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The Latest Breaking News from TSMC

TSMC: Long-Term Outlook Still Strong as Geopolitical Risk Rises

Taiwan Semiconductor Manufacturing pleased investors with its latest earnings. However, its important to consider how new U.S. controls could affect the stock.

MarketBeat

TSMC's Arizona Fab 21 mass produces 4nm chips at a higher price than Taiwan

TSMC confirms Arizona Fab 21 is making chips in volume, charges higher prices than Taiwanese fabs.

Tom’s Hardware

TSMC stock jumps 5% after Nvidia supplier posts record profits

The company revealed net income rose 57% for the final quarter of 2024, while revenue increased 37% to almost $27 billion.

Fortune

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Nvidia shifts to CoWoS-L packaging for Blackwell GPU production ramp-up

As demand shifts for dual-die Blackwell products, Nvidia reportedly increases CoWoS-L orders while possibly reducing orders for CoWoS-S packaging technology.

Tom’s Hardware

Taiwanese chipmaker TSMC posts 57% surge in profit thanks to the AI boom

Taiwan computer chip maker TSMC has reported its profit in the last quarter rose 57%, buoyed by the artificial intelligence boom

The Independent UK

Taiwan's TSMC Says Net Profit Rose 57% In Fourth Quarter

Taiwanese chipmaking giant TSMC on Thursday announced a better-than-expected net profit for the fourth quarter as it benefits from booming demand for AI technology.

International Business Times

Nvidia reportedly prioritizing dual-die Blackwell GPUs with CoWoS-L packaging

Nvidia's new Blackwell roadmap for 2025 prioritizes multi-die variants with CoWoS-L packaging, impacting CoWoS-S suppliers.

Tom’s Hardware

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This AI Stock Is a Buy Before January 16

TSMC is set to report another strong quarter on Jan. 16, and savvy investors have an opportunity now to snap up shares

Barchart

An ode to the RTX 4090 and why high-end GPUs can sometimes be the best value

The new RTX 5090 doesn't look quite as compelling.

PC Gamer

TSMC's next-gen 2nm silicon is reportedly on track for later this year but don't expect chips for PCs until 2027 and beyond

Maybe Moore's law isn't quite dead.

PC Gamer

Apple will soon receive ‘made in America’ chips from TSMC's Arizona fab — company in final stages of quality verification

Apple is testing the output of TSMC Arizona and verifying if it has the same quality as chips made in Taiwan.

Tom’s Hardware

Taiwanese govt clears TSMC to make 2nm chips abroad — country lowers its 'Silicon Shield'

Taiwanese ministry lifts bars that prohibit TSMC to build 2nm chips at its facilities overseas.

Tom’s Hardware

TSMC ends contract with Singapore-based company over alleged Huawei ties

No more ties over Asced 910 guys.

Tom’s Hardware

TSMC's Arizona Fab 21 is already making 4nm chips — yield and quality reportedly on par with Taiwan fabs

U.S. Commerce Secretary confirms that TSMC's fab near Phoenix, Arizona, is already producing chips.

Tom’s Hardware

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PC Gamer

AMD is now reportedly making all-American Ryzen 9000 CPU dies at TSMC's Arizona fab

Made in the USA, mostly anyway...

Tom’s Hardware

Phison unveils next-generation high-end PCIe 5.0 SSD platform: PS5028-E28

SSDs using Phison's PS5028-E28 SSD controller could arrive in 2026

Tom’s Hardware

AMD's first RDNA 4 GPU die pictured: Navi 48 around 390 mm2, targeting mainstream gamers

AMD's higher-end Navi 48 is smaller than both Navi 21 and Navi 31.

Tom’s Hardware

TSMC Arizona allegedly now producing AMD's Ryzen 9000 and Apple's S9 processors: Report

TSMC Fab 21 in Arizona produces three processors: two for Apple, and allegedly now one for AMD.

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Fortune

Singapore slots itself into AI supply chain with a $7 billion investment from Micron

It’s Singapore’s first facility dealing with HBM, part of the AI chips that are powering companies like Nvidia and TSMC to new heights.

Tom’s Hardware

CES 2025 Day 0: Nvidia RTX 50 Series GPUs, Arrow Lake goes mobile, Ryzen 9 9950X3D, Dell retires XPS branding

CES 2025 is off to a fast start with new GeForce RTX 50 Series GPUs, Arrow Lake laptop processors, and new desktop and laptop chips from AMD.

Tom’s Hardware

Intel is sampling 18A-based Panther Lake with customers — Intel Foundry's 18A node and CPUs are on track for 2H 2025 launch

Intel's Panther Lake is on track to be released in the second half of this year as the company is sampling them with PC makers.

Tom’s Hardware

TSMC's wafer pricing now $18,000 for a 3nm wafer, increased over 3X in 10 years: Analyst

TSMC increases wafer pricing with each new node although transistor density increases slowdown, says analysis.

TechRadar

Micron wants a bigger slice of the $100 billion HBM market with its 2026-bound HBM4 and HBM4E memory solutions

Micron HBM3E 8H is included in Nvidia’s Blackwell B200 and GB200 platforms.

PC Gamer

Nvidia is giving away 5 classic Jensen-signed GeForce cards if you tweet to build hype for its CES 2025 briefing, and its first choice is almost older than me

Sorry for making you feel ancient.

Tom’s Hardware

50% of TSMC's Arizona employees are from Taiwan, despite recent controversies — company plans to hire more US workers over time

TSMC plans to add more American workers as it develops its Fab 21 site in Arizona.

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