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The Latest Breaking News from TSMC

TSMC CEO Promises Staff Massive 30% Bonus Bump as Profits Surge. This Is a Clear Message for TSM Stock Bulls.

TSMC CEO pledges 30%+ staff bonuses as Q1 revenue hits $35.9 billion and AI demand surges. Here's why TSM stock looks like a long-term winner for investors.

Barchart

The end of Moore's Law? Huawei unveils new chip architecture, which it hopes can help it cut the gap on Nvidia and TSMC

Huawei introduced Tau Scaling Law and LogicFolding architecture as potential alternatives to Moore’s Law and traditional semiconductor scaling limitations.

TechRadar

Nvidia CEO Jensen Huang Is Heading to Taiwan. Get Ready for Updates on an ‘AI Semiconductor Triangle Alliance.’

Investors may be nervous about Nvidia stock now, but all eyes are shifting to Taiwan, where CEO Jensen Huang could unveil fresh updates on the AI chip alliance powering the global AI boom.

Barchart

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Energy use forcing rethink of AI chip design, TSMC says

AI's massive electricity needs are now driving chip development. Energy efficiency is becoming more critical than raw computing power. TSMC, a leading chipmaker, sees customers prioritizing performance gains that use less power. This shift impacts smartphones to AI data centers. New technologies like advanced packaging and chip stacking are key.…

The Economic Times

TP-Link announces its first consumer Wi-Fi 8 roadmap — Archer 8 routers scheduled to arrive in October 2026, pending FCC approval

TP-Link announced today the roadmap for its next-generation platform of Wi-Fi 8 (802.11bn) products.

Tom’s Hardware

Intel's new Arc G-Series chips will probably be the best for handheld gaming—but not for long, and only because AMD has dropped the ball

Do you trust Intel to keep investing in Arc drivers?

PC Gamer

Zoho-backed chip startup Netrasemi launches its first chip, eyes commercial production next year

The use cases for A2000 include surveillance through drones and CCTVs, robotics, intelligent video gateways and industrial automation. The 12 nm chip for the Thiruvananthapuram-based Netrasemi was fabricated at Taiwanese foundry TSMC.

The Economic Times

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Taiwan says US has no timetable for chip tariffs, preferential terms already agreed

Taiwan has secured preferential treatment for its semiconductor exports under a January trade deal with the US, ensuring favourable terms should future Section 232 tariffs be imposed. While the US has indicated potential tariffs on chips, no concrete timeline exists, according to Taiwan's vice premier.

The Economic Times

Zoho-backed Netrasemi launches first AI chip, begins customer trials

Kerala-based Netrasemi, backed by Zoho, has successfully tested its A2000 AI chip, now production-ready for edge devices. Early trials are underway with customers in surveillance and automotive sectors, targeting a mid-2027 commercial launch. This Indian-designed chip, built on TSMC's 12nm process, is among the first of its kind.

The Economic Times

AI is Powering A Semiconductor Boom

As tech giants spend astronomical sums on data centers, chip companies are scrambling to keep up. Expect demand to outstrip supply for a while.

Kiplinger

Chuwi AuBox X 256V mini PC review: A microcosm of where small PC designs are heading under the current price pressures

The Chuwi AuBox X 256V is a NUC-sized Mini PC with plenty of features and decent performance from its Intel Core Ultra 200 series processor.

TechRadar

AI era: Chipmakers Micron and SK Hynix join the elite $1 trillion market cap club

The global AI boom has transformed the semiconductor industry, pushing Micron and SK Hynix past the $1 trillion market value mark. Surging demand for AI memory chips, supply shortages and massive data centre investments have sparked strong rallies across Asian and US technology and semiconductor stocks.

The Economic Times

What Investors Need to Know About TSMC's Hefty 17% Dividend Increase

See what TSMC's dividend yield looks like after its latest increase, and the wrinkles in this company's dividend profile investors cannot overlook.

MarketBeat

SpaceX admits it can't find enough chips for orbital AI yet, requires 'significantly more than are currently available to us' — firm's risk factors in IPO paperwork also says ambitious TeraFab project may not be successful

SpaceX warns that it may not secure enough AI hardware to achieve its orbital AI ambitions even with supply from TeraFab. Also, Intel and Tesla may leave the TeraFab project.

Tom’s Hardware

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PC Gamer

Nvidia CEO Jensen Huang says the company plans to invest around $150,000,000,000 in Taiwan each year, describing the country as the 'epicentre of the AI revolution'

In it for the long haul?

The Economic Times

AI rally: SK Hynix, Micron Technology join trillion-dollar club; Taiwan bourse overtakes India in market value

The AI boom is fueling a surge in chipmakers like SK Hynix, Samsung, and Micron, pushing them into the $1 trillion market-cap club. This global tech rally has propelled Taiwan past India in market value, highlighting the dominance of AI-driven semiconductor giants.

PC Gamer

TSMC employees reportedly following Samsung workers in threatening to strike over bonus cuts despite record profits

Bumper times for tech firms but not necessarily tech employees?

The Economic Times

'India more diversified:' Sebi chief Tuhin Kanta Pandey comments on Taiwan's market ascent

SEBI chief Tuhin Kanta Pandey emphasized India remains a diversified market despite Taiwan overtaking its market value. Driven by TSMC and the AI boom, Taiwan's market is concentrated, while India's capital spans broad economic sectors.

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Tom’s Hardware

Angry TSMC employees considering strikes, unionization over employee bonuses, report claims — company reportedly considering 15% payout cut to fund capex despite record revenues fuelled by AI surge

TSMC responded by saying it expects employee profit-sharing bonuses to grow at a faster rate in 2026 than they did in 2025.

The Economic Times

First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock market

A global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas investors pulling nearly $24 billion from Indian equities this year. Fueled by the AI boom and a sharp rally in Taiwan Semiconductor Manufacturing Company, Taiwan has overtaken India as the…

The Economic Times

Taiwan overtakes India as world's 5th largest stock market

Taiwan's stock market has now surpassed India's in value. This shift is largely due to a strong performance by Taiwan Semiconductor Manufacturing Co. The island's market capitalization reached $4.95 trillion. India's market value stands at $4.92 trillion. This development highlights the significant impact of artificial intelligence on global markets and…

Tom’s Hardware

Huawei claims sanctions-busting breakthrough with 1.4nm-class chips by 2031, claims 55% higher transistor density — firm claims new LogicFolding chip architecture can bypass EUV restrictions, introduces 'Tau Scaling Law' to replace Moore's Law

Huawei Technologies unveiled a new “LogicFolding” chip design framework built on its proprietary Tau scaling law, claiming it can dramatically boost transistor density and power efficiency without EUV lithography — potentially helping China narrow the gap with TSMC and Nvidia despite U.S. sanctions.

International Business Times

Nvidia Says $200 Billion CPU Market Opportunity Includes China Despite Ongoing Chip Restrictions

Nvidia's chief executive also underscored the importance of Taiwan's supply chain and said the company is ramping up production of its Vera Rubin AI platform.

The Economic Times

Nvidia says its forecast for $200 billion CPU market includes China

Nvidia CEO Jensen Huang believes China remains a crucial market for central processing units. He forecasts a 200 billion dollar market for these chips, including China. Despite US-China technology challenges, Nvidia aims to serve this large and important region. Huang is in Taipei ahead of the Computex trade show and…

Barchart

The Best AI Stock to Buy Now for Less Than $500

This semiconductor company remains deeply embedded in the AI supply chain.

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