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The Latest Breaking News from TSMC

Taiwan Semi Stock Is Approaching Fair Value Ahead of July 16. How to Play TSM Here.

GF Securities expects strong growth for Taiwan Semiconductor in Q2.

Barchart

Apple Sues OpenAI, Dependence on TSMC, Rise in Prices and More: This Week in Appleverse

It was a busy weekend in the tech world. Here’s a quick roundup of the top stories that you might have missed.

Benzinga

5 world market themes for the week ahead

TSMC's earnings will offer insights into AI chip demand this week. Wall Street banks are set to report, with expectations for strong corporate profits. Oil prices remain volatile amid tensions with Iran and Strait of Hormuz flows. US inflation data will gauge the Federal Reserve's stance on interest rates. Chinese…

The Economic Times

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read the most diverse news in one place.

Japanese chipmaker Rapidus to offer lower wafer pricing than TSMC — 2nm class silicon to be priced around $20,000 on 2027 launch

Japanese chipmaker Rapidus discloses one more aspect of its strategy: to offer lower quotes than TSMC.

Tom’s Hardware

Chat Control 1.0 sneaks through the EU Parliament, letting companies scan user data without warrants — legal tactic used to force a majority-required re-vote on eve of Parliament break

Chat Control 1.0 sneaks through the EU Parliament, letting companies scan user data without warrants — legal skullduggery used to force a majority-required re-vote on eve of Parliament break

Tom’s Hardware

Korea's pain will be India's gain? Why Nifty bears betting on Kospi crash may get disappointed

Foreign investors pulled ₹1.92 lakh crore from India in 2026 to chase the East Asian AI chip boom. As South Korea's KOSPI experiences wild swings, Nifty bulls are hoping that a capital rotation will send those funds rushing back to Dalal Street. But experts warn the road ahead won't be…

The Economic Times

Here’s Why TSMC Investors Are Counting Down to July 16

Investors are looking for proof that AI chip demand remains as strong as ever. Taiwan Semiconductor's Q2 report could provide just that.

Barchart

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Futurum's Shay Boloor Explains Why Nvidia, AMD, Apple and Broadcom All Depend on TSMC: 'Every Token Ultimately Pays an Invisible Royalty'

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) sits at the center of the artificial intelligence supply chain, making it one of the most important companies behind the industry’s rapid expansion, according to Futurum Equities chief market strategist Shay Boloor.

Benzinga

iPhone 18 Pro Max: Launch date, design, camera upgrades, AI features & everything Apple could unveil

iPhone 18 Pro Max: Apple is expected to unveil the iPhone 18 Pro and iPhone 18 Pro Max in September 2026. According to reports, the devices are likely to feature Apple's new A20 chip, offering faster performance and improved power efficiency. Significant camera upgrades are also expected, including enhancements to…

The Economic Times

JEDEC releases new SPHBM4 standard to slash AI memory costs — Narrow 512-bit interface enables dropping expensive interposers for organic substrates

SPHBM4 promises HBM4-class bandwidth without usage of silicon interposer and CoWoS-like packaging.

Tom’s Hardware

Silicon Starvation: Amazon Feasts on Legacy GPUs

Amazon is ramping proprietary Trainium chip production and raising GPU prices, while TSMC's 3nm foundry capacity runs at full utilization, driving analyst price target hikes for both companies.

MarketBeat

Unix copyright code infringement lawsuit is back from the dead — IBM still under fire from Xinuos over 2003-era bytes

Unix copyright code infringement back from the dead — IBM is still under fire from Xinuos about 2003-era bytes, with a hearing as recent as June 22.

Tom’s Hardware

China-made CXMT memory now supports faster speeds on MSI's AMD motherboards — new BIOS adds DDR5-8200 validation on dual-DIMM, DDR5-7200 on quad-DIMM models

MSI has officially validated region-bound Chinese RAM using CXMT modules to run at up to 8,200 MT/s on its AM5 motherboards. Models with two RAM slots can handle these high frequencies a bit better than four-DIMM variants.

Tom’s Hardware

Microsoft 'resets' Xbox by cutting 3,200 jobs this year, divesting five game studios — firm cites 'margins that are 3-10x lower than comparable platform and publishing businesses'

Xbox CEO Asha Sharma announced that Microsoft's gaming division will cut 3,200 jobs throughout FY27 and is spinning out studios but not canceling any games.

Tom’s Hardware

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Barchart

Dear Taiwan Semi Stock Fans, Mark Your Calendars for July 16

Investors will watch closely for Taiwan Semiconductor's Q2 earnings print coming up in mid-July.

PC Gamer

Intel quietly bumps the price up of the best CPUs it's made in years to 'reflect current market dynamics'

Fortunately, the Arrow Lake Refresh chips are still worth the extra money.

Tom’s Hardware

Intel confirms price hikes on select consumer and server CPUs citing supply costs and demand — select Xeon processors now over $1,000 more expensive

Intel confirms price increases for Core Ultra 200S Plus, Xeon 6 processors, cites market dynamics, rising costs, soaring demand.

Tom’s Hardware

Supermicro denies that its offices were raided by Taiwanese authorities in Nvidia GPU smuggling case — company says that it coordinated with the police and provided access to investigated employees’ workstations and gadgets

The company insists that it's cooperating with Taiwanese authorities and has voluntarily provided access to its premises. It also confirmed with the police that it's the individual, not the institution, that is being looked into with regard to the smuggling cases.

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Tom’s Hardware

Intel expands production of photomasks in California: EUV and High-NA EUV in the focal point

Intel begins expansion of its Bowers Campus in Santa Clara to produce more photomasks in-house, which is set to be crucial as process technologies get more sophisticated.

The Economic Times

Jane Street, TSMC-linked AI startup Etched raises $800 million

AI chip challenger Etched has secured a massive $800 million in funding, with backing from industry heavyweights like Jane Street and a firm linked to TSMC. The startup, aiming to rival Nvidia, is set to begin shipping its AI chips this summer. Etched has already inked $1 billion in sales…

PC Gamer

I can barely afford AMD and Nvidia's current 4 nm chips, so I'm not sure what to make of IBM's new sub-1 nm technology

Moore's Law might not be dead, but it is kinda zombified.

Tom’s Hardware

Taiwan raids Supermicro and two supply-chain partners in widening Nvidia smuggling probe — nine sites hit as six people summoned for questioning

Taiwan officials raided Supermicro Computer's Taiwan office on Monday, alongside the homes of six individuals and three affiliated company sites

The Economic Times

iPhone 18 Pro Max cost predictions are here; Why it could be Apple's most expensive standard iPhone yet

Apple's iPhone 18 Pro Max, expected in September 2026, could be significantly more expensive than its predecessor, according to reports. A shift to 2-nanometer chip technology, rising RAM costs, and battery upgrades are among the factors being cited. No pricing has been confirmed by Apple.

The Economic Times

Chris Wood’s big warning: The specific risk that will finally trigger the end of AI trade

Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot generate adequate returns on massive AI investments. He warns that concerns over capital misallocation, rather than supply, could trigger a prolonged pause in the AI trade.

The Economic Times

ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen Dongare

As Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, according to Niteen Dongare of Anand Rathi International Ventures. He recommends allocating 20-30% of portfolios to global markets through ETFs, direct stocks and GIFT City funds to enhance diversification and returns.

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