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The Latest Breaking News from TSMC

Ex-Intel CEO Pat Gelsinger gives Japan's new leading-edge chipmaker advice, says Rapidus needs unique tech to compete with TSMC

Rapidus plans to produce 2nm chip production with integrated packaging by 2027, but ex-Intel CEO Pat Gelsinger cautions that it needs unique technology to compete with TSMC.

Tom’s Hardware

Intel hosts Direct Connect Asia event in Seoul — company tries to lure Samsung Foundry clients in its own backyard

Intel Foundry hosts its first Direct Connect Asia event in Korea, targets local chip designers, automotive industry.

Tom’s Hardware

Moore's law isn't dead — it's just buried under six feet of silicon spin

Silicon wafer sizing isn't what you think. Yes, 3-nanometer and 2-nanometer chips sound incredibly tiny. But semiconductor process node technology names are really just marketing at this point.

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Samsung might make a Snapdragon 8 Elite 2 that's truly 'for Galaxy' S26

Rumors claimed Samsung could be tasked by Qualcomm to make a 2nm process Snapdragon 8 Elite 2 for the Galaxy S26.

Android Central

China vows to retaliate against Taiwan for blacklisting Huawei, SMIC from chip tech — "Such despicable acts are utterly contemptible" says China spokesperson

Taiwan's blacklisting of 601 Chinese firms, including Huawei and SMIC, over national security concerns have provoked fierce condemnation from Beijing, which threatened retaliatory measures.

Tom’s Hardware

Apple Just Dropped Its Boldest Design Since iPhone X — Meet the iPhone 17 Series

Apple's iPhone 17 series promises its boldest design overhaul since the iPhone X. Anticipate a new iPhone 17 Air, a slimmer design, and enhanced displays across all models.

International Business Times UK

New chip industry roadmap predicts true 10 nm silicon won't arrive until 2039 and yet Moore's Law is, actually, alive and kicking

Except, of course, it won't really be 0.2 nm or anything even close to that.

PC Gamer

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Cathie Wood's Ark Invest Cashes Out $109 Million Out Of Circle Internet Stock As Shares Spike, Pivots Into Robinhood And These Chip Stocks

On Monday, Cathie Wood-led Ark Invest made significant trades involving Circle Internet Group Inc. (NYSE:CRCL), Robinhood Markets Inc. (NASDAQ:HOOD), Advanced Micro Devices Inc. (NASDAQ:AMD), and Taiwan Semiconductor Manufacturing Co., Ltd (NYSE:TSM). These trades highlight Ark’s strategic positioning in the market amidst evolving industry dynamics.

Benzinga

I spent weeks testing the AMD Radeon RX 9060 XT 16GB and RX 9060 XT 8GB, and both offer compelling value

The AMD Radeon RX 9060 XT offers good value in both its 16GB and 8GB versions, though both still lag behind when competing with Nvidia's offerings.

TechRadar

The Next Trillion-Dollar Boom? 3 Stocks to Buy with 300 Million Humanoid Robots on the Horizon.

Here’s why these three mega-cap tech stocks are poised to benefit from the robotics boom over the next three decades.

Barchart

This TSMC, Samsung Supplier Just Made A Golden Cross

Lam Research Corp (NASDAQ:LRCX), a go-to supplier for chip giants like Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) and Samsung Electronics Co (OTCPK:SSNLF), just flashed a golden signal on its chart – a technical Golden Cross – as the stock surged nearly 25% year to date.

Benzinga

Intel details 18A process technology — takes on TSMC 2nm with 30% density gain and 25% faster generational performance

Intel has fully detailed its 18A (1.8nm-class) process at VLSI 2025, highlighting major performance, power, and density improvements enabled by RibbonFET transistors and PowerVia backside power delivery.

Tom’s Hardware

New US restrictions could prevent leading chip manufacturers from installing chipmaking tools in their China fabs — TSMC, Samsung, and SK hynix potentially impacted

The U.S. government may cancel a program for multinational chipmakers, with impacts to firms like Samsung, SK hynix, and TSMC which operate in China.

Tom’s Hardware

SoftBank’s Masayoshi Son Unveils $1 Trillion AI Hub Proposal for U.S. to Rival China

Softbank’s Masayoshi Son is leading efforts to build one of the largest investments in history by finding backers for a $1 trillion AI hub in Arizona.

Barchart

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Tom’s Hardware

Trump and TSMC pitched $1 trillion AI complex — SoftBank founder Masayoshi Son wants to turn Arizona into the next Shenzhen

Masayoshi Son is planning a $1 trillion AI and robotics industrial hub in Arizona, called Project Crystal Land, and is seeking support from TSMC, Samsung, and the U.S. government.

PC Gamer

Intel claims 18A, the node Pat bet the company on, is either 25% faster or 38% more efficient than Intel 3. Though that's a node Intel didn't have enough faith in to release for desktops or laptops

A tricky comparison, given there are no Intel 3 chips in PCs.

PC Gamer

Intel's next-gen Nova Lake CPU rumoured to get up to 52 cores, over double the count of Arrow Lake across all segments

Mid-range Nova Lake has more cores than high-end Arrow Lake, natch.

Tom’s Hardware

Taiwan bans chip exports to Huawei, SMIC — ban comes after Huawei tricked TSMC into making two million AI processors despite US restrictions

Two of the most important companies behind China’s semiconductor self-sufficiency and AI supremacy hopes were dealt a blow on Saturday, with their addition to Taiwan’s strategic high-tech commodities entity list.

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The Independent UK

Taiwan adds China’s Huawei and SMIC to export control list

Taiwan’s Commerce Ministry has added Chinese chipmakers Huawei Technologies and Semiconductor Manufacturing International Corp to its export control list, as trade and technology frictions between the self-ruled island, China and the United States increase

Tom’s Hardware

Patent reveals Huawei's quad-chiplet rival for Nvidia's Rubin AI GPUs could use packaging tech that rivals TSMC — Ascend 910D rumors have seemingly solid foundation

Huawei has reportedly developed a chip packaging process technology for its Ascend 910D processor that is comparable to TSMC's leading-edge CoWoS technology.

Tom’s Hardware

AMD unwraps 2027 AI plans: Verano CPU, Instinct MI500X GPU, next-gen AI rack

AMD plans to launch its second-generation rack-scale AI platform in 2027 with EPYC 'Verano' CPUs, Instinct MI500X GPUs, and Vulcano 800 GbE NICs, accelerating its roadmap to an annual cadence.

Tom’s Hardware

GeForce RTX 5050 listed with 2,560 CUDA cores and 2,250 MHz boost clock

German IT company Kiebel reveals the specifications for Nvidia's unreleased GeForce RTX 5050 graphics card.

Tom’s Hardware

TSMC slows down global plans due to soft demand, but accelerates Arizona fab plans by six months for A16 / N2 production

TSMC's $165 billion U.S. investment gets speed boost

Tom’s Hardware

Tesla details how it finds punishing defective cores on its million-core Dojo supercomputers — a single error can ruin a weeks-long AI training run

Tesla's Stress tool detects and disables faulty cores in Dojo wafer-scale processors, which power Dojo clusters with millions of cores, without interrupting AI training.

Tom’s Hardware

'Rising ASIC coalition' seeks to jettison Nvidia — Industry report claims firms are accelerating development in order to reduce dependence on the giant

Industry reports claim that ASIC shipments are projected to rise at a compound annual growth rate of 50%. This growth is largely attributed to top cloud hyperscalers such as Google, AWS, and Meta seeking to move away from reliance on Nvidia hardware.

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