TSMC hits record 70% foundry market share, making a synapse singeing $30.24 billion in revenue last quarter alone AI GPUs and data centre servers continue to be massive business. PC Gamer · Sep 1, 2025
The US government could get even more Intel stock if the company ends up losing control of its chip manufacturing business Though time will tell if $20 a share is good. PC Gamer · Aug 29, 2025
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 · Aug 29, 2025
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 · Aug 29, 2025
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 · Aug 28, 2025
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 · Aug 28, 2025
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 · Aug 28, 2025
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 · Aug 28, 2025
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 · Aug 28, 2025
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 · Aug 27, 2025
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 · Aug 27, 2025
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 · Aug 27, 2025
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 · Aug 26, 2025
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 · Aug 26, 2025
Benzinga · Aug 25, 2025 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.
Android Central · Aug 24, 2025 Google Pixel 11 Pro Fold: Everything you need to know The Pixel 11 Pro Fold has a similar design, but it is lighter, thinner, and a little bit faster.
Tom’s Hardware · Aug 24, 2025 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 · Aug 24, 2025 ‘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 · Aug 22, 2025 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 · Aug 22, 2025 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.
Tom’s Hardware · Aug 21, 2025 Google switches from Samsung to TSMC — Pixel 10 and Tensor G5 chip use TSMC's N3P process Ahead of Apple, it seems.
Benzinga · Aug 20, 2025 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 · Aug 20, 2025 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 · Aug 19, 2025 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 · Aug 19, 2025 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