AI Momentum Powers Record Growth in Q3: Is TSMC Stock a Buy Now? TSMC stands at the center of the semiconductor industry’s next big wave. Barchart · Oct 18, 2025
Nvidia and TSMC produce the first Blackwell wafer made in the U.S. — chips still need to be shipped back to Taiwan to complete the final product Nvidia and TSMC have produced the first Blackwell wafer at TSMC’s Arizona fab, marking a historic step in bringing advanced AI chip manufacturing to the U.S.. However, the chip still relies on Taiwan for final CoWoS-L packaging, which leaves the achievement largely symbolic for now. Tom’s Hardware · Oct 18, 2025
Intel Foundry secures contract to build Microsoft's Maia 2 next-gen AI processor on 18A/18A-P node, claims report — could be first step in ongoing partnership Intel Foundry will reportedly produce Microsoft's next-generation Maia processor for AI applications on its 18A process technology, which could mark a big win for the company both in terms of earnings and goodwill. Tom’s Hardware · Oct 17, 2025
TSMC moves up 2nm production plans in Arizona — CEO also hints at further site expansion beyond $165 billion commitment TSMC is ramping up its construction to unlock N2 production in Arizona, while also mentioning that it's purchasing another plot of land to expand the fab. Tom’s Hardware · Oct 17, 2025
Business Brief (Oct. 17): U.K. Sanctions Chinese Firms Over Russia Ties Chinese scientists report a major breakthrough in solid-state EV batteries, Indonesia confirms purchase of Chinese J-10 fighter jets Caixin Global · Oct 17, 2025
Should You Buy the Post-Earnings Dip in Taiwan Semi Stock? Taiwan Semiconductor reported strong earnings for its fiscal third quarter on Thursday. Jim Cramer recommends buying TSM stock after the earnings release. Barchart · Oct 16, 2025
Dear Taiwan Semi Stock Fans, Today's Earnings Could Change Everything Taiwan Semiconductor fans, brace yourselves, as today could redefine the company’s growth story as Q3 2025 results drop. Barchart · Oct 16, 2025
TSMC posts record quarter results as skyrocketing AI and HPC demand drives two-thirds of revenue — company pulls in $33.1 billion TSMC posted a record $33.1 billion in quarterly revenue driven by surging demand for AI and HPC processors, the ramp of Apple's latest SoCs, and the continued strength of advanced nodes. Tom’s Hardware · Oct 16, 2025
Nearly 40% jump in net profit: Chipmaker TSMC capitalises on AI boom Taiwan Semiconductor Manufacturing Corp., the world’s biggest semiconductor manufacturer, reported an unexpected jump in its net profit for the July-September quarter. Euronews · Oct 16, 2025
Taiwanese chipmaker TSMC sees nearly 40% jump in its net profit thanks to the AI boom Taiwan’s leading computer chip maker, TSMC, has reported its net profit surged nearly 40% in the last quarter, boosted by the surge in use of artificial intelligence The Independent UK · Oct 16, 2025
AI Boom Delivers Record Net Profit For Taiwan's TSMC Taiwanese tech titan TSMC reported Thursday a forecast-busting record net profit for the third quarter on skyrocketing demand for microchips used to power iPhones and artificial intelligence. International Business Times · Oct 16, 2025
The Apple M5 is barely a hop, much less the technological leap that Apple wants it to be The Apple M5 is official, and from everything I've seen about it, you can probably skip this one. TechRadar · Oct 15, 2025
Alliances, Tariffs, and Chips: Intel’s Fight for Leadership The semiconductor market is undergoing a full-fledged restructuring, with some companies expanding their influence and capitalization. In contrast, others are forced to seek support from competitors and governments. inkl · Oct 15, 2025
Report: Arm developing custom CPU for OpenAI's in-house accelerator — core IP would underpin 10GW of installed AI capacity OpenAI is reportedly working with SoftBank-owned Arm on a new CPU to complement the custom AI accelerator it is co-developing with Broadcom. Tom’s Hardware · Oct 14, 2025
Tom’s Hardware · Oct 13, 2025 Next-gen MRAM breakthrough can flip bits at SRAM-rivalling speeds with low power consumption — researchers claim true next-gen breakthrough using Tungsten layer The major challenge that hampered the development and adoption of SOT-MRAM is now in the rearview mirror.
Benzinga · Oct 13, 2025 Retail Investors' Top Stocks With Earnings This Week: Fastenal, ASML, TSMC And More Retail investors are preparing for the kick-off of the third-quarter earnings season, with big banks and other top stocks reporting this week.
Tom’s Hardware · Oct 12, 2025 Taiwan says its chip fabs are safe from China’s rare-earth crackdown Taiwan’s Ministry of Economic Affairs says the island’s chip sector will see 'no significant impact' from China’s newly expanded rare-earth export controls.
Benzinga · Oct 12, 2025 TSMC Faces Energy Threat, Trump's 'Genius Act' Sparks Hyperinflation Fears, Gold Predicted To Hit $5,000 By 2026: This Week In Economy It was an eventful weekend in the world of finance and tech. Here’s a quick rundown of the top stories that made headlines.
TechRadar · Oct 11, 2025 I got to see Intel Panther Lake up close this month, and it is the most important product Intel has ever produced Intel announced its next series of processors, the Core Ultra series 3, this week, but I got a close up look at these new chips in Arizona ahead of the announcement. Here's what I saw.
Android Central · Oct 10, 2025 Samsung's next-gen tech might power an alternative Galaxy Z Flip 8 Snapdragon Recent rumors claimed that Samsung is moving ahead with a next-gen Snapdragon variant with Qualcomm for the Flip 8.
Tom’s Hardware · Oct 10, 2025 Intel's 18A production starts before TSMC’s competing N2 tech — here's how the two process nodes compare Intel has begun mass production of its Core Ultra 3 'Panther Lake' processors built on 18A node at Fab 52 in Arizona, marking the first large-scale deployment of this advanced process ahead of TSMC’s N2.
Tom’s Hardware · Oct 10, 2025 China bans research company that helped unearth Huawei's use of TSMC tech despite U.S. bans — TechInsights added to Unreliable Entity List by state authorities Beijing has banned TechInsights from doing business with Chinese companies because it has "defied China's strong objections to engage in activities such as so-called military-technical cooperation with Taiwan, made malicious remarks concerning China, and assisted foreign governments in suppressing Chinese companies."
Tom’s Guide · Oct 10, 2025 Samsung Galaxy Z Flip 8 just tipped for monstrously powerful upgrade Samsung is apparently trying to make a 2nm version of the Snapdragon 8 Elite Gen 5, which could give its 2026 foldables even more power compared to the regular 3nm edition of the chip.
TechRadar · Oct 9, 2025 Athena 1 is probably the most secure CPU ever designed - but I don't think the only European CPU will be good enough to challenge rivals when it launches in 2027 Athena1 is described as the most secure CPU ever designed, but questions remain over whether Europe’s sovereign chip can compete with rivals when it launches in 2027.
Tom’s Hardware · Oct 9, 2025 AMD will beat Nvidia to launching AI GPUs on the cutting-edge 2nm node — Instinct MI450 is officially the first AMD GPU to launch with TSMC's finest tech AMD is set to use TSMC's leading-edge N2 fabrication process for its next-generation CDNA 5-based Instinct MI450 accelerators, but Nvidia's Rubin may have an edge over these GPUs when it comes to brute force compute performance.