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The Latest Breaking News from TSMC

Ming-Chi Kuo: Apple giving Intel a ‘once-in-a-generation window’ to manufacture iPhone, iPad and Mac chips

Apple and Intel have reportedly started developing chips for iPhones, iPads and some MacBooks.

Tom’s Guide

AMD now owns 38.1% of the overall x86 CPU market according to new research but actually lost ground in desktop PCs

The CPU market giveth, and the CPU market taketh away...

PC Gamer

Buying CBRS Stock After the Cerebras IPO Is a Bet on Engineering Magic. That Same Magic Could Be the Kiss of Death.

The Cerebras IPO is the most significant debut in the semiconductor industry since Arm.

Barchart

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TSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth

TSMC predicts the global chip market will surpass $1.5 trillion by 2030. AI and high-performance computing will lead this growth. The company is expanding its advanced chip production and packaging capacity. New facilities are being built in Arizona, Japan, and Germany to meet future demand.

The Economic Times

Global Market: TSMC sees chip market crossing $1.5 trillion by 2030 on AI boom

TSMC has raised its long-term semiconductor industry forecast, projecting the global market to exceed $1.5 trillion by 2030, driven by artificial intelligence and high-performance computing demand. The company expects rapid growth in advanced chip production and is aggressively expanding manufacturing capacity across the US, Japan and Germany.

The Economic Times

TSMC allocates $20 billion to Arizona expansion — project faces water and labor shortages, complicated by visa rules

TSMC's Fab 21 becomes profitable in the first year of operations, though TSMC continues to struggle with labor shortage, water shortage, and is concerned about the long-term power supply. Nevertheless, it allocates $20 billion on further development of the project.

Tom’s Hardware

TSMC approves $31.28 billion capital budget amid AI-driven chip demand boom

Taiwan Semiconductor Manufacturing Company is investing over $31 billion to boost chip production. This expansion supports the growing demand for AI and high-performance computing. The company also plans significant investments in its US operations. Shareholders will see an increased dividend payout. This strategic move aims to capitalize on the booming…

The Economic Times

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Intel's Big Battlemage Arc Pro B70 GPU benchmarked in games, ends up bang-on Nvidia RTX 5060 Ti 16 GB performance

So much silicon for such modest performance.

PC Gamer

Sony signs deal to produce sensors with "Physical AI" at scale with TSMC –this could be the future of imaging sensors

After this Sony-TSMC deal, the future of camera sensors will be in Koshi City, Japan – and AI will be on the chip

Digital Camera World

Samsung holds desperate final talks with union over 18-day chip factory strike that could cost $20 billion — government-mediated summit seeks to avert industrial action that could hit HBM production

The two sides are meeting through South Korea's National Labor Relations Commission after earlier rounds of mediation in February and March collapsed.

Tom’s Hardware

Intel, SK hynix shares surge following reports of chip packaging partnership — SK is said to be testing Intel's 2.5D EMIB for HBM integration

The rally followed a report claiming that SK is conducting R&D with Intel on 2.5D packaging using Intel's EMIB technology.

Tom’s Hardware

TSMC, Sony Semiconductor Solutions to establish image sensor joint venture in Kumamoto

Taiwan Semiconductor Manufacturing and Sony Semiconductor Solutions are joining forces. They will establish a joint venture in Kumamoto, Japan. This partnership will focus on developing and producing advanced image sensors. The collaboration combines Sony's sensor design expertise with TSMC's manufacturing prowess.

The Economic Times

Apple, Intel have reached preliminary chip-making deal: Report

Intel has a preliminary deal with Apple to make chips for its devices. This is a big win for Intel's manufacturing. Apple could get more chip capacity. The US government played a role in talks. Intel stock rose on the news. Apple shares also saw gains. This deal diversifies Apple's…

The Economic Times

Pixel 11 battery capacity just leaked and it has me worried about Google's next flagship

Pixel phones don't have a reputation for stellar battery life, so why is Google reducing capacity?

Tom’s Guide

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International Business Times UK

Samsung Hits $1 Trillion Valuation — Stock Explodes As AI Chip Race Intensifies

Samsung Electronics became the second Asian firm after TSMC to reach a $1 trillion valuation as shares surged 15%, driven by record AI chip profits.

TechRadar

The entire AI revolution is being held hostage by party balloon gas — and it is not funny

AI's trillion-dollar supply chain breaks at the documentation layer.

Tom’s Hardware

JSR to build first Taiwan photoresist plant to co-develop advanced resists with TSMC — multi-million dollar plant could come online as early as 2028

The facility will close a gap that has put JSR at a disadvantage relative to its two largest Japanese rivals.

Tom’s Hardware

Apple considering Intel and Samsung for US chip production, report claims — consumer electronics giant looks to diversify supply chain amid chip shortages

Apple is reportedly in early talks with Intel and Samsung to secure more production for its advanced chips, as the company is constrained by the limited availability of advanced nodes that its SoCs are produced on.

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Tom’s Hardware

Nvidia CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs — firmly states US should have 'the first, the most, and the best' when it comes to AI hardware

Nvidia's Jensen Huang reiterates that American companies should be able to ship their products globally, but maintains that the latest AI accelerators should remain in America.

Tom’s Hardware

Nvidia's exposure to Asian supply chains for components hits 90% of its production costs — marked increase from 65% could intensify as physical AI adds even more exposure

Asian suppliers now represent roughly 90% of Nvidia's production costs, up from about 65% a year earlier, according to data compiled by Bloomberg.

MarketBeat

The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches

Dylan Jovine of Behind the Markets identifies five chip stocks set to benefit from the SpaceX IPO and the agentic AI wave driving it.

Fortune

Global investors are shrugging off Iran worries and returning to markets in Asia, the 'backbone of the whole AI value chain'

The AI boom is lifting markets across East Asia, yet energy concerns are causing Southeast Asia to lag behind.

Tom’s Hardware

Chinese GPU maker Cambricon's Q1 revenue hits $423 million as country's homegrown AI chip market accelerates — Chinese chipmakers continue to leech market share from Nvidia

The results come as Chinese chipmakers continue to absorb market share from Nvidia.

Barchart

TSMC Is Doubling Down on AI With A13. Does That Make TSM Stock a Buy?

Taiwan Semiconductor pushes deeper into AI with A13, reinforcing its tech lead as strong growth and valuation keep the buy debate alive.

PC Gamer

Valve is 'hard at work' on the Steam Deck 2, but over four years after the OG Deck there's still no indication of a launch date

Valve wants the next Steam Deck to be a really major upgrade.

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