https://chipdispatch.com/articles/tsmc-s-3nm-kumamoto-plan-wins-japan-approval-up-to-4-1-billion-in-aid-52ab9940 Chip Dispatch en 2026-10-17T10:12:35.391Z TSMC's 3nm Kumamoto Plan Wins Japan Approval, Up to $4.1 Billion in Aid https://chipdispatch.com/articles/billions-from-washington-won-t-revive-us-chipmaking-overnight-intel-ceo-says-10735ba8 Chip Dispatch en 2026-10-17T09:12:35.345Z Billions From Washington Won't Revive US Chipmaking Overnight, Intel CEO Says https://chipdispatch.com/articles/japan-clears-tsmc-3-nm-fab-plan-extending-kumamoto-build-out-b5603beb Chip Dispatch en 2026-10-17T09:12:35.345Z Japan Clears TSMC 3 nm Fab Plan, Extending Kumamoto Build-Out https://chipdispatch.com/articles/india-s-ai-chip-buying-spree-meets-a-harder-problem-uptime-4aefbb1f Chip Dispatch en 2026-10-17T09:12:35.345Z India's AI Chip Buying Spree Meets a Harder Problem: Uptime https://chipdispatch.com/articles/globalfoundries-lifts-us-chip-investment-pledge-to-5-billion-ba8e1fc0 Chip Dispatch en 2026-10-17T08:42:35.325Z GlobalFoundries Lifts US Chip Investment Pledge to $5 Billion https://chipdispatch.com/articles/sk-hynix-ties-new-us-fab-to-china-equipment-export-leeway-edb74ee4 Chip Dispatch en 2026-10-17T08:42:35.325Z SK Hynix Ties New US Fab to China Equipment Export Leeway https://chipdispatch.com/articles/one-2d-crystal-becomes-a-working-transistor-insulation-included-cf99ebd7 Chip Dispatch en 2026-10-17T08:12:35.314Z One 2D Crystal Becomes a Working Transistor, Insulation Included https://chipdispatch.com/articles/infineon-signs-200mm-sic-wafer-supply-deal-with-wolfspeed-7f8c8c3a Chip Dispatch en 2026-10-17T07:37:35.263Z Infineon signs 200mm SiC wafer supply deal with Wolfspeed https://chipdispatch.com/articles/nvidia-faces-china-risk-as-ai-capex-tops-70-of-hyperscaler-spend-68485d7f Chip Dispatch en 2026-10-17T07:37:35.263Z Nvidia Faces China Risk as AI Capex Tops 70% of Hyperscaler Spend https://chipdispatch.com/articles/china-moves-to-curb-tech-exports-including-ai-citing-security-3ef194f9 Chip Dispatch en 2026-10-17T07:07:35.245Z China Moves to Curb Tech Exports Including AI, Citing Security https://chipdispatch.com/articles/chip-stocks-take-the-brunt-as-ai-trade-wobbles-sox-falls-3-83-56f1c228 Chip Dispatch en 2026-10-17T07:07:35.245Z Chip Stocks Take the Brunt as AI Trade Wobbles: SOX Falls 3.83% https://chipdispatch.com/articles/nvidia-takes-strategic-stake-in-a-key-chip-competitor-61b6a515 Chip Dispatch en 2026-10-17T06:37:35.203Z NVIDIA Takes Strategic Stake in a Key Chip Competitor https://chipdispatch.com/articles/texas-instruments-lines-up-60-billion-us-chip-investment-bc36bfef Chip Dispatch en 2026-10-17T06:07:35.190Z Texas Instruments Lines Up $60 Billion US Chip Investment https://chipdispatch.com/articles/altair-bakes-iridium-satellite-links-into-cellular-iot-chipsets-9dee1687 Chip Dispatch en 2026-10-17T04:37:35.083Z Altair Bakes Iridium Satellite Links Into Cellular IoT Chipsets https://chipdispatch.com/articles/tsmc-posts-record-third-quarter-results-and-the-dip-question-returns-6813d517 Chip Dispatch en 2026-10-17T04:37:35.083Z TSMC Posts Record Third-Quarter Results, and the Dip Question Returns https://chipdispatch.com/articles/tsmc-commits-100-billion-to-new-u-s-investment-trump-says-76021b33 Chip Dispatch en 2026-10-17T04:07:35.049Z TSMC Commits $100 Billion to New U.S. Investment, Trump Says https://chipdispatch.com/articles/globalfoundries-plans-billion-euro-germany-fab-expansion-91e9cf02 Chip Dispatch en 2026-10-17T04:07:35.049Z GlobalFoundries Plans Billion-Euro Germany Fab Expansion https://chipdispatch.com/articles/japan-backs-globalfoundries-new-york-fab-investment-4e3303b4 Chip Dispatch en 2026-10-17T04:07:35.049Z Japan Backs GlobalFoundries New York Fab Investment https://chipdispatch.com/articles/tsmc-commits-100-billion-to-expand-us-chip-manufacturing-footprint-08f37e4f Chip Dispatch en 2026-10-17T04:07:35.049Z TSMC Commits $100 Billion to Expand US Chip Manufacturing Footprint https://chipdispatch.com/articles/trump-secures-200b-micron-pledge-for-us-memory-fabs-f8cf6812 Chip Dispatch en 2026-10-17T04:07:35.049Z Trump Secures $200B Micron Pledge For US Memory Fabs https://chipdispatch.com/articles/18-000-reasons-why-u-s-chip-factories-take-so-long-to-build-83492a33 Chip Dispatch en 2026-10-17T04:07:35.049Z 18,000 Reasons: Why U.S. Chip Factories Take So Long to Build https://chipdispatch.com/articles/tsmc-commits-100-billion-to-u-s-chip-manufacturing-a22984e4 Chip Dispatch en 2026-10-17T04:07:35.049Z TSMC Commits $100 Billion to U.S. Chip Manufacturing https://chipdispatch.com/articles/apple-pledges-over-500-billion-in-u-s-spending-over-four-years-ba8c442e Chip Dispatch en 2026-10-17T04:07:35.049Z Apple Pledges Over $500 Billion in U.S. Spending Over Four Years https://chipdispatch.com/articles/tsmc-lifts-planned-us-investment-to-165-billion-ffec0989 Chip Dispatch en 2026-10-17T04:07:35.049Z TSMC Lifts Planned US Investment to $165 Billion https://chipdispatch.com/articles/nvidia-s-cupotential-gpu-library-targets-atomic-chip-simulations-2a91e014 Chip Dispatch en 2026-10-17T04:07:35.049Z NVIDIA's cuPotential GPU Library Targets Atomic Chip Simulations https://chipdispatch.com/articles/philadelphia-semiconductor-index-drops-11-in-a-week-e9d5736a Chip Dispatch en 2026-10-17T04:07:35.049Z Philadelphia Semiconductor Index Drops 11% in a Week https://chipdispatch.com/articles/tsmc-adds-100-billion-to-arizona-fab-investment-963ff446 Chip Dispatch en 2026-10-17T04:07:35.049Z TSMC Adds $100 Billion to Arizona Fab Investment https://chipdispatch.com/articles/japan-puts-up-to-21-billion-into-two-globalfoundries-fabs-in-new-york-49ddabd7 Chip Dispatch en 2026-10-17T04:07:35.049Z Japan Puts Up to $21 Billion Into Two GlobalFoundries Fabs in New York https://chipdispatch.com/articles/piie-op-ed-warns-scrapping-chips-act-would-chill-us-fab-investment-c4283560 Chip Dispatch en 2026-10-17T04:07:35.049Z PIIE Op-Ed Warns Scrapping CHIPS Act Would Chill US Fab Investment https://chipdispatch.com/articles/tsmc-and-trump-administration-commit-100b-to-five-us-fabs-96b37925 Chip Dispatch en 2026-10-17T04:07:35.049Z TSMC and Trump administration commit $100B to five US fabs https://chipdispatch.com/articles/tsmc-commits-100-billion-to-us-chip-manufacturing-push-f672c03e Chip Dispatch en 2026-10-17T04:07:35.049Z TSMC Commits $100 Billion to US Chip Manufacturing Push https://chipdispatch.com/articles/globalfoundries-plans-16b-us-fab-investment-in-new-york-vermont-d2db276d Chip Dispatch en 2026-10-17T04:07:35.049Z GlobalFoundries Plans $16B US Fab Investment in New York, Vermont https://chipdispatch.com/articles/apple-puts-30-billion-behind-us-chip-manufacturing-cdb7abc1 Chip Dispatch en 2026-10-17T04:07:35.049Z Apple Puts $30 Billion Behind US Chip Manufacturing https://chipdispatch.com/articles/texas-instruments-lines-up-60-billion-for-new-u-s-wafer-fabs-44a23884 Chip Dispatch en 2026-10-17T04:07:35.049Z Texas Instruments Lines Up $60 Billion for New U.S. Wafer Fabs https://chipdispatch.com/articles/tsmc-says-ai-chip-demand-still-far-outstrips-its-supply-cee7a999 Chip Dispatch en 2026-10-17T03:37:35.024Z TSMC Says AI Chip Demand Still Far Outstrips Its Supply https://chipdispatch.com/articles/tsmc-says-ai-chip-demand-still-exceeds-its-supply-capacity-4f9cab52 Chip Dispatch en 2026-10-17T03:07:34.974Z TSMC Says AI Chip Demand Still Exceeds Its Supply Capacity https://chipdispatch.com/articles/taiex-gains-141-points-as-chip-stocks-lead-taiwan-rebound-68a98199 Chip Dispatch en 2026-10-17T03:02:34.969Z TAIEX Gains 141 Points as Chip Stocks Lead Taiwan Rebound https://chipdispatch.com/articles/tsmc-books-record-q3-profit-commits-98-billion-capex-through-2028-4a57db28 Chip Dispatch en 2026-10-17T01:32:34.844Z TSMC Books Record Q3 Profit, Commits $98 Billion Capex Through 2028 https://chipdispatch.com/articles/beijing-moves-to-tighten-control-over-ai-exports-as-us-rivalry-deepens-3df8b106 Chip Dispatch en 2026-10-17T01:02:34.813Z Beijing Moves to Tighten Control Over AI Exports as US Rivalry Deepens https://chipdispatch.com/articles/tsmc-s-ai-wafer-squeeze-tightens-as-nvidia-and-apple-compete-7c26656e Chip Dispatch en 2026-10-17T01:02:34.813Z TSMC's AI Wafer Squeeze Tightens as Nvidia and Apple Compete https://chipdispatch.com/articles/semiconductor-stocks-plunge-as-market-turmoil-hits-amd-and-peers-fe1f9055 Chip Dispatch en 2026-10-17T00:32:34.778Z Semiconductor Stocks Plunge as Market Turmoil Hits AMD and Peers https://chipdispatch.com/articles/samsung-weighs-silicon-photonics-acquisition-to-challenge-tsmc-ff689924 Chip Dispatch en 2026-10-17T00:32:34.778Z Samsung Weighs Silicon Photonics Acquisition to Challenge TSMC https://chipdispatch.com/articles/nsf-grant-links-georgia-tech-with-albany-state-on-semiconductor-research-ddc48a9c Chip Dispatch en 2026-10-17T00:02:34.717Z NSF Grant Links Georgia Tech With Albany State on Semiconductor Research https://chipdispatch.com/articles/intel-chief-says-white-house-will-keep-hands-off-chip-business-38726772 Chip Dispatch en 2026-10-17T00:02:34.717Z Intel Chief Says White House Will Keep Hands Off Chip Business https://chipdispatch.com/articles/naver-d2sf-extends-its-backing-of-ai-chip-startup-furiosaai-4c07acae Chip Dispatch en 2026-10-17T00:02:34.717Z NAVER D2SF Extends Its Backing of AI Chip Startup FuriosaAI https://chipdispatch.com/articles/china-to-restrict-tech-exports-including-ai-citing-security-0b6c9758 Chip Dispatch en 2026-10-16T23:32:34.661Z China to Restrict Tech Exports Including AI, Citing Security https://chipdispatch.com/articles/oriental-semiconductor-takes-58-control-of-hynetek-in-3-49m-deal-73e47421 Chip Dispatch en 2026-10-16T23:32:34.661Z Oriental Semiconductor Takes 58% Control of Hynetek in $3.49M Deal https://chipdispatch.com/articles/semiconductor-stocks-shed-2-trillion-in-eight-sessions-41b98431 Chip Dispatch en 2026-10-16T23:02:34.613Z Semiconductor Stocks Shed $2 Trillion in Eight Sessions https://chipdispatch.com/articles/tsmc-reports-record-third-quarter-amid-investor-debate-73f86413 Chip Dispatch en 2026-10-16T23:02:34.613Z TSMC Reports Record Third Quarter Amid Investor Debate https://chipdispatch.com/articles/rocket-one-teams-with-vcu-on-memory-chips-for-ai-and-space-7bbbc5ba Chip Dispatch en 2026-10-16T23:02:34.613Z Rocket One Teams With VCU on Memory Chips for AI and Space https://chipdispatch.com/articles/bytedance-nears-deal-to-buy-mediatek-custom-ai-chips-for-data-centers-d9a364e2 Chip Dispatch en 2026-10-16T22:32:34.554Z ByteDance Nears Deal to Buy MediaTek Custom AI Chips for Data Centers https://chipdispatch.com/articles/intel-shares-drop-3-9-as-tsmc-packaging-remarks-cloud-expansion-plan-ce36dc99 Chip Dispatch en 2026-10-16T22:32:34.554Z Intel Shares Drop 3.9% as TSMC Packaging Remarks Cloud Expansion Plan https://chipdispatch.com/articles/micron-shares-fall-even-as-analysts-call-chip-selloff-overdone-77a9ed3f Chip Dispatch en 2026-10-16T22:32:34.554Z Micron Shares Fall Even as Analysts Call Chip Selloff Overdone https://chipdispatch.com/articles/taiwan-eyes-4-billion-texas-industrial-park-for-ai-chip-suppliers-65eb09d2 Chip Dispatch en 2026-10-16T21:57:34.516Z Taiwan Eyes $4 Billion Texas Industrial Park for AI Chip Suppliers https://chipdispatch.com/articles/an-equipment-maker-not-nvidia-or-tsmc-is-the-real-ai-chip-bottleneck-be59ab54 Chip Dispatch en 2026-10-16T21:57:34.516Z An Equipment Maker, Not Nvidia or TSMC, Is the Real AI Chip Bottleneck https://chipdispatch.com/articles/tsmc-weighs-further-texas-expansion-as-ai-demand-outruns-supply-dad4b6af Chip Dispatch en 2026-10-16T21:27:34.489Z TSMC Weighs Further Texas Expansion as AI Demand Outruns Supply https://chipdispatch.com/articles/mckinsey-weighs-in-on-america-s-semiconductor-supply-chain-gaps-7694e646 Chip Dispatch en 2026-10-16T21:27:34.489Z McKinsey Weighs In on America's Semiconductor Supply Chain Gaps https://chipdispatch.com/articles/intel-shares-drop-3-9-as-tsmc-packaging-remarks-bite-339306fc Chip Dispatch en 2026-10-16T21:27:34.489Z Intel Shares Drop 3.9% as TSMC Packaging Remarks Bite https://chipdispatch.com/articles/sungrow-taps-on-semi-elitesic-is-on-now-undervalued-55cf73ff Chip Dispatch en 2026-10-16T21:02:34.461Z Sungrow Taps ON Semi EliteSiC — Is ON Now Undervalued? https://chipdispatch.com/articles/taiwan-agrees-to-curb-ai-chip-exports-to-china-as-part-of-us-framework-04fc4421 Chip Dispatch en 2026-10-16T20:32:34.423Z Taiwan Agrees to Curb AI Chip Exports to China as Part of US Framework https://chipdispatch.com/articles/chip-selloff-pulls-nasdaq-s-p-500-into-the-red-for-the-week-a756d9a2 Chip Dispatch en 2026-10-16T20:27:34.415Z Chip Selloff Pulls Nasdaq, S&P 500 Into the Red for the Week https://chipdispatch.com/articles/china-restricts-exports-of-ai-technology-chips-and-solar-equipment-a5cc46aa Chip Dispatch en 2026-10-16T20:27:34.415Z China Restricts Exports of AI Technology, Chips and Solar Equipment https://chipdispatch.com/articles/china-drafts-export-controls-targeting-ai-technologies-8e5f8d41 Chip Dispatch en 2026-10-16T20:27:34.415Z China Drafts Export Controls Targeting AI Technologies https://chipdispatch.com/articles/100b-ai-spend-who-collects-payments-from-microsoft-google-meta-65cbf2f4 Chip Dispatch en 2026-10-16T20:27:34.415Z $100B AI Spend: Who Collects Payments from Microsoft, Google, Meta? https://chipdispatch.com/articles/tsmc-posts-record-net-profit-for-third-quarter-da1a951d Chip Dispatch en 2026-10-16T20:27:34.415Z TSMC Posts Record Net Profit for Third Quarter https://chipdispatch.com/articles/tsmc-shares-fall-as-670-target-raises-advanced-chip-stakes-4c897607 Chip Dispatch en 2026-10-16T20:27:34.415Z TSMC Shares Fall as $670 Target Raises Advanced-Chip Stakes https://chipdispatch.com/articles/bytedance-in-talks-to-buy-mediatek-ai-chips-for-data-centers-71bcbf32 Chip Dispatch en 2026-10-16T20:27:34.415Z ByteDance in Talks to Buy MediaTek AI Chips for Data Centers https://chipdispatch.com/articles/intel-shares-drop-3-9-as-tsmc-packaging-comments-bite-39500e99 Chip Dispatch en 2026-10-16T20:27:34.415Z Intel Shares Drop 3.9% as TSMC Packaging Comments Bite https://chipdispatch.com/articles/equipment-vendor-not-nvidia-or-tsmc-named-ai-chip-bottleneck-cc7f9f9a Chip Dispatch en 2026-10-16T19:57:34.369Z Equipment Vendor, Not Nvidia or TSMC, Named AI Chip Bottleneck https://chipdispatch.com/articles/leaked-nova-lake-die-shots-show-six-tile-design-on-intel-18a-p-and-tsmc-n2p-f1b29cb0 Chip Dispatch en 2026-10-16T19:57:34.369Z Leaked Nova Lake Die Shots Show Six-Tile Design on Intel 18A-P and TSMC N2P https://chipdispatch.com/articles/microchip-puts-1200-v-sic-mosfets-into-top-cooled-qdpak-001be5eb Chip Dispatch en 2026-10-16T19:42:34.348Z Microchip Puts 1200-V SiC MOSFETs into Top-Cooled QDPAK https://chipdispatch.com/articles/opinion-not-nvidia-not-tsmc-an-equipment-maker-holds-the-ai-key-d1cd3989 Chip Dispatch en 2026-10-16T19:27:33.928Z Opinion: Not Nvidia, Not TSMC — an Equipment Maker Holds the AI Key https://chipdispatch.com/articles/globalfoundries-lands-10b-japanese-anchor-for-new-york-fab-e4c51c6b Chip Dispatch en 2026-10-16T19:27:33.928Z GlobalFoundries Lands $10B Japanese Anchor for New York Fab https://chipdispatch.com/articles/tsmc-posts-69-jump-in-third-quarter-profit-on-ai-chip-demand-791dd375 Chip Dispatch en 2026-10-16T19:27:33.928Z TSMC Posts 69% Jump in Third-Quarter Profit on AI Chip Demand https://chipdispatch.com/articles/epc-ships-100-v-gan-power-stage-ics-for-multi-axis-motor-drives-792d65e7 Chip Dispatch en 2026-10-16T18:57:33.883Z EPC Ships 100 V GaN Power-Stage ICs for Multi-Axis Motor Drives https://chipdispatch.com/articles/veritas-closes-1-75m-pre-seed-readies-anti-counterfeit-chip-v2-bb1eeb3e Chip Dispatch en 2026-10-16T18:57:33.883Z Veritas Closes $1.75M Pre-Seed, Readies Anti-Counterfeit Chip V2 https://chipdispatch.com/articles/tsmc-readies-larger-capex-as-agentic-ai-demand-grows-analysts-say-20ef4b0a Chip Dispatch en 2026-10-16T18:57:33.883Z TSMC Readies Larger CapEx as Agentic AI Demand Grows, Analysts Say https://chipdispatch.com/articles/tsmc-posts-sixth-straight-record-quarter-and-the-stock-falls-anyway-2a1026c4 Chip Dispatch en 2026-10-16T18:57:33.883Z TSMC Posts Sixth Straight Record Quarter, and the Stock Falls Anyway https://chipdispatch.com/articles/broadcom-falls-4-as-hock-tan-s-ai-capex-warning-weighs-on-chip-stocks-44e5dd40 Chip Dispatch en 2026-10-16T18:57:33.883Z Broadcom Falls 4% as Hock Tan's AI Capex Warning Weighs on Chip Stocks https://chipdispatch.com/articles/us-factory-output-rebounds-on-semiconductor-supply-gains-c1fd4598 Chip Dispatch en 2026-10-16T18:57:33.883Z US Factory Output Rebounds on Semiconductor, Supply Gains https://chipdispatch.com/articles/apple-breaks-with-12-years-of-homekit-practice-and-builds-its-own-hardware-a934b2d5 Chip Dispatch en 2026-10-16T18:42:33.857Z Apple Breaks With 12 Years of HomeKit Practice and Builds Its Own Hardware https://chipdispatch.com/articles/broadcom-falls-4-as-hock-tan-s-capital-warning-weighs-on-ai-chips-ea618d4d Chip Dispatch en 2026-10-16T18:27:33.826Z Broadcom Falls 4% as Hock Tan's Capital Warning Weighs on AI Chips https://chipdispatch.com/articles/tsmc-fields-ten-capacity-calls-a-day-as-ai-demand-strains-supply-bbf65ec6 Chip Dispatch en 2026-10-16T18:27:33.826Z TSMC Fields Ten Capacity Calls a Day as AI Demand Strains Supply https://chipdispatch.com/articles/broadcom-shares-fall-4-after-hock-tan-s-ai-capital-warning-035c6dbe Chip Dispatch en 2026-10-16T18:27:33.826Z Broadcom Shares Fall 4% After Hock Tan's AI Capital Warning https://chipdispatch.com/articles/arm-and-amd-drop-5-as-qualcomm-verdict-fuels-chip-selloff-610c8b75 Chip Dispatch en 2026-10-16T18:27:33.826Z Arm and AMD Drop 5% as Qualcomm Verdict Fuels Chip Selloff https://chipdispatch.com/articles/china-drafts-export-controls-of-its-own-40-ai-chip-and-solar-technologies-on-the-9fe39f7a Chip Dispatch en 2026-10-16T17:57:33.764Z China Drafts Export Controls of Its Own: 40 AI, Chip and Solar Technologies on the List https://chipdispatch.com/articles/tsmc-record-profits-fail-to-lift-deepening-tech-selloff-282e9556 Chip Dispatch en 2026-10-16T17:57:33.764Z TSMC Record Profits Fail to Lift Deepening Tech Selloff https://chipdispatch.com/articles/three-ai-suppliers-may-slide-despite-soaring-chip-earnings-a96a206a Chip Dispatch en 2026-10-16T17:57:33.764Z Three AI Suppliers May Slide Despite Soaring Chip Earnings https://chipdispatch.com/articles/china-moves-to-curb-tech-exports-including-ai-on-security-grounds-fd88f57d Chip Dispatch en 2026-10-16T17:27:33.717Z China Moves to Curb Tech Exports, Including AI, on Security Grounds https://chipdispatch.com/articles/sk-hynix-adrs-drop-over-4-as-sox-extends-losing-streak-to-eight-64cdac80 Chip Dispatch en 2026-10-16T17:27:33.717Z SK Hynix ADRs Drop Over 4% as SOX Extends Losing Streak to Eight https://chipdispatch.com/articles/alphabet-shares-fall-even-as-ai-chip-forecast-points-to-bigger-cloud-c1746ea6 Chip Dispatch en 2026-10-16T17:27:33.717Z Alphabet Shares Fall Even as AI-Chip Forecast Points to Bigger Cloud https://chipdispatch.com/articles/ai-safety-group-pushes-for-tighter-chip-export-rules-59a04ddf Chip Dispatch en 2026-10-16T17:27:33.717Z AI Safety Group Pushes for Tighter Chip Export Rules https://chipdispatch.com/articles/tsmc-arizona-pulls-its-production-timeline-forward-as-earnings-climb-9cde37b8 Chip Dispatch en 2026-10-16T17:27:33.717Z TSMC Arizona Pulls Its Production Timeline Forward as Earnings Climb https://chipdispatch.com/articles/china-targets-ai-and-other-tech-exports-in-new-security-controls-bb837c38 Chip Dispatch en 2026-10-16T17:27:33.717Z China Targets AI and Other Tech Exports in New Security Controls https://chipdispatch.com/articles/siemens-pairs-computational-lithography-with-nvidia-culitho-4fb8ac69 Chip Dispatch en 2026-10-16T16:57:33.656Z Siemens Pairs Computational Lithography With NVIDIA cuLitho https://chipdispatch.com/articles/micron-shares-fall-even-as-analysts-call-chip-selloff-overblown-2f896707 Chip Dispatch en 2026-10-16T16:57:33.656Z Micron Shares Fall Even as Analysts Call Chip Selloff Overblown https://chipdispatch.com/articles/mxene-nanosheets-turn-flexible-polymer-films-into-tunable-semiconductors-3b22fc31 Chip Dispatch en 2026-10-16T16:57:33.656Z MXene Nanosheets Turn Flexible Polymer Films Into Tunable Semiconductors https://chipdispatch.com/articles/samsung-austin-puts-workforce-partnerships-at-center-of-community-event-f24572ce Chip Dispatch en 2026-10-16T16:57:33.656Z Samsung Austin Puts Workforce Partnerships at Center of Community Event https://chipdispatch.com/articles/chinese-startup-demos-15w-euv-light-source-with-90-domestic-parts-45d1b8ff Chip Dispatch en 2026-10-16T16:57:33.656Z Chinese Startup Demos 15W EUV Light Source With 90% Domestic Parts https://chipdispatch.com/articles/taiwan-prepares-to-restrict-ai-chip-exports-to-china-in-step-with-us-e1608fb9 Chip Dispatch en 2026-10-16T16:57:33.656Z Taiwan Prepares to Restrict AI Chip Exports to China in Step With US https://chipdispatch.com/articles/xpeng-s-turing-ai-chips-accelerate-into-the-l03-sedan-677bd4d2 Chip Dispatch en 2026-10-16T16:57:33.656Z XPeng's Turing AI Chips Accelerate Into the L03 Sedan https://chipdispatch.com/articles/the-circular-money-machine-powering-the-ai-boom-f4c9d77e Chip Dispatch en 2026-10-16T16:57:33.656Z The Circular Money Machine Powering the AI Boom https://chipdispatch.com/articles/china-drafts-ai-export-controls-to-strengthen-grip-on-key-technology-7a778ceb Chip Dispatch en 2026-10-16T16:16:05.423Z China Drafts AI Export Controls to Strengthen Grip on Key Technology https://chipdispatch.com/articles/cleanova-buys-sv-techsol-to-widen-its-ffu-line-for-chip-fabs-c5b771cd Chip Dispatch en 2026-10-16T16:16:05.423Z Cleanova Buys SV Techsol to Widen Its FFU Line for Chip Fabs https://chipdispatch.com/articles/taiwan-will-restrict-ai-chip-sales-to-china-bloomberg-reports-3edd7a02 Chip Dispatch en 2026-10-16T15:46:05.369Z Taiwan Will Restrict AI Chip Sales to China, Bloomberg Reports https://chipdispatch.com/articles/chipmakers-turn-to-nvidia-cuda-x-libraries-for-ai-defined-fabs-619c3edb Chip Dispatch en 2026-10-16T15:46:05.369Z Chipmakers Turn to NVIDIA CUDA-X Libraries for AI-Defined Fabs https://chipdispatch.com/articles/jefferies-cuts-datacenter-buildout-to-12-9-gw-for-2026-1ec75967 Chip Dispatch en 2026-10-16T15:46:05.369Z Jefferies Cuts Datacenter Buildout to 12.9 GW for 2026 https://chipdispatch.com/articles/tsmc-confirms-terafab-talks-but-musk-and-the-foundry-split-on-control-f95ade5a Chip Dispatch en 2026-10-16T15:36:05.357Z TSMC Confirms Terafab Talks, but Musk and the Foundry Split on Control https://chipdispatch.com/articles/tsmc-earnings-surge-as-ai-demand-underpins-us-expansion-push-52c852dc Chip Dispatch en 2026-10-16T15:36:05.357Z TSMC Earnings Surge as AI Demand Underpins US Expansion Push https://chipdispatch.com/articles/nvidia-s-rtx-spark-n1x-hits-laptops-128gb-arm-based-six-oems-d8729c38 Chip Dispatch en 2026-10-16T15:31:05.352Z Nvidia's RTX Spark N1X Hits Laptops: 128GB, Arm-Based, Six OEMs https://chipdispatch.com/articles/microsoft-plots-large-scale-rollout-of-homegrown-ai-chips-1176c604 Chip Dispatch en 2026-10-16T15:16:05.324Z Microsoft Plots Large-Scale Rollout of Homegrown AI Chips https://chipdispatch.com/articles/former-intel-ceo-most-chip-design-firms-will-not-survive-306cfbfe Chip Dispatch en 2026-10-16T15:16:05.324Z Former Intel CEO: Most Chip Design Firms Will Not Survive https://chipdispatch.com/articles/beijing-moves-to-tighten-control-over-ai-exports-as-us-rivalry-deepens-4eedec97 Chip Dispatch en 2026-10-16T15:16:05.324Z Beijing Moves to Tighten Control Over AI Exports as US Rivalry Deepens https://chipdispatch.com/articles/software-over-silicon-why-investors-are-not-coming-back-to-chips-e6ece9ee Chip Dispatch en 2026-10-16T15:16:05.324Z Software Over Silicon: Why Investors Are Not Coming Back to Chips https://chipdispatch.com/articles/china-moves-to-restrict-tech-exports-including-ai-tools-05973362 Chip Dispatch en 2026-10-16T14:46:05.245Z China Moves to Restrict Tech Exports, Including AI Tools https://chipdispatch.com/articles/philadelphia-semiconductor-index-falls-over-3-as-memory-stocks-lead-decline-9dbcc305 Chip Dispatch en 2026-10-16T14:46:05.245Z Philadelphia Semiconductor Index Falls Over 3% as Memory Stocks Lead Decline https://chipdispatch.com/articles/positron-s-230m-raise-targets-nvidia-s-ai-silicon-franchise-a3e53591 Chip Dispatch en 2026-10-16T14:41:13.006Z Positron's $230M Raise Targets Nvidia's AI Silicon Franchise https://chipdispatch.com/articles/musk-reportedly-in-talks-with-tsmc-on-chip-supply-950a17d5 Chip Dispatch en 2026-10-16T14:30:57.283Z Musk Reportedly in Talks With TSMC on Chip Supply https://chipdispatch.com/articles/tsmc-earnings-preview-tesla-talks-and-texas-plant-frame-the-story-95f1fa93 Chip Dispatch en 2026-10-16T14:25:57.272Z TSMC Earnings Preview: Tesla Talks and Texas Plant Frame the Story https://chipdispatch.com/articles/tsmc-posts-strong-earnings-but-ai-payback-questions-loom-2a6f2425 Chip Dispatch en 2026-10-16T14:25:57.272Z TSMC Posts Strong Earnings, but AI Payback Questions Loom https://chipdispatch.com/articles/tsmc-s-leave-no-food-on-the-table-pledge-points-to-more-ai-investment-b5b0455f Chip Dispatch en 2026-10-16T14:20:57.267Z TSMC's 'Leave No Food On The Table' Pledge Points to More AI Investment https://chipdispatch.com/articles/china-proposes-export-controls-on-its-own-ai-models-and-chip-designs-8e11e9d7 Chip Dispatch en 2026-10-16T13:45:15.164Z China proposes export controls on its own AI models and chip designs https://chipdispatch.com/articles/taiwan-moves-to-criminalize-exports-of-ai-hardware-to-china-93c911c6 Chip Dispatch en 2026-10-16T13:45:15.164Z Taiwan Moves to Criminalize Exports of AI Hardware to China https://chipdispatch.com/articles/tsmc-posts-record-quarterly-sales-and-profit-bdabf737 Chip Dispatch en 2026-10-16T13:35:15.146Z TSMC Posts Record Quarterly Sales and Profit https://chipdispatch.com/articles/malaysia-unveils-six-homegrown-chips-worth-rm300-million-f0eca08b Chip Dispatch en 2026-10-16T13:35:15.146Z Malaysia Unveils Six Homegrown Chips Worth RM300 Million https://chipdispatch.com/articles/malaysia-unveils-six-homegrown-chips-from-national-design-park-e66d677d Chip Dispatch en 2026-10-16T13:35:15.146Z Malaysia Unveils Six Homegrown Chips From National Design Park https://chipdispatch.com/articles/tsmc-posts-another-record-quarter-the-worry-sits-in-2027-bfc7ff7b Chip Dispatch en 2026-10-16T13:35:15.146Z TSMC Posts Another Record Quarter; The Worry Sits in 2027 https://chipdispatch.com/articles/tsmc-posts-record-quarter-as-ai-chip-demand-runs-hot-972e1f51 Chip Dispatch en 2026-10-16T13:35:15.146Z TSMC Posts Record Quarter as AI Chip Demand Runs Hot https://chipdispatch.com/articles/apple-s-first-foldable-sells-out-its-supply-in-under-an-hour-d6dc2bdc Chip Dispatch en 2026-10-16T13:25:15.137Z Apple's First Foldable Sells Out Its Supply in Under an Hour https://chipdispatch.com/articles/surface-laptop-ultra-runs-70b-parameter-ai-model-on-arm-87d6ff58 Chip Dispatch en 2026-10-16T13:20:15.133Z Surface Laptop Ultra runs 70B-parameter AI model on ARM https://chipdispatch.com/articles/freshfields-maps-germany-s-chip-and-ai-investment-pitch-15258d88 Chip Dispatch en 2026-10-16T13:15:15.128Z Freshfields Maps Germany's Chip and AI Investment Pitch https://chipdispatch.com/articles/china-moves-to-restrict-tech-exports-including-ai-on-security-grounds-c6b24605 Chip Dispatch en 2026-10-16T13:15:15.128Z China Moves to Restrict Tech Exports Including AI on Security Grounds https://chipdispatch.com/articles/china-unveils-draft-export-controls-on-ai-chips-and-technologies-7c1718d0 Chip Dispatch en 2026-10-16T13:10:15.124Z China Unveils Draft Export Controls on AI Chips and Technologies https://chipdispatch.com/articles/tsmc-s-global-fab-buildout-meets-its-capital-efficiency-test-57a89c03 Chip Dispatch en 2026-10-16T13:05:15.132Z TSMC's Global Fab Buildout Meets Its Capital Efficiency Test https://chipdispatch.com/articles/after-arizona-tsmc-eyes-texas-with-musk-led-plant-75b246c6 Chip Dispatch en 2026-10-16T13:05:15.132Z After Arizona, TSMC Eyes Texas With Musk-Led Plant https://chipdispatch.com/articles/tsmc-posts-record-quarter-as-ai-chip-demand-hits-new-high-5b037737 Chip Dispatch en 2026-10-16T13:05:15.132Z TSMC Posts Record Quarter as AI Chip Demand Hits New High https://chipdispatch.com/articles/china-moves-to-restrict-tech-exports-including-ai-on-security-grounds-4d76946f Chip Dispatch en 2026-10-16T12:45:15.097Z China Moves to Restrict Tech Exports Including AI on Security Grounds https://chipdispatch.com/articles/china-moves-to-restrict-tech-exports-including-ai-tools-a3d26913 Chip Dispatch en 2026-10-16T12:45:15.097Z China Moves to Restrict Tech Exports, Including AI Tools https://chipdispatch.com/articles/sequora-processor-brings-ai-compute-to-edge-devices-55125ee3 Chip Dispatch en 2026-10-16T12:45:15.097Z Sequora Processor Brings AI Compute to Edge Devices https://chipdispatch.com/articles/china-drafts-export-controls-on-23-ai-related-technologies-a63ee0f2 Chip Dispatch en 2026-10-16T12:40:15.092Z China Drafts Export Controls on 23 AI-Related Technologies https://chipdispatch.com/articles/taiwan-moves-to-impose-strict-controls-on-ai-chip-exports-to-china-e5a274e2 Chip Dispatch en 2026-10-16T12:40:15.092Z Taiwan Moves to Impose Strict Controls on AI Chip Exports to China https://chipdispatch.com/articles/taiwan-raises-4-billion-for-texas-industrial-park-backing-us-chip-supply-chain-7d8bd305 Chip Dispatch en 2026-10-16T12:35:15.088Z Taiwan Raises $4 Billion for Texas Industrial Park Backing US Chip Supply Chain https://chipdispatch.com/articles/bristol-opens-plasma-demo-facility-for-semiconductor-processing-486b2d53 Chip Dispatch en 2026-10-16T12:35:15.088Z Bristol Opens Plasma Demo Facility for Semiconductor Processing https://chipdispatch.com/articles/tsmc-keeps-its-foot-on-the-gas-report-says-89850c44 Chip Dispatch en 2026-10-16T12:35:15.088Z TSMC Keeps Its Foot on the Gas, Report Says https://chipdispatch.com/articles/google-cloud-bets-on-in-house-ai-chips-to-drive-2027-revenue-74a86a68 Chip Dispatch en 2026-10-16T12:15:15.062Z Google Cloud Bets on In-House AI Chips to Drive 2027 Revenue https://chipdispatch.com/articles/taiwan-plans-4-billion-industrial-park-in-texas-for-us-chip-supply-chain-7fb64ff5 Chip Dispatch en 2026-10-16T12:15:15.062Z Taiwan Plans $4 Billion Industrial Park in Texas for US Chip Supply Chain https://chipdispatch.com/articles/microsoft-s-5-900-surface-laptop-ultra-puts-nvidia-rtx-spark-to-the-test-51218dbe Chip Dispatch en 2026-10-16T12:10:15.064Z Microsoft's $5,900 Surface Laptop Ultra Puts Nvidia RTX Spark to the Test https://chipdispatch.com/articles/ibm-will-open-its-0-7nm-nanostack-process-to-designers-in-q1-2027-f99910f8 Chip Dispatch en 2026-10-16T12:10:15.064Z IBM Will Open Its 0.7nm Nanostack Process to Designers in Q1 2027 https://chipdispatch.com/articles/apple-opens-iphone-duo-preorders-at-1-999-for-first-foldable-4c6959bb Chip Dispatch en 2026-10-16T12:10:15.064Z Apple Opens iPhone Duo Preorders at $1,999 for First Foldable https://chipdispatch.com/articles/tsmc-s-leave-no-food-on-the-table-pledge-points-to-more-ai-chip-spending-be727680 Chip Dispatch en 2026-10-16T12:05:15.046Z TSMC's 'Leave No Food On The Table' Pledge Points to More AI Chip Spending https://chipdispatch.com/articles/tsmc-earnings-preview-tesla-talks-and-texas-plant-weigh-on-stock-outlook-51d31e7f Chip Dispatch en 2026-10-16T12:00:15.035Z TSMC Earnings Preview: Tesla Talks and Texas Plant Weigh on Stock Outlook https://chipdispatch.com/articles/power-semiconductors-ride-aboard-nasa-s-nancy-grace-roman-telescope-b55c1eca Chip Dispatch en 2026-10-16T11:35:14.991Z Power Semiconductors Ride Aboard NASA's Nancy Grace Roman Telescope https://chipdispatch.com/articles/nvidia-was-once-dying-for-a-chip-deal-jensen-huang-recalls-eba1e58e Chip Dispatch en 2026-10-16T11:30:14.988Z Nvidia Was Once 'Dying' for a Chip Deal, Jensen Huang Recalls https://chipdispatch.com/articles/two-year-test-shows-liquid-metal-tim-turns-solid-not-dry-9a40ed85 Chip Dispatch en 2026-10-16T11:25:14.988Z Two-Year Test Shows Liquid Metal TIM Turns Solid, Not Dry https://chipdispatch.com/articles/taiwan-plans-ai-chip-sales-curbs-to-china-in-move-toward-u-s-alignment-dd3f241a Chip Dispatch en 2026-10-16T11:15:14.984Z Taiwan Plans AI Chip Sales Curbs to China in Move Toward U.S. Alignment https://chipdispatch.com/articles/tsmc-s-profit-soars-69-as-ai-chips-carry-the-load-d9734fb8 Chip Dispatch en 2026-10-16T11:10:14.967Z TSMC's Profit Soars 69% as AI Chips Carry the Load https://chipdispatch.com/articles/teradyne-commits-300-million-to-expand-semiconductor-test-capacity-1a1b7a2a Chip Dispatch en 2026-10-16T11:05:14.964Z Teradyne Commits $300 Million to Expand Semiconductor Test Capacity https://chipdispatch.com/articles/globalfoundries-5-billion-deal-spotlights-silicon-tetrachloride-37ba6d17 Chip Dispatch en 2026-10-16T11:05:14.964Z GlobalFoundries' $5 Billion Deal Spotlights Silicon Tetrachloride https://chipdispatch.com/articles/costa-rica-pitches-itself-to-chipmakers-at-semicon-west-eb8e1d13 Chip Dispatch en 2026-10-16T10:35:14.948Z Costa Rica Pitches Itself to Chipmakers at SEMICON West https://chipdispatch.com/articles/mueon-raises-65m-series-a-to-optimize-semiconductors-for-ai-0b55af6e Chip Dispatch en 2026-10-16T10:35:14.948Z Mueon Raises $65M Series A to Optimize Semiconductors for AI https://chipdispatch.com/articles/tsmc-earnings-preview-tesla-talks-and-texas-expansion-in-focus-f176eeea Chip Dispatch en 2026-10-16T10:30:14.927Z TSMC Earnings Preview: Tesla Talks and Texas Expansion in Focus https://chipdispatch.com/articles/tsmc-s-fourth-quarter-guidance-points-to-revenue-growth-of-up-to-61-ac7866b1 Chip Dispatch en 2026-10-16T10:30:14.927Z TSMC's Fourth-Quarter Guidance Points to Revenue Growth of Up to 61% https://chipdispatch.com/articles/taiwan-moves-to-criminalize-ai-chip-smuggling-to-china-46ed3370 Chip Dispatch en 2026-10-16T10:10:14.906Z Taiwan Moves to Criminalize AI Chip Smuggling to China https://chipdispatch.com/articles/jailbroken-ps5s-run-local-ai-models-past-100-tokens-per-second-deb5c871 Chip Dispatch en 2026-10-16T10:10:14.906Z Jailbroken PS5s Run Local AI Models Past 100 Tokens Per Second https://chipdispatch.com/articles/malaysia-unveils-six-homegrown-chips-worth-rm300-million-8de8af43 Chip Dispatch en 2026-10-16T10:05:14.903Z Malaysia Unveils Six Homegrown Chips Worth RM300 Million https://chipdispatch.com/articles/tsmc-sits-on-the-ai-supply-leverage-as-nvidia-apple-and-amd-compete-6820497b Chip Dispatch en 2026-10-16T10:05:14.903Z TSMC Sits on the AI Supply Leverage as NVIDIA, Apple and AMD Compete https://chipdispatch.com/articles/taiwan-to-align-with-us-chip-curbs-target-ai-chip-smuggling-a5d8fa23 Chip Dispatch en 2026-10-16T09:40:14.874Z Taiwan to Align With US Chip Curbs, Target AI Chip Smuggling https://chipdispatch.com/articles/taiwan-confirms-criminal-liability-for-illegal-ai-chip-exports-to-china-54512d61 Chip Dispatch en 2026-10-16T09:40:14.874Z Taiwan Confirms Criminal Liability for Illegal AI Chip Exports to China https://chipdispatch.com/articles/sk-hynix-asks-washington-to-let-it-grow-china-output-while-building-us-nand-fab-ff8af7cc Chip Dispatch en 2026-10-16T09:40:14.874Z SK Hynix Asks Washington to Let It Grow China Output While Building US NAND Fab https://chipdispatch.com/articles/tsmc-raises-2025-revenue-growth-forecast-to-44-percent-on-ai-demand-e29a59f8 Chip Dispatch en 2026-10-16T09:25:14.852Z TSMC Raises 2025 Revenue Growth Forecast to 44 Percent on AI Demand https://chipdispatch.com/articles/tsmc-reports-record-25-billion-quarterly-profit-on-ai-demand-24728c65 Chip Dispatch en 2026-10-16T09:25:14.852Z TSMC Reports Record $25 Billion Quarterly Profit on AI Demand https://chipdispatch.com/articles/tsmc-claims-sole-5x-reticle-size-packaging-capability-says-it-can-absorb-rivals-5ab9d927 Chip Dispatch en 2026-10-16T09:25:14.852Z TSMC Claims Sole 5x Reticle-Size Packaging Capability, Says It Can Absorb Rivals' Shortfalls https://chipdispatch.com/articles/china-drafts-export-controls-spanning-ai-models-chips-and-agents-b35551e6 Chip Dispatch en 2026-10-16T09:10:14.833Z China Drafts Export Controls Spanning AI Models, Chips and Agents https://chipdispatch.com/articles/taiwan-set-to-restrict-ai-chip-exports-to-china-under-us-trade-deal-8e9f8c36 Chip Dispatch en 2026-10-16T09:10:14.833Z Taiwan Set to Restrict AI Chip Exports to China Under US Trade Deal https://chipdispatch.com/articles/globalfoundries-and-tsmc-partner-on-us-made-silicon-interposers-f07ec337 Chip Dispatch en 2026-10-16T08:55:14.822Z GlobalFoundries and TSMC Partner on US-Made Silicon Interposers https://chipdispatch.com/articles/us-senate-chips-at-export-controls-bipartisan-bills-stall-before-floor-vote-01baf5a0 Chip Dispatch en 2026-10-16T08:40:14.813Z US Senate Chips at Export Controls: Bipartisan Bills Stall Before Floor Vote https://chipdispatch.com/articles/csis-calls-for-restraint-in-the-export-control-arms-race-c857e3a1 Chip Dispatch en 2026-10-16T08:40:14.813Z CSIS Calls for Restraint in the Export Control Arms Race https://chipdispatch.com/articles/taiwan-moves-to-tighten-export-controls-on-ai-chips-ae5b3f6e Chip Dispatch en 2026-10-16T08:40:14.813Z Taiwan Moves to Tighten Export Controls on AI Chips https://chipdispatch.com/articles/tsmc-flags-record-quarter-in-q3-2026-earnings-call-93704bba Chip Dispatch en 2026-10-16T08:35:14.809Z TSMC Flags Record Quarter in Q3 2026 Earnings Call https://chipdispatch.com/articles/taiwan-weighs-tighter-ai-chip-export-curbs-as-tsmc-talks-to-terafab-e9b23200 Chip Dispatch en 2026-10-16T08:25:14.803Z Taiwan Weighs Tighter AI Chip Export Curbs as TSMC Talks to Terafab https://chipdispatch.com/articles/taiwan-reportedly-readies-4-billion-texas-site-for-nvidia-29ab82d8 Chip Dispatch en 2026-10-16T08:10:14.792Z Taiwan Reportedly Readies $4 Billion Texas Site for Nvidia https://chipdispatch.com/articles/coreweave-s-troubles-are-rattling-the-ai-boom-f7a79e53 Chip Dispatch en 2026-10-16T08:10:14.792Z CoreWeave's Troubles Are Rattling the AI Boom https://chipdispatch.com/articles/taiwan-weighs-tighter-ai-chip-curbs-on-china-amid-tsmc-terafab-talks-40dbbb98 Chip Dispatch en 2026-10-16T08:00:14.786Z Taiwan Weighs Tighter AI Chip Curbs On China Amid TSMC-Terafab Talks https://chipdispatch.com/articles/tsmc-signals-backup-role-if-intel-packaging-ramp-stalls-42487277 Chip Dispatch en 2026-10-16T07:55:14.783Z TSMC Signals Backup Role If Intel Packaging Ramp Stalls https://chipdispatch.com/articles/tsmc-on-track-for-strong-quarterly-growth-on-sustained-ai-chip-demand-4cf6885c Chip Dispatch en 2026-10-16T07:55:14.783Z TSMC On Track For Strong Quarterly Growth On Sustained AI Chip Demand https://chipdispatch.com/articles/intel-shares-slide-as-tsmc-turns-up-the-competitive-pressure-7378443c Chip Dispatch en 2026-10-16T07:55:14.783Z Intel Shares Slide as TSMC Turns Up the Competitive Pressure https://chipdispatch.com/articles/tsmc-weighs-new-texas-investment-to-expand-us-chip-production-6e896c50 Chip Dispatch en 2026-10-16T07:55:14.783Z TSMC Weighs New Texas Investment to Expand US Chip Production https://chipdispatch.com/articles/nvidia-posts-59-69b-quarter-puts-6-3b-into-coreweave-deed950e Chip Dispatch en 2026-10-16T07:40:14.776Z NVIDIA Posts $59.69B Quarter, Puts $6.3B Into CoreWeave https://chipdispatch.com/articles/taiwan-will-curb-ai-chip-exports-to-china-under-us-trade-deal-61e9d300 Chip Dispatch en 2026-10-16T07:35:14.769Z Taiwan Will Curb AI Chip Exports to China Under US Trade Deal https://chipdispatch.com/articles/u-s-export-controls-are-accelerating-china-s-chip-breakthroughs-57efc370 Chip Dispatch en 2026-10-16T07:35:14.769Z U.S. Export Controls Are Accelerating China's Chip Breakthroughs https://chipdispatch.com/articles/taiwan-weighs-4-billion-texas-complex-for-nvidia-ai-supply-chain-59d26bfd Chip Dispatch en 2026-10-16T07:35:14.769Z Taiwan Weighs $4 Billion Texas Complex for Nvidia AI Supply Chain https://chipdispatch.com/articles/taiwan-moves-to-restrict-ai-chip-sales-to-china-d41809b5 Chip Dispatch en 2026-10-16T07:35:14.769Z Taiwan Moves to Restrict AI Chip Sales to China https://chipdispatch.com/articles/rapidus-japan-s-last-chance-to-matter-in-semiconductors-1209982e Chip Dispatch en 2026-10-16T07:30:14.754Z Rapidus: Japan's Last Chance to Matter in Semiconductors https://chipdispatch.com/articles/taiwan-moves-to-criminalize-smuggling-of-ai-chips-into-china-e20c67e1 Chip Dispatch en 2026-10-16T07:10:14.716Z Taiwan Moves to Criminalize Smuggling of AI Chips Into China https://chipdispatch.com/articles/tsmc-weighs-texas-expansion-musk-terafab-partnership-report-says-4a0df29f Chip Dispatch en 2026-10-16T06:55:14.692Z TSMC Weighs Texas Expansion, Musk Terafab Partnership Report Says https://chipdispatch.com/articles/taiwan-to-restrict-ai-chip-exports-to-china-under-us-trade-deal-37362386 Chip Dispatch en 2026-10-16T06:35:14.670Z Taiwan to Restrict AI Chip Exports to China Under US Trade Deal https://chipdispatch.com/articles/mediatek-reportedly-in-final-talks-to-design-ai-chips-for-bytedance-69fa60ba Chip Dispatch en 2026-10-16T06:35:14.670Z MediaTek Reportedly in Final Talks to Design AI Chips for ByteDance https://chipdispatch.com/articles/tsmc-beats-its-own-q3-guidance-as-ai-demand-outruns-supply-a7d3e80d Chip Dispatch en 2026-10-16T05:55:14.619Z TSMC Beats Its Own Q3 Guidance as AI Demand Outruns Supply https://chipdispatch.com/articles/tsmc-posts-record-q3-profit-lifts-2026-revenue-outlook-9dda902e Chip Dispatch en 2026-10-16T05:30:14.584Z TSMC Posts Record Q3 Profit, Lifts 2026 Revenue Outlook https://chipdispatch.com/articles/tsmc-posts-record-profit-for-sixth-straight-quarter-stock-falls-anyway-9e01364b Chip Dispatch en 2026-10-16T05:25:14.580Z TSMC Posts Record Profit for Sixth Straight Quarter, Stock Falls Anyway https://chipdispatch.com/articles/dow-rallies-556-points-while-chip-stocks-log-seventh-straight-loss-61e8f58e Chip Dispatch en 2026-10-16T05:00:14.554Z Dow Rallies 556 Points While Chip Stocks Log Seventh Straight Loss https://chipdispatch.com/articles/bytedance-in-talks-with-mediatek-for-custom-ai-chips-3697f443 Chip Dispatch en 2026-10-16T04:35:14.512Z ByteDance in Talks With MediaTek for Custom AI Chips https://chipdispatch.com/articles/tsmcglobalfoundries-deal-shifts-focus-to-ai-packaging-at-mature-nodes-b317765f Chip Dispatch en 2026-10-16T04:25:14.481Z TSMC–GlobalFoundries Deal Shifts Focus to AI Packaging at Mature Nodes https://chipdispatch.com/articles/tsmc-s-2nm-wafers-already-drive-8-of-revenue-as-profit-jumps-68-7-22db0eac Chip Dispatch en 2026-10-16T04:25:14.481Z TSMC's 2nm Wafers Already Drive 8% of Revenue as Profit Jumps 68.7% https://chipdispatch.com/articles/tsmc-details-pricing-confirms-agentic-ai-lifts-cpu-demand-2174d1d0 Chip Dispatch en 2026-10-16T04:25:14.481Z TSMC Details Pricing, Confirms Agentic AI Lifts CPU Demand https://chipdispatch.com/articles/bytedance-knocks-on-mediatek-s-door-for-custom-data-center-ai-chips-b897ab41 Chip Dispatch en 2026-10-16T04:05:14.463Z ByteDance Knocks on MediaTek's Door for Custom Data Center AI Chips https://chipdispatch.com/articles/shouchuang-holdings-backs-ai-power-module-maker-peiyuan-6046025d Chip Dispatch en 2026-10-16T04:05:14.463Z Shouchuang Holdings Backs AI Power-Module Maker Peiyuan https://chipdispatch.com/articles/tsmc-confirms-it-is-weighing-role-in-terafab-project-1fb2a040 Chip Dispatch en 2026-10-16T03:55:14.454Z TSMC Confirms It Is Weighing Role in TeraFab Project https://chipdispatch.com/articles/tsmc-and-asml-post-record-results-on-ai-demand-bc6f7804 Chip Dispatch en 2026-10-16T03:20:14.404Z TSMC and ASML Post Record Results on AI Demand https://chipdispatch.com/articles/tsmc-s-us-expansion-may-slow-musk-s-terafab-ambitions-ffef2a37 Chip Dispatch en 2026-10-16T03:20:14.404Z TSMC's US Expansion May Slow Musk's Terafab Ambitions https://chipdispatch.com/articles/six-straight-record-quarters-and-tsmc-s-stock-still-fell-a0f51107 Chip Dispatch en 2026-10-16T03:20:14.404Z Six Straight Record Quarters, and TSMC's Stock Still Fell https://chipdispatch.com/articles/microsoft-counts-three-generations-of-homegrown-ai-chips-5de9a686 Chip Dispatch en 2026-10-16T03:05:14.403Z Microsoft Counts Three Generations of Homegrown AI Chips https://chipdispatch.com/articles/tsmc-notches-sixth-straight-record-quarterly-profit-and-the-stock-fell-e88c298e Chip Dispatch en 2026-10-16T02:50:14.365Z TSMC Notches Sixth Straight Record Quarterly Profit — and the Stock Fell https://chipdispatch.com/articles/tsmc-weighs-texas-site-as-next-step-in-us-expansion-82a45f35 Chip Dispatch en 2026-10-16T02:20:14.325Z TSMC Weighs Texas Site as Next Step in US Expansion https://chipdispatch.com/articles/tsmc-s-chipmaking-edge-strengthens-c-c-wei-s-hand-13070332 Chip Dispatch en 2026-10-16T02:20:14.325Z TSMC's Chipmaking Edge Strengthens C.C. Wei's Hand https://chipdispatch.com/articles/pause-frontier-ai-the-argument-starts-with-chips-edfcf38b Chip Dispatch en 2026-10-16T02:05:14.307Z Pause Frontier AI? The Argument Starts With Chips https://chipdispatch.com/articles/worldatlas-ranks-america-s-top-semiconductor-states-d8fb9241 Chip Dispatch en 2026-10-16T01:55:14.297Z WorldAtlas Ranks America's Top Semiconductor States https://chipdispatch.com/articles/asian-chip-stocks-look-cheap-as-ai-infrastructure-rally-cools-4dce4bfb Chip Dispatch en 2026-10-16T00:55:14.214Z Asian Chip Stocks Look Cheap as AI Infrastructure Rally Cools https://chipdispatch.com/articles/tsmc-pledges-another-100-billion-for-us-chipmaking-capacity-54663442 Chip Dispatch en 2026-10-16T00:50:14.211Z TSMC Pledges Another $100 Billion for US Chipmaking Capacity https://chipdispatch.com/articles/samsung-puts-nearly-23-million-into-central-texas-ahead-of-second-taylor-fab-799f92d9 Chip Dispatch en 2026-10-16T00:35:14.201Z Samsung Puts Nearly $23 Million Into Central Texas Ahead of Second Taylor Fab https://chipdispatch.com/articles/cloud-ai-drains-resources-while-non-ai-chips-stay-in-downturn-798881eb Chip Dispatch en 2026-10-16T00:25:14.181Z Cloud AI Drains Resources While Non-AI Chips Stay in Downturn https://chipdispatch.com/articles/chip-stocks-slide-for-a-seventh-day-meta-weights-fuel-ai-demand-debate-aab4f12e Chip Dispatch en 2026-10-16T00:25:14.181Z Chip Stocks Slide for a Seventh Day; Meta Weights Fuel AI Demand Debate https://chipdispatch.com/articles/tsmc-excludes-cpus-from-its-ai-accelerator-growth-forecast-fb838fc8 Chip Dispatch en 2026-10-16T00:20:14.149Z TSMC Excludes CPUs From Its AI Accelerator Growth Forecast https://chipdispatch.com/articles/samsung-to-start-building-second-taylor-fab-next-month-5e4733d7 Chip Dispatch en 2026-10-15T23:35:14.107Z Samsung to Start Building Second Taylor Fab Next Month https://chipdispatch.com/articles/japan-s-chip-revival-runs-through-its-local-economies-84769431 Chip Dispatch en 2026-10-15T23:25:14.093Z Japan's Chip Revival Runs Through Its Local Economies https://chipdispatch.com/articles/nvidia-ships-gpu-library-aimed-at-ai-inside-chip-design-and-fabs-aeb4d368 Chip Dispatch en 2026-10-15T22:55:14.031Z Nvidia Ships GPU Library Aimed at AI Inside Chip Design and Fabs https://chipdispatch.com/articles/semiconductor-index-falls-again-nvidia-drops-1-8-micron-rebounds-743a5116 Chip Dispatch en 2026-10-15T22:55:14.031Z Semiconductor Index Falls Again; Nvidia Drops 1.8%, Micron Rebounds https://chipdispatch.com/articles/tsmc-weighs-texas-expansion-to-broaden-us-production-footprint-8d80fe81 Chip Dispatch en 2026-10-15T22:50:14.039Z TSMC Weighs Texas Expansion to Broaden US Production Footprint https://chipdispatch.com/articles/tsmc-earnings-surge-as-ai-demand-powers-us-expansion-plans-ff1c429f Chip Dispatch en 2026-10-15T22:50:14.039Z TSMC Earnings Surge as AI Demand Powers US Expansion Plans https://chipdispatch.com/articles/tsmc-posts-strong-results-and-plans-3nm-2nm-capacity-expansion-18fb1557 Chip Dispatch en 2026-10-15T22:50:14.039Z TSMC Posts Strong Results and Plans 3nm/2nm Capacity Expansion https://chipdispatch.com/articles/dutch-manufacturer-commits-77-million-to-georgia-equipment-plant-c21638e1 Chip Dispatch en 2026-10-15T22:25:13.988Z Dutch Manufacturer Commits $77 Million to Georgia Equipment Plant https://chipdispatch.com/articles/microsoft-s-maia-300-chip-takes-aim-at-nvidia-s-pricing-power-76bb883f Chip Dispatch en 2026-10-15T22:00:13.940Z Microsoft's Maia 300 Chip Takes Aim at Nvidia's Pricing Power https://chipdispatch.com/articles/costa-rica-pitches-itself-to-chip-makers-at-semicon-west-e4da6acc Chip Dispatch en 2026-10-15T21:55:13.937Z Costa Rica Pitches Itself to Chip Makers at SEMICON West https://chipdispatch.com/articles/tsmc-weighs-further-texas-expansion-and-a-terafab-role-2cf0738d Chip Dispatch en 2026-10-15T21:50:13.936Z TSMC Weighs Further Texas Expansion and a Terafab Role https://chipdispatch.com/articles/tsmc-raises-2026-revenue-growth-forecast-to-44-percent-3eeb2a8a Chip Dispatch en 2026-10-15T21:50:13.936Z TSMC Raises 2026 Revenue Growth Forecast to 44 Percent https://chipdispatch.com/articles/coreweave-s-troubles-rattle-confidence-in-the-ai-infrastructure-boom-b2702459 Chip Dispatch en 2026-10-15T21:30:13.914Z CoreWeave's Troubles Rattle Confidence in the AI Infrastructure Boom https://chipdispatch.com/articles/tsmc-s-ai-boom-remains-underpriced-seeking-alpha-argues-7d9a5ca8 Chip Dispatch en 2026-10-15T21:20:13.892Z TSMC's AI Boom Remains Underpriced, Seeking Alpha Argues https://chipdispatch.com/articles/tsmc-eyes-texas-for-a-second-u-s-fab-wfaa-reports-d3724e7c Chip Dispatch en 2026-10-15T21:20:13.892Z TSMC Eyes Texas for a Second U.S. Fab, WFAA Reports https://chipdispatch.com/articles/sealsq-sits-on-465m-for-post-quantum-chip-ambitions-0c446698 Chip Dispatch en 2026-10-15T20:55:13.846Z SEALSQ Sits on $465M for Post-Quantum Chip Ambitions https://chipdispatch.com/articles/tsmc-beats-on-q3-revenue-yet-shares-slide-with-ai-trade-299f4529 Chip Dispatch en 2026-10-15T20:50:13.844Z TSMC Beats on Q3 Revenue, Yet Shares Slide With AI Trade https://chipdispatch.com/articles/why-hyperscalers-are-designing-their-own-ai-chips-62d552cd Chip Dispatch en 2026-10-15T20:30:13.817Z Why Hyperscalers Are Designing Their Own AI Chips https://chipdispatch.com/articles/nvidia-expands-cuda-x-toolchain-for-ai-driven-chip-manufacturing-09b8ccbd Chip Dispatch en 2026-10-15T20:20:13.804Z Nvidia Expands CUDA-X Toolchain for AI-Driven Chip Manufacturing https://chipdispatch.com/articles/semiconductor-supplier-commits-230-million-600-jobs-to-dfw-suburb-7ffaa9fe Chip Dispatch en 2026-10-15T20:20:13.804Z Semiconductor Supplier Commits $230 Million, 600 Jobs to DFW Suburb https://chipdispatch.com/articles/amazon-s-panay-ai-devices-will-replace-the-app-driven-phone-habit-f09cc9c2 Chip Dispatch en 2026-10-15T20:05:13.785Z Amazon's Panay: AI Devices Will Replace the App-Driven Phone Habit https://chipdispatch.com/articles/coreweave-s-troubles-are-rattling-the-ai-boom-markets-notice-6fcd00f2 Chip Dispatch en 2026-10-15T20:00:13.775Z CoreWeave's Troubles Are Rattling the AI Boom, Markets Notice https://chipdispatch.com/articles/ibs-team-builds-2d-semiconductor-transistor-via-atomic-substitution-2ea62298 Chip Dispatch en 2026-10-15T19:50:13.767Z IBS Team Builds 2D Semiconductor Transistor via Atomic Substitution https://chipdispatch.com/articles/tsmc-weighs-texas-investment-to-expand-us-production-c777e0e9 Chip Dispatch en 2026-10-15T19:45:13.763Z TSMC Weighs Texas Investment to Expand US Production https://chipdispatch.com/articles/navitas-ceo-chris-allexandre-takes-seat-on-overlord-labs-board-8be9c0cd Chip Dispatch en 2026-10-15T19:20:13.743Z Navitas CEO Chris Allexandre Takes Seat on Overlord Labs Board https://chipdispatch.com/articles/musk-plans-16-8-billion-chip-factory-details-unconfirmed-5fc22f9c Chip Dispatch en 2026-10-15T19:00:13.677Z Musk Plans $16.8 Billion Chip Factory, Details Unconfirmed https://chipdispatch.com/articles/researchers-propose-lego-approach-to-building-semiconductor-layers-f1da4a03 Chip Dispatch en 2026-10-15T18:50:13.650Z Researchers Propose 'Lego' Approach to Building Semiconductor Layers https://chipdispatch.com/articles/tsmc-explores-texas-investment-to-expand-u-s-chip-production-bda8ea76 Chip Dispatch en 2026-10-15T18:50:13.650Z TSMC Explores Texas Investment to Expand U.S. Chip Production https://chipdispatch.com/articles/tsmc-shares-slide-3-6-despite-a-560-target-clearing-the-margin-bar-c4f0ab96 Chip Dispatch en 2026-10-15T18:45:13.640Z TSMC Shares Slide 3.6% Despite a $560 Target Clearing the Margin Bar https://chipdispatch.com/articles/tsmc-explores-texas-investment-to-expand-us-production-431eb40e Chip Dispatch en 2026-10-15T18:45:13.640Z TSMC Explores Texas Investment to Expand US Production https://chipdispatch.com/articles/meta-s-muse-spark-open-runs-on-two-m5-ultra-mac-studios-53282130 Chip Dispatch en 2026-10-15T18:30:13.610Z Meta's Muse Spark Open Runs on Two M5 Ultra Mac Studios https://chipdispatch.com/articles/bytedance-in-advanced-talks-to-buy-custom-ai-chips-5cea2a78 Chip Dispatch en 2026-10-15T18:25:13.605Z ByteDance in Advanced Talks to Buy Custom AI Chips https://chipdispatch.com/articles/nvidia-returns-to-arm-windows-pcs-with-rtx-spark-on-friday-2c1a5cfb Chip Dispatch en 2026-10-15T18:20:13.601Z Nvidia Returns to Arm Windows PCs With RTX Spark on Friday https://chipdispatch.com/articles/tsmc-guides-q4-revenue-up-as-much-as-61-after-record-q3-profit-4c361eed Chip Dispatch en 2026-10-15T18:15:13.598Z TSMC Guides Q4 Revenue Up as Much as 61% After Record Q3 Profit https://chipdispatch.com/articles/tsmc-s-64-billion-spending-plan-why-the-outlay-is-not-a-warning-4c618637 Chip Dispatch en 2026-10-15T18:15:13.598Z TSMC's $64 Billion Spending Plan: Why the Outlay Is Not a Warning https://chipdispatch.com/articles/tsmc-guides-q4-revenue-up-to-54-3-billion-amid-ai-selloff-2ecb54af Chip Dispatch en 2026-10-15T18:15:13.598Z TSMC Guides Q4 Revenue Up to $54.3 Billion Amid AI Selloff https://chipdispatch.com/articles/tsmc-would-join-musk-s-terafab-only-on-one-condition-control-f40d41a6 Chip Dispatch en 2026-10-15T18:15:13.598Z TSMC Would Join Musk's Terafab Only on One Condition: Control https://chipdispatch.com/articles/tsmc-q3-profit-climbs-69-as-ai-chip-demand-fuels-record-quarter-d17780ec Chip Dispatch en 2026-10-15T18:15:13.598Z TSMC Q3 Profit Climbs 69% as AI Chip Demand Fuels Record Quarter https://chipdispatch.com/articles/tsmc-q3-2026-profit-jumps-69-coinpaper-headline-reports-b33a279a Chip Dispatch en 2026-10-15T18:15:13.598Z TSMC Q3 2026 Profit Jumps 69%, Coinpaper Headline Reports https://chipdispatch.com/articles/tsmc-s-64-billion-capex-plan-signals-growth-not-risk-c1ee0547 Chip Dispatch en 2026-10-15T18:15:13.598Z TSMC's $64 Billion Capex Plan Signals Growth, Not Risk https://chipdispatch.com/articles/tsmc-weighs-texas-expansion-for-us-chip-production-fb16ad2b Chip Dispatch en 2026-10-15T18:15:13.598Z TSMC Weighs Texas Expansion for US Chip Production https://chipdispatch.com/articles/tsmc-weighs-texas-for-second-u-s-fab-ties-conditions-to-terafab-talks-2ba25efa Chip Dispatch en 2026-10-15T18:15:13.598Z TSMC Weighs Texas for Second U.S. Fab, Ties Conditions to Terafab Talks https://chipdispatch.com/articles/volvo-picks-nvidia-to-power-hands-free-driving-by-2030-89bf4ac0 Chip Dispatch en 2026-10-15T18:00:13.586Z Volvo Picks Nvidia to Power Hands-Free Driving by 2030 https://chipdispatch.com/articles/sk-hynix-links-new-us-fab-plans-to-china-equipment-approvals-892f70e5 Chip Dispatch en 2026-10-15T17:55:13.584Z SK Hynix Links New US Fab Plans to China Equipment Approvals https://chipdispatch.com/articles/sk-hynix-reportedly-ties-us-3d-nand-fab-to-china-equipment-exports-d1d8ec0e Chip Dispatch en 2026-10-15T17:50:13.566Z SK hynix Reportedly Ties US 3D NAND Fab to China Equipment Exports https://chipdispatch.com/articles/samsung-and-sk-hynix-shares-plunge-dragging-south-korean-chip-etfs-lower-18e6ef94 Chip Dispatch en 2026-10-15T17:50:13.566Z Samsung and SK Hynix Shares Plunge, Dragging South Korean Chip ETFs Lower https://chipdispatch.com/articles/tsmc-is-weighing-a-texas-expansion-report-says-nothing-is-signed-75f96c74 Chip Dispatch en 2026-10-15T17:45:13.545Z TSMC Is Weighing a Texas Expansion, Report Says — Nothing Is Signed https://chipdispatch.com/articles/tsmc-logs-sixth-straight-record-profit-quarter-in-q3-fy26-f0ae948b Chip Dispatch en 2026-10-15T17:45:13.545Z TSMC Logs Sixth Straight Record Profit Quarter in Q3 FY26 https://chipdispatch.com/articles/tsmc-shares-fall-5-despite-record-ai-driven-profits-a7b95e2d Chip Dispatch en 2026-10-15T17:45:13.545Z TSMC Shares Fall 5% Despite Record AI-Driven Profits https://chipdispatch.com/articles/tsmc-posts-record-profit-stock-falls-anyway-as-ai-demand-stays-hot-7f5e3455 Chip Dispatch en 2026-10-15T17:25:13.505Z TSMC Posts Record Profit, Stock Falls Anyway as AI Demand Stays Hot https://chipdispatch.com/articles/broadcom-s-hock-tan-many-ai-investors-are-in-a-casino-843d6716 Chip Dispatch en 2026-10-15T17:25:13.505Z Broadcom's Hock Tan: Many AI Investors Are 'in a Casino' https://chipdispatch.com/articles/flcc-offers-free-semiconductor-industry-training-8c12041c Chip Dispatch en 2026-10-15T17:20:13.509Z FLCC Offers Free Semiconductor Industry Training https://chipdispatch.com/articles/tsmc-s-record-profit-signals-ai-has-broken-the-old-chip-cycle-bc916ae8 Chip Dispatch en 2026-10-15T17:20:13.509Z TSMC's Record Profit Signals AI Has 'Broken' the Old Chip Cycle https://chipdispatch.com/articles/dutch-semiconductor-supplier-expands-near-atlanta-for-u-s-chip-supply-c6ce1775 Chip Dispatch en 2026-10-15T17:20:13.509Z Dutch Semiconductor Supplier Expands Near Atlanta for U.S. Chip Supply https://chipdispatch.com/articles/globalfoundries-skips-2nm-race-targets-essential-ai-chip-layers-f7587d1e Chip Dispatch en 2026-10-15T17:20:13.509Z GlobalFoundries Skips 2nm Race, Targets Essential AI Chip Layers https://chipdispatch.com/articles/tsmc-explores-collaboration-with-musk-s-terafab-complex-in-texas-9c2aec49 Chip Dispatch en 2026-10-15T17:15:13.484Z TSMC Explores Collaboration With Musk's Terafab Complex in Texas https://chipdispatch.com/articles/tsmc-confirms-second-arizona-fab-construction-complete-22fb192d Chip Dispatch en 2026-10-15T17:15:13.484Z TSMC Confirms Second Arizona Fab Construction Complete https://chipdispatch.com/articles/kioxia-has-lost-two-thirds-of-its-peak-market-value-as-china-rivals-rise-0ed6db95 Chip Dispatch en 2026-10-15T16:50:13.466Z Kioxia Has Lost Two-Thirds of Its Peak Market Value as China Rivals Rise https://chipdispatch.com/articles/japan-reportedly-commits-up-to-3-trillion-to-new-york-fab-007f4f82 Chip Dispatch en 2026-10-15T16:50:13.466Z Japan Reportedly Commits Up to ¥3 Trillion to New York Fab https://chipdispatch.com/articles/tsmc-shares-fall-as-cfo-flags-margin-pressure-ahead-921297ef Chip Dispatch en 2026-10-15T16:45:13.460Z TSMC Shares Fall as CFO Flags Margin Pressure Ahead https://chipdispatch.com/articles/tsmc-explores-texas-investment-to-expand-us-production-b4be6fcc Chip Dispatch en 2026-10-15T16:45:13.460Z TSMC Explores Texas Investment to Expand US Production https://chipdispatch.com/articles/tsmc-eyes-additional-facilities-in-texas-taipei-times-reports-894498c3 Chip Dispatch en 2026-10-15T16:45:13.460Z TSMC Eyes Additional Facilities in Texas, Taipei Times Reports https://chipdispatch.com/articles/lam-research-lattice-amkor-entegris-and-macom-shares-trade-lower-a0c87c18 Chip Dispatch en 2026-10-15T16:20:13.435Z Lam Research, Lattice, Amkor, Entegris and MACOM Shares Trade Lower https://chipdispatch.com/articles/japan-to-fund-part-of-a-new-york-semiconductor-plant-e2ebf518 Chip Dispatch en 2026-10-15T16:20:13.435Z Japan to Fund Part of a New York Semiconductor Plant https://chipdispatch.com/articles/tsmc-logs-sixth-straight-record-quarter-guides-higher-c4c67a36 Chip Dispatch en 2026-10-15T16:20:13.435Z TSMC Logs Sixth Straight Record Quarter, Guides Higher https://chipdispatch.com/articles/kospi-falls-7-5-as-ai-fears-hit-korea-s-chip-stocks-022f15b3 Chip Dispatch en 2026-10-15T16:20:13.435Z KOSPI Falls 7.5% as AI Fears Hit Korea's Chip Stocks https://chipdispatch.com/articles/tsmc-beats-q3-estimates-on-revenue-and-earnings-margins-climb-288b7aac Chip Dispatch en 2026-10-15T16:20:13.435Z TSMC Beats Q3 Estimates on Revenue and Earnings, Margins Climb https://chipdispatch.com/articles/tsmc-posts-record-quarterly-profit-up-69-year-over-year-9c4a9cf1 Chip Dispatch en 2026-10-15T16:15:13.431Z TSMC Posts Record Quarterly Profit, Up 69% Year Over Year https://chipdispatch.com/articles/coreweave-falls-on-debt-concerns-tsmc-shifts-on-outlook-befd1e94 Chip Dispatch en 2026-10-15T16:15:13.431Z CoreWeave Falls on Debt Concerns; TSMC Shifts on Outlook https://chipdispatch.com/articles/tsmc-posts-41-revenue-jump-as-ai-chip-demand-accelerates-76eba580 Chip Dispatch en 2026-10-15T16:15:13.431Z TSMC Posts 41% Revenue Jump as AI Chip Demand Accelerates https://chipdispatch.com/articles/tsmc-profit-jumps-69-beating-estimates-yet-the-stock-faces-a-test-62ec9ca7 Chip Dispatch en 2026-10-15T16:15:13.431Z TSMC Profit Jumps 69%, Beating Estimates — Yet the Stock Faces a Test https://chipdispatch.com/articles/e-ink-rolls-out-kaleido-4-aiming-sharper-color-at-e-reader-mainstream-cfddade8 Chip Dispatch en 2026-10-15T16:15:13.431Z E Ink Rolls Out Kaleido 4, Aiming Sharper Color at E-Reader Mainstream https://chipdispatch.com/articles/tsmc-posts-record-ai-driven-profits-but-sounds-caution-on-2027-f6da86b3 Chip Dispatch en 2026-10-15T16:15:13.431Z TSMC Posts Record AI-Driven Profits but Sounds Caution on 2027 https://chipdispatch.com/articles/nvidia-ceo-urges-ai-safety-cooperation-with-china-cbf03fa3 Chip Dispatch en 2026-10-15T15:55:13.419Z Nvidia CEO Urges AI Safety Cooperation With China https://chipdispatch.com/articles/bytedance-nears-mediatek-pact-for-ai-data-center-chips-3d488857 Chip Dispatch en 2026-10-15T15:55:13.419Z ByteDance Nears MediaTek Pact for AI Data Center Chips https://chipdispatch.com/articles/coreweave-slides-on-debt-concerns-tsmc-moves-on-outlook-shift-89aabff7 Chip Dispatch en 2026-10-15T15:45:13.413Z CoreWeave Slides on Debt Concerns; TSMC Moves on Outlook Shift https://chipdispatch.com/articles/tsmc-would-consider-musk-s-terafab-but-only-if-tsmc-runs-it-dfce391b Chip Dispatch en 2026-10-15T15:45:13.413Z TSMC Would Consider Musk's Terafab, But Only If TSMC Runs It https://chipdispatch.com/articles/asml-remains-the-gatekeeper-of-advanced-chipmaking-as-ai-demand-grows-1faada01 Chip Dispatch en 2026-10-15T15:45:13.413Z ASML Remains the Gatekeeper of Advanced Chipmaking as AI Demand Grows https://chipdispatch.com/articles/ai-stocks-slide-again-as-tsmc-earnings-loom-over-the-market-aa6078b3 Chip Dispatch en 2026-10-15T15:45:13.413Z AI Stocks Slide Again as TSMC Earnings Loom Over the Market https://chipdispatch.com/articles/tsmc-posts-strong-q3-earnings-yet-shares-slide-anyway-bbfc7324 Chip Dispatch en 2026-10-15T15:45:13.413Z TSMC Posts Strong Q3 Earnings, Yet Shares Slide Anyway https://chipdispatch.com/articles/tsmc-fires-a-175-billion-warning-shot-at-amd-analyst-says-2f4f8676 Chip Dispatch en 2026-10-15T15:45:13.413Z TSMC Fires a $175 Billion Warning Shot at AMD, Analyst Says https://chipdispatch.com/articles/tsmc-signals-fallback-role-if-intel-packaging-ramp-stumbles-56685470 Chip Dispatch en 2026-10-15T15:45:13.413Z TSMC Signals Fallback Role If Intel Packaging Ramp Stumbles https://chipdispatch.com/articles/alibaba-claims-44-cut-in-agent-training-time-the-number-is-everything-b3378771 Chip Dispatch en 2026-10-15T15:25:13.399Z Alibaba Claims 44% Cut in Agent Training Time: The Number Is Everything https://chipdispatch.com/articles/doubts-over-a-i-spending-send-tech-stocks-lower-nyt-reports-78d0eda3 Chip Dispatch en 2026-10-15T15:25:13.399Z Doubts Over A.I. Spending Send Tech Stocks Lower, NYT Reports https://chipdispatch.com/articles/shelly-s-84-99-presence-gen4-tracks-ten-people-no-camera-ddb84608 Chip Dispatch en 2026-10-15T15:15:13.392Z Shelly's $84.99 Presence Gen4 Tracks Ten People, No Camera https://chipdispatch.com/articles/googlebooks-from-dell-lenovo-hp-tested-hardware-passes-software-fails-c674104f Chip Dispatch en 2026-10-15T15:15:13.392Z Googlebooks from Dell, Lenovo, HP Tested: Hardware Passes, Software Fails https://chipdispatch.com/articles/tsmc-shares-fall-as-gross-margin-dip-overwhelms-record-q3-revenue-6de2f66f Chip Dispatch en 2026-10-15T15:15:13.392Z TSMC Shares Fall as Gross Margin Dip Overwhelms Record Q3 Revenue https://chipdispatch.com/articles/tsmc-shares-slip-as-cfo-flags-gross-margin-pressure-ahead-281c8720 Chip Dispatch en 2026-10-15T15:15:13.392Z TSMC Shares Slip as CFO Flags Gross Margin Pressure Ahead https://chipdispatch.com/articles/tsmc-q3-earnings-call-what-investors-took-away-419c6ac7 Chip Dispatch en 2026-10-15T15:15:13.392Z TSMC Q3 Earnings Call: What Investors Took Away https://chipdispatch.com/articles/applied-materials-opens-5-billion-semiconductor-innovation-center-6136f976 Chip Dispatch en 2026-10-15T15:15:13.392Z Applied Materials Opens $5 Billion Semiconductor Innovation Center https://chipdispatch.com/articles/tsmc-explores-texas-site-as-next-step-in-us-expansion-b1454e53 Chip Dispatch en 2026-10-15T15:15:13.392Z TSMC Explores Texas Site as Next Step in US Expansion https://chipdispatch.com/articles/tsmc-falls-3-despite-record-quarterly-profit-2cba7d42 Chip Dispatch en 2026-10-15T15:15:13.392Z TSMC Falls 3% Despite Record Quarterly Profit https://chipdispatch.com/articles/monazite-ore-emerges-as-west-s-answer-to-china-s-rare-earth-grip-943c4cfb Chip Dispatch en 2026-10-15T15:00:13.383Z Monazite Ore Emerges as West's Answer to China's Rare-Earth Grip https://chipdispatch.com/articles/analysts-cast-broadcom-as-the-next-ai-winner-after-nvidia-5a26dbbb Chip Dispatch en 2026-10-15T14:55:13.371Z Analysts Cast Broadcom as the Next AI Winner After Nvidia https://chipdispatch.com/articles/microsoft-rewrites-windows-for-arm-based-nvidia-rtx-spark-b7c0ab8c Chip Dispatch en 2026-10-15T14:55:13.371Z Microsoft Rewrites Windows for Arm-Based Nvidia RTX Spark https://chipdispatch.com/articles/commerce-reallocates-up-to-955m-of-globalfoundries-chips-awards-0dd8128b Chip Dispatch en 2026-10-15T14:55:13.371Z Commerce Reallocates Up to $955M of GlobalFoundries CHIPS Awards https://chipdispatch.com/articles/sipeed-s-3-999-maixstation-takes-aim-at-dgx-spark-with-chinese-silicon-d62a3be3 Chip Dispatch en 2026-10-15T14:45:13.364Z Sipeed's $3,999 MaixStation Takes Aim at DGX Spark With Chinese Silicon https://chipdispatch.com/articles/tsmc-beats-third-quarter-estimates-on-revenue-and-earnings-aa6c4601 Chip Dispatch en 2026-10-15T14:45:13.364Z TSMC Beats Third-Quarter Estimates on Revenue and Earnings https://chipdispatch.com/articles/tsmc-reports-69-jump-in-third-quarter-profit-on-ai-demand-1d5679e3 Chip Dispatch en 2026-10-15T14:40:13.361Z TSMC Reports 69% Jump in Third-Quarter Profit on AI Demand https://chipdispatch.com/articles/fierce-battle-erupts-over-tsmc-s-limited-chip-capacity-6f28d17d Chip Dispatch en 2026-10-15T14:40:13.361Z Fierce Battle Erupts Over TSMC's Limited Chip Capacity https://chipdispatch.com/articles/mediatek-s-3-nm-dimensity-cx-c10-max-takes-aim-at-899-googlebooks-d1320c21 Chip Dispatch en 2026-10-15T14:35:13.357Z MediaTek's 3 nm Dimensity CX C10 Max Takes Aim at $899 Googlebooks https://chipdispatch.com/articles/meta-s-new-ai-chips-signal-a-faster-more-self-reliant-hardware-path-80ef15b1 Chip Dispatch en 2026-10-15T14:25:07.105Z Meta's New AI Chips Signal a Faster, More Self-Reliant Hardware Path https://chipdispatch.com/articles/tsmc-posts-record-profit-stock-falls-anyway-as-ai-demand-soars-c60d60ab Chip Dispatch en 2026-10-15T14:25:07.105Z TSMC Posts Record Profit, Stock Falls Anyway as AI Demand Soars https://chipdispatch.com/articles/ee-times-argues-data-orchestration-now-defines-the-semiconductor-enterprise-04f22efe Chip Dispatch en 2026-10-15T14:15:07.100Z EE Times Argues Data Orchestration Now Defines the Semiconductor Enterprise https://chipdispatch.com/articles/tsmc-posts-record-profits-as-tech-sector-selloff-deepens-41c2835c Chip Dispatch en 2026-10-15T14:15:07.100Z TSMC Posts Record Profits as Tech Sector Selloff Deepens https://chipdispatch.com/articles/stonex-starts-on-semiconductor-at-buy-citing-ai-and-automotive-demand-de0a951b Chip Dispatch en 2026-10-15T14:15:07.100Z StoneX Starts ON Semiconductor at Buy, Citing AI and Automotive Demand https://chipdispatch.com/articles/seeking-alpha-tells-tsmc-investors-to-ignore-the-ai-panic-568d7066 Chip Dispatch en 2026-10-15T14:15:07.100Z Seeking Alpha Tells TSMC Investors to Ignore the AI Panic https://chipdispatch.com/articles/tsmc-weighs-texas-production-and-terafab-tie-up-edbe196f Chip Dispatch en 2026-10-15T14:15:07.100Z TSMC Weighs Texas Production and Terafab Tie-Up https://chipdispatch.com/articles/tsmc-profit-climbs-69-to-a-record-yet-the-stock-slides-c652cc3c Chip Dispatch en 2026-10-15T14:15:07.100Z TSMC Profit Climbs 69% to a Record, Yet the Stock Slides https://chipdispatch.com/articles/record-tsmc-profits-fail-to-halt-a-deepening-tech-selloff-3b2a1d3b Chip Dispatch en 2026-10-15T14:15:07.100Z Record TSMC Profits Fail to Halt a Deepening Tech Selloff https://chipdispatch.com/articles/tsmc-posts-record-profit-as-ai-demand-reshapes-chip-supply-21972a1d Chip Dispatch en 2026-10-15T14:15:07.100Z TSMC Posts Record Profit as AI Demand Reshapes Chip Supply https://chipdispatch.com/articles/tsmc-holds-firm-on-operating-role-in-musk-terafab-talks-cbdd52c5 Chip Dispatch en 2026-10-15T14:15:07.100Z TSMC Holds Firm on Operating Role in Musk Terafab Talks https://chipdispatch.com/articles/tsmc-stock-falls-5-despite-sixth-straight-earnings-beat-37db207f Chip Dispatch en 2026-10-15T14:10:07.097Z TSMC Stock Falls 5% Despite Sixth Straight Earnings Beat https://chipdispatch.com/articles/tsmc-posts-record-profit-for-sixth-quarter-stock-still-falls-a5e90ff0 Chip Dispatch en 2026-10-15T14:10:07.097Z TSMC Posts Record Profit for Sixth Quarter, Stock Still Falls https://chipdispatch.com/articles/seeking-alpha-analysts-see-a-possible-top-in-tsmc-shares-after-q3-7375f700 Chip Dispatch en 2026-10-15T14:10:07.097Z Seeking Alpha Analysts See a Possible Top in TSMC Shares After Q3 https://chipdispatch.com/articles/tsmc-posts-strong-quarterly-results-and-expands-n3-capacity-880d6458 Chip Dispatch en 2026-10-15T14:10:07.097Z TSMC Posts Strong Quarterly Results and Expands N3 Capacity https://chipdispatch.com/articles/chip-capacity-export-controls-and-trade-shocks-reshape-supply-networks-a124775f Chip Dispatch en 2026-10-15T13:55:07.090Z Chip Capacity, Export Controls and Trade Shocks Reshape Supply Networks https://chipdispatch.com/articles/amazon-s-custom-ai-chips-raise-a-question-who-keeps-the-savings-54c952e6 Chip Dispatch en 2026-10-15T13:55:07.090Z Amazon's Custom AI Chips Raise a Question: Who Keeps the Savings? https://chipdispatch.com/articles/stonex-starts-on-semiconductor-coverage-with-buy-110-target-35508046 Chip Dispatch en 2026-10-15T13:45:07.079Z StoneX Starts ON Semiconductor Coverage With Buy, $110 Target https://chipdispatch.com/articles/tsmc-beats-third-quarter-estimates-on-revenue-and-margins-5a23c24e Chip Dispatch en 2026-10-15T13:45:07.079Z TSMC Beats Third-Quarter Estimates on Revenue and Margins https://chipdispatch.com/articles/eu-weighs-sanction-swap-with-china-to-save-asml-critical-german-supplier-670f6b2f Chip Dispatch en 2026-10-15T13:45:07.079Z EU Weighs Sanction Swap With China to Save ASML-Critical German Supplier https://chipdispatch.com/articles/tsmc-sends-teams-to-verify-if-us-datacenters-can-meet-ai-demand-4bdc9c3d Chip Dispatch en 2026-10-15T13:40:07.073Z TSMC Sends Teams to Verify If US Datacenters Can Meet AI Demand https://chipdispatch.com/articles/headline-signals-warning-from-nvidia-s-key-chip-supplier-829784f3 Chip Dispatch en 2026-10-15T13:40:07.073Z Headline Signals Warning From Nvidia's Key Chip Supplier https://chipdispatch.com/articles/tsmc-posts-69-jump-in-third-quarter-profit-on-ai-chip-demand-a8108992 Chip Dispatch en 2026-10-15T13:40:07.073Z TSMC Posts 69% Jump in Third-Quarter Profit on AI Chip Demand https://chipdispatch.com/articles/tsmc-s-q3-results-and-outlook-point-analysts-to-a-banner-year-in-2027-b0db9bfb Chip Dispatch en 2026-10-15T13:40:07.073Z TSMC's Q3 Results and Outlook Point Analysts to a 'Banner Year' in 2027 https://chipdispatch.com/articles/tsmc-studies-multibillion-dollar-texas-site-for-ai-chip-capacity-eb514644 Chip Dispatch en 2026-10-15T13:25:07.053Z TSMC Studies Multibillion-Dollar Texas Site for AI Chip Capacity https://chipdispatch.com/articles/applied-materials-puts-5-billion-into-silicon-valley-r-d-center-16883488 Chip Dispatch en 2026-10-15T13:15:07.047Z Applied Materials Puts $5 Billion Into Silicon Valley R&D Center https://chipdispatch.com/articles/tsmc-falls-3-despite-record-quarterly-profit-intel-and-amd-slide-bdc1b631 Chip Dispatch en 2026-10-15T13:15:07.047Z TSMC Falls 3% Despite Record Quarterly Profit; Intel and AMD Slide https://chipdispatch.com/articles/europe-s-chip-dependencies-push-semiconductor-diplomacy-into-focus-6bea9645 Chip Dispatch en 2026-10-15T13:15:07.047Z Europe's Chip Dependencies Push Semiconductor Diplomacy Into Focus https://chipdispatch.com/articles/soxx-has-dropped-10-four-times-since-june-a-pace-unseen-since-2002-43e97a2e Chip Dispatch en 2026-10-15T13:15:07.047Z SOXX Has Dropped 10% Four Times Since June, a Pace Unseen Since 2002 https://chipdispatch.com/articles/tsmc-beats-quarterly-eps-expectations-by-0-15-f5c003e2 Chip Dispatch en 2026-10-15T13:15:07.047Z TSMC Beats Quarterly EPS Expectations by $0.15 https://chipdispatch.com/articles/record-tsmc-profits-fail-to-halt-deepening-tech-selloff-531e194c Chip Dispatch en 2026-10-15T13:10:07.036Z Record TSMC Profits Fail to Halt Deepening Tech Selloff https://chipdispatch.com/articles/zerorisc-bets-a-decade-of-opentitan-work-on-open-silicon-trust-668b80e0 Chip Dispatch en 2026-10-15T12:55:07.035Z zeroRISC Bets a Decade of OpenTitan Work on Open Silicon Trust https://chipdispatch.com/articles/tsmc-closes-the-books-on-q3-september-quarter-results-are-in-abb050ce Chip Dispatch en 2026-10-15T12:45:07.014Z TSMC Closes the Books on Q3: September Quarter Results Are In https://chipdispatch.com/articles/naura-unit-moves-to-acquire-semiconductor-packaging-equipment-maker-3128373b Chip Dispatch en 2026-10-15T12:45:07.014Z NAURA Unit Moves to Acquire Semiconductor Packaging Equipment Maker https://chipdispatch.com/articles/tsmc-q3-fy2026-earnings-call-transcript-surfaces-on-yahoo-finance-2ebd9193 Chip Dispatch en 2026-10-15T12:45:07.014Z TSMC Q3 FY2026 Earnings Call Transcript Surfaces on Yahoo Finance https://chipdispatch.com/articles/tsmc-breaks-silence-on-terafab-hints-at-tenant-role-in-texas-7967f148 Chip Dispatch en 2026-10-15T12:40:07.015Z TSMC Breaks Silence on Terafab, Hints at Tenant Role in Texas https://chipdispatch.com/articles/tsmc-posts-record-profit-for-sixth-straight-quarter-stock-falls-40300bf4 Chip Dispatch en 2026-10-15T12:40:07.015Z TSMC Posts Record Profit for Sixth Straight Quarter, Stock Falls https://chipdispatch.com/articles/tsmc-reports-68-7-rise-in-q3-net-income-1dfb2d8c Chip Dispatch en 2026-10-15T12:40:07.015Z TSMC Reports 68.7% Rise in Q3 Net Income https://chipdispatch.com/articles/tsmc-posts-surging-profit-while-ai-stocks-extend-decline-828a5c8a Chip Dispatch en 2026-10-15T12:40:07.015Z TSMC Posts Surging Profit While AI Stocks Extend Decline https://chipdispatch.com/articles/ai-stocks-slide-as-tsmc-outlook-fails-to-calm-bubble-fears-757ad7df Chip Dispatch en 2026-10-15T12:40:07.015Z AI Stocks Slide as TSMC Outlook Fails to Calm Bubble Fears https://chipdispatch.com/articles/ledger-ships-an-android-phone-that-refuses-to-be-a-phone-41149255 Chip Dispatch en 2026-10-15T12:25:06.988Z Ledger Ships an Android Phone That Refuses to Be a Phone