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The Latest Breaking News from TSMC

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

Tom’s Hardware

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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.

Fortune

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.

Tom’s Hardware

Researchers pack a "quantum light factory" into a 1mm² CMOS chip — combines photonics, electronics, and quantum hardware with traditional silicon manufacturing that can achieve mass scale

Researchers have created a 1 mm² chip that merges quantum photonics, electronics, and self-tuning systems—all on a standard 45 nm CMOS process. This breakthrough brings mass-producible quantum hardware closer than ever, much like the Intel 4004 did for microprocessors.

Tom’s Hardware

At All-Time Highs, Should You Buy Taiwan Semi Stock Here or Wait for a Dip?

While there are some short-term challenges, TSMC has laid the groundwork for long-term, profitable growth.

Barchart

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TSMC's quarterly sales hit a record $30 billion — contract chipmaker plans over 15 new fabs to meet still-growing AI demand

After posting a record $30 billion revenue in Q2 2025, TSMC announced plans to build at least 15 new fabs worldwide.

Tom’s Hardware

Wedbush Analyst Says TSMC Blowout Earnings Confirm AI Demand Is 'Really, Really Strong' — Bullish Signal For Nvidia And Big Tech

On Thursday, Wedbush Securities' Matt Bryson said Taiwan Semiconductor Manufacturing Co.'s (NYSE:TSM) stellar second-quarter earnings leave little doubt that artificial intelligence (AI) demand remains red hot — a promising signal for Nvidia Corporation (NASDAQ:NVDA) and the broader tech sector.

Benzinga

Asian shares mostly advance after Wall Street cruises to more records

Asian shares are mostly higher after Wall Street rose to records following better-than-expected updates on the economy and a mixed set of profit reports from big U.S. companies

The Independent UK

If you want to know why graphics cards are still so painfully pricey, you might want to take a look at TSMC's record-high profits which are heading for $50 billion this year

Would sir care for just one more wafer?

PC Gamer

Nvidia-Supplier TSMC Crushes It, Yet Chip ETFs Face A Tariff Storm

At first glance, the numbers shout “boom.” Contract chipmaker Taiwan Semiconductor Manufacturing Company (NYSE:TSMC) just reported record-breaking Q2 results. Profit jumped 61% year-over-year and revenue surpassed expectations.

Benzinga

TSMC's Q2 profit soars by 60% on the back of solid AI chip demand

The world’s largest contract chip manufacturer TSMC, reported better-than-expected results as AI chip demand has been boosting the company's sales.

Euronews

Stocks Muted Before the Open as Investors Await U.S. Retail Sales Data, Netflix Earnings on Tap

September S&P 500 E-Mini futures (ESU25) are up +0.05%, and September Nasdaq 100 E-Mini futures (NQU25) are up +0.13% this morning, pointing to a muted open on Wall Street after yesterday’s volatile session, with attention now turning to U.S. retail sales data and an earnings report from streaming giant Netflix.

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Benzinga

Taiwan's Chip Industry Comes Under Attack By China-Linked Hackers As Trump Administration Tightens Export Controls: Report

Chinese-linked cybercriminals have reportedly intensified their attacks on Taiwan's semiconductor industry, targeting companies and financial analysts amid escalating U.S. export restrictions, according to cybersecurity researchers.

Tom’s Guide

Made by Pixel event set for August 20 — Pixel 10, Pixel Watch 4 and more

Google has set an August date for its next Made by Google event where the Pixel 10 series is expected to debut

Barchart

Dear Taiwan Semi Stock Fans, Mark Your Calendars for July 17

With earnings day nearing, all eyes are on July 17 as TSM stock fans brace to see whether Wall Street’s optimism will hold.

Tom’s Hardware

Nvidia reportedly preparing RTX 6000D for Chinese market to comply with U.S. export controls — fabricated on TSMC N4, featuring GDDR7 memory capable of delivering 1,100 GB/s of bidirectional bandwidth

NVIDIA is reportedly launching the RTX 6000D GPU for China to offset U.S. export restrictions. Built on TSMC’s 4nm process and armed with GDDR7 memory delivering 1,100 GB/s bandwidth, the card targets AI workloads and could help NVIDIA reclaim lost revenue in the Chinese market.

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PC Gamer

Intel's new Nova Lake CPU is reportedly being made on TSMC N2 right now, pointing to a hybrid 18A node and late 2026 launch

"Sorry, no hints this time."

Your next smartwatch could be a performance powerhouse, thanks to new Wear OS chip

Qualcomm's next wearables chip could provide the boost that'll take Wear OS watches to the next level.

Tom’s Guide

Google Pixel 10 prototype pops up on a Chinese auction site — here’s what it reveals

A supposed prototype of the Google Pixel 10 appeared on an auction site; here's what this sketchy look shows us.

Barchart

A $90 Billion Reason to Buy This AI Stock Now

Taiwan Semiconductor is a mega-cap tech stock that continues to grow at an enviable pace. Is TSM stock still undervalued in July 2025?

Tom’s Hardware

Intel CEO says it's "too late" for them to catch up with AI competition — reportedly claims Intel has fallen out of the "top 10 semiconductor companies" as the firm lays off thousands across the world

Intel CEO says it's "too late" for them to catch up with competition and claims Intel has fallen out of the "top 10 semiconductor companies" as the firm lays off thousands across the world and loses contract manufacturing for 18A node.

Tom’s Hardware

Zombie fabs plague China's chipmaking ambitions, failures burning tens of billions of dollars

China has made progress in advanced chipmaking, but many ambitious fab projects failed due to lack of expertise, poor planning, and U.S. export restrictions — leaving behind numerous costly but unused 'zombie fabs' across the country.

Barchart

As Intel Considers a Pivot From 18A Tech, How Should You Play INTC Stock?

Reports have emerged that the company is mulling shifting away from the tech to better compete with rival TSMC.

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