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The Latest Breaking News from TSMC

Why Wedbush Says This Overlooked Chip Stock Could Be 2026’s Biggest Winner

A major deal with CoreWeave is reshaping the outlook for Backblaze as AI demand boosts interest in low-cost data storage.

Business Brief (June 25): China Unveils Rules for Supply Chain Security Probes

Business Brief (June 25): China Unveils Rules for Supply Chain Security Probes

ByteDance launches paid tier for its AI assistant Doubao, TSMC reportedly plans to hike prices across all advanced process nodes

One memory to rule them all? Key partner to Nvidia, ASML and TSMC brings next-gen RAM and NAND replacements even closer

One memory to rule them all? Key partner to Nvidia, ASML and TSMC brings next-gen RAM and NAND replacements even closer

IMEC has demonstrated two advances in ferroelectric memory research that could make next-generation memory possible.

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Apple-Intel chip deal makes strategic sense but production is years away

Apple is reportedly turning to Intel for chip manufacturing, a move driven by TSMC's inability to meet surging AI demand and Apple's need for more capacity. This partnership, however, faces significant hurdles, with analysts predicting it could take two to three years for advanced chips to be ready. Intel's past…

The Economic Times

TSMC is reportedly hiking prices for 'all advanced nodes,' accounting for 74% of the company’s wafer business — Nvidia, AMD, Apple, Qualcomm, and others will face higher wafer costs

TSMC has reportedly told customers to prepare for 5% to 10% price hikes across advanced chip nodes, extending beyond 3nm to include 7nm and some legacy processes.

Tom’s Hardware

Oil, AI and chips: The new resource race redrawing markets and nations

The leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of global economic prowess, akin to oil in previous centuries. With nations such as Taiwan and South Korea emerging through powerhouses like TSMC and Samsung, the future prosperity relies heavily…

The Economic Times

Intel Will Design and Manufacture Chips for Apple. What This Really Means for INTC Stock Investors.

Investors continue to wait for official announcements from Intel and Apple, but that hasn't stopped them from trading and believing in INTC's turnaround strategy.

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3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bells

3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bells

Two Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentration poses significant risk. In contrast, India's market offers diversification across sectors like BFSI, consumption, and infrastructure, presenting a potentially more resilient investment opportunity. Experts highlight India's growing AI infrastructure…

The Economic Times

Why TSMC Doesn’t Even Need to Win the AI Race

TSMC's biggest strength may be that its customers are also its competitors.

M6 MacBook Pro, M6 MacBook Air Release Date, Specs, Features, Price, Design and Update

M6 MacBook Pro, M6 MacBook Air Release Date, Specs, Features, Price, Design and Update

Apple is preparing sweeping changes for its next-generation M6 MacBook Pro, M6 MacBook Air range, from 2nm chips and OLED touchscreens to possible 5G connectivity and higher prices.

International Business Times UK

Rare ASML Special Edition Monopoly board unearthed in social media trade — enthusiast swaps 2007 employee gift for High-NA EUV Lego kit

Rare ASML Special Edition Monopoly board unearthed in social media trade — enthusiast swaps 2007 employee gift for High-NA EUV Lego kit

We just witnessed a significant semiconductor industry related non-cash trade deal take place on Twitter/X.

Tom’s Hardware

Amkor Soared on a Taiwan Semi Deal. How to Play AMKR Stock Here.

Amkor Soared on a Taiwan Semi Deal. How to Play AMKR Stock Here.

Amkor Technology has ignited a powerful rally after securing a transformative 10-year TSMC partnership. What should be your move now?

The US is worried China could have a top-spec chipmaking machine despite export restrictions, but the machine maker ASML denies it

The US is worried China could have a top-spec chipmaking machine despite export restrictions, but the machine maker ASML denies it

All I know is you can't hide a 150+ ton EUV machine in MY house.

AMD is said to be holding talks with Samsung about making some of its future chips to offset TSMC's constrained supply of cutting-edge wafers

AMD is said to be holding talks with Samsung about making some of its future chips to offset TSMC's constrained supply of cutting-edge wafers

If true, my money would be on low-end laptop APUs or Ryzen IO chiplets.

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Trump Just Sent Intel Stock Soaring. Here's Why.

Intel stock rallies as President Donald Trump says Apple has partnered with its foundry division to make chips domestically. But Wall Street remains cautious on INTC shares.

The Economic Times

TSMC, Amkor sign 10-year deal to boost advanced chip packaging in US

Taiwan Semiconductor Manufacturing Company and Amkor Technology have inked a decade-long deal. This partnership will boost advanced chip packaging and testing capabilities within the United States. The collaboration aims to strengthen the semiconductor supply chain in Arizona. This move supports growing demand for AI and high-performance computing technologies. It ensures…

Tom’s Hardware

Trump says Apple has agreed to 'build' chips with Intel — neither company confirms deal as Intel share price rockets

President Donald Trump said on Thursday that Apple has agreed to work with Intel to “design and build” chips in the United States.

The Economic Times

Donald Trump says Apple to partner with Intel on US chip design, production

A partnership with Intel helps Apple diversify its manufacturing base as it seeks additional ‌chip capacity. The ⁠iPhone ⁠maker relies heavily on TSMC, whose advanced production lines are in high demand from AI chipmakers such as Nvidia and AMD.

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The Economic Times

US President Trump says Apple to work with Intel to manufacture chips in US

Apple is set to collaborate with Intel for chip design and manufacturing within the United States. This move aims to diversify Apple's production base, reducing its heavy reliance on TSMC. The partnership follows extensive discussions and a preliminary deal. Intel's involvement could boost its manufacturing business and reputation.

Tom’s Hardware

First official details of AMD's next-gen 'Mustang Peak' Threadripper CPUs come into view — chips feature DDR5, PCIe 6.0, and a new socket

We now have the first confirmed details about AMD's Zen 6-based Threadripper CPUs, code-named Mustang Peak.

Tom’s Hardware

Intel’s performance-enhanced 18A-P process enters risk production — drop-in 18A upgrade promises 9% performance improvement at iso-power, cuts thermal resistance by 40%

Intel's enhanced 18A-P has entered risk production, laying the groundwork to ramp the node into full production in the coming months.

Tom’s Hardware

Chinese fab SMIC's 7nm metal pitch beats Intel 18A but lags 38% on density, teardown finds — Huawei's sanctions-beating HiSilicon Kirin 9030 is the first subject of SemiAnalysis's new teardown lab

SemiAnalysis has published the first teardown from its new in-house lab, focusing on the minimum local metal pitch on SMIC’s third-gen 7nm at 32.5nm.

3 AI Stocks With Moats That Could Outlast Summer Volatility

AMD, TSMC, and Analog Devices each posted strong Q1 2026 results, reflecting durable structural positions in the AI supply chain that go beyond momentum.

Tom’s Hardware

TSMC says panel packaging won't replace CoWoS anytime soon for the largest future AI processors — wafer-level tech can scale to 58 massive dies in one package

TSMC is exploring panel-level packaging and is working on its CoPoS technology, but the company's Kevin Zhang says wafer-level packaging technologies is considerably more advanced than panel-level packaging.

TSMC Revenue Surges 30% in May on Relentless AI Demand. TSM Stock Is Still Undervalued Here.

The world's most important chipmaker just gave investors another reason to believe the AI boom is far from over.

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