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The Latest Breaking News from TSMC

Taiwan plans to keep cutting-edge nodes close to home, leaving Intel with the opportunity of a lifetime

Will Intel make the most of it?

PC Gamer

Taiwan considers TSMC export ban that would prevent manufacturing its newest chip nodes in U.S. — limit exports to two generations behind leading-edge nodes, could slow down U.S. expansion

Taiwan's government is considering imposing N+2 export rule on TSMC's advanced process technologies, which would make it significantly harder for the foundry to develop overseas.

Tom’s Hardware

‘The rocket ship keeps going off’: Inside the Nvidia phenomenon with author Stephen Witt

In “The Thinking Machine”—just crowned the FT and Schroders business book of the year—Witt goes deep inside Nvidia’s “once-in-a-lifetime opportunity.”

Fortune

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Ex-ASML workers reverse-engineered state of the art chipmaking machines to get China far closer than previously thought to independence from foreign tech

China might really be on the heels of the West, this time.

PC Gamer

TSMC brings its most advanced chipmaking node to the US yet, to begin equipment installation for 3mn months ahead of schedule — Arizona fab slated for production in 2027

Fab 21 phase 2 shell is complete, fab is on track for equipment move in in mid-2026 and for volume production in 2027.

Tom’s Hardware

Sales of chip production equipment to reach $156 billion by 2027 — China, Taiwan, and Korea lead intense demand

Driven by demand for AI and HPC accelerators, sales of chip production equipment are projected to increase through 2027. Asian countries are expected to lead the pack, according to SEMI.

Tom’s Hardware

Why Taiwan Semiconductor's 6.5% Dip Could Be a Smart Buy

Investors focusing on seasonal revenue fluctuations are missing the bigger picture of structural growth driven by the expanding artificial intelligence market.

MarketBeat

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AMD is allegedly sizing up Samsung's new 2 nm node as an alternative to TSMC's N2 silicon for its next-gen chips

Keeping TSMC honest would be very good for the PC industry.

PC Gamer

Nvidia weighs expanding H200 production as new China orders rush in, report claims — ByteDance and Alibaba listed as suitors for 'large orders' in the wake of sanctions lift

Nvidia is evaluating whether to increase production of its H200 data center GPUs after demand from Chinese customers is expected to exceed current supply.

Tom’s Hardware

Huawei's latest mobile is armed with China's most advanced process node to date despite using blacklisted chipmaker — Huawei Kirin 9030 mobile SoC made on SMIC N+3 process, but can't compete with 5nm node

TechInsights says Huawei's Kirin 9030 is built on SMIC’s N+3 process: an incremental, DUV-based extension of its 7nm-class technology that pushes density without EUV but falls well short of true 5nm nodes amid rising yield challenges.

Tom’s Hardware

Investors still doubling down on AI in Taiwan despite 'bubble' fears

.TWII is up 22% this year to date in line with Nasdaq, but it has a better P/E ratio, easing fears of an AI bubble.

TechRadar

AMD wants to hire people with experience of Intel's new silicon tech, but would AMD ever actually make chips with its arch rival?

If nothing else, the positive noise around Intel's new nodes seems to be increasing.

PC Gamer

The Chip Boom Is Back: 3 Stocks Positioned for Huge Gains

Semiconductor expert Marc Chaikin breaks down why Credo Technology, Lam Research and Taiwan Semiconductor could benefit from strong chip demand.

MarketBeat

TSMC ponders upgrading 2nd Japan fab to 4nm — could pave the way for more advanced chips for Japanese customers (Updated)

TSMC reportedly mulls making 4nm chips in Japan amid putting construction of Fab 23 phase 2 on pause.

Tom’s Hardware

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Tom’s Guide

Nvidia RTX 60-series in early 2027? The leak sounds huge, but the numbers don’t add up

According to Red Gaming Tech, Nvidia looks set to launch the next generation RTX 60 Series GPUs in Q1 2027. But with the RTX 50 SUPER Series supposedly postponed (not cancelled) and the RAM pricing crisis, I have doubts.

Benzinga

Nvidia, Google, Amazon And MediaTek Demand Is Making TSMC Turn To Partners: Report

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is reportedly facing overwhelming demand for its Chip on Wafer on Substrate or CoWoS advanced packaging technologies as companies including Nvidia Corp. (NASDAQ:NVDA), Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, Amazon.com Inc. (NASDAQ:AMZN) and MediaTek race to secure capacity for next-generation AI chips.

Tom’s Hardware

TSMC could be inching closer to making 'all American' chips — report says it is accelerating an advanced packaging facility in Arizona

TSMC may be accelerating its advanced packaging facility in Arizona to package the first processors as early as 2028, ahead of its partner Amkor.

Tom’s Hardware

TSMC claims 4.2X efficiency gain over a decade from N7 to A14 fabrication process

TSMC clarifies A14 specifications: Even more performance, but better tools might be needed to extract the full potential of the latest process technologies.

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Tom’s Hardware

Intel admits it needs more Core Ultra 200-series wafers — 'If we had more Lunar Lake wafers, we would be selling more Lunar Lake'

Intel needs more Core Ultra 200-series 'Arrow Lake' and 'Lunar Lake' wafers from TSMC as demand exceeds supply.

International Business Times UK

M5 MacBook Air: Leaked Benchmarks Predict 36% Faster GPU Performance

The M5 MacBook Air is launching in March 2026 with a predicted 36% faster GPU, based on leaked benchmarks.

Barchart

Wall Street Is Betting on a Major Intel-Apple Chip Deal. Should You Buy INTC Stock Here?

Intel’s rally rides on Apple rumors, while profits remain fragile and expectations run ahead of proof.

Tom’s Hardware

Taiwan hits Japanese firm with indictment in TSMC data theft saga — Tokyo Electron charged with failing to prevent its staff from stealing trade secrets

Taiwanese prosecutors are seeking financial compensation from Japanese semiconductor company, Tokyo Electron, claiming that it didn't take appropriate measures to prevent staff from trying to steal sensitive data from TSMC.

Benzinga

Taiwan Files Charges Against Tokyo Electron Unit In Taiwan Semiconductor Technology Theft Probe

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) sits at the center of a widening legal battle over alleged theft of its trade secrets.

Barchart

Morgan Stanley Just Named This Stock a Top Semiconductor Pick. Should You Buy Shares Now?

ASML wins top-pick status as AI drives demand, but its premium value leaves little room for mistakes.

Tom’s Hardware

Industry's first TSMC COUPE-based optical connectivity solution for next-gen AI chips displayed — Alchip and Ayar Labs show future silicon photonics device

Alchip and Ayar Labs team up to build optical connectivity solution based on TSMC's COUPE framework that lets fabless chip designers to easily add optical connectivity to their designs.

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