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The Latest Breaking News from TSMC

SMIC's third-gen 7nm node shows smaller metal pitch than Intel 18A, higher transistor density than TSMC N6 without EUV — analysis of N+3 shows significant advancement for Chinese semi manufacturing

SMIC's N+3 process technology can achieve transistor density comparable to TSMC's N6 without using EUV lithography, but it fails to deliver performance or efficiency of modern production nodes.

Tom’s Hardware

China considers tighter export controls on AI models and chips

Regulators led by the China's Ministry of Commerce (MofCom) ⁠have been ‌consulting leading domestic AI ⁠and chipmaking groups on how to prevent China's advanced technologies and star start-ups from ‌being acquired by the west, the report ⁠said, citing two people involved in the discussions.

The Economic Times

TSMC Is Accelerating Its Arizona Factory Build-Out. Its CFO Says AI Is A 'Multi-Year Megatrend'

TSMC Chief Financial Officer Wendell Huang said TSMC sees no signs of slowing demand from customers investing in AI infrastructure, prompting them to ramp up production capacity in the United States.

International Business Times

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Taiwan indicts ex-TSMC manager for allegedly stealing chip secrets for China — first case of its kind links managers to Chinese semiconductor materials analysis company

Taiwanese prosecutors indicted a former TSMC deputy manager on Monday for allegedly copying 21 confidential documents.

Tom’s Hardware

Dutch chip sector at very high risk of Chinese interference, government-funded study warns — calls for stricter vetting at sites like ASML

The Hague Centre for Strategic Studies has rated the Dutch semiconductor industry as being at very high risk of Chinese foreign interference.

Tom’s Hardware

Could AI chip boom make ASML Europe's first trillion-dollar firm?

After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm?

The Economic Times

TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment

Speaking after blockbuster second-quarter results on Thursday, Chief Financial Officer Wendell Huang said the company is "very happy" with progress in Arizona, which is why it decided to ramp up investment to $265 billion.

The Economic Times

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Taiwan Semiconductor’s $100 Billion Arizona Expansion Is a Bullish Sign for Investors

TSMC stock still looks like a 'Buy' after its latest earnings print.

Barchart

Benzinga Bulls and Bears: PayPal, UnitedHealth, Netflix — And Stocks End Wild Week

Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.

Benzinga

A $100 Billion Reason to Buy Taiwan Semi Stock Now

TSMC’s massive investment signals growing ambitions, giving investors another reason to watch the chip giant closely.

Barchart

TSMC confirms significant yield and performance improvements in A14 update — strong interest from AI/HPC and smartphone customers

TSMC's A14 process technology progresses faster than N2 at this stage of development as developers of both client and AI/HPC plan to use it.

Tom’s Hardware

TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident

TSMC posted record Q2 2026 revenue and profit, raised its full-year growth outlook to over 40%, and boosted 2026 CapEx plans, signaling robust AI chip demand.

MarketBeat

TSMC projects mass production of advanced A14 chips by 2028

Taiwan Semiconductor Manufacturing Co. (TSMC) announced that commercial production of its highly anticipated A14 process is slated to begin in 2028. According to a news report by Focus Taiwan, the announcement signals the next major leap in advanced semiconductor manufacturing as the global chip supply chain races to meet intensifying…

The Economic Times

ASML looks to increase prices of its Low-NA EUV tools beyond existing productivity-based model — company wants to capture the value of all the advantages its tools offer, not just wafer throughput improvements

ASML's comments point to intentions to increase prices, though the company is expected to maintain its value-based approach to price setting. Yet, TSMC is reportedly unhappy about the potential plan.

Tom’s Hardware

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Benzinga

SoftBank Tumbles 11% as Global AI Sell-Off Triggers 'Another Wipeout' for Tech Momentum Winners

Shares of tech conglomerate SoftBank Group Corp. (OTC:SFTBY) plummeted over 11% in Tokyo on Friday as a sweeping global rout in artificial intelligence and semiconductor stocks triggered a massive downturn for market frontrunners.

The Guardian - UK

Global tech stocks fall as chip sell-off deepens; mortgage rates rise amid renewed Middle East tensions - as it happened

Rolling coverage of the latest economic and financial news

International Business Times

TSMC Just Had Its Best Quarter Yet. The AI Boom Is Raising The Bar Even Higher.

TSMC is expanding its U.S. manufacturing footprint after posting another record quarter driven by AI-related demand.

PC Gamer

The company that makes all the West's chipmaking machines says it's selling more than it expected thanks to 'very strong momentum in both DRAM and advanced logic'

It's all a race to catch up with astronomical demand.

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Euronews

TSMC posts record profit and pledges $100bn to expand US manufacturing

Taiwan Semiconductor Manufacturing Company (TSMC) beat Wall Street expectations on Thursday with a record second-quarter net profit, up 77% from a year earlier, while pledging a further $100bn (€87.4bn) to expand its chipmaking capacity in the US.

Tom’s Hardware

TSMC commits another $100 billion to Arizona for at least four more 2nm fabs — 2026 capex could hit $64 billion following another record quarterly earnings

TSMC will invest an additional $100 billion in the U.S. to build at least four more chipmaking plants and advanced packaging facilities in Arizona.

Fortune

Southeast Asia ‘has not really moved up the value chain’ and risks missing the AI boom, says Standard Chartered’s chief ASEAN economist

“Every country wants to have the next Silicon Valley or be the next AI mega-producer, but getting there isn’t just a matter of snapping one's fingers."

The Economic Times

Global Market: TSMC to invest additional $100 billion in Arizona, raises capex on booming AI demand

TSMC will invest an additional one hundred billion dollars in Arizona facilities. This expansion underscores strong confidence in future artificial intelligence demand. The company also raised its capital expenditure guidance for the coming years. TSMC's robust second-quarter earnings beat analyst expectations significantly. This move signals sustained investment in global AI…

PC Gamer

Against a backdrop of advancing Chinese production, TSMC announces another $100 billion worth of chipmaking will be invested in the US

This, after a strong quarter.

Benzinga

TSMC Stock Slides Despite Crushing Q2 Estimates With Fifth Straight Record Profit

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) delivered a fifth consecutive record quarterly profit, beating Wall Street expectations. At the time of writing, TSMC stock rose 1.23% to close at NT$2,470 ($76.72) in Taipei.

The Economic Times

TSMC to invest another $100 billion in US as Q2 profit blows past forecasts

TSMC will invest an additional $100 billion in Arizona, expecting robust AI demand. The company raised its capital spending forecast significantly for the current year. This investment will bolster the United States semiconductor ecosystem and supply chain. TSMC's second-quarter profit surged 77%, reaching a record high. The firm anticipates over…

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