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The Latest Breaking News from TSMC

Google could build more AI accelerators than Nvidia sells in 2028, analyst claims — could push the company to use Intel Foundry to meet its goals

Google eyes to build more TPU AI accelerators in 2028 than Nvidia, if a report by Fubon Research is correct.

Tom’s Hardware

Intel licenses Atom-class x86 cores to startup — firm reportedly sharing RTL, enabling customer to build its own custom processors based on x86 general-purpose cores

Intel reportedly licenses Atom-class x86 cores to a startup led by Lip-Bu Tan's co-investor and incorporated in May.

Tom’s Hardware

Samsung AI demand drives record chip earnings amid foundry and mobile hurdles

Samsung's semiconductor business achieved record second-quarter performance driven by AI server memory demand. However, its foundry operations continue to trail Taiwan Semiconductor Manufacturing Co. while mobile unit faces rising component costs. The foundry division shows signs of improvement with increased demand for AI-related products and advanced process nodes. Samsung's mobile…

The Economic Times

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Cathie Wood Keeps Buying the Dip on SpaceX, Adds $20 Million of TSMC as Chip Stocks Slide

Cathie Wood’s Ark Invest leaned into some of its highest-conviction growth themes on Wednesday, July 29, led by a broad push into Space Exploration Technologies (NASDAQ:SPCX), Taiwan Semiconductor Manufacturing (NYSE:TSM), Amazon.com (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOGL). The buying and selling spree came as those names sat near major news catalysts, with…

Benzinga

Microsoft says physical discs should not have stopped working during the Xbox outage — clarifies issue with entitlement checks that failed to read licenses correctly, update on the way

Microsoft has confirmed that you should've been able to play your discs offline during the Xbox outage yesterday. The company has identified an issue with entitlement checks that prevented the correct ones from loading during the outage, breaking intended functionality.

Tom’s Hardware

TSMC and Tencent break into the top 100 of the Fortune Global 500 list, as Asia rides the AI boom

Here's who's rising, and who's debuting, from Asia on this year's Global 500, Fortune's ranking of the world's largest companies by revenue.

Fortune

At least 13 killed in major Japan earthquake as rescuers ‘race against time’ to find survivors

More than 170 aftershocks recorded and military mobilised to rescue people trapped under rubble

The Independent UK

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Explained: The $400 million ASML 'printers' key for the AI chip boom

Advances in AI and a global buildout of data centres have led chipmakers to expand capacity rapidly. ASML supplies tools to TSMC, which makes chips for Nvidia, as well as to memory chip makers like SK Hynix, Samsung and Micron.

The Economic Times

Why semiconductors are powering today’s biggest investment themes

Artificial intelligence is driving demand for semiconductors, but the investment opportunity goes far beyond AI. Here's why chips are powering today's biggest investment themes.

Newsroom.co.nz

Japan’s 7.1-magnitude earthquake hit a key region for camera sensor manufacturing as Sony, Fujifilm plants evacuate

An earthquake in Japan has caused several image sensor manufacturing centers to evacuate, including Sony, Fujifilm, and TSMC

Digital Camera World

Nvidia employee detained in Taiwan as part of chip smuggling probe — held on suspicion of falsifying business documents, company says smuggling 'a nonstarter'

Taiwan's prosecutors say they've detained a man surnamed Chang on suspicion of falsifying business documents, after investigators searched his home and workplace.

Tom’s Hardware

7.1 earthquake strikes Japan’s Kyushu region

TOKYO - A 7.1-magnitude earthquake hit Kumamoto prefecture in southern Japan on Tuesday, knocking out power to thousands of homes, rupturing roads and leaving some people trapped and others presumed dead inside a partially collapsed shopping mall.

Bangkok Post

STMicroelectronics Nosedives Following Q3 Revenue Guidance Miss. How to Play STM Stock Here.

Despite the lower-than-expected sales outlook, STM can be looked upon as an attractive investment option now.

Barchart

China begins mass production of homegrown immersion chipmaking machines in major breakthrough, report claims — first DUV lithography units will be delivered this year to SMIC, Hua Hong, and CXMT

A state-backed company in Shanghai has begun mass-producing immersion deep ultraviolet lithography machines and is due to deliver the first units this year.

Tom’s Hardware

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Benzinga

EXCLUSIVE: After Nvidia And SK Hynix, These 3 AI Stocks Could Be The Next Winners, CEO Says

The first wave of the AI boom crowned Nvidia Corp. (NASDAQ:NVDA) and memory leader SK Hynix Inc. (NASDAQ:SKHY) as Wall Street’s biggest winners. But as AI infrastructure spending broadens, the next opportunities may lie deeper in the supply chain.

Tom’s Hardware

Intel commits to 14A mass production in 2028 as its sales rise 25% year-over-year

Intel posts 25% higher year-over-year sales and above-the-guidance earnings, and confirms that its 14A technology is on-track to start high volume ramp in 2028.

Barchart

TSMC Just Flexed Its Cash and Raised the Stakes in America After Record AI-Driven Earnings

TSMC just committed another $100 billion to U.S. chipmaking on the same day it posted record profit. Behind both moves is an AI chip demand it still can’t fully meet.

MarketBeat

TSMC’s Price Hikes Could Show Which AI Chip Stocks Have Real Pricing Power

TSMC plans 2027 price hikes of 5% to 10% plus HPC surcharges, testing pricing power at NVIDIA, Broadcom, AMD, and Qualcomm amid record TSMC revenue and margins.

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PC Gamer

Is Intel back? Company's latest earnings report remarkably different in tone to 12 months ago

"I'm confident that Intel is well positioned to help define the next era of computing," says CEO Tan.

Tom’s Hardware

AMD takes the wraps off its Instinct MI455X AI accelerator — CDNA 5 and Helios rack-scale architecture combine to take the fight to Nvidia in the data center

AMD showed off its MI455X accelerator at its Advancing AI 2026 event, demonstrating its strong competitive performance, large HBM memory capacity, and Helios rack-scale architecture.

Barchart

TSMC Stock: A $64 Billion Bet Even as AI Bubble Fears Grow

If TSMC believed there was an AI bubble, it wouldn't be spending $64 billion.

Barchart

Taiwan Semi Is Raising Wafer Manufacturing Prices. Why That’s Good News for TSM Stock.

As demand for AI chips continues to surge, TSMC is leveraging its pricing power to drive stronger margins and support long-term growth.

Barchart

Taiwan Semiconductor Just Doubled Down on the AI Megatrend. Why TSMC Still Has Room to Run.

TSMC beat earnings estimates, raised its full-year outlook, and reinforced confidence in the long-term AI boom.

TechRadar

Brace yourself for more RAM misery: DDR5 is now getting pricier — and there's a rumor that CPUs will be more expensive next year

It looks like the memory crisis isn't going anywhere, between DDR5 RAM price hikes and a new rumor about more expensive CPUs.

Tom’s Hardware

China is considering export controls on AI technologies, including banning local companies from using TSMC, report claims — restrictions would also cover advanced AI models, training data, and overseas acquisitions

China's Ministry of Commerce (MofCom) considers to restrict exports of advanced AI models, training data, and overseas acquisitions of strategically important technology companies; prohibit usage of foreign semiconductor manufacturing services.

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