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The Latest Breaking News from TSMC

Intel CEO rejects reports the company is obtaining TSMC secrets from former executive — Taiwan's investigation into Intel's controversial recent hire continues

Intel CEO Lip-Bu Tan dismisses speculation that former TSMC executive Wei-Jen Lo could have brought advanced TSMC process secrets to Intel.

Tom’s Hardware

Intel Could Be the Biggest Winner of TSMC’s AI Bottleneck

The AI industry's demand for chips is creating a supply bottleneck, positioning Intel's growing foundry business for significant long-term growth.

MarketBeat

Nvidia Financial Report Shows $57B Boom as US Chips Deepen China Rift

Nvidia's record $57 billion quarter from its Blackwell AI chips funds a US infrastructure surge, while sanctions hinder China's technological progress, widening the global AI divide.

International Business Times UK

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As Musk Hints That Tesla Could Make Its Own AI Chips, Should You Buy TSLA Stock?

Musk’s chip-fab talk boosts Tesla’s long-term narrative, but stalled earnings and premium multiples mean the stock still demands belief over proof.

Barchart

Samsung's next-gen 2nm node is in mass production, but will it beat TSMC's N2 silicon to market and help make chips cheaper?

My nm are better than your nm.

PC Gamer

Ex-TSMC Executive Allegedly Takes 2nm Data to Intel: Faces Security Storm

A former TSMC executive faces scrutiny after allegedly taking sensitive 2nm process data to Intel, prompting legal investigation and concerns over tech security and competition.

International Business Times UK

High-ranking TSMC executive faces Taiwan legal investigation over murky return to Intel — report alleges employee took technical documents with him

Wei-Jen Lo, a longtime TSMC leader who quietly reappeared at Intel only months after retiring, is now reported to have left with extensive N2, A16, A14, and post-A14 process documents, triggering scrutiny over his sudden move and a TSMC investigation into possible stealing of trade secrets.

Tom’s Hardware

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Apple and Broadcom job listings suggest potential Intel Foundry collaborations — requirements highlight expertise in Intel's EMIB and 2.5D memory packaging tech

A new job posting at Apple exposes clues that the company could be looking at Intel as a packaging partner for future SoCs. Future M-series chips could leverage EMIB and/or Foveros.

Tom’s Hardware

Elon Musk wants foundry partners to build astounding '100 – 200 billion AI chips' per year — Musk says chipmaking industry can't deliver on his goals

Elon Musk claims Tesla may need 100 – 200 billion AI chips per year, a volume far beyond what TSMC and Samsung can supply, which is why he is considering building Tesla's own fab, as he believes existing foundries cannot scale fast enough for him.

Tom’s Hardware

Elon Musk Says Teslas With AI5 Will Not Be Available In 'Sufficient Volume' Until Mid 2027: Why It Matters

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk on Saturday announced that the company's next-generation AI5 chips will not be available in sufficient quantities until mid-2027.

Benzinga

Elon Musk Reveals That He Pressures TSMC And Samsung To Speed Up Tesla's AI Chip Output: 'Five Years To Me Is An Eternity'

On Friday, Tesla Inc. (NASDAQ:TSLA) and SpaceX CEO Elon Musk revealed that the company is pushing its chipmaking partners to move far faster than traditional semiconductor timelines as it races to scale its next-generation AI hardware.

Benzinga

Why Nvidia CEO Jensen Huang’s Meeting with Taiwan Semi Is a Big Deal for NVDA Stock

Nvidia CEO Jensen Huang’s meeting with Taiwan Semiconductor signals surging AI demand and suggests Nvidia is securing the additional chip supply needed to fuel its next major phase of growth.

Barchart

Valve says a next-gen Steam Deck 2 still isn't possible, two years after it last said exactly the same thing

There just aren't any chips good enough and probably won't be until 2027.

PC Gamer

Taiwan to up defense spending and develop Iron Dome-inspired missile protection — expert warns one well-placed Chinese missile could make it 'impossible to get a new iPhone for three years'

An expert from the Taiwan NSTC Hsinchu Science Park Bureau estimates that a single missile strike could disrupt iPhone production for three years, with another suggesting that such an event could result in a 6% to 10% contraction of the global GDP.

Tom’s Hardware

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PC Gamer

Today I learned that the curvy lithography masks used by TSMC to make next-gen GPUs are 'alien', 'psychedelic' and look nothing like chip circuits

May we introduce Inverse Lithography Technology.

Benzinga

Cathie Wood Dumps $2.4 Million Worth Of Tesla Shares, Doubles Down On These AI Stocks

On Monday, Cathie Wood-led Ark Invest executed significant trades involving Tesla Inc. (NASDAQ:TSLA), Pony AI Inc. (NASDAQ:PONY), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), and Baidu Inc. (NASDAQ:BIDU). These trades highlight Ark’s strategic positioning in the tech and AI sectors.

Tom’s Hardware

Musk confirms Tesla AI5 and AI6 will be made at both Samsung and TSMC, reinforcing dual-foundry strategy

Elon Musk has confirmed that Tesla’s AI6 chip will be manufactured at both Samsung’s Taylor facility and TSMC’s Arizona fab. The update from the company’s CEO follows earlier comments in which he described Samsung’s site as technically superior.

PC Gamer

At a company sports day, Nvidia CEO Jensen Huang acknowledges 'without TSMC, there is no Nvidia today' and says thank you to the 'pride of the world' company

Nvidia will want to keep a strong bond with the Taiwanese manufacturer.

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Tom’s Hardware

Nvidia's Jensen Huang upstaged at TSMC annual Sports Day by TSMC-branded sneakers — CEO's 'Made In Taiwan' footwear is the talk of the town

TSMC-branded sneakers were 'the focus of the audience' at the firm's annual Sports Day event this weekend.

Benzinga

Taiwan Semiconductor Rallies On Big October Sales And Growing Nvidia Demand

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) stock advanced on Monday after the company reported solid October financial results, underscoring continued momentum in advanced chip demand.

Benzinga

Ming-Chi Kuo Says Elon Musk's AI Chip Strategy Is No Bluff — Tesla's Plan To Build Its Own Fabs Marks A Major Shift Away From TSMC: Here's Why

On Sunday, TF International Securities analyst Ming-Chi Kuo said Elon Musk's remarks confirm that Tesla Inc.'s (NASDAQ:TSLA) move to build its own semiconductor production plants isn't just an ambition — it's a calculated step toward full control of its AI future.

Benzinga

TSMC Chief CC Wei Says Nvidia CEO 'Wants More Chips' As Jensen Huang Enjoys Hotpot In Taipei And Praises The Taiwanese Foundry: 'No TSMC, No Nvidia'

During his latest trip to Taiwan, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang strengthened ties with longtime manufacturing partner Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), blending business with camaraderie over a hotpot dinner in Taipei.

Benzinga

Nvidia CEO Jensen Huang Hails TSMC Wafer Backing Amid 'Very Strong' Demand For Blackwell Chips After Trump Bars Sales To 'Other People'

Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang praised longtime partner Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) on Saturday, for its critical role in supporting the company's surging Blackwell AI chip production. This comes after U.S. President Donald Trump moved to restrict sales of the advanced processors abroad.

Tom’s Hardware

Elon Musk says building his own 'TeraFab' chip fab may be the only answer to Tesla's colossal AI semiconductor demand — Nvidia CEO Jensen Huang warns against 'extremely hard' challenge

Elon Musk said Tesla may need to build its own massive “TeraFab” chip plant to secure enough AI processors, a move that would make Tesla one of the world’s largest chipmakers, but experts like Nvidia’s Jensen Huang warn that creating a modern semiconductor process and fab is vastly more complex…

Benzinga

TSMC, Samsung… And Maybe Intel? Why Tesla's Chip Strategy Is Trying To Cover Every Foundry

Elon Musk has a new problem — and it's not demand for Tesla Inc‘s (NASDAQ:TSLA) cars. It's the global shortage of silicon to power his next wave of AI ambitions. "How do we make enough chips?" he asked at Tesla's annual shareholder meeting, sounding less like a car CEO and…

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