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The Latest Breaking News from TSMC

The first US-made Nvidia Blackwell wafer just came out of TSMC Arizona, but don't get carried away thinking about RTX 50 Supers yet

Good news, but mass production is likely a way off.

PC Gamer

Trump says Intel has made a 'fortune' and America has made $40 billion after the US invested in ailing chipmaker — Intel has gained $73 billion in market cap since investment

The U.S. government’s 10% stake in Intel, acquired in August, transformed a struggling chipmaker's fortunes into a $73 billion market share uptick while reinforcing America's national security and industrial sovereignty.

Tom’s Hardware

Nvidia, TSMC Unveil The First US-Made Blackwell Wafer, But Analyst Ming-Chi Kuo Flags This Overlooked Detail

Nvidia Corp (NASDAQ:NVDA) has introduced the first U.S.-made Blackwell wafer, a crucial component for AI chips, at Taiwan Semiconductor Manufacturing Co‘s (NYSE:TSM) facility in Phoenix.

Benzinga

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read the most diverse news in one place.

TSMC gives an ultra-rare video look inside its fabs — 'Silver Highway' and fab tools revealed in flyby video of company's US Arizona Fab 21

TSMC's new flyby video of its Fab 21 in Arizona offers a rare glimpse inside the fully operational N4/N5 cleanroom, highlighting ASML's EUV scanners producing chips for Apple, AMD, and Nvidia.

Tom’s Hardware

AI Momentum Powers Record Growth in Q3: Is TSMC Stock a Buy Now?

TSMC stands at the center of the semiconductor industry’s next big wave.

Barchart

Nvidia and TSMC produce the first Blackwell wafer made in the U.S. — chips still need to be shipped back to Taiwan to complete the final product

Nvidia and TSMC have produced the first Blackwell wafer at TSMC’s Arizona fab, marking a historic step in bringing advanced AI chip manufacturing to the U.S.. However, the chip still relies on Taiwan for final CoWoS-L packaging, which leaves the achievement largely symbolic for now.

Tom’s Hardware

Intel Foundry secures contract to build Microsoft's Maia 2 next-gen AI processor on 18A/18A-P node, claims report — could be first step in ongoing partnership

Intel Foundry will reportedly produce Microsoft's next-generation Maia processor for AI applications on its 18A process technology, which could mark a big win for the company both in terms of earnings and goodwill.

Tom’s Hardware

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TSMC moves up 2nm production plans in Arizona — CEO also hints at further site expansion beyond $165 billion commitment

TSMC is ramping up its construction to unlock N2 production in Arizona, while also mentioning that it's purchasing another plot of land to expand the fab.

Tom’s Hardware

Business Brief (Oct. 17): U.K. Sanctions Chinese Firms Over Russia Ties

Chinese scientists report a major breakthrough in solid-state EV batteries, Indonesia confirms purchase of Chinese J-10 fighter jets

Caixin Global

Should You Buy the Post-Earnings Dip in Taiwan Semi Stock?

Taiwan Semiconductor reported strong earnings for its fiscal third quarter on Thursday. Jim Cramer recommends buying TSM stock after the earnings release.

Barchart

Dear Taiwan Semi Stock Fans, Today's Earnings Could Change Everything

Taiwan Semiconductor fans, brace yourselves, as today could redefine the company’s growth story as Q3 2025 results drop.

Barchart

TSMC posts record quarter results as skyrocketing AI and HPC demand drives two-thirds of revenue — company pulls in $33.1 billion

TSMC posted a record $33.1 billion in quarterly revenue driven by surging demand for AI and HPC processors, the ramp of Apple's latest SoCs, and the continued strength of advanced nodes.

Tom’s Hardware

Nearly 40% jump in net profit: Chipmaker TSMC capitalises on AI boom

Taiwan Semiconductor Manufacturing Corp., the world’s biggest semiconductor manufacturer, reported an unexpected jump in its net profit for the July-September quarter.

Euronews

Taiwanese chipmaker TSMC sees nearly 40% jump in its net profit thanks to the AI boom

Taiwan’s leading computer chip maker, TSMC, has reported its net profit surged nearly 40% in the last quarter, boosted by the surge in use of artificial intelligence

The Independent UK

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International Business Times

AI Boom Delivers Record Net Profit For Taiwan's TSMC

Taiwanese tech titan TSMC reported Thursday a forecast-busting record net profit for the third quarter on skyrocketing demand for microchips used to power iPhones and artificial intelligence.

TechRadar

The Apple M5 is barely a hop, much less the technological leap that Apple wants it to be

The Apple M5 is official, and from everything I've seen about it, you can probably skip this one.

inkl

Alliances, Tariffs, and Chips: Intel’s Fight for Leadership

The semiconductor market is undergoing a full-fledged restructuring, with some companies expanding their influence and capitalization. In contrast, others are forced to seek support from competitors and governments.

Tom’s Hardware

Report: Arm developing custom CPU for OpenAI's in-house accelerator — core IP would underpin 10GW of installed AI capacity

OpenAI is reportedly working with SoftBank-owned Arm on a new CPU to complement the custom AI accelerator it is co-developing with Broadcom.

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Tom’s Hardware

Next-gen MRAM breakthrough can flip bits at SRAM-rivalling speeds with low power consumption — researchers claim true next-gen breakthrough using Tungsten layer

The major challenge that hampered the development and adoption of SOT-MRAM is now in the rearview mirror.

Benzinga

Retail Investors' Top Stocks With Earnings This Week: Fastenal, ASML, TSMC And More

Retail investors are preparing for the kick-off of the third-quarter earnings season, with big banks and other top stocks reporting this week.

Tom’s Hardware

Taiwan says its chip fabs are safe from China’s rare-earth crackdown

Taiwan’s Ministry of Economic Affairs says the island’s chip sector will see 'no significant impact' from China’s newly expanded rare-earth export controls.

Benzinga

TSMC Faces Energy Threat, Trump's 'Genius Act' Sparks Hyperinflation Fears, Gold Predicted To Hit $5,000 By 2026: This Week In Economy

It was an eventful weekend in the world of finance and tech. Here’s a quick rundown of the top stories that made headlines.

TechRadar

I got to see Intel Panther Lake up close this month, and it is the most important product Intel has ever produced

Intel announced its next series of processors, the Core Ultra series 3, this week, but I got a close up look at these new chips in Arizona ahead of the announcement. Here's what I saw.

Android Central

Samsung's next-gen tech might power an alternative Galaxy Z Flip 8 Snapdragon

Recent rumors claimed that Samsung is moving ahead with a next-gen Snapdragon variant with Qualcomm for the Flip 8.

Tom’s Hardware

Intel's 18A production starts before TSMC’s competing N2 tech — here's how the two process nodes compare

Intel has begun mass production of its Core Ultra 3 'Panther Lake' processors built on 18A node at Fab 52 in Arizona, marking the first large-scale deployment of this advanced process ahead of TSMC’s N2.

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