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The Latest Breaking News from TSMC

Goldman Sachs Warns Of $150B TSMC Spending Spree To Meet AI Demand

TSMC surges to record after Goldman lifts target 35%. Taiwan semiconductor AI boom accelerates with $150B investment plan.

International Business Times UK

China's president Xi Jinping calls Taiwan reunification "unstoppable" — military drills around the island escalate in area and deployments

China calls Taiwan reunification "unstoppable" as military drills proceed.

Tom’s Hardware

U.S. allows TSMC to import chipmaking equipment to its China fabs — Samsung, SK hynix likewise receive go signal from Commerce Department

The U.S. Department of Commerce didn't renew the validated end-user status of these chipmakers, requiring them to acquire annual licenses to import chipmaking tools containing U.S. tech into their Chinese fabs.

Tom’s Hardware

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Sleeping With the Enemy: Inside the NVIDIA-Intel Deal

NVIDIA has officially joined forces with Intel to secure essential packaging capacity and stabilize the future of the domestic semiconductor industry.

MarketBeat

TSMC begins quietly volume production of 2nm-class chips — first GAA transistor for TSMC claims up to 15% improvement at ISO power

TSMC has quietly begun volume production of its 2nm-class N2 process in Q4 2025 as planned, marking the company’s first GAA nanosheet node that will be ramping production at two new fabs to meet strong demand from various customers.

Tom’s Hardware

TSMC chipmaking factories rocked by magnitude 7.0 earthquake that was the strongest in 27 years, but facilities escaped unharmed — company's earthquake protection measures pay off

Yesterday, the ground shook off the coast of Taiwan, slamming the country with the strongest earthquake in 27 years. The seismic wave registered 7.0 in Taiwan's scales, or 6.6 to 6.7 according to the USGS standard. Thankfully, according to reports, TSMC's factories are all intact, saving the world from yet…

Tom’s Hardware

Intel displays tech to build extreme multi-chiplet packages 12 times the size of the largest AI processors, beating TSMC's biggest — floorplan the size of a cellphone, armed with HBM5, 14A compute tiles and 18A SRAM

Intel Foundry has released a video of a multi-chiplet 2.5D/3D processor with a 10,296 mm^2 silicon footprint, including leading-edge technologies such as 14A and 18A.

Tom’s Hardware

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TSMC’s Christmas Card evokes a retro 8-bit winter wonderland — ‘pixelated’ kids play Breakout with snowballs, carving out a festive scene

TSMC has shared a super-cool digital greetings card with a retro-nostalgic 8-bit style gaming animation.

Tom’s Hardware

Intel's Fab 52 is bigger and better equipped than TSMC's Arizona facilities — Intel's production volume dwarfs TSMC's operations in the U.S.

Intel's Fab 52 in Arizona is currently the most advanced chip production facility in America, but it has yet to reach its full 40,000-wafer capacity due to low 18A yields.

Tom’s Hardware

Taiwan plans to keep cutting-edge nodes close to home, leaving Intel with the opportunity of a lifetime

Will Intel make the most of it?

PC Gamer

Taiwan considers TSMC export ban that would prevent manufacturing its newest chip nodes in U.S. — limit exports to two generations behind leading-edge nodes, could slow down U.S. expansion

Taiwan's government is considering imposing N+2 export rule on TSMC's advanced process technologies, which would make it significantly harder for the foundry to develop overseas.

Tom’s Hardware

‘The rocket ship keeps going off’: Inside the Nvidia phenomenon with author Stephen Witt

In “The Thinking Machine”—just crowned the FT and Schroders business book of the year—Witt goes deep inside Nvidia’s “once-in-a-lifetime opportunity.”

Fortune

Ex-ASML workers reverse-engineered state of the art chipmaking machines to get China far closer than previously thought to independence from foreign tech

China might really be on the heels of the West, this time.

PC Gamer

TSMC brings its most advanced chipmaking node to the US yet, to begin equipment installation for 3mn months ahead of schedule — Arizona fab slated for production in 2027

Fab 21 phase 2 shell is complete, fab is on track for equipment move in in mid-2026 and for volume production in 2027.

Tom’s Hardware

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Sales of chip production equipment to reach $156 billion by 2027 — China, Taiwan, and Korea lead intense demand

Driven by demand for AI and HPC accelerators, sales of chip production equipment are projected to increase through 2027. Asian countries are expected to lead the pack, according to SEMI.

MarketBeat

Why Taiwan Semiconductor's 6.5% Dip Could Be a Smart Buy

Investors focusing on seasonal revenue fluctuations are missing the bigger picture of structural growth driven by the expanding artificial intelligence market.

PC Gamer

AMD is allegedly sizing up Samsung's new 2 nm node as an alternative to TSMC's N2 silicon for its next-gen chips

Keeping TSMC honest would be very good for the PC industry.

Tom’s Hardware

Nvidia weighs expanding H200 production as new China orders rush in, report claims — ByteDance and Alibaba listed as suitors for 'large orders' in the wake of sanctions lift

Nvidia is evaluating whether to increase production of its H200 data center GPUs after demand from Chinese customers is expected to exceed current supply.

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Tom’s Hardware

Huawei's latest mobile is armed with China's most advanced process node to date despite using blacklisted chipmaker — Huawei Kirin 9030 mobile SoC made on SMIC N+3 process, but can't compete with 5nm node

TechInsights says Huawei's Kirin 9030 is built on SMIC’s N+3 process: an incremental, DUV-based extension of its 7nm-class technology that pushes density without EUV but falls well short of true 5nm nodes amid rising yield challenges.

TechRadar

Investors still doubling down on AI in Taiwan despite 'bubble' fears

.TWII is up 22% this year to date in line with Nasdaq, but it has a better P/E ratio, easing fears of an AI bubble.

PC Gamer

AMD wants to hire people with experience of Intel's new silicon tech, but would AMD ever actually make chips with its arch rival?

If nothing else, the positive noise around Intel's new nodes seems to be increasing.

MarketBeat

The Chip Boom Is Back: 3 Stocks Positioned for Huge Gains

Semiconductor expert Marc Chaikin breaks down why Credo Technology, Lam Research and Taiwan Semiconductor could benefit from strong chip demand.

Tom’s Hardware

TSMC ponders upgrading 2nd Japan fab to 4nm — could pave the way for more advanced chips for Japanese customers (Updated)

TSMC reportedly mulls making 4nm chips in Japan amid putting construction of Fab 23 phase 2 on pause.

Tom’s Guide

Nvidia RTX 60-series in early 2027? The leak sounds huge, but the numbers don’t add up

According to Red Gaming Tech, Nvidia looks set to launch the next generation RTX 60 Series GPUs in Q1 2027. But with the RTX 50 SUPER Series supposedly postponed (not cancelled) and the RAM pricing crisis, I have doubts.

Benzinga

Nvidia, Google, Amazon And MediaTek Demand Is Making TSMC Turn To Partners: Report

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is reportedly facing overwhelming demand for its Chip on Wafer on Substrate or CoWoS advanced packaging technologies as companies including Nvidia Corp. (NASDAQ:NVDA), Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, Amazon.com Inc. (NASDAQ:AMZN) and MediaTek race to secure capacity for next-generation AI chips.

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