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The Latest Breaking News from TSMC

The US is worried China could have a top-spec chipmaking machine despite export restrictions, but the machine maker ASML denies it

All I know is you can't hide a 150+ ton EUV machine in MY house.

AMD is said to be holding talks with Samsung about making some of its future chips to offset TSMC's constrained supply of cutting-edge wafers

AMD is said to be holding talks with Samsung about making some of its future chips to offset TSMC's constrained supply of cutting-edge wafers

If true, my money would be on low-end laptop APUs or Ryzen IO chiplets.

Trump Just Sent Intel Stock Soaring. Here's Why.

Trump Just Sent Intel Stock Soaring. Here's Why.

Intel stock rallies as President Donald Trump says Apple has partnered with its foundry division to make chips domestically. But Wall Street remains cautious on INTC shares.

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TSMC, Amkor sign 10-year deal to boost advanced chip packaging in US

Taiwan Semiconductor Manufacturing Company and Amkor Technology have inked a decade-long deal. This partnership will boost advanced chip packaging and testing capabilities within the United States. The collaboration aims to strengthen the semiconductor supply chain in Arizona. This move supports growing demand for AI and high-performance computing technologies. It ensures…

The Economic Times

Trump says Apple has agreed to 'build' chips with Intel — neither company confirms deal as Intel share price rockets

President Donald Trump said on Thursday that Apple has agreed to work with Intel to “design and build” chips in the United States.

Tom’s Hardware

Donald Trump says Apple to partner with Intel on US chip design, production

A partnership with Intel helps Apple diversify its manufacturing base as it seeks additional ‌chip capacity. The ⁠iPhone ⁠maker relies heavily on TSMC, whose advanced production lines are in high demand from AI chipmakers such as Nvidia and AMD.

The Economic Times

US President Trump says Apple to work with Intel to manufacture chips in US

Apple is set to collaborate with Intel for chip design and manufacturing within the United States. This move aims to diversify Apple's production base, reducing its heavy reliance on TSMC. The partnership follows extensive discussions and a preliminary deal. Intel's involvement could boost its manufacturing business and reputation.

The Economic Times

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First official details of AMD's next-gen 'Mustang Peak' Threadripper CPUs come into view — chips feature DDR5, PCIe 6.0, and a new socket

First official details of AMD's next-gen 'Mustang Peak' Threadripper CPUs come into view — chips feature DDR5, PCIe 6.0, and a new socket

We now have the first confirmed details about AMD's Zen 6-based Threadripper CPUs, code-named Mustang Peak.

Tom’s Hardware

Intel’s performance-enhanced 18A-P process enters risk production — drop-in 18A upgrade promises 9% performance improvement at iso-power, cuts thermal resistance by 40%

Intel’s performance-enhanced 18A-P process enters risk production — drop-in 18A upgrade promises 9% performance improvement at iso-power, cuts thermal resistance by 40%

Intel's enhanced 18A-P has entered risk production, laying the groundwork to ramp the node into full production in the coming months.

Tom’s Hardware

Chinese fab SMIC's 7nm metal pitch beats Intel 18A but lags 38% on density, teardown finds — Huawei's sanctions-beating HiSilicon Kirin 9030 is the first subject of SemiAnalysis's new teardown lab

Chinese fab SMIC's 7nm metal pitch beats Intel 18A but lags 38% on density, teardown finds — Huawei's sanctions-beating HiSilicon Kirin 9030 is the first subject of SemiAnalysis's new teardown lab

SemiAnalysis has published the first teardown from its new in-house lab, focusing on the minimum local metal pitch on SMIC’s third-gen 7nm at 32.5nm.

Tom’s Hardware

TSMC says panel packaging won't replace CoWoS anytime soon for the largest future AI processors — wafer-level tech can scale to 58 massive dies in one package

TSMC says panel packaging won't replace CoWoS anytime soon for the largest future AI processors — wafer-level tech can scale to 58 massive dies in one package

TSMC is exploring panel-level packaging and is working on its CoPoS technology, but the company's Kevin Zhang says wafer-level packaging technologies is considerably more advanced than panel-level packaging.

Tom’s Hardware

3 AI Stocks With Moats That Could Outlast Summer Volatility

3 AI Stocks With Moats That Could Outlast Summer Volatility

AMD, TSMC, and Analog Devices each posted strong Q1 2026 results, reflecting durable structural positions in the AI supply chain that go beyond momentum.

TSMC Revenue Surges 30% in May on Relentless AI Demand. TSM Stock Is Still Undervalued Here.

TSMC Revenue Surges 30% in May on Relentless AI Demand. TSM Stock Is Still Undervalued Here.

The world's most important chipmaker just gave investors another reason to believe the AI boom is far from over.

Republican lawmakers urge federal agency to block imports of infringing TSMC chips as patent ruling nears — five asserted U.S. patents come from United Microelectronics Corporation

Republican lawmakers urge federal agency to block imports of infringing TSMC chips as patent ruling nears — five asserted U.S. patents come from United Microelectronics Corporation

Four Republican members of Congress have urged the U.S. ITC to block imports of foreign-made chips found to infringe U.S. patents

Tom’s Hardware

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Nvidia CEO Jensen Huang Calls AI ‘Insanely Profitable’ for TSMC. How to Play TSM Stock Here.

Jensen Huang’s “insanely profitable” comment underscored TSMC’s central role in the AI chip boom and strengthened investor confidence in its growth outlook.

International Business Times

Google Explores Samsung Role In Next-Generation AI Chip As Demand Reshapes Global Semiconductor Supply Chain

Google is discussing plans with Samsung Electronics to manufacture part of its next-generation artificial intelligence chip, according to a new report.

The Economic Times

Google in talks with Samsung to make part of next-gen chip: Report

Google is reportedly in talks with Samsung Electronics for manufacturing a component of its upcoming AI processor. This collaboration could boost Samsung's chip manufacturing business. The processor, codenamed "Icefish", is still in development with mass production potentially starting in 2028. This move suggests Google's effort to diversify its chip manufacturing…

The BBC quizzed chip maker TSMC on the possibility of increased prices and you're really not going to like the answer

Inflation and TSMC's "value" looks set to push prices ever higher.

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Tom’s Hardware

Taiwan weighs criminal ban on AI chip exports to all of China — stricter measures beyond blacklisted firms would make smuggling servers a crime

Taiwan is considering far stricter export controls that would restrict AI chip sales to every customer in China.

Intel Shares Soar on Google Deal To Build TPUs. Here's What It Means for INTC Stock.

Intel reportedly has bagged a massive order to make Google's TPUs.

Intel Becomes Plan B for the Semiconductor Industry. Here's How That's a Winning Strategy

Intel is rising sharply after reports the chipmaker may have secured new orders that add to its growing hyperscaler partner list. If true, Intel could become the semiconductor industry's preferred backup supplier.

New rumour claims with '100%' confidence that AMD's next-gen Zen 6 desktop CPU will run at over 6.5 GHz

However fast it is, AMD says Zen 6 is coming later this year.

Google reportedly orders at least three million chips from Intel to arrive in 2028, as TSMC struggles to keep up with the AI boom

Could Intel's Foundry efforts be starting to pay off?

This Hidden Growth Story in Taiwan Semi Could Cause TSM Stock to Skyrocket

TSMC's 2nm process node is progressing well and may not yet be priced into its future earnings.

International Business Times

AI Chip Rally Leaves Asia's Fund Managers Struggling To Keep Pace

The dominance of Taiwan and South Korean chipmakers has intensified concentration risks across Asian equity markets and altered how professional investors build portfolios.

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