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The Latest Breaking News from TSMC

TSMC reportedly cuts Chinese chipmaking tools from 2nm fabs as suppliers face scrutiny due to emerging new US restrictions

TSMC will no longer use Chinese-made equipment in its 2nm chip production lines, according to reports from both Digitimes and Nikkei Asia.

Tom’s Hardware

Intel confirms it has already received $5.7 billion from US government, CFO claims the deal was to halt the sale of its chip fabs

Intel confirmed it has received the $5.7 billion it was expecting as part of the Trump administration's investment in the company, though the CFO claims it was all designed to stop it selling its chip fabrication business, which has been a loss leader for several years.

Tom’s Hardware

Apple–TSMC Chip Pact Builds Firewall Against Trump's Tariffs

Apple Inc (NASDAQ:AAPL) isn't just building the iPhone 18—it's creating a moat. By reportedly securing nearly half of Taiwan Semiconductor Manufacturing Co Ltd's (NYSE:TSM) initial 2nm chip production capacity, Apple has locked in supply for its flagship device while also erecting a "firewall" against President Donald Trump's proposed 100% tariffs…

Benzinga

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NVIDIA's Earnings Show a Green Light for Taiwan Semiconductor

NVIDIA's new earnings results show a new path higher for Taiwan Semiconductor stock, as demand is quickly outpacing production supply.

MarketBeat

We're still waiting for the first 2nm chips but TSMC is accelerating its plans for 1.4nm silicon manufacturing, starting in 2027

All sounds a bit scary if you're Intel.

PC Gamer

Leaked Intel Nova Lake-S shipping manifest hints at 28-core CPU — possible counter to AMD's Ryzen 8000 line-up

Yesterday what appears to be a Nova Lake-S entry tagged as a pre-qualification sample with a surprising 28-core configuration was posted via a shipping manifest

Tom’s Hardware

Nvidia's Rubin GPU and Vera CPU taped out — both chips 'in fab' at TSMC, data center AI platforms on track for 2026

Nvidia has taped out its Rubin GPUs, Vera CPUs, and companion chips and send them out to production at TSMC, remaining on track to introduce its next-generation NVL144 platform for AI data centers in 2026.

Tom’s Hardware

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Jensen Huang Loves Taiwan Semiconductor. Should You Buy TSM Stock Here?

With Nvidia CEO Jensen Huang’s soaring confidence in TSMC, should investors see this as the perfect moment to jump on TSM stock?

Barchart

Trio of current and ex-TSMC employees face combined 30 years in prison for stealing national core key tech — engineer allegedly stole data to help Tokyo Electron improve etching machine performance

The trio is charged with violating Taiwan’s National Security Act and faces a combined 30 years in prison.

Tom’s Hardware

Trump Tariffs Won't Hurt TSMC, Says Taiwan Official As $100 Billion US Investment And Tariff Exemption Shield Chip Giant

Taiwan's top economic planning official said the Donald Trump administration's tariff threats on semiconductors would have minimal impact on Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), citing the chipmaker's massive U.S. investments, global dominance in AI chip production and the tariff exemptions.

Benzinga

This Nvidia Supplier Is Turning Up The Heat: Growth Metrics Spike As Stock Looks Set For A Breakout

Nvidia Corp’s (NASDAQ:NVDA) biggest manufacturing partner, Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), saw a big spike in its Growth metrics in Benzinga’s Edge Stock Rankings.

Benzinga

Jensen Huang Wants To Know If CC Wei Is 'Still Paying For Dinner' As Nvidia And TSMC CEO's Discuss High-Stakes China-Specific AI Chips

Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang's trip to Taiwan for high-stakes talks with Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) CEO CC Wei was punctuated by playful banter over dinner.

Benzinga

Trump's $11 Billion Intel Investment Doesn't Guarantee Tech Gain But Prevents Valuation 'Pain,' Says Leading Analyst

Analyst Ming-Chi Kuo says President Donald Trump's $11 billion stake in Intel Corporation (NASDAQ:INTC) is a strong vote of confidence in the chipmaker's future but cautions that the investment won't immediately resolve its lag in advanced semiconductor technology.

Benzinga

Google Pixel 11 Pro Fold: Everything we know so far and want to see

The Pixel 10 Pro Fold came with a handful of upgrades, making us wonder about the next-gen Pixel 11 Pro Fold and what it could possibly bring to the table.

Android Central

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Tom’s Hardware

Nvidia outlines plans for using light for communication between AI GPUs by 2026 — silicon photonics and co-packaged optics may become mandatory for next-gen AI data centers

Nvidia details its upcoming Quantum-X InfiniBand and Spectrum-X Ethernet switches that will adopt co-packaged optics by 2026 to deliver up to 409.6 Tb/s bandwidth at lower power than traditional pluggable module.

Tom’s Hardware

‘Still, you’re paying for dinner,’ Nvidia CEO shoots back after TSMC CEO jokes about his $4 trillion NT net worth

Nvidia CEO Jensen Huang is back in Taiwan for weighty negotiations with contract chipmaker TSMC, but still had some fun.

Tom’s Hardware

White House won't ask for ownership stake in TSMC or Micron in exchange for CHIPS Act funds — companies already investing more in the US expected to be exempt

CHIPS Act awardees that don’t expand their investment commitments might be asked to hand over some equity to the federal government.

Benzinga

Jensen Huang Says Buying This Nvidia Rival Stock Is 'Very Smart,' Hails It As One Of The Greatest Companies In History

Nvidia (NASDAQ:NVDA) CEO Jensen Huang praised Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) and suggested that investing in the company would be a wise move.

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Tom’s Hardware

Google switches from Samsung to TSMC — Pixel 10 and Tensor G5 chip use TSMC's N3P process

Ahead of Apple, it seems.

Benzinga

SoftBank Shares Plunge Over 7% In Tokyo After $2 Billion Intel Bet As Asian Tech Stocks Tumble Following Nvidia-Led US Sell-Off

On Wednesday, SoftBank Group (OTC:SFTBF) (OTC:SFTBY) shares fell sharply in Tokyo as investors reacted to its $2 billion investment in Intel Corp (NASDAQ:INTC), with broader Asian technology stocks sliding in tandem after a U.S. market pullback led by Nvidia Corporation (NASDAQ:NVDA).

Benzinga

TSMC Legend Morris Chang Once Branded Former Intel CEO 'Rude' Over 'Taiwan Is Not A Stable Place' — Today, Intel Struggles In The AI Landscape

Intel Corp's (NASDAQ:INTC) relationship with Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) soured years back — and it all traces back to comments that left TSMC's legendary founder unimpressed.

Tom’s Hardware

Softbank reportedly considered buying Intel's foundry division outright before investing $2 billion into the company as equity

SoftBank invested $2 billion into Intel today, but before that they considered buying the company's foundry division outright. Softbank, who already owns ARM, would've likely been blocked over monopolistic concerns, but CEO Masayoshi's relationship with Trump might've easedlocalapproval.

The Guardian - US

US pursuing stake in struggling chipmaker Intel, commerce secretary says

Trump administration looking to convert funding from Chips Act into equity in the semiconductor manufacturer

Fortune

Nvidia and AMD’s ‘special treatment’ from Trump shakes up an already tangled global chip supply chain

“If Nvidia and AMD are given special treatment…why shouldn't other companies be doing the same?” says one expert.

Benzinga

Taiwan Semiconductor's Fading Hot Streak Raises Stakes For Direxion's TSM-Focused Bull, Bear Funds

As the world's largest pure-play foundry, Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) — often abbreviated as TSMC — plays a critical role in the global semiconductor value chain. Late last year, International Data Corp stated that the company could expand its market share in the foundry industry to 36% by the…

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