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The Latest Breaking News from TSMC

This 1 Chip Stock Says Tariffs Haven’t Changed Its Growth Story as Profits Surge 60%

The world's largest contract manufacturer of chips forecasts limited impact from tariffs.

Barchart

TSMC's 3nm update: N3P in production, N3X on track

TSMC has begun production of chips on its performance-enhanced N3P node, plans to follow with the high-frequency N3X variant.

Tom’s Hardware

TSMC unveils 1.4nm technology: 2nd Gen GAA transistors, full node advantages, coming in 2028

TSMC unveils its A14 process technology featuring 2nd generation GAA nanosheet transistors and NanoFlex Pro DTCO with production slated for 2028.

Tom’s Hardware

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TSMC's N2 process reportedly lands orders from Intel — Nova Lake is the likely application

Rumors suggest that Intel is contracting TSMC to utilize its N2 process node for Nova Lake, likely alongside its own 18A node.

Tom’s Hardware

TSMC says it cannot guarantee that its chips don't end up in China

In its annual report, TSMC acknowledged it cannot fully track how its chips are ultimately used, highlighting ongoing risks of unintentional export control violations.

Tom’s Hardware

Asian markets are mostly higher as Wall Street is stuck in trade war doldrums

Asian shares are mostly higher after a bumpy ride on Wall Street

The Independent UK

TSMC's chip price hike could make your next iPhone very expensive

Your next iPhone could come with hidden costs, thanks to price hikes from silicon manufacturer TSMC (Taiwan Semiconductor Manufacturing Company).

Laptop

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US-made chip prices could soar if the rumour that TSMC might charge 'as much as 30%' more for its Arizona chips pans out

So tariffs on foreign chips and hiked prices on domestic ones?

PC Gamer

TSMC to build 30% of its 2nm and more advanced chips in the U.S., to speed up Fab 21 build out

TSMC plans to produce 30% of its 2nm and 1.6nm chips in Arizona as part of a its effort to transform its Fab 21 site into a major U.S. semiconductor hub.

Tom’s Hardware

Taiwan's TSMC Net Profit Soars As US Tariff Threat Looms

Taiwan Semiconductor Manufacturing Company is the world's largest contract maker of chips that have become the lifeblood of the global economy, powering everything from smartphones to missiles.

Latin Times

TSMC isn’t worried about Trump’s trade uncertainty as it reports 60% growth in quarterly profit

The chipmaker is keeping its annual outlook for sales and said it has not seen any change in customers’ behavior so far.

Fortune

TSMC profit soars and outlook kept steady despite chip tariff woes

Contract chipmaker Taiwan Semiconductor Manufacturing Company’s net income was up by 60% in the first quarter, boosted by strong AI demand.

Euronews

TSMC Shares Set to Climb After Q1 Net Profit and Earnings Jump 60% Amid US Chip Production Ramp

TSMC shares were up by over 4.5% in pre-market Thursday trading after posting strong Q1 results. The company stands to benefit from Made-in-America initiatives.

International Business Times UK

Taiwan's TSMC Says Net Profit Rose 60.3% In First Quarter

Taiwanese chipmaking titan TSMC reported Thursday a surge in net profit for the first quarter and forecast robust demand for artificial intelligence technology, despite the spectre of US tariffs on the critical sector.

International Business Times

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Tom’s Hardware

Made in the USA: Inside Nvidia's $500 billion server gambit

The scale and timeline of Nvidia's plans to build AI server supply chain in the U.S. look ambitious, but can they actually be fulfilled?

International Business Times UK

Trump's Trade War With China Could Cost NVIDIA £4.2B As It Races To Build Fully US-Made Supercomputer Chips

Nvidia faces a potential £4.2 billion financial setback due to escalating U.S.-China trade tensions and new export restrictions on its AI chips.

TechRadar

Nvidia wants to build Nvidia AI supercomputers entirely in the US, but I'm not sure it matters so much

Nvidia says it will build its AI supercomputers entirely in the US - the White House says this is the "Trump Effect."

TechRadar

Take a peek at what AMD's next generation Venice Zen 6 EPYC CPU CCD looks like as CEO shows its die

AMD unveils its next-gen Zen 6 EPYC Venice CPU die, the first HPC chip built on TSMC’s 2nm process node.

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Euronews

Which companies will be impacted by Trump’s semiconductor tariffs?

Companies such as Taiwan’s TSMC and South Korea’s Samsung Electronics may be particularly hit by upcoming US semiconductor tariffs.

Tom’s Hardware

AMD teases its first 2nm chip, EPYC 'Venice' fabbed on TSMC N2 node — also announces USA production of current-gen chips

AMD tapes out and powers on a 2nm CCD for its 6th Generation EPYC 'Venice' processor.

PC Gamer

White House claims 'the Trump Effect in action' as Nvidia announces plans to build AI chips and supercomputers in the US

Is it, though?

Laptop

Nvidia says it's going to build AI supercomputers in the U.S. as soon as this year

Nvidia is on a course to build AI supercomputers entirely in the U.S. for the first time, but what does that mean for us?

Al Jazeera

Nvidia commits to $500bn AI server production in the US

The chipmaker is the latest tech firm to announce plans to bring jobs to the United States.

International Business Times

Nvidia To Build Supercomputer Chips Entirely In US For First Time

Nvidia on Monday announced plans to build top-end artificial intelligence supercomputer chips entirely in the United States for the first time.

Tom’s Hardware

Nvidia aims to build $500 billion worth of AI servers in the USA by 2029

To avoid looming U.S. tariffs and strengthen supply chain resilience, Nvidia is partnering with TSMC, Foxconn, Wistron, Amkor, and SPIL to localize production of its AI servers and chips in the U.S.

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