nvidia-chips-766cab1d Chip Dispatch en 2026-10-13T00:35:04.396Z Wall Street Builds a New Financial System Around Nvidia Chips https://chipdispatch.com/articles/superconducting-circuit-fuses-13-photonic-qubits-into-one-entangled-state-118d7400 Chip Dispatch en 2026-10-13T00:35:04.396Z Superconducting Circuit Fuses 13 Photonic Qubits Into One Entangled State https://chipdispatch.com/articles/globalfoundries-taps-tsmc-for-2b-five-year-advanced-packaging-deal-f16afdb1 Chip Dispatch en 2026-10-13T00:35:04.396Z GlobalFoundries Taps TSMC for $2B, Five-Year Advanced Packaging Deal https://chipdispatch.com/articles/globalfoundries-reportedly-lands-2-billion-tsmc-interposer-deal-cf4413bf Chip Dispatch en 2026-10-13T00:35:04.396Z GlobalFoundries Reportedly Lands $2 Billion TSMC Interposer Deal https://chipdispatch.com/articles/spacex-terafab-profits-likely-thin-despite-tsmc-support-85cc0407 Chip Dispatch en 2026-10-13T00:35:04.396Z SpaceX Terafab Profits Likely Thin Despite TSMC Support https://chipdispatch.com/articles/tsmc-taps-globalfoundries-for-2-billion-silicon-interposer-deal-698c403b Chip Dispatch en 2026-10-13T00:35:04.396Z TSMC taps GlobalFoundries for $2 billion silicon interposer deal https://chipdispatch.com/articles/nxp-shares-fall-after-citigroup-downgrade-hits-stock-48d87df8 Chip Dispatch en 2026-10-13T00:35:04.396Z NXP Shares Fall After Citigroup Downgrade Hits Stock https://chipdispatch.com/articles/synopsys-claims-25-40-cut-in-engineering-effort-with-agent-engineers-a52bad04 Chip Dispatch en 2026-10-13T00:35:04.396Z Synopsys Claims 25-40% Cut in Engineering Effort With Agent-Engineers https://chipdispatch.com/articles/the-smart-netlist-speedup-reimagines-the-pcb-handoff-6ae43d9d Chip Dispatch en 2026-10-13T00:35:04.396Z The Smart Netlist: SpeedUp Reimagines the PCB Handoff https://chipdispatch.com/articles/advanced-packaging-emerges-as-the-new-bottleneck-for-asia-s-ai-chips-0932a6dd Chip Dispatch en 2026-10-13T00:35:04.396Z Advanced Packaging Emerges as the New Bottleneck for Asia's AI Chips https://chipdispatch.com/articles/tsmc-third-quarter-sales-beat-estimates-on-ai-chip-demand-1b9c01f0 Chip Dispatch en 2026-10-13T00:35:04.396Z TSMC Third-Quarter Sales Beat Estimates on AI Chip Demand https://chipdispatch.com/articles/broadcom-reportedly-lines-up-over-50-billion-in-financing-for-openai-dd352b53 Chip Dispatch en 2026-10-13T00:35:04.396Z Broadcom Reportedly Lines Up Over $50 Billion in Financing for OpenAI https://chipdispatch.com/articles/tsmc-s-64b-capex-envelope-faces-a-sufficiency-test-18821d62 Chip Dispatch en 2026-10-13T00:35:04.396Z TSMC's $64B Capex Envelope Faces a Sufficiency Test https://chipdispatch.com/articles/scality-claims-14x-faster-context-restore-in-on-prem-ai-inference-push-94336c78 Chip Dispatch en 2026-10-13T00:35:04.396Z Scality Claims 14x Faster Context Restore in On-Prem AI Inference Push https://chipdispatch.com/articles/intel-keeps-terafab-alive-as-tsmc-eyes-partial-sublease-only-3240c3e9 Chip Dispatch en 2026-10-13T00:35:04.396Z Intel Keeps Terafab Alive as TSMC Eyes Partial Sublease Only https://chipdispatch.com/articles/globalfoundries-stock-rallies-on-2-billion-tsmc-deal-64f9d5f6 Chip Dispatch en 2026-10-13T00:35:04.396Z GlobalFoundries Stock Rallies on $2 Billion TSMC Deal https://chipdispatch.com/articles/us-chip-trade-deficit-hits-90-5b-in-2026-9a91f7f9 Chip Dispatch en 2026-10-13T00:35:04.396Z US Chip Trade Deficit Hits $90.5B in 2026 https://chipdispatch.com/articles/broadcom-falls-2-2-despite-tsmc-s-record-ai-quarter-7156a863 Chip Dispatch en 2026-10-13T00:35:04.396Z Broadcom Falls 2.2% Despite TSMC's Record AI Quarter https://chipdispatch.com/articles/tsmc-reports-record-46-7bn-q3-revenue-as-ai-demand-surges-19b66147 Chip Dispatch en 2026-10-13T00:35:04.396Z TSMC Reports Record $46.7bn Q3 Revenue as AI Demand Surges https://chipdispatch.com/articles/nxp-semiconductors-shares-fall-stockstory-flags-trading-decline-692492e0 Chip Dispatch en 2026-10-13T00:35:04.396Z NXP Semiconductors Shares Fall; StockStory Flags Trading Decline https://chipdispatch.com/articles/ai-firms-now-borrow-tens-of-billions-just-to-buy-chips-0c90babd Chip Dispatch en 2026-10-13T00:35:04.396Z AI Firms Now Borrow Tens of Billions Just to Buy Chips https://chipdispatch.com/articles/etching-flux-pins-single-crystal-2d-growth-to-patterned-sites-29790c46 Chip Dispatch en 2026-10-13T00:35:04.396Z Etching flux pins single-crystal 2D growth to patterned sites https://chipdispatch.com/articles/taiwan-semiconductor-firm-opens-glendale-manufacturing-plant-2fb77a12 Chip Dispatch en 2026-10-13T00:35:04.396Z Taiwan Semiconductor Firm Opens Glendale Manufacturing Plant https://chipdispatch.com/articles/asia-s-chipmakers-post-sunny-forecasts-and-their-stocks-fall-42e604fa Chip Dispatch en 2026-10-13T00:35:04.396Z Asia's Chipmakers Post Sunny Forecasts — and Their Stocks Fall https://chipdispatch.com/articles/chinese-state-funds-double-down-on-hua-hong-mature-node-expansion-34669e74 Chip Dispatch en 2026-10-13T00:35:04.396Z Chinese State Funds Double Down on Hua Hong Mature Node Expansion https://chipdispatch.com/articles/intel-pulls-back-as-musk-confirms-tsmc-talks-for-terafab-42793814 Chip Dispatch en 2026-10-13T00:35:04.396Z Intel Pulls Back as Musk Confirms TSMC Talks for Terafab https://chipdispatch.com/articles/nasdaq-falls-1-25-to-27-193-on-openai-revenue-shortfall-3805d263 Chip Dispatch en 2026-10-13T00:35:04.396Z Nasdaq Falls 1.25% to 27,193 on OpenAI Revenue Shortfall https://chipdispatch.com/articles/ai-demand-pushes-taiwan-s-september-exports-to-a-new-monthly-record-0568da15 Chip Dispatch en 2026-10-13T00:35:04.396Z AI Demand Pushes Taiwan's September Exports to a New Monthly Record https://chipdispatch.com/articles/ai-boom-drives-surge-in-debt-financing-across-chip-sector-0ec9d7f6 Chip Dispatch en 2026-10-13T00:35:04.396Z AI Boom Drives Surge in Debt Financing Across Chip Sector https://chipdispatch.com/articles/tsmc-s-46-7-billion-quarter-leaves-one-question-for-investors-0facfc07 Chip Dispatch en 2026-10-13T00:35:04.396Z TSMC's $46.7 Billion Quarter Leaves One Question for Investors https://chipdispatch.com/articles/upscale-s-token-fabric-aims-to-network-mixed-ai-silicon-76fa0a39 Chip Dispatch en 2026-10-13T00:35:04.396Z Upscale's Token Fabric Aims to Network Mixed AI Silicon https://chipdispatch.com/articles/mistral-large-4-scores-38-trails-five-chinese-open-models-1ce7dbe5 Chip Dispatch en 2026-10-13T00:35:04.396Z Mistral Large 4 scores 38, trails five Chinese open models https://chipdispatch.com/articles/tsmc-posts-q3-revenue-beat-on-ai-demand-gurufocus-reports-262a147f Chip Dispatch en 2026-10-13T00:35:04.396Z TSMC Posts Q3 Revenue Beat on AI Demand, GuruFocus Reports https://chipdispatch.com/articles/sivers-semiconductors-reshapes-leadership-team-to-drive-commercial-growth-4d482250 Chip Dispatch en 2026-10-13T00:35:04.396Z Sivers Semiconductors Reshapes Leadership Team to Drive Commercial Growth https://chipdispatch.com/articles/amazon-kills-the-fire-tablet-brand-embraces-google-android-ebb7cef8 Chip Dispatch en 2026-10-13T00:35:04.396Z Amazon Kills the Fire Tablet Brand, Embraces Google Android https://chipdispatch.com/articles/cercis-tops-10-million-auto-grade-shipments-as-risc-v-extends-reach-63f4e7b3 Chip Dispatch en 2026-10-13T00:35:04.396Z Cercis Tops 10 Million Auto-Grade Shipments as RISC-V Extends Reach https://chipdispatch.com/articles/tsmc-earnings-set-to-reveal-whether-ai-is-lifting-chip-prices-3677c77c Chip Dispatch en 2026-10-13T00:35:04.396Z TSMC Earnings Set to Reveal Whether AI Is Lifting Chip Prices https://chipdispatch.com/articles/upscale-ai-rolls-out-token-fabric-for-mixed-chip-clusters-73979773 Chip Dispatch en 2026-10-13T00:35:04.396Z Upscale AI Rolls Out Token Fabric for Mixed-Chip Clusters https://chipdispatch.com/articles/tsmc-posts-record-third-quarter-revenue-apple-demand-holds-3a67d314 Chip Dispatch en 2026-10-13T00:35:04.396Z TSMC Posts Record Third-Quarter Revenue, Apple Demand Holds https://chipdispatch.com/articles/contractor-pleads-guilty-in-2-5-billion-ai-chip-diversion-case-ff295080 Chip Dispatch en 2026-10-13T00:35:04.396Z Contractor Pleads Guilty in $2.5 Billion AI Chip Diversion Case https://chipdispatch.com/articles/onsemi-group-president-cuts-27-of-insider-stake-b6e8efd0 Chip Dispatch en 2026-10-13T00:35:04.396Z Onsemi Group President Cuts 27% of Insider Stake https://chipdispatch.com/articles/broadcom-s-ai-revenue-grew-221-custom-silicon-may-outgrow-gpus-c59ba5d1 Chip Dispatch en 2026-10-13T00:35:04.396Z Broadcom's AI Revenue Grew 221% — Custom Silicon May Outgrow GPUs https://chipdispatch.com/articles/samsung-profit-up-almost-ninefold-on-memory-chip-windfall-904f10de Chip Dispatch en 2026-10-13T00:35:04.396Z Samsung Profit Up Almost Ninefold on Memory Chip Windfall https://chipdispatch.com/articles/tsmc-posts-quarterly-revenue-of-nt-1-49-trillion-ebfaf14a Chip Dispatch en 2026-10-13T00:35:04.396Z TSMC Posts Quarterly Revenue of NT$1.49 Trillion https://chipdispatch.com/articles/ai-revenue-doubts-chip-away-at-semiconductor-stocks-october-gains-a7f4bfad Chip Dispatch en 2026-10-13T00:35:04.396Z AI Revenue Doubts Chip Away at Semiconductor Stocks' October Gains https://chipdispatch.com/articles/marvell-puts-a-37-billion-price-tag-on-ai-chip-interconnect-3b5a2803 Chip Dispatch en 2026-10-13T00:35:04.396Z Marvell Puts a $37 Billion Price Tag on AI Chip Interconnect https://chipdispatch.com/articles/broadcom-seeks-over-50-billion-to-finance-openai-custom-ai-chips-4cc6750f Chip Dispatch en 2026-10-13T00:35:04.396Z Broadcom Seeks Over $50 Billion to Finance OpenAI Custom AI Chips https://chipdispatch.com/articles/liquidjet-puts-diamond-into-coldplates-and-claims-35-more-revenue-per-watt-6469c798 Chip Dispatch en 2026-10-13T00:35:04.396Z LiquidJet Puts Diamond Into Coldplates and Claims 35% More Revenue Per Watt https://chipdispatch.com/articles/ai-revenue-doubts-pull-semiconductor-stocks-off-october-highs-fc0adb79 Chip Dispatch en 2026-10-13T00:35:04.396Z AI Revenue Doubts Pull Semiconductor Stocks Off October Highs https://chipdispatch.com/articles/on-semiconductor-faces-cash-flow-question-after-all-cash-deal-4998b9cd Chip Dispatch en 2026-10-13T00:35:04.396Z ON Semiconductor Faces Cash Flow Question After All-Cash Deal https://chipdispatch.com/articles/indexbox-maps-thin-film-chemicals-demand-through-2035-3f7d786b Chip Dispatch en 2026-10-13T00:35:04.396Z IndexBox Maps Thin-Film Chemicals Demand Through 2035 https://chipdispatch.com/articles/tsmc-globalfoundries-eye-2-billion-u-s-packaging-deal-93bd019d Chip Dispatch en 2026-10-13T00:35:04.396Z TSMC, GlobalFoundries Eye $2 Billion U.S. Packaging Deal https://chipdispatch.com/articles/globalfoundries-tsmc-sign-2-billion-silicon-supply-deal-5fbca4df Chip Dispatch en 2026-10-13T00:35:04.396Z GlobalFoundries, TSMC Sign $2 Billion Silicon Supply Deal https://chipdispatch.com/articles/nvidia-eyes-intel-packaging-pressure-eases-on-tsmc-cowos-lines-e379f4d6 Chip Dispatch en 2026-10-13T00:35:04.396Z Nvidia Eyes Intel Packaging, Pressure Eases on TSMC CoWoS Lines https://chipdispatch.com/articles/nvidia-backed-upscale-ai-launches-chip-interoperability-platform-3bcf41a1 Chip Dispatch en 2026-10-13T00:35:04.396Z Nvidia-Backed Upscale AI Launches Chip Interoperability Platform https://chipdispatch.com/articles/ai-revenue-questions-pull-semiconductor-stocks-off-october-highs-b5fc7bb4 Chip Dispatch en 2026-10-13T00:35:04.396Z AI Revenue Questions Pull Semiconductor Stocks Off October Highs https://chipdispatch.com/articles/lattice-semiconductor-takes-cybersecurity-award-for-quantum-resistant-chips-0e4b2c34 Chip Dispatch en 2026-10-13T00:35:04.396Z Lattice Semiconductor Takes Cybersecurity Award For Quantum-Resistant Chips https://chipdispatch.com/articles/u-s-semiconductor-imports-rise-2-4-billion-to-15-4-billion-97086f92 Chip Dispatch en 2026-10-13T00:35:04.396Z U.S. Semiconductor Imports Rise $2.4 Billion to $15.4 Billion https://chipdispatch.com/articles/nvidia-puts-1-billion-behind-us-scientific-computing-688d929e Chip Dispatch en 2026-10-13T00:35:04.396Z NVIDIA Puts $1 Billion Behind US Scientific Computing https://chipdispatch.com/articles/beijing-reads-u-s-ai-slowdown-push-as-chip-export-strategy-d46d3b6e Chip Dispatch en 2026-10-13T00:30:07.281Z Beijing Reads U.S. AI Slowdown Push as Chip Export Strategy https://chipdispatch.com/articles/tsmc-books-29-4-billion-for-capacity-build-by-august-2026-5970ee4e Chip Dispatch en 2026-10-13T00:30:07.281Z TSMC Books $29.4 Billion for Capacity Build by August 2026 https://chipdispatch.com/articles/south-korea-funds-snu-ai-chip-research-center-with-1-5m-annual-budget-9ffe9cd7 Chip Dispatch en 2026-10-13T00:30:07.281Z South Korea Funds SNU AI Chip Research Center With $1.5M Annual Budget https://chipdispatch.com/articles/asu-lands-2-06m-federal-grant-to-test-fab-water-reuse-821826ed Chip Dispatch en 2026-10-13T00:30:07.281Z ASU lands $2.06M federal grant to test fab water reuse https://chipdispatch.com/articles/amd-buys-world-labs-for-us-8-2b-to-match-nvidia-s-software-stack-fdfbe89e Chip Dispatch en 2026-10-13T00:30:07.281Z AMD Buys World Labs for US$8.2B to Match Nvidia's Software Stack https://chipdispatch.com/articles/south-korea-s-oci-to-anchor-jeonbuk-semiconductor-materials-hub-c1f4c7f8 Chip Dispatch en 2026-10-13T00:30:07.281Z South Korea's OCI to Anchor Jeonbuk Semiconductor Materials Hub https://chipdispatch.com/articles/kaist-neuromorphic-chip-reads-time-staggered-signals-at-90-accuracy-64adc631 Chip Dispatch en 2026-10-13T00:30:07.281Z KAIST neuromorphic chip reads time-staggered signals at 90% accuracy https://chipdispatch.com/articles/cerebras-to-supply-ai-systems-to-cloud-startup-gimlet-labs-fd790ff6 Chip Dispatch en 2026-10-13T00:30:07.281Z Cerebras to Supply AI Systems to Cloud Startup Gimlet Labs https://chipdispatch.com/articles/south-korea-lays-out-576-billion-plan-for-ai-chip-expansion-ec8db5a8 Chip Dispatch en 2026-10-13T00:30:07.281Z South Korea Lays Out $576 Billion Plan for AI Chip Expansion https://chipdispatch.com/articles/cadence-locks-eda-tools-into-tsmc-a14-a16-and-n2p-for-ai-chip-flows-cffcb854 Chip Dispatch en 2026-10-13T00:30:07.281Z Cadence Locks EDA Tools Into TSMC A14, A16 and N2P for AI Chip Flows https://chipdispatch.com/articles/tsmc-holds-48-000-as-taiwan-index-sheds-179-points-in-holiday-selloff-bd697176 Chip Dispatch en 2026-10-13T00:30:07.281Z TSMC Holds 48,000 as Taiwan Index Sheds 179 Points in Holiday Selloff https://chipdispatch.com/articles/jpmorgan-buy-chip-stocks-on-dips-as-earnings-outlook-lifts-7e139b22 Chip Dispatch en 2026-10-13T00:30:07.281Z JPMorgan: Buy Chip Stocks on Dips as Earnings Outlook Lifts https://chipdispatch.com/articles/tsmc-eyes-dallas-wafer-fab-to-extend-u-s-manufacturing-footprint-d0c444e1 Chip Dispatch en 2026-10-13T00:30:07.281Z TSMC Eyes Dallas Wafer Fab to Extend U.S. Manufacturing Footprint https://chipdispatch.com/articles/vsmc-opens-7-8-billion-singapore-fab-as-chip-sector-hits-7-of-gdp-63a788ba Chip Dispatch en 2026-10-13T00:30:07.281Z VSMC Opens $7.8 Billion Singapore Fab as Chip Sector Hits 7% of GDP https://chipdispatch.com/articles/amd-pays-8-2-billion-for-fei-fei-li-s-3d-world-modeling-startup-dc29129f Chip Dispatch en 2026-10-13T00:30:07.281Z AMD Pays $8.2 Billion for Fei-Fei Li's 3D World-Modeling Startup https://chipdispatch.com/articles/singapore-rolls-out-national-sg-semiconductor-programme-362bfcab Chip Dispatch en 2026-10-13T00:30:07.281Z Singapore Rolls Out National SG Semiconductor Programme https://chipdispatch.com/articles/china-weighs-nvidia-chip-orders-from-bytedance-and-alibaba-85a06c07 Chip Dispatch en 2026-10-13T00:30:07.281Z China Weighs Nvidia Chip Orders From ByteDance and Alibaba https://chipdispatch.com/articles/sk-hynix-wins-second-straight-tsmc-partner-of-the-year-award-1eab6919 Chip Dispatch en 2026-10-13T00:30:07.281Z SK hynix Wins Second Straight TSMC Partner of the Year Award https://chipdispatch.com/articles/tsmc-said-to-weigh-second-texas-campus-and-six-more-advanced-fabs-96604ec7 Chip Dispatch en 2026-10-13T00:30:07.281Z TSMC Said to Weigh Second Texas Campus and Six More Advanced Fabs https://chipdispatch.com/articles/tsmc-affiliate-eyes-singapore-expansion-as-first-fab-hits-sold-out-status-7c42f44e Chip Dispatch en 2026-10-13T00:30:07.281Z TSMC Affiliate Eyes Singapore Expansion as First Fab Hits 'Sold Out' Status https://chipdispatch.com/articles/broadcom-s-custom-silicon-the-third-horse-in-the-ai-accelerator-race-9387904b Chip Dispatch en 2026-10-13T00:30:07.281Z Broadcom's Custom Silicon: The Third Horse in the AI Accelerator Race https://chipdispatch.com/articles/vis-weighs-second-singapore-fab-after-first-plant-sells-out-3efb9954 Chip Dispatch en 2026-10-13T00:30:07.281Z VIS weighs second Singapore fab after first plant sells out https://chipdispatch.com/articles/china-faces-uphill-battle-to-wean-tech-firms-off-nvidia-chips-00c6dfb9 Chip Dispatch en 2026-10-13T00:25:04.369Z China Faces Uphill Battle to Wean Tech Firms Off Nvidia Chips https://chipdispatch.com/articles/bare-ai-framework-targets-bit-flip-attacks-in-ai-hardware-d03b7791 Chip Dispatch en 2026-10-13T00:25:04.369Z BARE-AI Framework Targets Bit-Flip Attacks in AI Hardware https://chipdispatch.com/articles/deterministic-nucleation-tames-2d-semiconductor-growth-a4ebffc1 Chip Dispatch en 2026-10-12T23:45:04.321Z Deterministic Nucleation Tames 2D Semiconductor Growth https://chipdispatch.com/articles/chips-act-fabs-advance-but-11-billion-r-d-pot-sits-mostly-idle-bc7d0471 Chip Dispatch en 2026-10-12T23:40:04.311Z CHIPS Act Fabs Advance, but $11 Billion R&D Pot Sits Mostly Idle https://chipdispatch.com/articles/teradyne-and-formfactor-commit-300-million-to-test-collaboration-c46ab818 Chip Dispatch en 2026-10-12T23:15:04.291Z Teradyne and FormFactor Commit $300 Million to Test Collaboration https://chipdispatch.com/articles/formfactor-and-teradyne-announce-300-million-test-collaboration-ebc2ced6 Chip Dispatch en 2026-10-12T22:50:04.252Z FormFactor and Teradyne Announce $300 Million Test Collaboration https://chipdispatch.com/articles/samsung-merges-ai-memory-and-storage-into-one-commercial-roadmap-d6be3bac Chip Dispatch en 2026-10-12T22:50:04.252Z Samsung merges AI memory and storage into one commercial roadmap https://chipdispatch.com/articles/applied-materials-commits-5-billion-to-silicon-valley-r-d-hub-322e5cec Chip Dispatch en 2026-10-12T22:45:04.248Z Applied Materials Commits $5 Billion to Silicon Valley R&D Hub https://chipdispatch.com/articles/co-packaged-optics-bottleneck-shifts-from-architecture-to-manufacturing-f1c530db Chip Dispatch en 2026-10-12T22:40:04.255Z Co-Packaged Optics Bottleneck Shifts From Architecture to Manufacturing https://chipdispatch.com/articles/tsmc-s-revenue-growth-outpaced-forecasts-last-quarter-5f96a044 Chip Dispatch en 2026-10-12T22:40:04.255Z TSMC's Revenue Growth Outpaced Forecasts Last Quarter https://chipdispatch.com/articles/microsoft-puts-snapdragon-x2-plus-into-smaller-surface-laptop-surface-pro-d060ae29 Chip Dispatch en 2026-10-12T22:30:06.639Z Microsoft Puts Snapdragon X2 Plus Into Smaller Surface Laptop, Surface Pro https://chipdispatch.com/articles/micron-falls-3-9-as-china-s-cxmt-advances-in-memory-technology-60fc1bcb Chip Dispatch en 2026-10-12T22:15:04.195Z Micron Falls 3.9% as China's CXMT Advances in Memory Technology https://chipdispatch.com/articles/researchers-demonstrate-electrically-tunable-magnetism-in-2d-semiconductor-04afaab7 Chip Dispatch en 2026-10-12T22:15:04.195Z Researchers Demonstrate Electrically Tunable Magnetism in 2D Semiconductor https://chipdispatch.com/articles/lattice-ships-quantum-resistant-security-stack-for-ai-infrastructure-f94a7113 Chip Dispatch en 2026-10-12T22:15:04.195Z Lattice Ships Quantum-Resistant Security Stack for AI Infrastructure https://chipdispatch.com/articles/qualcomm-s-ai-infrastructure-pivot-gets-harder-to-ignore-69a6c8a8 Chip Dispatch en 2026-10-12T22:15:04.195Z Qualcomm's AI Infrastructure Pivot Gets Harder to Ignore https://chipdispatch.com/articles/musk-clarifies-terafab-comments-stirring-intel-tsmc-and-spacex-talk-2718d7c8 Chip Dispatch en 2026-10-12T22:10:04.184Z Musk Clarifies Terafab Comments, Stirring Intel, TSMC and SpaceX Talk https://chipdispatch.com/articles/microsoft-bets-on-its-own-silicon-in-multi-gigawatt-ai-buildout-627bcb60 Chip Dispatch en 2026-10-12T21:55:04.161Z Microsoft Bets on Its Own Silicon in Multi-Gigawatt AI Buildout https://chipdispatch.com/articles/amazon-reportedly-in-talks-to-buy-ai-startup-decart-for-7-billion-5b36d084 Chip Dispatch en 2026-10-12T21:55:04.161Z Amazon Reportedly in Talks to Buy AI Startup Decart for $7 Billion https://chipdispatch.com/articles/teradyne-ships-ultraflexplus-s24-tester-for-edge-ai-silicon-69588c55 Chip Dispatch en 2026-10-12T21:50:04.159Z Teradyne Ships UltraFLEXplus S24 Tester for Edge AI Silicon https://chipdispatch.com/articles/applied-materials-puts-5-billion-into-silicon-valley-r-d-1545cc06 Chip Dispatch en 2026-10-12T21:45:04.155Z Applied Materials Puts $5 Billion Into Silicon Valley R&D https://chipdispatch.com/articles/formfactor-and-teradyne-sign-broad-semiconductor-test-collaboration-c50e84ac Chip Dispatch en 2026-10-12T21:45:04.155Z FormFactor and Teradyne Sign Broad Semiconductor Test Collaboration https://chipdispatch.com/articles/vienna-team-extends-magnon-lifetime-to-18-microseconds-b29d3529 Chip Dispatch en 2026-10-12T21:35:04.149Z Vienna Team Extends Magnon Lifetime to 18 Microseconds https://chipdispatch.com/articles/uc-san-diego-chip-converts-48v-to-4-8v-at-96-2-efficiency-aca37091 Chip Dispatch en 2026-10-12T21:35:04.149Z UC San Diego Chip Converts 48V to 4.8V at 96.2% Efficiency https://chipdispatch.com/articles/uc-davis-shrinks-ai-spectrometer-chip-to-0-4-mm2-on-plain-silicon-0f0bf179 Chip Dispatch en 2026-10-12T21:35:04.149Z UC Davis Shrinks AI Spectrometer Chip to 0.4 mm² on Plain Silicon https://chipdispatch.com/articles/teradyne-ships-ultraflexplus-s24-tester-aimed-at-edge-ai-silicon-7ed5b96d Chip Dispatch en 2026-10-12T21:25:04.140Z Teradyne Ships UltraFLEXplus S24 Tester Aimed at Edge AI Silicon https://chipdispatch.com/articles/andreessen-horowitz-general-catalyst-race-to-secure-ai-chips-40b9ac93 Chip Dispatch en 2026-10-12T21:20:04.145Z Andreessen Horowitz, General Catalyst Race to Secure AI Chips https://chipdispatch.com/articles/microsoft-goes-all-in-on-its-own-ai-chips-yahoo-finance-reports-f8a2ac45 Chip Dispatch en 2026-10-12T21:20:04.145Z Microsoft Goes All-In On Its Own AI Chips, Yahoo Finance Reports https://chipdispatch.com/articles/ai-chip-stocks-fall-as-selloff-deepens-for-nvidia-amd-and-intel-8f5a53c1 Chip Dispatch en 2026-10-12T21:15:04.120Z AI Chip Stocks Fall as Selloff Deepens for Nvidia, AMD and Intel https://chipdispatch.com/articles/tsmc-stands-to-gain-if-budget-smartphones-fade-report-suggests-49b298de Chip Dispatch en 2026-10-12T21:15:04.120Z TSMC Stands to Gain If Budget Smartphones Fade, Report Suggests https://chipdispatch.com/articles/applied-materials-commits-5-billion-to-epic-center-in-silicon-valley-606a1ebf Chip Dispatch en 2026-10-12T21:15:04.120Z Applied Materials Commits $5 Billion to EPIC Center in Silicon Valley https://chipdispatch.com/articles/microsoft-readies-maia-300-for-wider-rollout-next-year-dd4e3650 Chip Dispatch en 2026-10-12T20:50:04.078Z Microsoft Readies Maia 300 for Wider Rollout Next Year https://chipdispatch.com/articles/malaysia-launches-accelerator-to-seed-homegrown-chip-firms-320e0dbc Chip Dispatch en 2026-10-12T20:50:04.078Z Malaysia launches accelerator to seed homegrown chip firms https://chipdispatch.com/articles/michael-burry-moves-bearish-bets-into-nasdaq-and-chip-etf-puts-660841c8 Chip Dispatch en 2026-10-12T20:45:04.074Z Michael Burry Moves Bearish Bets Into Nasdaq and Chip ETF Puts https://chipdispatch.com/articles/nature-paper-demonstrates-monolithic-3d-oxide-semiconductors-on-200-mm-silicon-b8e203a4 Chip Dispatch en 2026-10-12T20:40:04.020Z Nature Paper Demonstrates Monolithic 3D Oxide Semiconductors on 200-mm Silicon https://chipdispatch.com/articles/doe-puts-5-billion-behind-first-278-genesis-mission-ai-projects-78fdc436 Chip Dispatch en 2026-10-12T20:40:04.020Z DoE Puts $5 Billion Behind First 278 Genesis Mission AI Projects https://chipdispatch.com/articles/nvidia-overtakes-cisco-and-arista-in-datacenter-ethernet-switches-4cbd4e88 Chip Dispatch en 2026-10-12T20:40:04.020Z Nvidia Overtakes Cisco and Arista in Datacenter Ethernet Switches https://chipdispatch.com/articles/ibm-claims-quantum-advantage-with-three-heron-chip-demonstrations-52c38ac2 Chip Dispatch en 2026-10-12T20:40:04.020Z IBM Claims Quantum Advantage With Three Heron Chip Demonstrations https://chipdispatch.com/articles/aws-ships-graviton5-192-cores-four-chiplets-2-4x-the-performance-a7505049 Chip Dispatch en 2026-10-12T20:40:04.020Z AWS Ships Graviton5: 192 Cores, Four Chiplets, 2.4x the Performance https://chipdispatch.com/articles/hpe-posts-12-21b-quarter-as-ai-costs-meet-no-buyer-resistance-ca3200b5 Chip Dispatch en 2026-10-12T20:30:06.255Z HPE Posts $12.21B Quarter as AI Costs Meet No Buyer Resistance https://chipdispatch.com/articles/d-matrix-tapes-out-raptor-xpu-targets-10x-hbm4-bandwidth-364c686f Chip Dispatch en 2026-10-12T20:30:06.255Z d-Matrix Tapes Out Raptor XPU, Targets 10x HBM4 Bandwidth https://chipdispatch.com/articles/hpe-and-dell-bet-the-quantum-datacenter-looks-like-a-rack-8f130777 Chip Dispatch en 2026-10-12T20:30:06.255Z HPE and Dell Bet the Quantum Datacenter Looks Like a Rack https://chipdispatch.com/articles/kioxia-targets-10-billion-nasdaq-listing-as-ssd-boom-lifts-shares-900-e47c00e2 Chip Dispatch en 2026-10-12T20:30:06.255Z Kioxia Targets $10 Billion Nasdaq Listing as SSD Boom Lifts Shares 900% https://chipdispatch.com/articles/amd-buys-taalas-to-hard-wire-ai-inference-into-silicon-5aa48930 Chip Dispatch en 2026-10-12T20:30:06.255Z AMD Buys Taalas to Hard-Wire AI Inference Into Silicon https://chipdispatch.com/articles/cerebras-doubles-wse-3-clocks-to-2-8-ghz-for-cs-4-nexus-systems-05e78a1c Chip Dispatch en 2026-10-12T20:30:06.255Z Cerebras Doubles WSE-3 Clocks to 2.8 GHz for CS-4 'Nexus' Systems https://chipdispatch.com/articles/beegfs-now-runs-natively-inside-huawei-s-oceandisk-1610-storage-d7000550 Chip Dispatch en 2026-10-12T20:25:03.991Z BeeGFS Now Runs Natively Inside Huawei's OceanDisk 1610 Storage https://chipdispatch.com/articles/enterprise-storage-market-grew-33-6-percent-to-10-34-billion-in-q2-2026-dc916d02 Chip Dispatch en 2026-10-12T20:25:03.991Z Enterprise Storage Market Grew 33.6 Percent to $10.34 Billion in Q2 2026 https://chipdispatch.com/articles/everpure-joins-s-p-500-and-guides-7-15-billion-revenue-for-fiscal-2028-f5cf62d3 Chip Dispatch en 2026-10-12T20:25:03.991Z Everpure Joins S&P 500 and Guides $7.15 Billion Revenue for Fiscal 2028 https://chipdispatch.com/articles/seagate-s-2026-report-ssds-cost-6-5x-more-per-terabyte-than-disk-c491bdee Chip Dispatch en 2026-10-12T20:25:03.991Z Seagate's 2026 Report: SSDs Cost 6.5x More Per Terabyte Than Disk https://chipdispatch.com/articles/mit-cuts-lidar-chip-crosstalk-from-100-to-1-widening-solid-state-view-24825ddc Chip Dispatch en 2026-10-12T20:25:03.991Z MIT Cuts Lidar Chip Crosstalk From 100% to 1%, Widening Solid-State View https://chipdispatch.com/articles/strain-switches-on-altermagnetism-in-ultrathin-ruthenium-dioxide-b2d9a252 Chip Dispatch en 2026-10-12T20:25:03.991Z Strain Switches On Altermagnetism in Ultrathin Ruthenium Dioxide https://chipdispatch.com/articles/amazon-targets-7b-deal-in-direct-challenge-to-nvidia-f0c8d57d Chip Dispatch en 2026-10-12T20:15:03.983Z Amazon Targets $7B Deal in Direct Challenge to Nvidia https://chipdispatch.com/articles/teradyne-commits-300m-to-formfactor-in-semiconductor-test-deal-26a7e9a2 Chip Dispatch en 2026-10-12T20:15:03.983Z Teradyne Commits $300M to FormFactor in Semiconductor Test Deal https://chipdispatch.com/articles/arista-drops-2-7-as-ethernet-challenges-nvidia-s-rack-architecture-972f4a4d Chip Dispatch en 2026-10-12T20:15:03.983Z Arista Drops 2.7% as Ethernet Challenges Nvidia's Rack Architecture https://chipdispatch.com/articles/microsoft-plans-large-scale-rollout-of-own-ai-accelerators-213fc455 Chip Dispatch en 2026-10-12T20:15:03.983Z Microsoft Plans Large-Scale Rollout of Own AI Accelerators https://chipdispatch.com/articles/goldman-names-three-stocks-to-ride-high-performance-nand-s-ai-surge-c9c7c8ca Chip Dispatch en 2026-10-12T20:15:03.983Z Goldman names three stocks to ride high-performance NAND's AI surge https://chipdispatch.com/articles/can-tsmc-s-cash-flow-justify-its-stock-price-investors-weigh-in-9f4dc609 Chip Dispatch en 2026-10-12T20:10:05.951Z Can TSMC's Cash Flow Justify Its Stock Price? Investors Weigh In https://chipdispatch.com/articles/asml-or-tsmc-which-chip-stock-wins-2026-f178ee32 Chip Dispatch en 2026-10-12T19:40:03.974Z ASML or TSMC: Which Chip Stock Wins 2026? https://chipdispatch.com/articles/hku-silicon-carbide-neuromorphic-chip-operates-at-10-millikelvin-f306a441 Chip Dispatch en 2026-10-12T19:30:04.125Z HKU silicon carbide neuromorphic chip operates at 10 millikelvin https://chipdispatch.com/articles/berkeley-lab-models-10mm-quantum-chip-using-7-168-perlmutter-gpus-143c5379 Chip Dispatch en 2026-10-12T19:30:04.125Z Berkeley Lab Models 10mm Quantum Chip Using 7,168 Perlmutter GPUs https://chipdispatch.com/articles/penn-state-builds-dna-perovskite-memristor-that-draws-100x-less-power-b2c5586d Chip Dispatch en 2026-10-12T19:30:04.125Z Penn State Builds DNA-Perovskite Memristor That Draws 100x Less Power https://chipdispatch.com/articles/fluidstack-hits-18b-as-uk-s-private-tech-sector-reaches-100-unicorns-be216ce6 Chip Dispatch en 2026-10-12T19:30:04.125Z FluidStack Hits $18B as UK's Private Tech Sector Reaches 100 Unicorns https://chipdispatch.com/articles/ibm-logs-15-minute-quantum-run-that-classical-machines-cannot-match-13cf82a9 Chip Dispatch en 2026-10-12T19:30:04.125Z IBM Logs 15-Minute Quantum Run That Classical Machines Cannot Match https://chipdispatch.com/articles/small-models-big-stakes-chip-design-splits-into-many-agents-a427898d Chip Dispatch en 2026-10-12T19:30:04.125Z Small Models, Big Stakes: Chip Design Splits Into Many Agents https://chipdispatch.com/articles/penn-reports-all-optical-switching-at-femtojoule-scale-for-ai-chips-cb0ed59a Chip Dispatch en 2026-10-12T19:30:04.125Z Penn Reports All-Optical Switching at Femtojoule Scale for AI Chips https://chipdispatch.com/articles/aalto-team-builds-first-superconducting-quantum-heat-engine-21a2adb5 Chip Dispatch en 2026-10-12T19:30:04.125Z Aalto Team Builds First Superconducting Quantum Heat Engine https://chipdispatch.com/articles/cornell-team-maps-atomic-defects-inside-chip-transistors-for-first-time-4a0177d1 Chip Dispatch en 2026-10-12T19:30:04.125Z Cornell Team Maps Atomic Defects Inside Chip Transistors for First Time https://chipdispatch.com/articles/illinois-team-stacks-silicon-tiers-at-200c-with-98100-yields-bd253be7 Chip Dispatch en 2026-10-12T19:30:04.125Z Illinois team stacks silicon tiers at 200°C with 98–100% yields https://chipdispatch.com/articles/jupiter-simulates-a-50-qubit-quantum-computer-beating-2019-record-c117bc0e Chip Dispatch en 2026-10-12T19:30:04.125Z JUPITER Simulates a 50-Qubit Quantum Computer, Beating 2019 Record https://chipdispatch.com/articles/nasa-s-new-space-chip-runs-500-times-faster-than-today-s-flight-computers-9a269e43 Chip Dispatch en 2026-10-12T19:30:04.125Z NASA's New Space Chip Runs 500 Times Faster Than Today's Flight Computers https://chipdispatch.com/articles/amazon-eyes-7-billion-acquisition-of-ai-startup-decart-2d75dddd Chip Dispatch en 2026-10-12T18:45:05.011Z Amazon Eyes $7 Billion Acquisition of AI Startup Decart https://chipdispatch.com/articles/bigendian-semiconductors-raises-6-million-for-made-in-india-chips-58ae51a7 Chip Dispatch en 2026-10-12T18:45:05.011Z BigEndian Semiconductors Raises $6 Million for Made-in-India Chips https://chipdispatch.com/articles/microsoft-calls-in-house-silicon-our-biggest-bet-yet-8d8d180c Chip Dispatch en 2026-10-12T18:45:05.011Z Microsoft Calls In-House Silicon 'Our Biggest Bet Yet' https://chipdispatch.com/articles/amazon-calls-ai-chip-switching-easy-its-spending-says-otherwise-fd3d6c8d Chip Dispatch en 2026-10-12T18:45:05.011Z Amazon Calls AI Chip Switching Easy. Its Spending Says Otherwise https://chipdispatch.com/articles/contractor-admits-guilt-in-scheme-to-divert-super-micro-ai-servers-to-china-137efb10 Chip Dispatch en 2026-10-12T18:45:05.011Z Contractor Admits Guilt in Scheme to Divert Super Micro AI Servers to China https://chipdispatch.com/articles/miphi-semiconductors-appoints-nupur-shrivastava-as-chro-f768bdad Chip Dispatch en 2026-10-12T18:40:04.302Z MiPhi Semiconductors Appoints Nupur Shrivastava As CHRO https://chipdispatch.com/articles/microsoft-targets-gigawatt-scale-deployment-of-maia-ai-chips-by-2027-b5426747 Chip Dispatch en 2026-10-12T18:35:05.362Z Microsoft Targets Gigawatt-Scale Deployment of Maia AI Chips by 2027 https://chipdispatch.com/articles/japan-us-in-talks-to-build-us-chip-factory-as-part-of-tariff-deal-a6ec3830 Chip Dispatch en 2026-10-12T18:35:05.362Z Japan, US in Talks to Build US Chip Factory as Part of Tariff Deal https://chipdispatch.com/articles/amd-acquires-mext-to-extend-dram-onto-flash-as-memory-prices-surge-c55cecbf Chip Dispatch en 2026-10-12T18:30:03.887Z AMD Acquires MEXT to Extend DRAM Onto Flash as Memory Prices Surge https://chipdispatch.com/articles/diamond-eyes-silicon-s-semiconductor-crown-c-en-reports-165b6445 Chip Dispatch en 2026-10-12T18:30:03.887Z Diamond eyes silicon's semiconductor crown, C&EN reports https://chipdispatch.com/articles/sitharaman-names-ai-semiconductors-quantum-as-india-s-next-frontier-df89bb5a Chip Dispatch en 2026-10-12T18:30:03.887Z Sitharaman Names AI, Semiconductors, Quantum as India's Next Frontier https://chipdispatch.com/articles/tsmc-and-sony-to-pour-billions-into-advanced-chip-sensor-plant-6f38a07e Chip Dispatch en 2026-10-12T18:30:03.887Z TSMC and Sony to Pour Billions Into Advanced Chip Sensor Plant https://chipdispatch.com/articles/india-puts-ai-chips-and-quantum-at-the-center-of-its-next-build-out-f29ae8fb Chip Dispatch en 2026-10-12T18:30:03.887Z India Puts AI, Chips and Quantum at the Center of Its Next Build-Out https://chipdispatch.com/articles/google-reportedly-readies-first-ai-chip-push-for-space-009351d7 Chip Dispatch en 2026-10-12T18:30:03.887Z Google Reportedly Readies First AI Chip Push for Space https://chipdispatch.com/articles/tsmc-ceo-signals-3-nanometre-production-in-japan-17-billion-reported-4e1f6964 Chip Dispatch en 2026-10-12T18:30:03.887Z TSMC CEO Signals 3-Nanometre Production in Japan, $17 Billion Reported https://chipdispatch.com/articles/microsoft-commits-billions-to-amd-helios-racks-for-azure-inference-1f4c04ad Chip Dispatch en 2026-10-12T18:30:03.887Z Microsoft Commits Billions To AMD Helios Racks For Azure Inference https://chipdispatch.com/articles/microsoft-s-ai-ambitions-may-be-outpacing-its-chip-supply-9894efde Chip Dispatch en 2026-10-12T18:30:03.887Z Microsoft's AI Ambitions May Be Outpacing Its Chip Supply https://chipdispatch.com/articles/google-trials-ai-silicon-for-fractionalized-space-data-centers-0f455e19 Chip Dispatch en 2026-10-12T18:30:03.887Z Google Trials AI Silicon for 'Fractionalized' Space Data Centers https://chipdispatch.com/articles/india-s-semiconductor-shift-from-chip-designer-to-chip-manufacturer-9bf882d4 Chip Dispatch en 2026-10-12T18:30:03.887Z India's Semiconductor Shift: From Chip Designer to Chip Manufacturer https://chipdispatch.com/articles/india-s-sitharaman-calls-for-bigger-ai-chip-and-quantum-investment-b6248400 Chip Dispatch en 2026-10-12T18:30:03.887Z India's Sitharaman Calls for Bigger AI, Chip and Quantum Investment https://chipdispatch.com/articles/intel-commits-33-billion-to-chip-plants-in-germany-67a1ce7b Chip Dispatch en 2026-10-12T18:30:03.887Z Intel Commits $33 Billion to Chip Plants in Germany https://chipdispatch.com/articles/sixteen-eu-states-warn-ai-chip-facility-could-swallow-eu-budget-d7fa22e2 Chip Dispatch en 2026-10-12T18:30:03.887Z Sixteen EU States Warn AI Chip Facility Could Swallow EU Budget https://chipdispatch.com/articles/intel-puts-5-billion-into-expanded-manufacturing-in-ireland-77b10038 Chip Dispatch en 2026-10-12T18:30:03.887Z Intel Puts €5 Billion Into Expanded Manufacturing in Ireland https://chipdispatch.com/articles/cvd-tool-demand-heads-to-2035-as-gaa-and-3d-nand-drive-deposition-cycles-8247f3b2 Chip Dispatch en 2026-10-12T18:30:03.887Z CVD Tool Demand Heads to 2035 as GAA and 3D NAND Drive Deposition Cycles https://chipdispatch.com/articles/inmo-recalls-more-than-1-600-air3-smart-glasses-over-burn-hazard-788e9d5f Chip Dispatch en 2026-10-12T18:30:03.887Z Inmo Recalls More Than 1,600 Air3 Smart Glasses Over Burn Hazard https://chipdispatch.com/articles/eda-vendors-face-3d-chip-reckoning-as-toolchain-falls-behind-3ef1d17b Chip Dispatch en 2026-10-12T18:30:03.887Z EDA Vendors Face 3D Chip Reckoning As Toolchain Falls Behind https://chipdispatch.com/articles/qualcomm-extends-ai-silicon-work-from-phones-to-cars-and-edge-a1065520 Chip Dispatch en 2026-10-12T18:30:03.887Z Qualcomm Extends AI Silicon Work From Phones To Cars And Edge https://chipdispatch.com/articles/memory-capacity-ceiling-slows-ai-spending-forecasts-gartner-data-shows-fae40af6 Chip Dispatch en 2026-10-12T18:30:03.887Z Memory Capacity Ceiling Slows AI Spending Forecasts, Gartner Data Shows https://chipdispatch.com/articles/vmware-pivots-to-private-ai-cloud-on-vcf-9-claims-42-cost-cut-d5a287c6 Chip Dispatch en 2026-10-12T18:30:03.887Z VMware Pivots To Private AI Cloud On VCF 9, Claims 42% Cost Cut https://chipdispatch.com/articles/bull-wins-387-8m-contract-for-next-gen-lumi-ai-supercomputer-6d0b12ec Chip Dispatch en 2026-10-12T18:30:03.887Z Bull Wins €387.8M Contract for Next-Gen Lumi AI Supercomputer https://chipdispatch.com/articles/apple-may-build-its-own-ai-server-chips-report-says-befe30a3 Chip Dispatch en 2026-10-12T18:30:03.887Z Apple May Build Its Own AI Server Chips, Report Says https://chipdispatch.com/articles/ai-data-center-buildout-lifts-blue-collar-hiring-as-local-backlash-mounts-b2556601 Chip Dispatch en 2026-10-12T18:30:03.887Z AI Data Center Buildout Lifts Blue-Collar Hiring as Local Backlash Mounts https://chipdispatch.com/articles/abc-news-australia-frames-jensen-huang-profile-around-trump-s-late-night-calls-e4267dcf Chip Dispatch en 2026-10-12T18:30:03.887Z ABC News Australia Frames Jensen Huang Profile Around Trump's Late-Night Calls https://chipdispatch.com/articles/google-will-test-ai-chips-in-orbit-with-project-suncatcher-00c84a4f Chip Dispatch en 2026-10-12T18:30:03.887Z Google Will Test AI Chips in Orbit With Project Suncatcher https://chipdispatch.com/articles/huawei-atlas-960e-delivers-4-096-chips-far-below-15-488-headline-62b72283 Chip Dispatch en 2026-10-12T18:30:03.887Z Huawei Atlas 960E Delivers 4,096 Chips, Far Below 15,488 Headline https://chipdispatch.com/articles/tensordyne-tapes-out-138-billion-transistor-napier-inference-chip-ee06bfec Chip Dispatch en 2026-10-12T18:30:03.887Z Tensordyne Tapes Out 138-Billion-Transistor Napier Inference Chip https://chipdispatch.com/articles/broadcom-charts-230b-ai-revenue-path-through-fy2028-12a78ec3 Chip Dispatch en 2026-10-12T18:30:03.887Z Broadcom Charts $230B AI Revenue Path Through FY2028 https://chipdispatch.com/articles/india-s-sitharaman-calls-for-major-investment-in-ai-semiconductors-quantum-b3725270 Chip Dispatch en 2026-10-12T18:30:03.887Z India's Sitharaman Calls for Major Investment in AI, Semiconductors, Quantum https://chipdispatch.com/articles/sk-hynix-board-greenlights-38-billion-for-yongin-cheongju-fabs-a23e6f35 Chip Dispatch en 2026-10-12T18:30:03.887Z SK Hynix Board Greenlights $38 Billion for Yongin, Cheongju Fabs https://chipdispatch.com/articles/qualcomm-s-next-snapdragon-rumored-at-5-40ghz-on-tsmc-s-n2p-0cfc8448 Chip Dispatch en 2026-10-12T18:30:03.887Z Qualcomm's Next Snapdragon Rumored At 5.40GHz On TSMC's N2P https://chipdispatch.com/articles/gao-tells-commerce-to-revamp-chips-investment-strategy-bf87af3d Chip Dispatch en 2026-10-12T18:30:03.887Z GAO Tells Commerce to Revamp Chips Investment Strategy https://chipdispatch.com/articles/nvidia-s-mega-geometry-2-0-pushes-1-6-billion-triangles-into-2-gb-of-vram-a78a2a05 Chip Dispatch en 2026-10-12T18:30:03.887Z Nvidia's Mega Geometry 2.0 Pushes 1.6 Billion Triangles Into 2 GB Of VRAM https://chipdispatch.com/articles/amazon-reportedly-weighs-7-billion-acquisition-of-ai-firm-decart-2c1ad027 Chip Dispatch en 2026-10-12T18:30:03.887Z Amazon Reportedly Weighs $7 Billion Acquisition of AI Firm Decart https://chipdispatch.com/articles/tsmc-adds-100-billion-to-arizona-plan-as-q2-profit-jumps-77-43a13106 Chip Dispatch en 2026-10-12T18:30:03.887Z TSMC Adds $100 Billion to Arizona Plan as Q2 Profit Jumps 77% https://chipdispatch.com/articles/micron-pledges-250-billion-for-us-fab-buildout-through-2035-4b88b416 Chip Dispatch en 2026-10-12T18:30:03.887Z Micron Pledges $250 Billion for US Fab Buildout Through 2035 https://chipdispatch.com/articles/nvidia-flags-15-percent-nvl72-hike-as-memory-spot-prices-climb-sevenfold-92e6ff36 Chip Dispatch en 2026-10-12T18:30:03.887Z Nvidia Flags 15 Percent NVL72 Hike As Memory Spot Prices Climb Sevenfold https://chipdispatch.com/articles/elmos-semiconductor-24-undervalued-on-extended-wafer-deal-model-5fa056aa Chip Dispatch en 2026-10-12T18:30:03.887Z Elmos Semiconductor 24% Undervalued on Extended Wafer Deal Model https://chipdispatch.com/articles/chip-sales-hit-record-as-amd-s-market-value-crosses-1-trillion-960e76a3 Chip Dispatch en 2026-10-12T18:30:03.887Z Chip Sales Hit Record as AMD's Market Value Crosses $1 Trillion https://chipdispatch.com/articles/microsoft-lines-up-massive-rollout-of-in-house-ai-silicon-cost-cuts-in-mind-faad7aea Chip Dispatch en 2026-10-12T18:30:03.887Z Microsoft Lines Up Massive Rollout Of In-House AI Silicon, Cost Cuts In Mind https://chipdispatch.com/articles/tsmc-august-sales-top-nt-500-billion-mark-sharpest-rebound-of-2025-3f710d77 Chip Dispatch en 2026-10-12T18:30:03.887Z TSMC August Sales Top NT$500 Billion, Mark Sharpest Rebound of 2025 https://chipdispatch.com/articles/taiwan-clears-44b-in-tsmc-u-s-investments-since-2020-edb2304b Chip Dispatch en 2026-10-12T18:30:03.887Z Taiwan Clears $44B in TSMC U.S. Investments Since 2020 https://chipdispatch.com/articles/microelectronics-commons-renews-sivers-semiconductors-with-second-year-award-5db4587f Chip Dispatch en 2026-10-12T18:30:03.887Z Microelectronics Commons Renews Sivers Semiconductors With Second-Year Award https://chipdispatch.com/articles/d-wave-reports-99-9-fidelity-two-qubit-gate-for-dual-rail-qubits-7cf71a85 Chip Dispatch en 2026-10-12T18:30:03.887Z D-Wave Reports 99.9% Fidelity Two-Qubit Gate For Dual-Rail Qubits https://chipdispatch.com/articles/d-matrix-pairs-raptor-xpu-with-nvidia-s-144-node-mgx-rack-204cae7e Chip Dispatch en 2026-10-12T18:30:03.887Z d-Matrix Pairs Raptor XPU With Nvidia's 144-Node MGX Rack https://chipdispatch.com/articles/tsmc-s-approved-us-capital-hits-44b-as-more-filings-loom-5a9b24a8 Chip Dispatch en 2026-10-12T18:30:03.887Z TSMC's Approved US Capital Hits $44B as More Filings Loom https://chipdispatch.com/articles/microsoft-targets-multi-gigawatt-maia-deployment-from-2027-c9a639e0 Chip Dispatch en 2026-10-12T18:30:03.887Z Microsoft Targets Multi-Gigawatt Maia Deployment From 2027 https://chipdispatch.com/articles/meta-compute-meta-platforms-readies-cloud-to-challenge-aws-azure-google-7ece97d6 Chip Dispatch en 2026-10-12T18:30:03.887Z Meta Compute: Meta Platforms Readies Cloud to Challenge AWS, Azure, Google https://chipdispatch.com/articles/marvell-teralynx-t100-samples-at-100-4-tb-sec-on-tsmc-3nm-bd33f56a Chip Dispatch en 2026-10-12T18:30:03.887Z Marvell Teralynx T100 Samples at 100.4 Tb/sec on TSMC 3nm https://chipdispatch.com/articles/tsmc-shares-climb-as-packaging-operations-move-closer-to-suppliers-7559e539 Chip Dispatch en 2026-10-12T18:30:03.887Z TSMC Shares Climb as Packaging Operations Move Closer to Suppliers https://chipdispatch.com/articles/amd-to-buy-ai-start-up-world-labs-for-us-8-2-billion-6f48e829 Chip Dispatch en 2026-10-12T18:30:03.887Z AMD to Buy AI Start-Up World Labs for US$8.2 Billion https://chipdispatch.com/articles/india-bets-on-ai-semiconductors-and-quantum-for-next-build-out-b45e8d74 Chip Dispatch en 2026-10-12T18:30:03.887Z India Bets on AI, Semiconductors and Quantum for Next Build-Out https://chipdispatch.com/articles/google-sends-four-ai-chips-into-orbit-to-test-survival-912e9048 Chip Dispatch en 2026-10-12T18:30:03.887Z Google Sends Four AI Chips Into Orbit to Test Survival https://chipdispatch.com/articles/quix-quantum-unveils-dedalo-photonic-architecture-for-datacenters-058af24d Chip Dispatch en 2026-10-12T18:30:03.887Z QuiX Quantum Unveils Dedalo Photonic Architecture for Datacenters https://chipdispatch.com/articles/situational-awareness-puts-500-million-into-chip-startup-source-foundry-8eaad8bd Chip Dispatch en 2026-10-12T18:30:03.887Z Situational Awareness Puts $500 Million Into Chip Startup Source Foundry https://chipdispatch.com/articles/the-global-bid-to-replicate-taiwan-400b-reshapes-chip-geography-0b0e3810 Chip Dispatch en 2026-10-12T18:30:03.887Z The Global Bid to Replicate Taiwan: $400B Reshapes Chip Geography https://chipdispatch.com/articles/nvidia-ai-chips-to-reach-orbit-aboard-spacex-in-2026-694b5a75 Chip Dispatch en 2026-10-12T18:30:03.887Z NVIDIA AI Chips To Reach Orbit Aboard SpaceX In 2026 https://chipdispatch.com/articles/west-bengal-s-2026-budget-bets-on-ai-and-semiconductors-3c468c5c Chip Dispatch en 2026-10-12T18:30:03.887Z West Bengal's 2026 Budget Bets on AI and Semiconductors https://chipdispatch.com/articles/sony-and-tsmc-put-6-4-billion-behind-a-japanese-sensor-fab-0204d632 Chip Dispatch en 2026-10-12T18:30:03.887Z Sony and TSMC Put $6.4 Billion Behind a Japanese Sensor Fab https://chipdispatch.com/articles/chip-export-controls-sidestepped-at-xi-trump-summit-25da2c9d Chip Dispatch en 2026-10-12T18:30:03.887Z Chip Export Controls Sidestepped at Xi-Trump Summit https://chipdispatch.com/articles/pny-reportedly-refuses-warranty-on-melted-rtx-5090-powered-by-native-cable-5469704e Chip Dispatch en 2026-10-12T18:30:03.887Z PNY Reportedly Refuses Warranty on Melted RTX 5090 Powered by Native Cable https://chipdispatch.com/articles/qarakal-s-pangaea-cuts-quantum-qubit-count-by-10x-targets-2028-7dd175b7 Chip Dispatch en 2026-10-12T18:30:03.887Z Qarakal's Pangaea Cuts Quantum Qubit Count by 10x, Targets 2028 https://chipdispatch.com/articles/c2i-semiconductors-raises-15-million-with-intel-ceo-s-backing-2fd15569 Chip Dispatch en 2026-10-12T18:30:03.887Z C2i Semiconductors Raises $15 Million With Intel CEO's Backing https://chipdispatch.com/articles/intel-s-14a-process-targets-tsmc-parity-foundry-margin-path-unclear-203bd58c Chip Dispatch en 2026-10-12T18:30:03.887Z Intel's 14A Process Targets TSMC Parity; Foundry Margin Path Unclear https://chipdispatch.com/articles/arm-overtakes-x86-in-ai-server-revenue-as-q1-spending-hits-89-7-billion-6dea62cf Chip Dispatch en 2026-10-12T18:30:03.887Z Arm Overtakes X86 in AI Server Revenue as Q1 Spending Hits $89.7 Billion https://chipdispatch.com/articles/semiconductors-carry-95-of-the-value-in-an-ai-server-rack-345fcbeb Chip Dispatch en 2026-10-12T18:30:03.887Z Semiconductors Carry 95% of the Value in an AI Server Rack https://chipdispatch.com/articles/quera-to-place-256-logical-qubit-libra-system-on-amazon-braket-by-2028-402d718f Chip Dispatch en 2026-10-12T18:30:03.887Z QuEra To Place 256-Logical-Qubit Libra System On Amazon Braket By 2028 https://chipdispatch.com/articles/syracuse-s-chip-bet-and-the-rust-belt-a-headline-reviewed-257fb488 Chip Dispatch en 2026-10-12T18:30:03.887Z Syracuse's Chip Bet and the Rust Belt: A Headline Reviewed https://chipdispatch.com/articles/google-rebuilds-gemini-team-as-514b-cloud-backlog-pressures-pace-2468e23d Chip Dispatch en 2026-10-12T18:30:03.887Z Google Rebuilds Gemini Team As $514B Cloud Backlog Pressures Pace https://chipdispatch.com/articles/inside-the-16-8bn-terafab-plan-reshaping-chip-supply-558a11b8 Chip Dispatch en 2026-10-12T18:30:03.887Z Inside the $16.8bn Terafab Plan Reshaping Chip Supply https://chipdispatch.com/articles/microsoft-s-new-ai-chip-marks-its-largest-silicon-bet-yet-2a84c183 Chip Dispatch en 2026-10-12T18:30:03.887Z Microsoft's New AI Chip Marks Its Largest Silicon Bet Yet https://chipdispatch.com/articles/ai-chips-drive-an-estimated-third-of-tsmc-s-q2-revenue-71672e4a Chip Dispatch en 2026-10-12T18:30:03.887Z AI Chips Drive An Estimated Third Of TSMC's Q2 Revenue https://chipdispatch.com/articles/tsmc-lifts-capex-toward-64-billion-foundry-rivals-trail-28e205c2 Chip Dispatch en 2026-10-12T18:30:03.887Z TSMC Lifts Capex Toward $64 Billion, Foundry Rivals Trail https://chipdispatch.com/articles/samsung-and-sk-hynix-commit-520-billion-to-chip-plants-in-south-korea-82a9a2d1 Chip Dispatch en 2026-10-12T18:30:03.887Z Samsung and SK Hynix Commit $520 Billion to Chip Plants in South Korea