The Latest Breaking News from TSMC

STMicroelectronics Nosedives Following Q3 Revenue Guidance Miss. How to Play STM Stock Here.

Despite the lower-than-expected sales outlook, STM can be looked upon as an attractive investment option now.

Barchart · Jul 27

China begins mass production of homegrown immersion chipmaking machines in major breakthrough, report claims — first DUV lithography units will be delivered this year to SMIC, Hua Hong, and CXMT

A state-backed company in Shanghai has begun mass-producing immersion deep ultraviolet lithography machines and is due to deliver the first units this year.

Tom’s Hardware · Jul 27

EXCLUSIVE: After Nvidia And SK Hynix, These 3 AI Stocks Could Be The Next Winners, CEO Says

The first wave of the AI boom crowned Nvidia Corp. (NASDAQ:NVDA) and memory leader SK Hynix Inc. (NASDAQ:SKHY) as Wall Street’s biggest winners. But as AI infrastructure spending broadens, the next opportunities may lie deeper in the supply chain.

Benzinga · Jul 27

AMD takes the wraps off its Instinct MI455X AI accelerator — CDNA 5 and Helios rack-scale architecture combine to take the fight to Nvidia in the data center

AMD showed off its MI455X accelerator at its Advancing AI 2026 event, demonstrating its strong competitive performance, large HBM memory capacity, and Helios rack-scale architecture.

Tom’s Hardware · Jul 23

TSMC Stock: A $64 Billion Bet Even as AI Bubble Fears Grow

If TSMC believed there was an AI bubble, it wouldn't be spending $64 billion.

Barchart · Jul 22

Taiwan Semi Is Raising Wafer Manufacturing Prices. Why That’s Good News for TSM Stock.

As demand for AI chips continues to surge, TSMC is leveraging its pricing power to drive stronger margins and support long-term growth.

Barchart · Jul 22

Taiwan Semiconductor Just Doubled Down on the AI Megatrend. Why TSMC Still Has Room to Run.

TSMC beat earnings estimates, raised its full-year outlook, and reinforced confidence in the long-term AI boom.

Barchart · Jul 22

Brace yourself for more RAM misery: DDR5 is now getting pricier — and there's a rumor that CPUs will be more expensive next year

It looks like the memory crisis isn't going anywhere, between DDR5 RAM price hikes and a new rumor about more expensive CPUs.

TechRadar · Jul 22

China is considering export controls on AI technologies, including banning local companies from using TSMC, report claims — restrictions would also cover advanced AI models, training data, and overseas acquisitions

China's Ministry of Commerce (MofCom) considers to restrict exports of advanced AI models, training data, and overseas acquisitions of strategically important technology companies; prohibit usage of foreign semiconductor manufacturing services.

Tom’s Hardware · Jul 21

TSMC admits it's 'jealous' of memory chipmakers' margins, but is limiting its own price hike because its customers would not survive price increases of 'four to five times'

The company announces a 10 - 15% price increase, but isn't keen to emulate the memory industry's runaway pricing.

PC Gamer · Jul 21