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The Latest Breaking News from TSMC

America and Japan may join forces to manufacture displays in the US — New $13 billion fab proposed by Japan Display Inc. to counter Chinese dominance

The Japanese and American governments are considering setting up a new display factory in the U.S. that would cost $13 billion, a small part of a bigger $550 billion investment framework. This factory is being proposed by Japan Display Inc., a struggling display firm that has seen better days since…

Tom’s Hardware

New Windows-native NVMe driver benchmarks reveal transformative performance gains, up to 64.89% — lightning-fast random reads and breakthrough CPU efficiency

StorageReview evaluated the performance benefits of Microsoft's native NVMe driver on Windows Server 2025 and found substantial performance increases, particularly in random reads.

Tom’s Hardware

Nintendo sues the US government over tariffs — Japanese videogame giant seeks 200 billion refund with interest

Nintendo of America filed a lawsuit against the U.S. government on March 6 in the U.S. Court of International Trade, seeking a refund of tariffs it paid under President Donald Trump's executive orders.

Tom’s Hardware

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US Commerce Department confirms harsh new AI export rules, shoots down reports over the return of Biden-era AI Diffusion rule — DoC to formalize a new approach to strategic AI accelerator export controls

The U.S. Commerce confirms work on new export regulations for AI accelerators, but implies they will not resemble the ill-fated AI Diffusion Rule.

Tom’s Hardware

China's top chip execs claim ASML alternative 'small, fragmented, and weak' — Chinese industry titans call for national effort to invest in advanced chipmaking tools

China's most senior semiconductor executives issued a public call this week for a consolidated national effort to build a domestic alternative to Dutch lithography giant ASML.

Tom’s Hardware

'I think the fact that everything is scarce is fantastic for us' says Nvidia CEO Jensen Huang '...in a world of constraint, you have no choice but to choose the best'

At least someone is positive about it.

PC Gamer

China seeks to enhance rare earth advantages, take 'extraordinary measures' to achieve semiconductor breakthroughs — new five-year plan marks doubling down on technological self-reliance

China just released the latest draft of its five-year plan, which mentions it goal of building a more robust "response mechanism" to supply chain threats and focusing on enhancing its "competitive advantages in rare earths."

Tom’s Hardware

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Europe achieves record-breaking gigabit per second data transfer between a geostationary satellite and an aircraft

The European Space Agency has successfully tested a 2.6 Gbps data transmission from a laser satellite orbiting Earth 36,000 km away.

Tom’s Hardware

AMD's CPU division is booming as CEO Dr. Lisa Su says sales 'far exceeded my expectations'

And yes, of course, it's down to AI.

PC Gamer

GMKtec NucBox K16 mini PC review: A curious mixed bag that doesn’t quite justify the asking price

The GMKtec NucBox K16 uses an older AMD Ryzen 7 architecture but remains an effective mini PC.

TechRadar

Apple's new MacBook Air gets M5 and doubles starting storage — base price increases to $1,099

Apple today announced updates to its best-selling laptop, the MacBook Air.

Tom’s Hardware

I tested the GMKtec NucBox K13 - and this AI mini PC is an excellent example of what Intel does well

The GMKtec NucBox K13 uses a modern Intel Lunar Lake processor and showcases its strengths in the mini-PC space.

TechRadar

US military uses a laser to blast a drone out of the sky on the US-Mexico border — the target belonged to Customs and Border Protection in the friendly fire incident

The U.S. military accidentally shoots down a CBP drone flying near the U.S.-Mexico border with a laser system after mistaking it for a cartel drone.

Tom’s Hardware

Rapidus secures $1.7 billion from Japan’s government and private investors for 2nm chip production — company says it is in active discussions with more than 60 potential customers

Under the arrangement, the government will initially hold roughly 10% of Rapidus's voting shares and the majority of its stake in non-voting stock.

Tom’s Hardware

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PC Gamer

Intel Foundry exec leaves to head up Qualcomm's semiconductor biz as Intel shake-up continues

Intel has lost a few key execs over the past 18 months.

Tom’s Hardware

Imec's new post-exposure bake method speeds up EUV chipmaking tools, boosting production for the most advanced chips — 20% gain in photoresist improvement from increased oxygen concentration

Increased oxygen concentration during the EUV lithography post-exposure bake step can increase photoresist performance by 15% - 20%, according to Imec's findings.

PC Gamer

'We expect supply constraints to be the headwind to gaming in Q1 and beyond' says Nvidia, although it claims demand and inventory levels are 'healthy'

A tempering of expectations, perhaps?

Tom’s Hardware

Chipmakers still suffering from rare earth shortages, says report — US-China trade truce apparently still hasn’t eased pressures despite agreement taking place in October last year

Sources told Reuters that some U.S. chipmaking firms are running low on scandium — a crucial rare earth material for making 5G chips — as they suffer delays from acquiring export licenses from Beijing.

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Tom’s Hardware

China to increase leading-edge chip output by 5x in two years, report claims — aims to lift 7nm and 5nm production to 100,000 wafers per month, targeting half a million monthly by 2030

Chinese foundries looking to increase 7nm and below capacity to 100,000 wafer starts per month in one or two years, says Nikkei.

Tom’s Hardware

Trump administration to use Pentagon AI to set mineral reference prices — gallium and germanium among first four targets

The Trump administration wants to use DARPA's Open Price Exploration for National Security (OPEN), an AI tool launched in 2023, to calculate what supplies of strategically important rare earths should cost once labor, processing, and other inputs are factored in and the effects of alleged Chinese market manipulation are removed.

The Conversation

Why India joining the US alliance on AI tech is an opportunity for Australia

India has formally joined the United States’ flagship international alliance on artificial intelligence (AI) supply chain security: “Pax Silica”. Officials from both countries signed the Pax Silica declaration on the sidelines of a major AI summit in New Delhi last week.

Tom’s Hardware

US gov't warned Nvidia CEO Jensen Huang, Tim Cook, and Lisa Su that China could invade Taiwan by 2027 — Apple CEO reportedly said he sleeps 'with one eye open'

A new investigative report from The New York Times reveals that, in July 2023, senior US intelligence officials privately briefed some of the tech industry's most powerful executives on classified assessments regarding China and Taiwan.

Tom’s Hardware

Apple to produce Mac Minis in Houston for the first time — US chip sourcing tops 20 billion units

Apple announced that it will begin producing the Mac Mini in Houston, Texas later this year, marking the first time that the compact desktop has ever been manufactured in the United States.

Tom’s Hardware

ASML makes breakthrough in EUV chipmaking tech, plans to increase speed by 50% by 2030 — new 1,000-watt light source fires three lasers at 100,000 tin droplets every second

ASML to use a new CO2 laser system and tin droplet generator to increase EUV light source performance to 1000W and lithography tool productivity to 330 wafers per hour in 2030 and beyond.

Barchart

Taiwan Semi Stock Is Soaring Above AI Bubble Fears. Where Options Data Says It Is Headed Next.

Although machine learning’s low-hanging fruit has been plucked, TSM stock continues to swing higher thanks to where the underlying business is fundamentally positioned.

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