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The Latest Breaking News from TSMC

With Q2 Earnings In The Rearview Mirror, Tesla's AI Future Comes Into Focus

Tesla Inc (NASDAQ:TSLA) shares are trading marginally lower Tuesday afternoon as investors continue to weigh the company’s long-term artificial intelligence ambitions against recent financial headwinds. Here’s what investors need to know.

Benzinga

Tesla just signed a $16.5 billion contract with Samsung to manufacture an AI chip used in humanoid robots, data centers and, oh yes, autonomous cars as well

Tesla signs $16.5 billion contract with Samsung to produce AI6 chips for robots, autonomous vehicles, and AI data centers.

TechRadar

AMD CEO says its chips made in the US will be up to 20% more expensive, but claims that it’ll be worth the price hike

Lisa Su argues that while AMD CPUs could be up to 20% pricier if made in the US, that trade-off is worth it in terms of diversifying the supply chain.

TechRadar

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Nvidia seeks extra 300,000 H20 GPUs to meet China's surging AI demand — places order with TSMC to meet unexpectedly strong interest

Nvidia has ordered 300,000 H20 GPUs from TSMC as Chinese demand surges, despite political backlash over national security risks. The U.S. still hasn’t approved export licenses, but Nvidia aims to retain its foothold in China’s AI market, where rivals like Huawei are gaining ground.

Tom’s Hardware

Nvidia Orders Another 300,000 H20 Chips From TSMC As Soaring China Demand Reverses US Export Setback: Report

Nvidia Corporation (NASDAQ:NVDA) has reportedly ordered 300,000 additional H20 AI chips from Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) due to unexpectedly strong demand in China.

Benzinga

M5 iPad Pro: Everything you need to know

Apple's M5 iPad Pro has finally been revealed, delivering upgraded performance, more starting RAM, Wi-Fi 7 support and more. Here are all the biggest upgrades from the latest Pro tablet.

Tom’s Guide

Tesla's Samsung Deal A 'Valuable Opportunity' To Gain Real-World Experience That TSMC Wouldn't Have Allowed — Experts React To $16.5 Billion Agreement

Elon Musk-led Tesla Inc.'s (NASDAQ:TSLA) multibillion-dollar chip partnership with Samsung Electronics Co. (OTC:SSNLF) has sparked strong commentary from some of tech's most vocal investors and analysts — and they see big implications for AI, autonomy and the future of manufacturing.

Benzinga

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Samsung's US chip fab gets a much-needed lifeline in the form of a $16.5 billion deal to supply Tesla's next generation of car processors

Meanwhile, Intel Foundry continues to shout into the void for customers, getting only echoes as a reply.

PC Gamer

US government announces that its investigation into chip imports will have results within two weeks, potentially paving the way for a raft of new tariffs on all things silicon

I need your clothes, your boots, your motorcycle, and more of your money. Please.

PC Gamer

Samsung inks $16.5 billion Tesla AI chip deal — Elon Musk says Samsung will produce new A16 chips: 'The strategic importance of this is hard to overstate'

Samsung has secured a $16.5 billion deal to produce Tesla's future AI6 self-driving SoC at its Texas fab, a major strategic win for Samsung Foundry.

Tom’s Hardware

Elon Musk's Tesla signs €14 billion chip deal with Samsung Electronics

Elon Musk confirmed in a post on X that the South Korean giant’s US-based foundry will produce chips used in Tesla's self-driving cars, a record-breaking deal for both Samsung and American chipmaking.

Euronews

Elon Musk Confirms Tesla As the Mystery Big-Tech That Signed $16.5 Billion Chip Contract With Samsung: 'I Will Walk The Line Personally' To Boost Progress (UPDATED)

Editor’s Note: This story has been updated to include the latest developments

Benzinga

Trump's $550 Billion Japan Trade Deal Could Benefit Taiwanese Chip Giants Like TSMC's US Expansion—If It Aligns With Tokyo's Interests

On Saturday, Japan's top trade official said the country's new $550 billion investment package with the U.S. could help finance Taiwanese chipmakers like Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) as they build semiconductor plants in America.

Benzinga

The semiconductor industry is losing billions of dollars ever year because of this obscure little quirk

Semiconductor fabs may be losing hundreds of millions annually to poorly understood stochastic defects.

TechRadar

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Tom’s Hardware

China advances toward tech independence with new homegrown 6nm gaming and AI GPUs — Lisuan 7G106 runs Chinese AAA titles at 4K over 70 FPS and matches RTX 4060 in synthetic benchmarks

Lisuan Technology has unveiled the 7G106 and 7G105, China’s first 6nm gaming and AI GPUs built on the TrueGPU architecture. With up to 24 TFLOPs, 24 GB of GDDR6, and performance rivalling the RTX 4060, these cards ran Black Myth: Wukong at 4K high settings at over 70 FPS. Mass…

Tom’s Guide

Google Pixel 10 Pro Fold — what we know so far

What Google might have in store with its third generation of foldable.

Tom’s Hardware

TSMC's second Japanese fab reportedly delayed, mass production pushed to 2029

TSMC may delay construction of its Fab 23 phase 2 in Kumamoto, Japan by up to 18 months due to traffic congestion and inadequate infrastructure near the site, potentially pushing mass production to 2029.

Benzinga

Scott Bessent Warns TSMC's $40 Billion Arizona Fab May Only Meet 7% Of US Chip Demand — Blames Building Inspectors, Red Tape For Delays

Treasury Secretary Scott Bessent warned that Taiwan Semiconductor Manufacturing Co.’s (NYSE:TSM) massive Arizona fabrication facility may produce just 7% of America’s semiconductor needs, highlighting regulatory obstacles hampering domestic chip production.

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International Business Times

US Chip Maker Intel Says Revenue Rose As It Cut Ranks

Intel on Thursday posted quarterly revenue that topped market expectations, saying it has cut about 15 percent of its workforce to be "more agile."

Windows Central

Intel plans to layoff 24,000 employees in 2025 — it will also pull back from several projects including some in Germany, Poland, and more

Intel has revealed plans to reduce its total workforce to 75,000 "core employees" and also expects to pull back from projects in Germany, Poland, the United States, and more.

Tom’s Hardware

Intel will cancel 14A and following nodes if it can't win a major external customer — move would cede leading-edge nodes to TSMC and Samsung

Intel admits that it may halt or cancel development of its 14A (1.4nm-class) process node — its first to use High-NA EUV — if it fails to secure a major external customer or meet key milestones, which would likely mean its exit from the leading-edge semiconductor race.

Tom’s Hardware

AMD CEO says U.S.-made TSMC chips are more expensive, but worth it — costs 'more than 5% but less than 20%' higher than Taiwan-sourced alternative

AMD expects to receive TSMC-made chips by late 2025.

Tom’s Hardware

GeForce RTX 3050 refuses to die as Nvidia plans fifth iteration of its 2022 budget GPU — new Ada Lovelace-powered part suggests the name could even outlive Ampere silicon

Fortune

Places like Taiwan dominate chipmaking because they value 'high-quality' manufacturing, an ethos that 'doesn't exist in North America'

Nigel Toon, CEO of the UK chip firm Graphcore, said people miss is how a place's culture can drive advanced chipmaking.

Tom’s Hardware

Nvidia H20 AI GPU inventory is limited — but Nvidia is making a new B30 model for China to comply with export restrictions

Nvidia has reportedly told Chinese customers it will not resume production of its H20 AI GPUs despite a U.S. policy reversal, and is reportedly preparing a slower but cheaper Blackwell-based B30 GPU to comply with export restrictions and remain competitive in China.

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