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The Latest Breaking News from TSMC

Elon Musk's Terafab semiconductor project could cost $5 trillion, Bernstein claims — herculean effort would cost more than 70% of the total yearly US government budget

To build 1 TW of AI silicon per year, Elon Musk's TeraFab would need to process 22.4 million Rubin Ultra GPU wafers, 2.716 million Vera CPU wafers, and 15.824 million HBM4E wafers annually using from 142 to 358 fabs, according to Bernstein.

Tom’s Hardware

Snapdragon 8 Elite Gen 6 CPU rumors join the 'powerful' 6 Pro in this early report

Thinking of going Pro? Early Qualcomm Snapdragon 8 Elite Gen 6 rumors throw its alleged CPU to the forefront.

Android Central

The AI Gatekeeper: TSMC's Chokehold Signals Dominance

Taiwan Semiconductor Manufacturing Company's manufacturing bottleneck for advanced chips confirms its dominant role in the AI industry.

MarketBeat

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Acer Swift Edge 14 AI laptop review: Another lightweight wonder from the Acer stable

The Acer Swift Edge 14 AI is a lightweight laptop that leverages a 200-series Core Ultra processor and LPDDR5X memory.

TechRadar

Nvidia's Jensen Huang confirms he was once asked to become chief executive of TSMC: 'I declined it... it's an unbelievable offer, but I simply couldn't take it'

It certainly hasn't stopped him from waxing lyrical about his relationship with the chipmaking titan.

PC Gamer

Trump administration targets $4 trillion Pax Silica investment fund for semiconductors — the US will start with a $250 million investment for global consortium

The Trump administration is targeting $4 trillion Pax Silica investment for semiconductors. It’s not currently clear how the Trump administration arrived at the $4 trillion figure, or how it will ultimately materialize.

Tom’s Hardware

Price of Nvidia's Vera Rubin NVL72 racks skyrockets to as much as $8.8 million apiece, but server makers' margins will be tight — Nvidia is moving closer to shipping entire full-scale systems

While quotes for NVL72 VR200 rack-scale system will increase to $5 million – $7 million, margins of ODMs will likely decline.

Tom’s Hardware

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ASML Is Down 7% Over the Past Month. Should You Buy the Chip Stock on the Dip?

Analyst signals entry point for ASML with a "Buy" rating and 25% upside from current level.

Barchart

Elon Musk unveils $20 billion ‘TeraFab’ chip project to make chips, memory, and package processors all under one roof — targets a terawatt of annual compute

Tesla and SpaceX CEO, Elon Musk, announced Saturday night that his TeraFab semiconductor project will be built on the Tesla campus in eastern Travis County, Austin, Texas, as a joint venture.

Tom’s Hardware

US Departments of Justice and Defense crush four massive botnets totaling 3,000,000 devices — botnets responsible for a combined 316,000 DDoS attacks globally

U.S. Departments of Justice and Defense take out four gigantic botnets with 3 million devices

Tom’s Hardware

Global chip supply chain under threat as US-Iran conflict enters third week — Strait of Hormuz blockade is days away from crippling Taiwan's semiconductor industry

Taiwan imports almost all of its energy and requires large amounts of LNG to sustain its electrical grid. That grid is then used by local chipmakers — like TSMC who is responsible for making most of the world's high-end chips. Fabrication for these chips requires helium, which Taiwan also imports…

Tom’s Hardware

STMicro to deploy humanoid robots to its legacy fabs in Europe — over 100 humanoid robots to be used for routine and physically demanding tasks in fight for efficiency

As cheap Chinese chips threaten to invade various sectors of the economy in Europe, STMicroelectronics is on track to improve the efficiency of its own fabs

Tom’s Hardware

ASML workers still in the dark seven weeks after 1,700 management cuts announced — cuts represent 4% of its global workforce

The prolonged uncertainty is generating internal unrest, according to an ASML spokesperson who spoke to Dutch broadcaster Omroep Brabant.

Tom’s Hardware

Zombie ZIP vulnerability lets compressed malware leisurely stroll past 95% of antivirus apps — security suites are blissfully unaware of security issue

Zombie ZIP vulnerability lets malware stroll past gates of 95% of AV suites

Tom’s Hardware

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International Business Times UK

M6 Pro MacBook Pro Rumours: Apple Plans OLED Screen, Touch Capabilities and Thinner Design

Apple's MacBook Pro faces a radical refresh with OLED screens and touch features incoming by 2027, according to analyst Ming-Chi Kuo. The upgrade promises slimmer looks and powerhouse M6 chips, but at a steeper price.

Tom’s Hardware

Qatar helium shutdown puts chip supply chain on a two-week clock — SK hynix forced to diversify after 30% of global supply removed from the market

QatarEnergy has not restarted helium production at its Ras Laffan complex nine days after Iranian drone strikes forced the facility offline.

Tom’s Hardware

Meta reveals four new MTIA chips built for AI inference — to be released on a six-month cadence

All four chips have been developed in partnership with Broadcom and are scheduled for deployment within the next two years.

PC Gamer

How to make your very own semiconductor-class cleanroom in a wooden shed and build your own chips, well kinda

Knocking up a cleanroom isn't as hard as you might think, the rest of the job, however...

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Tom’s Hardware

Nexperia China claims to be making chips using 12-inch wafers — subsidiary deepens split with Dutch parent as it builds out 'mass production capabilities'

In a statement posted to its Chinese social media account, Nexperia China said it had reached a new milestone in its "independent R&D and mass production capabilities".

Tom’s Hardware

America and Japan may join forces to manufacture displays in the US — New $13 billion fab proposed by Japan Display Inc. to counter Chinese dominance

The Japanese and American governments are considering setting up a new display factory in the U.S. that would cost $13 billion, a small part of a bigger $550 billion investment framework. This factory is being proposed by Japan Display Inc., a struggling display firm that has seen better days since…

Tom’s Hardware

New Windows-native NVMe driver benchmarks reveal transformative performance gains, up to 64.89% — lightning-fast random reads and breakthrough CPU efficiency

StorageReview evaluated the performance benefits of Microsoft's native NVMe driver on Windows Server 2025 and found substantial performance increases, particularly in random reads.

Tom’s Hardware

Nintendo sues the US government over tariffs — Japanese videogame giant seeks 200 billion refund with interest

Nintendo of America filed a lawsuit against the U.S. government on March 6 in the U.S. Court of International Trade, seeking a refund of tariffs it paid under President Donald Trump's executive orders.

Tom’s Hardware

US Commerce Department confirms harsh new AI export rules, shoots down reports over the return of Biden-era AI Diffusion rule — DoC to formalize a new approach to strategic AI accelerator export controls

The U.S. Commerce confirms work on new export regulations for AI accelerators, but implies they will not resemble the ill-fated AI Diffusion Rule.

Tom’s Hardware

China's top chip execs claim ASML alternative 'small, fragmented, and weak' — Chinese industry titans call for national effort to invest in advanced chipmaking tools

China's most senior semiconductor executives issued a public call this week for a consolidated national effort to build a domestic alternative to Dutch lithography giant ASML.

PC Gamer

'I think the fact that everything is scarce is fantastic for us' says Nvidia CEO Jensen Huang '...in a world of constraint, you have no choice but to choose the best'

At least someone is positive about it.

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