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The Latest Breaking News from TSMC

AMD Ryzen 7 7700X3D review

Not a DIY play, but could be the basis for bundles and budget pre-built gaming PCs.

PC Gamer

Samsung Tumbled Nearly 8% in Seoul Even as AI Demand Drives Chip Prices Up To 15%

Samsung Electronics raised prices for some advanced chipmaking services by up to 15% for new orders, as surging AI demand fills key production lines and pushes customers toward alternatives to capacity-constrained Taiwan Semiconductor Manufacturing Co. (NYSE:TSM).

Benzinga

Samsung raises advanced foundry prices by up to 15% as AI demand fills its 4nm lines, report claims — Chinese customers accepting the largest hikes

Samsung raised prices on new orders across its 4nm, 5nm, and 8nm foundry processes in July, with increases reaching 15% for customers in China.

Tom’s Hardware

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read the most diverse news in one place.

Taiwan Semiconductor’s AI Bottleneck Hands Samsung a Powerful Pricing Opportunity

Samsung Electronics Co. Ltd. (OTC:SSNLF) is using stronger AI-chip demand, tighter industry capacity, and improving manufacturing performance to raise prices and strengthen the economics of its foundry business as it works to narrow the gap with Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM).

Benzinga

Samsung hikes chipmaking prices by up to 15% on demand spike

Demand from Chinese customers has been particularly strong, but Samsung has been unable to meet all orders because it must serve US customers and reserve part of its capacity to support its own chip production, said the sources, who spoke on the condition of anonymity because they are discussing sensitive…

The Economic Times

Intel's next-gen Nova Lake chips may skip game-boosting X3D cache rival for mobile SKUs and debut on Razor Lake-HX instead, leaker claims — new rumor says Razor Lake family reportedly uses TSMC's N2X node

Nova Lake desktop CPUs look to be the exclusive recipient of bLLC, Intel's answer to AMD's X3D, as the company looks to debut bLLC on mobile with Razor Lake-HX, and possibly Razor Lake-AX. As such, the Razor Lake family is also rumored to be manufactured on TSCM's N2X process node.

Tom’s Hardware

Taiwan's Economy Is Soaring As a Result of The AI Boom. Its President Will Give Cash To Residents.

Lai Ching-te announced plans to distribute NT$10,000 to eligible residents next year.

International Business Times

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iPhone 18 Pro release date: When will Apple launch it? Check expected date, features and price

Apple is expected to launch its iPhone 18 Pro lineup in September, with preparations underway. This September launch aligns with Apple's supply chain and carrier upgrade cycles. Component suppliers like TSMC require advance planning for chip production and allocation. Logistics for global distribution are also a key consideration for Apple.…

The Economic Times

TSMC’s Insider Buying Wave Comes With a Bigger AI Question for Investors

Taiwan Semiconductor insiders are ramping up open-market share purchases as strong Q2 guidance, 2nm demand, and AI-driven analyst upgrades support a bullish outlook for TSM stock.

MarketBeat

Five Questions About SpaceX’s Computer Chip Ambitions

SpaceX plans to build the largest chip manufacturing facility in the world. Here are some key questions about Terafab.

Kiplinger

Google Tensor G6: Everything you need to know

With the Tensor G6, Google is rolling out considerable upgrades. Is this the year the mobile platform challenges Qualcomm and MediaTek? Let's take a look.

Android Central

TSMC’s Arizona Operations Poised for Bigger Profit This Year as Advanced Chip Demand Accelerates: Report

Taiwan Semiconductor Manufacturing Co.’s (NYSE:TSM) Arizona operations are reportedly on track for a sharp profit increase this year as strong demand for advanced AI chips accelerates the company’s U.S. expansion.

Benzinga

Microsoft's Maia 300 Chip Targets NVIDIA's AI Dominance

Microsoft plans to unveil its Maia 300 AI chip in September, seeking TSMC capacity for over 300,000 units by 2027 as it aims to reduce reliance on NVIDIA processors.

MarketBeat

Nvidia turns $5B Intel stock bet into $30B windfall — filing reveals new $21B SpaceX stake and complete exit from Arm stock

Nvidia quietly makes strategic and financial investments in clients, partners, and suppliers: CoreWeave, Coherent, Intel, Nokia, and SpaceX.

Tom’s Hardware

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Tom’s Hardware

AMD Ryzen 7 7700X3D vs Ryzen 7 7800X3D faceoff — seeing double with Zen 4 X3D

AMD's Ryzen 7 7700X3D takes on the old favorite across performance, pricing, and power consumption.

MarketBeat

Sony and TSMC’s $4.7 Billion Venture Is About More Than Camera Sensors

TSMC and Sony signed a $4.69 billion deal to build a CMOS image sensor plant in Kumamoto, Japan, targeting 2029 production and backed by Japanese government subsidies.

Benzinga

Nvidia's Next-Gen Feynman AI Platform Is Ramping Up, Forcing TSMC to Race Ahead: Report

Nvidia Corp (NASDAQ:NVDA) is reportedly accelerating development of its next-generation Feynman AI platform, pushing Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) to fast-track advanced chipmaking and packaging capacity ahead of its expected 2028 launch.

Tom’s Guide

The Pixel 11's Tensor G6 chip isn't 2nm despite the rumors — opening the door for iPhone 18 Pro

Despite rumors, the new Pixel 11 series features a 3nm processor meaning its not as boosted as expected.

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MarketBeat

TSMC's 44.7% Sales Surge Signals the AI Boom Is Still Alive

Taiwan Semiconductor's monthly sales jumped 44.7%, signaling robust AI chip demand even as it raises 2025 capital spending guidance to $60 billion to $64 billion amid investor caution.

Android Central

Google Pixel 11 Pro Fold vs. Samsung Galaxy Z Fold 8 Ultra: Not as straightforward as you think

The Pixel 11 Pro Fold is heavier than the Galaxy Z Fold 8 Ultra, has a smaller battery, and the cameras aren't as good. Is this an easy win for Samsung? Not really.

The Economic Times

TSMC approves $29.44 billion capital budget for capacity expansion amid AI demand

Taiwan Semiconductor Manufacturing Co. (TSMC) approved a capital budget of about USD 29.44 billion for expansion amid the ongoing artificial intelligence boom, according to a news report by Focus Taiwan.

Tom’s Guide

Google Pixel 11 Pro XL benchmarks leak — and Tensor G6 is nearly 50% slower than Galaxy S26 Ultra

New Geekbench scores reveal a surprisingly weak Pixel 11 Pro XL compared to Apple and Samsung.

Barchart

AI Spending Remains a Concern for Other Chip Stocks, But Taiwan Semiconductor Has No Worries

TSMC’s July sales jumped nearly 45% as AI chip demand remained exceptionally strong, reinforcing management’s bullish 2026 growth outlook.

The Economic Times

Intel raises $20 billion from upsized share sale

Once a dominant force in the global chip industry, Intel is investing heavily in new facilities and advanced packaging capabilities ‌as it seeks ⁠to ⁠challenge industry leaders such as TSMC in contract chip manufacturing.

The Economic Times

TSMC, Sony to invest $4.7 billion in joint venture for image sensors

Sony will ⁠be ⁠the controlling shareholder and invest 465 billion yen ($2.92 billion) through a combination of cash and asset transfers, including its newly constructed chip factory in Kumamoto prefecture, while TSMC will invest 282 billion yen, the companies said in a joint statement.

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