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The Latest Breaking News from TSMC

'It's rumor and speculation. There's nothing to it': Intel's Lip-Bu Tan dismisses worries that the company's new hire gave it TSMC's 2 nm IP secrets

No official charges have been filed.

PC Gamer

Elon Musk Says Tesla Will Build More AI Chips Than Everyone Else Combined, Unveils Major Hiring Drive: 'I'm Not Kidding'

Elon Musk said Tesla Inc. (NASDAQ:TSLA) plans to build AI chips at volumes surpassing every competitor combined as the company launches a sweeping recruitment push for top-tier chip designers.

Benzinga

Intel's CEO Lip-Bu Tan Claims No Role in TSMC 2nm Leak - Taiwan Races to Protect Chips

Intel CEO Lip Bu Tan denies involvement in TSMC 2 nm leak. Taiwan investigates to protect its chip technology amid global semiconductor tensions.

International Business Times UK

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Nvidia Just Waved a Big ‘Green Flag’ for Taiwan Semi. Buy TSM Stock Here, Says Wedbush.

TSM stock has returned more than 1,100% to shareholders over the past decade and remains poised to deliver outsized gains over the next three years.

Barchart

Taiwan set to avoid 'punishing' 300% tariffs on semiconductor exports, says report — new trade deal could spur $400 billion investment commitment from island nation

A senior Taiwanese ministry official said the U.S. will not put tariffs on its chip exports in exchange for helping Washington, D.C., copy its science park model for tech companies.

Tom’s Hardware

Intel CEO rejects reports the company is obtaining TSMC secrets from former executive — Taiwan's investigation into Intel's controversial recent hire continues

Intel CEO Lip-Bu Tan dismisses speculation that former TSMC executive Wei-Jen Lo could have brought advanced TSMC process secrets to Intel.

Tom’s Hardware

Intel Could Be the Biggest Winner of TSMC’s AI Bottleneck

The AI industry's demand for chips is creating a supply bottleneck, positioning Intel's growing foundry business for significant long-term growth.

MarketBeat

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Nvidia Financial Report Shows $57B Boom as US Chips Deepen China Rift

Nvidia's record $57 billion quarter from its Blackwell AI chips funds a US infrastructure surge, while sanctions hinder China's technological progress, widening the global AI divide.

International Business Times UK

As Musk Hints That Tesla Could Make Its Own AI Chips, Should You Buy TSLA Stock?

Musk’s chip-fab talk boosts Tesla’s long-term narrative, but stalled earnings and premium multiples mean the stock still demands belief over proof.

Barchart

Samsung's next-gen 2nm node is in mass production, but will it beat TSMC's N2 silicon to market and help make chips cheaper?

My nm are better than your nm.

PC Gamer

Ex-TSMC Executive Allegedly Takes 2nm Data to Intel: Faces Security Storm

A former TSMC executive faces scrutiny after allegedly taking sensitive 2nm process data to Intel, prompting legal investigation and concerns over tech security and competition.

International Business Times UK

High-ranking TSMC executive faces Taiwan legal investigation over murky return to Intel — report alleges employee took technical documents with him

Wei-Jen Lo, a longtime TSMC leader who quietly reappeared at Intel only months after retiring, is now reported to have left with extensive N2, A16, A14, and post-A14 process documents, triggering scrutiny over his sudden move and a TSMC investigation into possible stealing of trade secrets.

Tom’s Hardware

Apple and Broadcom job listings suggest potential Intel Foundry collaborations — requirements highlight expertise in Intel's EMIB and 2.5D memory packaging tech

A new job posting at Apple exposes clues that the company could be looking at Intel as a packaging partner for future SoCs. Future M-series chips could leverage EMIB and/or Foveros.

Tom’s Hardware

Elon Musk wants foundry partners to build astounding '100 – 200 billion AI chips' per year — Musk says chipmaking industry can't deliver on his goals

Elon Musk claims Tesla may need 100 – 200 billion AI chips per year, a volume far beyond what TSMC and Samsung can supply, which is why he is considering building Tesla's own fab, as he believes existing foundries cannot scale fast enough for him.

Tom’s Hardware

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Benzinga

Elon Musk Says Teslas With AI5 Will Not Be Available In 'Sufficient Volume' Until Mid 2027: Why It Matters

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk on Saturday announced that the company's next-generation AI5 chips will not be available in sufficient quantities until mid-2027.

Benzinga

Elon Musk Reveals That He Pressures TSMC And Samsung To Speed Up Tesla's AI Chip Output: 'Five Years To Me Is An Eternity'

On Friday, Tesla Inc. (NASDAQ:TSLA) and SpaceX CEO Elon Musk revealed that the company is pushing its chipmaking partners to move far faster than traditional semiconductor timelines as it races to scale its next-generation AI hardware.

Barchart

Why Nvidia CEO Jensen Huang’s Meeting with Taiwan Semi Is a Big Deal for NVDA Stock

Nvidia CEO Jensen Huang’s meeting with Taiwan Semiconductor signals surging AI demand and suggests Nvidia is securing the additional chip supply needed to fuel its next major phase of growth.

PC Gamer

Valve says a next-gen Steam Deck 2 still isn't possible, two years after it last said exactly the same thing

There just aren't any chips good enough and probably won't be until 2027.

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Tom’s Hardware

Taiwan to up defense spending and develop Iron Dome-inspired missile protection — expert warns one well-placed Chinese missile could make it 'impossible to get a new iPhone for three years'

An expert from the Taiwan NSTC Hsinchu Science Park Bureau estimates that a single missile strike could disrupt iPhone production for three years, with another suggesting that such an event could result in a 6% to 10% contraction of the global GDP.

PC Gamer

Today I learned that the curvy lithography masks used by TSMC to make next-gen GPUs are 'alien', 'psychedelic' and look nothing like chip circuits

May we introduce Inverse Lithography Technology.

Benzinga

Cathie Wood Dumps $2.4 Million Worth Of Tesla Shares, Doubles Down On These AI Stocks

On Monday, Cathie Wood-led Ark Invest executed significant trades involving Tesla Inc. (NASDAQ:TSLA), Pony AI Inc. (NASDAQ:PONY), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), and Baidu Inc. (NASDAQ:BIDU). These trades highlight Ark’s strategic positioning in the tech and AI sectors.

Tom’s Hardware

Musk confirms Tesla AI5 and AI6 will be made at both Samsung and TSMC, reinforcing dual-foundry strategy

Elon Musk has confirmed that Tesla’s AI6 chip will be manufactured at both Samsung’s Taylor facility and TSMC’s Arizona fab. The update from the company’s CEO follows earlier comments in which he described Samsung’s site as technically superior.

PC Gamer

At a company sports day, Nvidia CEO Jensen Huang acknowledges 'without TSMC, there is no Nvidia today' and says thank you to the 'pride of the world' company

Nvidia will want to keep a strong bond with the Taiwanese manufacturer.

Tom’s Hardware

Nvidia's Jensen Huang upstaged at TSMC annual Sports Day by TSMC-branded sneakers — CEO's 'Made In Taiwan' footwear is the talk of the town

TSMC-branded sneakers were 'the focus of the audience' at the firm's annual Sports Day event this weekend.

Benzinga

Taiwan Semiconductor Rallies On Big October Sales And Growing Nvidia Demand

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) stock advanced on Monday after the company reported solid October financial results, underscoring continued momentum in advanced chip demand.

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