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The Latest Breaking News from TSMC

TSMC’s $65B AI factories are rising in Phoenix. But Route 66 towns know how quickly boom turns to bust

As Phoenix bets big on AI with TSMC's new semiconductor fabrication factories, Arizona’s Route 66 towns reveal what it takes to survive technological upheaval.

Fortune

Ampere sneaks out a 192-core CPU with 12-channel DDR5 memory

Ampere expands lineup of AmpereOne CPUs with AmpereOne M processors featuring a 12-channel DDR5 memory subsystem that can address 3TB of DRAM.

Tom’s Hardware

Arrow Lake die shot shows off the details of Intel's chiplet-based design

Die shots of an Arrow Lake desktop CPU have been published online, revealing the inner design changes Intel has made to Arrow Lake, including its all-new chiplet (tile)-based design and improvements to the cache design.

Tom’s Hardware

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Apple expects to source over 19 billion chips from U.S. factories this year

Apple plans to source over 19 billion chips from U.S. facilities in 2025 — including tens of millions from TSMC’s Arizona fab — while investing $500 billion to expand its American operations.

Tom’s Hardware

Intel hedges its bet for High-NA EUV with the 14A process node — an alternate Low-NA technique has identical yield and design rules

Intel has not yet fully committed to using the new High-NA EUV chipmaking tool in production and has an alternative production flow of its 14A node that uses standard Low-NA EUV as a backup plan.

Tom’s Hardware

Intel's all-important Panther Lake mobile chip rumoured to launch later this year with just one model and it won't be getting the exciting graphics option

Only four Celestial-spec GPU cores at launch, not the full-fat 12-core variant.

PC Gamer

TSMC SVP Kevin Zhang opens up on process technology development & evolving demands: Interview

TSMC is evolving its strategy by developing distinct leading-edge process technologies optimized for AI, client, and HPC applications, while maintaining aggressive scaling with innovations like backside power delivery and second-generation nanosheet transistors.

Tom’s Hardware

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'China is right behind us': Jensen Huang says we need to 'accelerate the diffusion of American AI technology around the world'

Is more exports or less exports in the American interest?

PC Gamer

Intel's 14A chips might finally prove a match for Apple Silicon

Intel announced performance metrics for its upcoming 14A silicon process node during the Intel Foundry Direct Connect event in San Jose on Tuesday.

Laptop

TSMC starts construction its 1.6nm and 2nm-capable U.S. fab: Fab 21 phase 3

TSMC breaks ground for its third Fab 21 module in the U.S., which will produce chips on A16 and N2 process technologies towards the end of the decade.

Tom’s Hardware

TSMC committed to Arizona chip plant ahead of potential tariff impact

With its first plant in full swing and its second now scaling up production, TSMC starts work on its third US chip plant.

TechRadar

Taiwan Semi Just Announced Its New A14 Tech. Should You Buy TSM Stock Now?

Taiwan Semiconductor just announced its cutting-edge A14 technology at its North American Symposium.

Barchart

Huawei Ascend AI 910D processor designed to take on Nvidia's Blackwell and Rubin GPUs

Huawei's Ascend 910D AI accelerator is expected to match Nvidia's H100 performance on the GPU level, with full systems based on the Ascend 910D set to compete against Nvidia's Blackwell and Rubin based pods.

Tom’s Hardware

Tom’s Hardware Innovation Awards 2025: Surprise and Delight

These are the most innovative products of the last year.

Tom’s Hardware

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Tom’s Hardware

Intel Foundry Roadmap Update - New 18A-PT variant that enables 3D die stacking, 14A process node enablement

Intel's new CEO Lip Bu-Tan took to the stage at the company's Intel Foundry Direct 2025 event here in San Jose, California to outline the company's progress on its foundry initiative.

PC Gamer

Taiwan to drop new law restricting TSMC from allowing foreign fabs to produce leading edge nodes after company's $100 billion investment in US facilities

The law's designed to keep other countries one node behind Taiwan at all times.

Tom’s Hardware

Taiwan's government strengthens 'silicon shield,' restricts exports of TSMC's most advanced process technologies

Taiwan is set to enforce strict controls on outbound semiconductor investments and advanced process technology exports under the amended Industrial Innovation Act, but uncertainty remains over how the government will define and restrict its future flagship nodes.

The Guardian - UK

EU microchip strategy ‘deeply disconnected from reality’, say official auditors

Plan to supply 20% of the world’s chips by 2030 described as ‘essentially aspirational’

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Barchart

$4.82 Trillion in U.S. Investments Now Announced Since Start of Trump’s Presidency, 451,000 New Jobs Expected

The U.S. is experiencing an unprecedented $4.82 trillion wave of domestic and foreign investments across AI, manufacturing, healthcare, and logistics, signaling long-term confidence in America's industrial and technological future.

Barchart

2 ‘Strong Buy’ Stocks to Buy on Plans to Increase American Manufacturing

Two checkered names from diverse industries are looking to bolster their manufacturing capabilities in the U.S. Here's how they stack up as investment ideas.

Barchart

Intel Is Cooking Up a ‘Win-Win’ Deal With Taiwan Semi. How Should You Play INTC Stock Here?

Intel’s Lip-Bu Tan has met with TSMC chief executive to discuss a win-win collaboration. Here’s how you should play INTC shares after its Q1 earnings.

Tom’s Hardware

TSMC discloses N2 defect density — lower than N3 at the same stage of development

TSMC claims N2 defect density is lower than N3 defect density two quarters before mass production starts, reveals N2 HVM time frame.

Tom’s Hardware

Intel posts flat year-over-year earnings and bleak outlook, warns about macroeconomic pressures

Intel reports flat revenue but deeper losses and lower margins in Q1 2025 as well as gives a bleak Q2 guidance driven by macroeconomic and trade-related uncertainties.

PC Gamer

Intel's elderly Raptor Lake CPUs are still selling surprisingly well and the reason is simple: They're cheap

Good enough performance at the right price, for laptops at least...

PC Gamer

New Intel CEO is looking 'for partnership with the industry leader to build purpose-built silicon' for AI, but is he talking about making chips with Nvidia or for OpenAI?

Lip-Bu Tan also says he hooked up with TSMC to talk about a possible collab'.

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