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The Latest Breaking News from TSMC

US restricts TSMC chip supply shipments to China as tech race heats up

The Trump administration is revoking TSMC’s licence to ship products freely from the US to China, effective on 31 December.

Euronews

States, prefectures, cities, and villages: how one tiny Japanese CPU maker is taking a radically different route to making processors with thousands of cores

Pezy Computing unveils SC4s processor, betting on large-scale MIMD parallelism, although skepticism surrounds simulated performance claims.

TechRadar

U.S. gov't revokes TSMC's authorization to ship tools to its fabs in China — special export license to be pulled by end of 2025

The U.S. will revoke TSMC’s special export license for its Nanjing Fab 16 by the end of 2025, potentially disrupting its 16nm and 28nm-class operations and shifting Chinese customer demand toward rivals like SMIC and HuaHong. However, SMIC vows to ensure uninterrupted operations of its Chinese fabs.

Tom’s Hardware

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Amkor’s Arizona mega-plant could plug the holes in America’s chip ambitions — advanced packaging plant would reduce need to send US-produced chips to foreign shores for packaging and test

Amkor Technology has confirmed it will build a $2 billion advanced packaging and test facility on a 104-acre site in Peoria, Arizona, with construction beginning imminently.

Tom’s Hardware

If this report about 2nm silicon from Japanese chip manufacturing start-up Rapidus beating TSMC is true, there might just be hope for GPU prices

...and Intel 18A isn't really in the running, allegedly.

PC Gamer

TSMC’s foundry dominance hits new heights as global revenues smash records — 14.6% QoQ jump sees growth for Samsung, but TSMC's market share climbs to 70.2%

The second quarter of 2025 was a windfall for the world’s chipmakers, with global foundry revenue climbing 14.6% to an unprecedented $41.7 billion.

Tom’s Hardware

TSMC hits record 70% foundry market share, making a synapse singeing $30.24 billion in revenue last quarter alone

AI GPUs and data centre servers continue to be massive business.

PC Gamer

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The US government could get even more Intel stock if the company ends up losing control of its chip manufacturing business

Though time will tell if $20 a share is good.

PC Gamer

TSMC reportedly cuts Chinese chipmaking tools from 2nm fabs as suppliers face scrutiny due to emerging new US restrictions

TSMC will no longer use Chinese-made equipment in its 2nm chip production lines, according to reports from both Digitimes and Nikkei Asia.

Tom’s Hardware

Intel confirms it has already received $5.7 billion from US government, CFO claims the deal was to halt the sale of its chip fabs

Intel confirmed it has received the $5.7 billion it was expecting as part of the Trump administration's investment in the company, though the CFO claims it was all designed to stop it selling its chip fabrication business, which has been a loss leader for several years.

Tom’s Hardware

Apple–TSMC Chip Pact Builds Firewall Against Trump's Tariffs

Apple Inc (NASDAQ:AAPL) isn't just building the iPhone 18—it's creating a moat. By reportedly securing nearly half of Taiwan Semiconductor Manufacturing Co Ltd's (NYSE:TSM) initial 2nm chip production capacity, Apple has locked in supply for its flagship device while also erecting a "firewall" against President Donald Trump's proposed 100% tariffs…

Benzinga

NVIDIA's Earnings Show a Green Light for Taiwan Semiconductor

NVIDIA's new earnings results show a new path higher for Taiwan Semiconductor stock, as demand is quickly outpacing production supply.

MarketBeat

We're still waiting for the first 2nm chips but TSMC is accelerating its plans for 1.4nm silicon manufacturing, starting in 2027

All sounds a bit scary if you're Intel.

PC Gamer

Leaked Intel Nova Lake-S shipping manifest hints at 28-core CPU — possible counter to AMD's Ryzen 8000 line-up

Yesterday what appears to be a Nova Lake-S entry tagged as a pre-qualification sample with a surprising 28-core configuration was posted via a shipping manifest

Tom’s Hardware

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Nvidia's Rubin GPU and Vera CPU taped out — both chips 'in fab' at TSMC, data center AI platforms on track for 2026

Nvidia has taped out its Rubin GPUs, Vera CPUs, and companion chips and send them out to production at TSMC, remaining on track to introduce its next-generation NVL144 platform for AI data centers in 2026.

Barchart

Jensen Huang Loves Taiwan Semiconductor. Should You Buy TSM Stock Here?

With Nvidia CEO Jensen Huang’s soaring confidence in TSMC, should investors see this as the perfect moment to jump on TSM stock?

Tom’s Hardware

Trio of current and ex-TSMC employees face combined 30 years in prison for stealing national core key tech — engineer allegedly stole data to help Tokyo Electron improve etching machine performance

The trio is charged with violating Taiwan’s National Security Act and faces a combined 30 years in prison.

Benzinga

Trump Tariffs Won't Hurt TSMC, Says Taiwan Official As $100 Billion US Investment And Tariff Exemption Shield Chip Giant

Taiwan's top economic planning official said the Donald Trump administration's tariff threats on semiconductors would have minimal impact on Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), citing the chipmaker's massive U.S. investments, global dominance in AI chip production and the tariff exemptions.

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Benzinga

This Nvidia Supplier Is Turning Up The Heat: Growth Metrics Spike As Stock Looks Set For A Breakout

Nvidia Corp’s (NASDAQ:NVDA) biggest manufacturing partner, Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), saw a big spike in its Growth metrics in Benzinga’s Edge Stock Rankings.

Benzinga

Jensen Huang Wants To Know If CC Wei Is 'Still Paying For Dinner' As Nvidia And TSMC CEO's Discuss High-Stakes China-Specific AI Chips

Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang's trip to Taiwan for high-stakes talks with Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) CEO CC Wei was punctuated by playful banter over dinner.

Benzinga

Trump's $11 Billion Intel Investment Doesn't Guarantee Tech Gain But Prevents Valuation 'Pain,' Says Leading Analyst

Analyst Ming-Chi Kuo says President Donald Trump's $11 billion stake in Intel Corporation (NASDAQ:INTC) is a strong vote of confidence in the chipmaker's future but cautions that the investment won't immediately resolve its lag in advanced semiconductor technology.

Android Central

Google Pixel 11 Pro Fold: Everything we know so far and want to see

The Pixel 10 Pro Fold came with a handful of upgrades, making us wonder about the next-gen Pixel 11 Pro Fold and what it could possibly bring to the table.

Tom’s Hardware

Nvidia outlines plans for using light for communication between AI GPUs by 2026 — silicon photonics and co-packaged optics may become mandatory for next-gen AI data centers

Nvidia details its upcoming Quantum-X InfiniBand and Spectrum-X Ethernet switches that will adopt co-packaged optics by 2026 to deliver up to 409.6 Tb/s bandwidth at lower power than traditional pluggable module.

Tom’s Hardware

‘Still, you’re paying for dinner,’ Nvidia CEO shoots back after TSMC CEO jokes about his $4 trillion NT net worth

Nvidia CEO Jensen Huang is back in Taiwan for weighty negotiations with contract chipmaker TSMC, but still had some fun.

Tom’s Hardware

White House won't ask for ownership stake in TSMC or Micron in exchange for CHIPS Act funds — companies already investing more in the US expected to be exempt

CHIPS Act awardees that don’t expand their investment commitments might be asked to hand over some equity to the federal government.

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