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The Latest Breaking News from TSMC

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

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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.

Barchart

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.

Benzinga

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

Tom’s Guide

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.

Barchart

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.

Tom’s Hardware

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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?

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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.

Tom’s Hardware

Chipmaking giant TSMC hit with class-action lawsuit in the U.S. for bias, racism, and unsafe conditions — over 30 plaintiffs have accused the company of illegal practices at Arizona fab

Over 30 current and former TSMC Arizona employees have joined a class-action lawsuit accusing the company of discriminating against American workers, enabling racist behavior, and maintaining unsafe conditions at its Fab 21 facility.

Benzinga

Elon's America Party ETF: A What-If Fund Of Musk-Linked Stocks Like Tesla, Nvidia

Move over, MAGA. Wall Street may soon be trading AMPX. That’s our acronym for the America Party Musk Exposure Index Fund, an imaginary ETF based on the theory that since Elon Musk is returning full throttle to politics, his stock empire deserves its own ticker.

Tom’s Hardware

TSMC swats down claims it is delaying its Japan chipmaking plant to prioritize Arizona plants to avoid US tariffs — TSMC says US investments won't impact other regions

TSMC is reportedly slowing work on its second Japanese fab to accelerate buildout in Arizona in anticipation of possible U.S. tariffs on Taiwan-made chips, though the company maintains that its expanded American investments will not affect its projects in Japan and Germany.

Barchart

Intel’s Chip Strategy Shifts Again: Time to Buy the Dip?

While the risk remains high, so does the opportunity for recovery under Intel’s new leadership.

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