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The Latest Breaking News from TSMC

Trump says Taiwan should pay the US for its defence as ‘it doesn’t give us anything’

Trump’s interview with Bloomberg will call into question Washington’s support for the island democracy should he win back the White House

The Guardian - AU

AMD deep-dives Zen 5 architecture — Ryzen 9000 and AI 300 benchmarks, RDNA 3.5 GPU, XDNA 2, and more

AMD revealed the deep-dive details of its Zen 5 Ryzen 9000 ‘Granite Ridge’ and Ryzen AI 300 series ‘Strix Point’ chips at its Zen 5 Tech Day.

Tom’s Hardware

US government announces first CHIPS Act research and development beneficiaries — $300 million awarded to three R&D facilities

The U.S. CHIPS and Science Act budgets up to $11 billion for R&D and will soon award the first $300 million for three facilities.

Tom’s Hardware

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iPhone 17 will get the new 2nm A19 Pro chip after all according to new leak

A new rumor suggests that the iPhone 17 will get the 2nm A19 Pro as production starts early at Apple's partner TSMC.

Tom’s Guide

Preliminary HBM4 specs point to major performance uplift for GPUs — transfer speeds up to 6.4 GT/s across a 2048-bit interface

JEDEC publishes initial specifications for HBM4: up to 1.64 TB/s per stack, loads of configurations.

Tom’s Hardware

Applied Materials' New Deposition Tool Enables Copper Wires to Be Used for 2nm and Beyond

Although the pace of Moore's Law has undeniably slackened in the last decade, transistor density is still increasing with every new process technology. But there is a challenge with feeding power to smaller transistors, as with the smaller transistors comes thinner power wires within the chip, which increases their resistance…

AnandTech

Should You Buy Taiwan Semiconductor Stock Before July 18?

Taiwan Semiconductor stock is a mega-cap tech giant that trades at a reasonable valuation, given its expected growth rates.

Barchart

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Why TSMC's 4nm silicon will make or break Intel's new Battlemage GPUs

Has the competition gone for N4 or N3?

PC Gamer

Workers' strikes and a gloomy forecast for its foundries take the shine off Samsung's AI-boosted revenue and profits

All while TSMC enjoys a market cap just shy of one trillion dollars.

PC Gamer

TSMC may increase wafer pricing by 10% for 2025: Report

TSMC plans to hike wafer pricing for HPC customers by 10%, 3% - 4% for other clients, according to analysts.

Tom’s Hardware

TSMC's market cap is on track to reach $1 trillion — 6.5 times larger than Intel

TSMC set to become Asia's first trillion dollar company, thanks to AI frenzy.

Tom’s Hardware

AI Boom Reshapes Wall Street As TSMC Joins Trillion-dollar Club

The top ten of the world's most valuable companies is headed by Microsoft and Apple, closely followed by AI chip designer Nvidia.

Latin Times

AI Boom Reshapes Wall Street As TSMC Joins Trillion-dollar Club

The entry of Taiwanese chip giant TSMC into the elite club of the world's most valuable companies is further proof that the generative AI revolution is shaking up Wall Street.

International Business Times

Semiconductor analyst theorizes that China might want to destroy TSMC instead of capturing it — Chinese invasion of Taiwan would destroy supply chains, cripple South Korean chipmakers

The current prevailing thought is that TSMC's existence and the threat of its destruction are among the things holding back China from invading Taiwan. But what if we're wrong?

Tom’s Hardware

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iMore

Apple 'secretly developing' M5 chips for AI cloud computing, using advanced new packaging tech

A new report says Apple is working on M5 chips for AI cloud computing.

Barchart

Here's How High Wall Street Thinks Nvidia Stock Can Rise

With AI potentially adding over $15 trillion to the global economy by 2030, Nvidia stands at the forefront. Following a 10-for-1 stock split, robust earnings, and more buying from Nancy Pelosi, analysts see Nvidia stock hitting new highs.

Android Central

Google has reportedly finished designing the Pixel 10's custom Tensor G5 SoC

A new report says Google's Tensor G5 has successfully taped out, signaling it's ready for production.

The Guardian - UK

Can AI boom drive Nvidia to a $4tn valuation despite investor doubt?

Powerful new chips are on the way but there are questions over whether tech firm’s growth can be sustained

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Tom’s Hardware

TSMC's overseas expansion will only contribute 10% of the foundry's production capacity: Report

TSMC's fabs in Germany, Japan, and the U.S. will contribute 10% of the company's capacity, so 90% of TSMC's output will remain in Taiwan.

Tom’s Hardware

Thunderbird packs up to 6,144 CPU cores into a single AI accelerator and scales up to 360,000 cores — InspireSemi's RISC-V 'supercomputer-cluster-on-a-chip' touts higher performance than Nvidia GPUs

InspireSemi's Thunderbird processor with 1,536 64-bit RISC-V cores promises CPU versatility and GPU-level parallelism.

TechRadar

Supercomputer-on-a-chip goes live: single PCIe card packs more than 6,000 RISC-V cores, with the ability to scale to more than 360,000 cores — but startup still remains elusive on pricing

InspireSemi's Thunderbird I supercomputer-on-a-chip goes live, along with a PCIe card that packs 6,000 RISC-V cores.

Tom’s Hardware

Taiwanese research firm says TSMC will maintain foundry lead until at least 2032 — US expected to account for 28% of leading edge manufacturing

Taiwan will remain the world's largest manufacturer of logic semiconductors for at least another eight years, according to the director of the Taiwan-based Industrial Technology Research Institute.

International Business Times UK

Nvidia's Meteoric Rise Drove Shares of These Three Suppliers Over 30% Year-to-date

A high demand for semiconductor products that power AI-based services is leading Nvidia to diversify its chip foundry partners, benefitting leading chipmakers worldwide.

PC Gamer

Intel's Lunar Lake mobile CPUs reportedly delayed until the end of the year, missing the big back-to-school period

Back-to-school laptop shopping is a prime trading period for mobile CPUs, but Lunar Lake might be missing the boat.

Android Central

The Samsung Galaxy S25 may be all Snapdragon again — not all Exynos

An unconfirmed rumor from March 2024 suggested that Samsung could go all-Exynos for the Galaxy S25, but a new report says the opposite.

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