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The Latest Breaking News from TSMC

Ming-Chi Kuo Says Elon Musk's AI Chip Strategy Is No Bluff — Tesla's Plan To Build Its Own Fabs Marks A Major Shift Away From TSMC: Here's Why

On Sunday, TF International Securities analyst Ming-Chi Kuo said Elon Musk's remarks confirm that Tesla Inc.'s (NASDAQ:TSLA) move to build its own semiconductor production plants isn't just an ambition — it's a calculated step toward full control of its AI future.

Benzinga

TSMC Chief CC Wei Says Nvidia CEO 'Wants More Chips' As Jensen Huang Enjoys Hotpot In Taipei And Praises The Taiwanese Foundry: 'No TSMC, No Nvidia'

During his latest trip to Taiwan, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang strengthened ties with longtime manufacturing partner Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), blending business with camaraderie over a hotpot dinner in Taipei.

Benzinga

Nvidia CEO Jensen Huang Hails TSMC Wafer Backing Amid 'Very Strong' Demand For Blackwell Chips After Trump Bars Sales To 'Other People'

Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang praised longtime partner Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) on Saturday, for its critical role in supporting the company's surging Blackwell AI chip production. This comes after U.S. President Donald Trump moved to restrict sales of the advanced processors abroad.

Benzinga

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Elon Musk says building his own 'TeraFab' chip fab may be the only answer to Tesla's colossal AI semiconductor demand — Nvidia CEO Jensen Huang warns against 'extremely hard' challenge

Elon Musk said Tesla may need to build its own massive “TeraFab” chip plant to secure enough AI processors, a move that would make Tesla one of the world’s largest chipmakers, but experts like Nvidia’s Jensen Huang warn that creating a modern semiconductor process and fab is vastly more complex…

Tom’s Hardware

TSMC, Samsung… And Maybe Intel? Why Tesla's Chip Strategy Is Trying To Cover Every Foundry

Elon Musk has a new problem — and it's not demand for Tesla Inc‘s (NASDAQ:TSLA) cars. It's the global shortage of silicon to power his next wave of AI ambitions. "How do we make enough chips?" he asked at Tesla's annual shareholder meeting, sounding less like a car CEO and…

Benzinga

Now we've had Doom in space, it seems that data centers and even chip foundries might be next in line to orbit the Earth

Because nothing shouts cost-effectiveness better than doing something in space.

PC Gamer

Cathie Wood Joins Elon Musk And Brian Roemmele In Hyping Tesla's AI5 Chip: 'It Will Be A Big Deal'

On Tuesday, Cathie Wood threw her support behind Tesla Inc.'s (NASDAQ:TSLA) next-generation AI5 chip after business advisor Brian Roemmele called it a "big deal," with Elon Musk revealing new details about the chip's production and future roadmap.

Benzinga

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4 Emerging Market Stocks With High Growth Potential

For most people, investing in emerging markets is a lot like eating vegetables at dinner. We know we're supposed to, for our own good, but it's hard when delicious steak or potatoes are sitting next to them on the plate.

Benzinga

AMD hit with lawsuit over hybrid bonding tech behind potent 3D V-Cache — Adeia claims company's gaming chip infringes 10 of its patents

Adeia has filed a pair of patent infringement lawsuits against AMD in the U.S. District Court for the Western District of Texas, accusing the chipmaker of using its hybrid bonding and advanced node technologies without permission.

Tom’s Hardware

China tweets satellite photos of Taiwan's critical Hsinchu chip hub in pressure-ratcheting political stunt — 'where all the world’s advanced foundry IP is created,' highest concentration of chipmaking facilities in the world

On Friday night, China’s embassy in Washington posted a familiar message to X: “There is but one China in the world.”

Tom’s Hardware

Your next Android phone could get unmatched speed, but it comes at a price

Qualcomm’s Snapdragon 8 Elite Gen 6 promises a major power and efficiency leap for Android phones.

Android Central

$14B Japanese Facility Signals TSMC's Bold AI Strategy

TSMC's second Japanese factory is a strategic move to meet AI demand, expand capacity, and fortify its position as the indispensable leader in semiconductors.

MarketBeat

Ex-Intel CEO Pat Gelsinger praises cutting-edge Nvidia chip production with TSMC on US soil, despite Intel missing out — hails manufacturing milestone of US-based supply chain

Intel's ex-CEO, Pat Gelsinger, has praised the news that Nvidia's latest graphics chips are now in full production on American soil. Highlighting how important the silicon supply chain is for national security, he said that he hopes this will allow Nvidia to go harder and faster in its future developments,…

Tom’s Hardware

Nvidia's market capitalization hits $5.12 trillion — AI powerhouse is the first company in history to hit seismic milestone

GTC announcements drive Nvidia's market capitalization by over $200 billion in one day, making the company the world's first firm to reach a market capitalization of over $5 trillion.

Tom’s Hardware

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PC Gamer

Nvidia's new six-trillion transistor Vera Rubin 'superchip' for AI makes the 92-billion transistor RTX 5090 gaming GPU look positively puny

That said, it's not actually all in one chip...

Android Central

Your next Android phone will be incredibly fast, but prepare for the cost

Qualcomm’s Snapdragon 8 Elite Gen 6 promises a major power and efficiency leap for Android phones.

Tom’s Hardware

TMSC-led semiconductor association begs Taiwan government for clean, green energy, warning of unprecedented 'power siege' — as demand skyrockets, fabs are struggling to keep up with power needs

Taiwan Semiconductor Industry Association pressures the government for plentiful and green energy

International Business Times UK

M6 MacBook Pro Release Date, Specs, Features, Design, Price and Everything We Know So Far

Discover the M6 MacBook Pro release date, OLED display, 2nm chips, sleek design, pricing and everything professionals need to know.

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Barchart

Optimus Could Be ‘the Biggest Product of All Time.’ Does That Make TSLA Stock a Buy Despite Musk’s Distractions, Tesla’s Earnings Miss?

Elon Musk’s bold claim that Tesla’s Optimus robot could become “the biggest product of all time” has reignited debate over whether the company’s long-term AI and robotics ambitions can outweigh its near-term headwinds.

Tom’s Hardware

TSMC says China's rare-earth export restrictions will have limited short-term impact on company — concern lies in transitioning away from China supply

TSMC says that it has about a year or two of rare-earth supplies, but transitioning to other non-China sources will take time.

International Business Times UK

Is Tesla Pi Phone Better Than iPhone 18 Pro? Everything We Know So Far

The iPhone 18 Pro is set for a significant price increase, according to reports.

Tom’s Guide

iPhone Fold tipped for A20 Pro chip — Apple's first 2nm processor to power new foldable phone

A new leak claims next year's iPhones will get the A20 chipset, with the foldable iPhone getting the high-end A20 Pro.

Tom’s Hardware

Elon Musk claims Tesla's new AI5 chip is 40x more performant than previous-gen AI5 — Next-gen custom silicon for vehicle AI to now be built by Samsung & TSMC

Tesla's next-gen AI5 chips is going to be manufactured by both TSMC and, now, Samsung in America. Musk claims that it's 40x faster than the outgoing AI4 silicon, mostly because of a radical design approach that ditches legacy hardware blocks to focus on what's needed right now.

Benzinga

This Nvidia Supplier Is Beginning To Fizzle Out After Monumental Rally: Growth Score Nosedives

One of Nvidia Corp.’s (NASDAQ:NVDA) key manufacturing partners, responsible for producing much of the chipmaker's highly sought-after GPUs, is losing steam.

Tom’s Hardware

Nvidia continues to feed the AI monster with new RTX Pro 5000 Blackwell GPU with 72GB GDDR7 — 50% more VRAM than the regular version

Nvidia has expanded the company's RTX Pro Blackwell lineup by silently launching the RTX Pro 5000 72GB Blackwell AI GPU.

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