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The Latest Breaking News from TSMC

Huawei reportedly acquired two million Ascend 910 AI chips from TSMC last year through shell companies

According to CSIS, Huawei has millions of AI chips from SMIC despite yield problems.

Tom’s Hardware

Chinese advances like DeepSeek have ‘narrowed’ AI gap with U.S., says CSIS think tank: ‘Unrealistic to expect a lead of more than a year or two’

"DeepSeek’s technological innovations are real," Gregory Allen, director of CSIS’s Wadhwani AI Center, wrote on Friday.

Fortune

AMD's Zen 6-based desktop processors may feature up to 24 cores

AMD's Zen 6-based CPUs will feature 12-core CCDs, therefore up to 24 cores in AM5 configurations.

Tom’s Hardware

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Trump highlights TSMC investment while calling for CHIPS Act repeal

The president called the legislation a "horrible, horrible thing."

Laptop

Intel is still using TSMC for 30% of its wafer demands: 'We were talking about trying to get that to zero as quickly as possible. That's no longer the strategy'

So, not much has changed then.

PC Gamer

President Trump wants to kill the $52 billion CHIPS Act: 'a horrible, horrible thing'

Trump wants to use tariffs rather than subsidies to encourage US made tech.

PC Gamer

Taiwan hails ‘historic’ TSMC deal with US, but will it lose the ‘silicon shield’ protecting it from China?

The producer of the world’s most advanced chip technology is investing on US soil but some fear that could reduce the leverage Taiwan holds to ensure its future security

The Guardian - AU

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Is Taiwan Semi Stock a Buy, Sell, or Hold on Plans to Invest $100 Billion in the U.S.?

With a $100 billion U.S. expansion, is Taiwan Semi stock set for long-term gains, or is this a wait-and-see moment for investors?

Barchart

Intel will keep using TSMC's services even when 18A is ramped up: 'It is a good supplier'

Intel is set to continue outsourcing some of its products to TSMC even when 18A and other advanced nodes are fully ramped.

Tom’s Hardware

TSMC expands investments in the U.S. to $165 billion with new fabs and R&D center: A closer look

TSMC is set to build a major semiconductor production hub in the U.S. for $165 billion, but the plans still need to be set.

Tom’s Hardware

TSMC's Arizona chip fab production is sold out through late 2027

As TSMC's capacities are fully booked through late 2027, its customers asked for more capacity in the U.S., says C.C. Wei.

Tom’s Hardware

TSMC's $100 billion U.S. deal shows Taiwan's ruling party is 'selling out Taiwan,' say critics

Critics say that TSMC's move to invest more in the U.S. will lead to the reduction of Taiwan's strategic importance on the global stage.

Tom’s Hardware

Taiwan says chipmaker's move to invest $100 billion in the US wasn't because of US pressure

Taiwan President Lai Ching-te and the CEO of Taiwan's largest chipmaker on Thursday held a joint news conference defending TSMC's decision to invest $100 billion in the U.S., saying that it stemmed from customer demand and not out of pressure from the Trump administration

The Independent UK

Taiwan Says TSMC Investment 'Historic Moment' For US Ties

Taiwanese chipmaking giant TSMC's plan to invest $100 billion in the United States was a "historic moment" for Taiwan-US ties, the island's President Lai Ching-te said on Thursday.

International Business Times

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Tom’s Hardware

Trump wants to kill the CHIPS Act — says chipmakers are coming to the USA to avoid tariffs

Trump tells the Senate President to get rid of the CHIPS Act and use the money allocated for it to reduce debt instead.

International Business Times

What TSMC's $100 Bn Investment In The US Means For Taiwan

Taiwanese chip-making giant TSMC plans to invest a whopping $100 billion in the United States, after US President Donald Trump threatened to slap tariffs on overseas-made chips.

Fortune

Trump touts TSMC, natural gas, and Panama Canal deals to Congress in a premature victory lap

Trump pointed to three deals he claimed were proof of how his officials were bringing jobs back to the U.S., opening up new markets, and ensuring U.S. security.

The Independent UK

Taiwan downplays national security concerns after Trump and TSMC’s $100bn semiconductor deal

Opposition leaders raise concerns over country’s defence after deal with US

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Roll Call

5 requests Trump made of Congress during his joint address - Roll Call

President Donald Trump's address to a joint session of Congress focused on his executive agenda, though he also made several specific asks.

Tom’s Hardware

TSMC's $100B US investment only accounts for 7% of company's output — Taiwan gov't gives official blessing for project

After the initial hype of TSMC's major U.S. investment, TSMC is clarifying its commitments to Taiwan and its shareholders; the move is not an abandoning of Taiwan.

TechRadar

TSMC announces huge US investment to boost AI development

TSMC pledges further $100 billion investment into US semiconductor manufacturing.

Barchart

The Best AI Stock to Invest $200 in Right Now

Taiwan Semi’s client base and rapid growth create an exceptional long-term opportunity.

The Guardian - UK

Taiwan vows most advanced tech will not go to US under $100bn Trump deal

Country’s government says deal with TSMC needs assessment as opposition claims it will reduce defences

PC Gamer

TSMC and Trump announce massive $100 billion investment in the US including 3 new fabs but it's reasonable to ponder whether it will actually happen

Taiwanese government emphasises that TSMC's most 'advanced processes' won't be moving Stateside

Fortune

DeepSeek hype and geopolitics make this Chinese chipmaker one of Hong Kong’s best performing stocks

Semiconductor Manufacturing International Corp. (SMIC) is up over 75% for the year so far, making it one of the Hang Seng’s best performing stocks.

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