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The Latest Breaking News from TSMC

These 3 Chip Stock Kings Are Still Buys for 2025

These three chip stocks are largely unrivaled when it comes to dominating their area of expertise. This puts them in a great position as we enter 2025.

MarketBeat

Blackwell GPU reportedly takes 3X to 4X longer to test than Hopper — more complex designs lead to skyrocketing test requirements

Chief executive of Advantest says major increase of B100/B200 complexity over H100/H200 dramatically increases testing times.

Tom’s Hardware

Trump nominee favors ‘destroying TSMC’ fabs if China invades Taiwan — strategy designed to deprive China of key motivation to attack

The next U.S. Undersecretary of Defense for Policy is very likely to be Elbridge Colby, who is well known to favor the destruction of Taiwan’s chip fabs in the event of a Chinese invasion.

Tom’s Hardware

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ASML CEO says China is 10 to 15 years behind in chipmaking capabilities

Without EUV, Chinese semiconductor industry is over a decade behind Taiwan, U.S.

Tom’s Hardware

A manufacturing renaissance is not easy

If it can return, we will be on our way to creating a smart, prosperous economy. But there are several hurdles

Salon

Taiwan struggles to reconcile climate ambitions and chip manufacturing

The island’s semiconductor industry represents one-quarter of GDP but is a major source of carbon emissions.

Al Jazeera

South Korea mulls creating 'KSMC' contract chipmaker to compete with TSMC, requires a $13.9 billion investment

South Korea wants to replicate Taiwan's success by establishing KSMC, a government-funded chipmaker.

Tom’s Hardware

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Apple's M5 Pro chips could be "server-grade" because of one huge upgrade

Apple may soon be deviating from the SoC chip design found in its current A-series and M-series chips.

Laptop

'The only way to beat China is to stay ahead of them' says US commerce secretary as she backs CHIPS investments handed out to Intel, TSMC over sanctions

"We have to run faster, out innovate them. That’s the way to win."

PC Gamer

2025 could be very different for Google and Samsung — here's why

Google and Samsung had very different years in 2024, while one succeeded and the other struggled. 2025 will look very different for both companies in a very positive way.

Android Central

'Copper’s time has run out': Nvidia, AMD and TSMC have invested millions in a startup which may hold the key to faster chip connectivity to quench AI's thirst for bytes

Nvidia, AMD and TSMC have invested millions in a startup that may hold the key to faster chip connectivity to quench AI's thirst for bytes.

TechRadar

US gov't set to ban Huawei intermediary Sophgo over AI chip supplies — partnership skirted US chip sanctions

U.S. to ban Sophgo, which supplied AI chiplets to Huawei, but its affiliate Bitmain avoids sanctions.

Tom’s Hardware

Micron's HBM4E heralds a new era of customized memory for AI GPUs and beyond

Micron's HBM update: HBM4 is on track for 2026. HBM4E will introduce customizable base dies for higher performance and tailored features.

Tom’s Hardware

Apple set to build a server chip to service its own AI and may have sacrificed the company's fastest ever chip to achieve this; report suggests a strategic tie-in with $850bn Broadcom

Apple is developing a server chip designed to power its AI capabilities, potentially at the cost of what would have been its fastest chip yet.

TechRadar

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Al Jazeera

As Trump 2.0 looms, Taiwan’s chip industry braces for upheaval

Trump’s return casts doubt on Joe Biden’s signature initiative providing billions in funding to semiconductor firms.

Tom’s Hardware

Elon Musk prioritizing humanoid robot advances, says TSMC CEO — TSMC will supply the chips if the price is right

Elon Musk is now prioritizing advances in humanoid robotics, indicates TSMC’s CC Wei.

PC Gamer

New details of TSMC's next-gen N2 chip tech aren't totally stellar but could provide a roadmap for new GPUs right through to 2031

N2 is quite a bit more efficient but only a little more dense than N3.

Android Central

A MediaTek modem could make or break the Pixel 10 — Google can’t screw this up

The latest reports indicate that Google could be switching from Samsung to MediaTek modems — here’s what that will mean for the Pixel 10.

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Android Central

Google tipped to bring MediaTek's modem for the first time through the Pixel 10 series

Google could be far away from launching the Pixel 10 series. While the series is rumored to bring in-house customized SoC, a new report also indicates a MediaTek 5G modem.

Tom’s Hardware

TSMC shares deep-dive details about its cutting edge 2nm process node at IEDM 2024 — 35 percent less power or 15 percent more performance

TSMC reveals in-depth details about its N2 process technology

The Conversation

Western self-sufficiency in computer chips is just not going to happen

American microchip giant Intel is looking for a new CEO following Pat Gelsinger’s shock resignation. This represents more than just a corporate shake-up. It’s the end of an era in which one company could totally control a strategically vital American technology.

Tom’s Hardware

Intel Panther Lake samples with flagship 18A node have been powered on at eight customers — Co-CEOs dispel rumors regarding poor silicon health

Panther Lake using Intel's 18A node has powered on at eight customers indicating the node's promising health.

Tom’s Hardware

Nvidia, AMD, and Intel all invest in light-based communication networks powering next-gen chips — Ayar Labs gets $155 million in funding

Large developers of CPUs and GPUs invest hundreds of millions of dollars in developing optical interconnects.

Tom’s Hardware

Huawei sticks to 7nm for latest processor as China's chip advancements stall

Huawei reportedly decided not to use its 5nm and 6nm process technologies for its latest smartphone processor.

PC Gamer

Pat Gelsinger rallies against claims some chipmakers are struggling to produce good wafers: anyone using yields as a % 'doesn't understand semiconductor yield'

It's all about the defect density.

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