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The Latest Breaking News from TSMC

Morgan Stanley Just Named This Stock a Top Semiconductor Pick. Should You Buy Shares Now?

ASML wins top-pick status as AI drives demand, but its premium value leaves little room for mistakes.

Barchart

Industry's first TSMC COUPE-based optical connectivity solution for next-gen AI chips displayed — Alchip and Ayar Labs show future silicon photonics device

Alchip and Ayar Labs team up to build optical connectivity solution based on TSMC's COUPE framework that lets fabless chip designers to easily add optical connectivity to their designs.

Tom’s Hardware

Intel moves closer to building Apple’s entry-level M-series chips on 18A from 2027 — insider claims chipmaking deal could be close at hand

Apple is preparing to qualify Intel’s 18A process for its lowest-end M-series processor, according to a post on X from analyst Ming-Chi Kuo.

Tom’s Hardware

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Weekend Round-Up: TSMC Trade Secrets Lawsuit, Google Deepmind Scientist's Market Slam, Baidu Layoffs, Amazon's Court Victory And More

There was a whirlwind of tech news this week, with stories ranging from allegations of trade secret leaks at Taiwan Semiconductor Manufacturing Co. to layoffs at Baidu Inc. Here’s a quick recap of the top stories that made headlines.

Benzinga

iPhone 18 Set to Get More Expensive: Memory Shortages Push Apple Toward Another Price Hike

Rising memory costs may force Apple to increase iPhone 18 Pro prices, though the tech giant hopes custom silicon savings will mitigate the impact in 2026.

International Business Times UK

In a major plot twist, Intel could soon be making chips for Apple once again, only this time, it'll be the Arm-based M-series

This wasn't on my 2025 bingo card. But then neither was the Nvidia collab.

PC Gamer

Chipmaker Intel's Momentum Jumps As Investors Look Past TSMC Legal Drama Amid Rate Cut Bets

Intel Corp. (NASDAQ:INTC) is witnessing a notable strengthening in market sentiment, with its Benzinga Edge’s Stock Rankings‘ momentum score climbing from 88.53 to 90.51 week-over-week.

Benzinga

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Trump Pursues Taiwan Trade Agreement to Expand US Chipmaker Operations

The deal would encourage major Taiwanese chipmakers, including TSMC, to expand their US operations and help train American workers in high-tech manufacturing.

International Business Times

TSMC Ex-VP's Home Raided As Chip Giant Alleges Intel Recruit Leaked Trade Secrets

On Thursday, Taiwan prosecutors searched the homes of a former Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) vice president after the chipmaker accused him of passing confidential information to Intel Corp (NASDAQ:INTC).

Benzinga

Ex-TSMC executive’s homes raided in Intel trade-secret lawsuit — Taiwanese prosecutors seize digital devices in ongoing investigation

Taiwanese prosecutors have searched the homes of former TSMC Senior Vice President Lo Wen-jen, days after the company filed a civil lawsuit alleging that Lo may have leaked trade secrets to Intel.

Tom’s Hardware

Intel fully backs its controversial new hire that TSMC alleges took company secrets with him — CEO Lip-Bu Tan highlights Team Blue's strict ethics policy in internal memo amid high-stakes lawsuit

A new legal battle is taking shape in the semiconductor industry, with TSMC suing its former employee, Wei-Jen Lo, after he joined Intel following his retirement at the Taiwanese firm. Intel CEO Lip-Bu Tan argues that TSMC's claims of trade-secret theft are unwarranted and that Lo has the company's full…

Tom’s Hardware

Trump Pressures Taiwan To Train US Workers As TSMC Struggles In Arizona: Report

The Donald Trump administration is reportedly pushing Taiwan to ramp up U.S. investments and train American workers in chipmaking as part of a broader trade deal.

Benzinga

Jensen Huang Once Said TSMC Learned To 'Dance With 400 Partners' While Intel Has 'Always' Danced Alone: Did The Nvidia CEO Hit The Nail On Its Head?

Morris Chang, the longtime leader of Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), once pointed back to Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang's famous analogy to explain why Intel Corp (NASDAQ:INTC) faces an uphill climb in its push to become a world-class chip foundry.

Benzinga

TSMC confirms September power outage at Fab 21 in Arizona — loss of wafers and financial impact unclear

A supplier power fault briefly stopped TSMC’s Fab 21 in Arizona and led to some wafer losses. But TSMC has learnt from the occurrence, says the company.

Tom’s Hardware

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Android Central

Qualcomm unveils Snapdragon 8 Gen 5: Flagship performance for affordable phones

The Snapdragon 8 Gen 5 aims to bring premium performance to cheaper flagships from brands like OnePlus and Vivo.

Benzinga

Options Corner: Taiwan Semiconductor's Trade Secret Dispute With Intel Presents A Contrarian Opportunity

Multinational chip contract manufacturing and design company Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) — more commonly known as TSMC — suffered a noticeable decline on Tuesday. While the foundry giant is rapidly expanding its cutting-edge 2-nanometer facilities from seven to ten sites (obviously a direct impact from the dramatic demand…

Tom’s Hardware

TSMC sues former executive over defection to Intel, says it's highly likely he stole trade secrets — chipmaker claims Wei-Jen Lo broke non-disclosure and non-compete agreements

TSMC initiates legal action against Wei-Jen Lo, who retired from TSMC this summer, signed a non-compete agreement, but subsequently joined Intel as Executive Vice President.

Tom’s Hardware

Rapidus to start construction on 1.4nm fab in 2027 — research and development on node to begin next year

Japanese startup Rapidus announced plans to build a 1.4-nm fab in Hokkaido, with construction expected to start in 2027.

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Tom’s Hardware

TSMC says advanced‑node capacity falls ‘about three times short’ of AI demand — company's wafer capacity is 'still not enough' as demand continues to rise

TSMC Chairman-CEO C. C. Wei says capacity is roughly three times short of what its major customers plan to consume.

MarketBeat

These 3 Tech Companies Are Suddenly Paying Bigger Dividends

AI-chip making giant Taiwan Semiconductor Manufacturing just boosted its dividend big time. See which other two tech stocks are also lifting their dividends.

PC Gamer

'It's rumor and speculation. There's nothing to it': Intel's Lip-Bu Tan dismisses worries that the company's new hire gave it TSMC's 2 nm IP secrets

No official charges have been filed.

Benzinga

Elon Musk Says Tesla Will Build More AI Chips Than Everyone Else Combined, Unveils Major Hiring Drive: 'I'm Not Kidding'

Elon Musk said Tesla Inc. (NASDAQ:TSLA) plans to build AI chips at volumes surpassing every competitor combined as the company launches a sweeping recruitment push for top-tier chip designers.

International Business Times UK

Intel's CEO Lip-Bu Tan Claims No Role in TSMC 2nm Leak - Taiwan Races to Protect Chips

Intel CEO Lip Bu Tan denies involvement in TSMC 2 nm leak. Taiwan investigates to protect its chip technology amid global semiconductor tensions.

Barchart

Nvidia Just Waved a Big ‘Green Flag’ for Taiwan Semi. Buy TSM Stock Here, Says Wedbush.

TSM stock has returned more than 1,100% to shareholders over the past decade and remains poised to deliver outsized gains over the next three years.

Tom’s Hardware

Taiwan set to avoid 'punishing' 300% tariffs on semiconductor exports, says report — new trade deal could spur $400 billion investment commitment from island nation

A senior Taiwanese ministry official said the U.S. will not put tariffs on its chip exports in exchange for helping Washington, D.C., copy its science park model for tech companies.

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