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The Latest Breaking News from TSMC

Taiwan Rejects US Proposal For 50-50 Chip Production Deal: 'Never Made Any Commitment'

Taiwan has declined a proposal from the United States for an equal split in semiconductor production, as confirmed by the island’s leading tariff negotiator.

Benzinga

The Next-Gen Huawei Chip That Threatens Nvidia's Dominance: Insiders Reveal Ambitious Four-Die Packaging Design

Huawei has filed patents for a next-generation Ascend AI chip with a bold quad-die packaging design, a move insiders say could challenge Nvidia's dominance as US sanctions push China to build homegrown semiconductor power.

International Business Times UK

Trump And Lutnick Demand: Half Of America's Chips Must Be Made At Home—Or Else

President Donald Trump and Commerce Secretary Howard Lutnick have placed a bold demand on the global semiconductor industry: half of all chips used in America must be manufactured in America.

Benzinga

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Reports claim Intel approached Apple for collaboration and investment - I predict that the rest of the Magnificent 7 will get the same call before the end of the year

Prior to securing a $5 billion stake from Nvidia, Intel reportedly spoke with Apple and TSMC, and many predict other Magnificent 7 firms will be next.

TechRadar

TSMC says Intel didn’t ask for investments — denies existence of talks for partnership, joint venture

TSMC said that it's not considering investing in Intel, contrary to what some sources said.

Tom’s Hardware

US Commerce head notes China 'isn't even shy' about its goal to 'take' Taiwan, says US-Taiwan tariff deal coming soon — goal is to have 40% of chips made in America

Commerce Secretary Howard Lutnick said Saturday that a major semiconductor deal with Taiwan was coming “pretty soon,” signaling a potential breakthrough in U.S. efforts to shore up domestic chip production.

Tom’s Hardware

Qualcomm's most powerful CPU ever will target AMD's Ryzen AI+ 395 with 128GB onboard LPDDR5X memory - while Intel has only 32GB integrated memory to contend with

Qualcomm launches Snapdragon X2 Elite and Extreme with up to 18 cores, 128GB memory, ray tracing graphics, and 80 TOPS AI.

TechRadar

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Samsung takes a scalpel to its 2nm wafer price tag, bringing it down to $20,000 — Korean chipmaker now undercuts rival TSMC by 33%

Samsung throws the gauntlet to TMSC, which recently rose its pricing thanks to overwhelming demand.

Tom’s Hardware

Intel Seeks Assistance From Apple, Others in Desperate Bid to Reclaim Chip Throne

Facing deep losses, Intel is mounting a comeback fueled by government policy and private capital. The Trump administration took a 10% stake, while SoftBank and Nvidia invested a combined $7 billion.

International Business Times UK

Trump administration is reportedly planning to tariff US tech firms that don't source equal numbers of imported and American chips

How the US chip-making industry is supposed to ramp up to the scale required doesn't seem to be part of the plan.

PC Gamer

Intel reportedly approached Apple, TSMC for investment before Nvidia deal

Intel also reportedly approached TSMC and Apple for investment.

TechRadar

Intel Stock Pops On Report CEO Engages TSMC, Apple

Intel Corp. (NASDAQ: INTC) CEO Lip-Bu Tan has been working aggressively to line up funding and customer partnerships critical to the company's turnaround.

Benzinga

Qualcomm announces Snapdragon X2, the first 5 GHz Arm CPU, its 'biggest advance in PC gaming' and the chip that might finally make gaming on Arm an actual thing

We've heard it all before, but this chip could be awesome.

PC Gamer

TSMC's new 2nm chip will reportedly cost 50% more — get ready for more expensive laptops and phones

A new report on TSMC from the China Times suggests that the cost of next-generation chips are going to be 50% more expensive, meaning prices may rise significantly on the best laptops and smartphones over the next few years. Here's why.

Tom’s Guide

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PC Gamer

If claims about TMSC's prices for its next-gen process node are even only half right, then the best CPUs and graphics cards are going to become a lot more expensive

Apparently, the cost for an N2 wafer will be more than 50% greater than an N3 one.

Tom’s Hardware

MediaTek reportedly mulling US chip production — could use TSMC's Arizona fab to avoid tariff fallout

MediaTek is in talks with TSMC to manufacture certain chips at its Arizona fab to satisfy U.S. customer demands and potentially avoid tariffs.

TechRadar

'NVLink is the key': Analysts ponder on probably the biggest tech deal of the decade - Intel + Nvidia and what it means for TSMC, AMD and others

Industry commentary sees Nvidia–Intel tie-up as decade-defining, with NVLink at its core, and analysts focused on implications for TSMC and AMD.

Tom’s Hardware

Intel, AMD, and MediaTek reportedly among TSMC's 2nm early adopters — company said to have 15 customers lined up for new process tech

TSMC’s upcoming 2nm-class node has attracted around 15 customers — mostly in high-performance computing — making it the company’s most widely adopted leading-edge process at this stage, with Apple, AMD, Intel, and MediaTek among the early adopters.

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Android Central

The MediaTek Dimensity 9500 is the Android powerhouse you'd expect

The Dimensity 9500 emphasizes raytracing performance, efficiency while multitasking, and significantly faster on-device AI tasks.

Barchart

Apple CEO Tim Cook Just Revealed 1 Little-Known Tech Stock for Investors to Snatch Up Here

Amkor shares popped on mention by Apple CEO Tim Cook.

Fortune

It's time for Intel to go private, former board members say

After taking rival Nvidia into its major shareholders, it's time for the government to arrange for Intel to go completely private.

Benzinga

Nvidia's $5 Billion Intel Bet Could Shape AI PC Era, Says Ming-Chi Kuo, As Gene Munster Calls 20% INTC Stock Surge 'Overreaction'

Analysts offered sharply different takes on Nvidia Corp.'s (NASDAQ:NVDA) $5 billion investment in Intel Corp. (NASDAQ:INTC), with TF Securities' Ming-Chi Kuo touting the partnership's potential to reshape the AI PC landscape while Deepwater Asset Management's Gene Munster cautioned that Intel's soaring stock reaction looked excessive.

PC Gamer

Intel says Arc GPUs aren't going anywhere just yet despite the new Nvidia collaboration

Whether and how long that will remain the case is a different question.

PC Gamer

'We're going to build revolutionary products' says Nvidia CEO Jensen Huang about his newly-announced collaboration with Intel: 'Nothing of its kind has ever been built before'

Impressive claims, but whether Nvidia will eventually use Intel's Foundry in future remains a question mark for now.

International Business Times

Chip-maker Nvidia Takes Stake In Rival Intel

Shares in chipmaker Intel skyrocketed on Thursday after AI giant Nvidia announced it would invest $5 billion in its struggling rival.

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