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The Latest Breaking News from TSMC

Nvidia asked SK hynix to accelerate HBM4 chip delivery by six months, says report

SK hynix to deliver HBM4 memory to Nvidia about half of a year ahead of planned schedule.

Tom’s Hardware

Ex-AMD fab GlobalFoundries has been fined $500K after admitting it shipped $17,000,000 worth of product to a company associated with China's military industrial complex

The CHIPS-funded manufacturer takes a significant slap on the wrist.

PC Gamer

TSMC rumored to receive High NA EUV machines from ASML this year

TSMC is set to receive its first shipment of ASML's High NA EUV machine later this year.

Tom’s Hardware

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What the heck is going on at TSMC?

TSMC got caught up in the U.S. battle with China and it appears to have done nothing wrong.

Android Central

Intel outlines plan to break free from TSMC manufacturing — 70% of Panther Lake at Intel fabs, Nova Lake almost entirely in-house

Intel is set to bring back in-house CPU production with Panther Lake and Nova Lake, but some products will still be made at TSMC.

Tom’s Hardware

Cadence says its AI-driven chip design tools provide a process node's worth of performance gain, but without moving forward to a new node

Cadence says that using its AI-assisted design tools can enable 5% to 20% performance, power, and area improvements, akin to adopting a next-generation process technology.

Tom’s Hardware

Google Pixel Tablet 3 could be the laptop replacement we've been waiting for — here's what we know

More leaks from Google reveal that a Pixel Tablet 3 is in the works with a Tensor G6 chip and at least two USB-C ports

Tom’s Guide

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Analyst firm raises alarm about EUV chipmaking tools — each consumes as much power as a small city, fabs to consume 54,000 Gigawatts by 2030

Leading-edge semiconductor fabs to consume 54,000 Gigawatts a year by 2030, which is more than some countries consume today.

Tom’s Hardware

SRAM scaling isn't dead after all — TSMC's 2nm process tech claims major improvements

TSMC's N2 fabrication process shrinks SRAM bit cell size, increases SRAM density to ~38 Mb/mm^2.

Tom’s Hardware

"A very discourteous fellow." Intel's CEO made comments that blew a huge discount deal on TSMC chips, wiping the firm's profit margins according to this damning report.

Reuters is reporting that comments made by Intel CEO Pat Gelsinger blew up a long standing deal with chip manufacturer TSMC, obliterating Intel's margins in the process.

Windows Central

Intel could potentially be on Apple's acquisition portfolio amid financial struggles, emancipating itself from an overreliance on TSMC for chips — but Samsung could have better standing

A new report suggests Intel could be on Apple's acquisition alley to bolster its AI advances and free it from an overreliance on TSMC for chips.

Windows Central

The M4 Pro chip inside Apple's ludicrously tiny new Mac Mini would make for an unbelievably good handheld gaming PC

Pity nothing like that will ever happen.

PC Gamer

TSMC is in a heated tussle with a golf course to build the most advanced 2nm chip plant on the planet

The Central Taiwan Science Park is having some issues with the land acquisition for its phase 2 expansion that will house TSMC's 2nm fab.

Tom’s Hardware

OpenAI reportedly builds custom AI chips as it embraces AMD — company also abandons plans to build its own fabs

OpenAI is advancing the development of an inference chip with Broadcom but abandons plans to build a fab network.

Tom’s Hardware

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Barchart

Why Taiwan Semiconductor Stock is Still a Buy

Taiwan Semiconductor, the world’s largest dedicated contract chip manufacturer with over a 60% market share, recently reported outstanding results that pushed its stock to a record high. TSM reported a 54% year-on-year jump in net profit to $10.1 billion for Q3, exceeding its forecast from just three months ago. It…

Fortune

OpenAI is creating its own in-house chip with Broadcom and TSMC as processing demands skyrocket

The news on Tuesday sent Broadcom Inc. shares soaring, gaining as much as 4%. TSMC’s US-traded shares also climbed, up more than 1%.

Tom’s Guide

Apple reportedly considering buying Intel as chipmaker continues to struggle

A new report claims that Apple is looking at purchasing struggling chip manufacturer Intel.

Tom’s Hardware

Despite US sanctions, China has enough AI processors to build the world's largest AI training cluster: Report

Despite export restrictions, enough AI processors have been smuggled into China to build world-class AI supercomputers. Workarounds including proxies and imports via other countries haven't stopped China from procuring large quantities of modern equipment.

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TechRadar

Apple and Samsung are not going to buy Intel. Please be serious.

Intel isn't going anywhere. The US government will make sure of that.

Al Jazeera

For Taiwan’s crucial chip industry, Trump and Harris both bring risks

Taiwan’s semiconductor sector is watching US election closely amid geopolitical rivalry between Washington and Beijing.

Android Central

Google's Pixel 10 and 11 could push its chip and hardware to bolster its cameras

Rumor claimed Google is preparing AI and several feature updates for its next two Pixel series.

PC Gamer

Former Intel execs are fighting over whether splitting the company in two is a good idea and if the US government should step in to cleave it in twain

Some serious "judgement of Solomon" vibes going on here.

Tom’s Hardware

TSMC halts Ascend 910B shipments to firm suspected acting as a Huawei proxy

Huawei's proxy Sophgo denies its ties with Huawei amid the Ascend 910B backlash.

Tom’s Hardware

Former Intel CEO says splitting Intel isn’t good for the U.S.

Former Intel CEO Craig Barrett said splitting off Intel's manufacturing division as its own company could make it uncompetitive and lag behind the other chip makers.

Tom’s Hardware

Former Intel directors believe Intel must split in two to survive

Former Intel directors called the government to use its $20 billion CHIPS funding to force the company to split into two.

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