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The Latest Breaking News from TSMC

US-China tech rivalry explained: Why the AI and chip war matters

The US and China are engaged in a significant technology competition. Artificial intelligence and semiconductor chips are central to this ongoing rivalry. Export controls are intensifying the AI chip war between these nations. Global supply chains are being reshaped by this intense technological race. Other countries face opportunities and challenges…

The Economic Times · Jul 15

Explained: Why SK Hynix ADR premiums soared 50% over South Korean shares and how this reminds market of dotcom bubble

SK Hynix’s ADRs are trading at a more than 50% premium to their South Korea-listed shares just days after their Nasdaq debut, raising comparisons with TSMC’s dot-com-era valuation gap. Analysts attribute the divergence to restricted arbitrage, strong AI-driven demand, and easier access for global investors through US markets.

The Economic Times · Jul 15

China claims chip exports nearly doubled to $177 billion in the first half of 2026 as memory prices surged — 96% year-on-year increase inflated by hikes

The Chinese customs administration attributed the surge to global demand for AI hardware.

Tom’s Hardware · Jul 14

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Intel invests $5.7 billion in Ireland fab — aims to boost output of Xeon 6, next-gen Xeon products built on Intel 3 process

Intel to modernize semiconductor production facility in Ireland in a bid to increase output of Xeon 6 and other Xeon products made using Intel 3 fabrication process.

Tom’s Hardware · Jul 14

Nvidia slashes list of authorized customers in Asia in a bid to reduce AI chip smuggling, report claims — company sent field inspectors, called customers to check if business is genuine after pressure from Washington

The company culled its list of verified customers, cutting out more than half of its existing client list to reduce incidents of smuggling. Remaining clients have passed more stringent checks, including physical inspections of data centers and interviews with end users.

Tom’s Hardware · Jul 14

Researchers create programmable material that can steer heat and remember its state without power — breakthrough could eventually aid AI chip cooling and silicon photonics

Researchers created a programmable thermal material that steers heat and retains its state without power, a breakthrough that could benefit AI chips, silicon photonics, and infrared devices.

Tom’s Hardware · Jul 14

Tesla's AI5 with 2nm-class node tapes out at Samsung Foundry — production starts soon, months after TSMC tape out

Samsung Foundry soon to join TSMC in production of Tesla's AI5 processor, a LinkedIn post reveals.

Tom’s Hardware · Jul 13

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TSMC's AI Boom Keeps Breaking Records. Chip Demand Shows Little Sign Of Slowing.

TSMC's latest revenue figures add to evidence that investment in AI infrastructure continues to drive growth across the global semiconductor industry.

International Business Times · Jul 13

TSMC Could Swing $150 Billion as Options Market Prices Big Moves for This Week’s Earnings

Earnings season kicks into high gear next week, with a slate of heavyweight companies set to report quarterly results between July 12 and July 18. As investors look for fresh insight into corporate earnings, guidance and the broader economic backdrop, options traders are already betting on how sharply these stocks…

Benzinga · Jul 13

TSMC's June sales drive revenue surge of 68% ahead of earnings report

Taiwan Semiconductor Manufacturing Company (TSMC) reported a 35.6% increase in revenue during the first-half of 2026, and of 68% in June, highlighting continued strong demand for AI chips ahead of the firm's full second-quarter earnings report later this week.

Euronews · Jul 13

Pixel 11 Pro Fold FCC filing hints at Google's biggest modem upgrade yet

Google could finally ditch Samsung's terrible modems for a MediaTek upgrade in the Pixel 11 Pro Fold, giving us the reliable signal and all-day battery life we actually deserve.

Android Central · Jul 13

TSMC posts record revenue in second quarter on AI demand

Revenue in the second quarter rose 36% from a year earlier to a record high on surging interest in artificial intelligence applications. On its last earnings call in April, the company predicted second-quarter revenue of between $39 billion and $40.2 billion. Taiwan Semiconductor Manufacturing Co (TSMC) is a major supplier…

The Economic Times · Jul 13

Google Pixel 11 Pro Fold vs. Pixel 10 Pro Fold: Is it time to upgrade?

The Pixel 11 Pro Fold should bring considerable upgrades this year — if the latest leaks are anything to go by.

Android Central · Jul 13

Taiwan Semi Stock Is Approaching Fair Value Ahead of July 16. How to Play TSM Here.

GF Securities expects strong growth for Taiwan Semiconductor in Q2.

Barchart · Jul 12

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Benzinga · Jul 12

Apple Sues OpenAI, Dependence on TSMC, Rise in Prices and More: This Week in Appleverse

It was a busy weekend in the tech world. Here’s a quick roundup of the top stories that you might have missed.

The Economic Times · Jul 11

5 world market themes for the week ahead

TSMC's earnings will offer insights into AI chip demand this week. Wall Street banks are set to report, with expectations for strong corporate profits. Oil prices remain volatile amid tensions with Iran and Strait of Hormuz flows. US inflation data will gauge the Federal Reserve's stance on interest rates. Chinese…

Tom’s Hardware · Jul 10

Japanese chipmaker Rapidus to offer lower wafer pricing than TSMC — 2nm class silicon to be priced around $20,000 on 2027 launch

Japanese chipmaker Rapidus discloses one more aspect of its strategy: to offer lower quotes than TSMC.

Tom’s Hardware · Jul 10

Chat Control 1.0 sneaks through the EU Parliament, letting companies scan user data without warrants — legal tactic used to force a majority-required re-vote on eve of Parliament break

Chat Control 1.0 sneaks through the EU Parliament, letting companies scan user data without warrants — legal skullduggery used to force a majority-required re-vote on eve of Parliament break

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The Economic Times · Jul 10

Korea's pain will be India's gain? Why Nifty bears betting on Kospi crash may get disappointed

Foreign investors pulled ₹1.92 lakh crore from India in 2026 to chase the East Asian AI chip boom. As South Korea's KOSPI experiences wild swings, Nifty bulls are hoping that a capital rotation will send those funds rushing back to Dalal Street. But experts warn the road ahead won't be…

Barchart · Jul 9

Here’s Why TSMC Investors Are Counting Down to July 16

Investors are looking for proof that AI chip demand remains as strong as ever. Taiwan Semiconductor's Q2 report could provide just that.

Benzinga · Jul 9

Futurum's Shay Boloor Explains Why Nvidia, AMD, Apple and Broadcom All Depend on TSMC: 'Every Token Ultimately Pays an Invisible Royalty'

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) sits at the center of the artificial intelligence supply chain, making it one of the most important companies behind the industry’s rapid expansion, according to Futurum Equities chief market strategist Shay Boloor.

The Economic Times · Jul 8

iPhone 18 Pro Max: Launch date, design, camera upgrades, AI features & everything Apple could unveil

iPhone 18 Pro Max: Apple is expected to unveil the iPhone 18 Pro and iPhone 18 Pro Max in September 2026. According to reports, the devices are likely to feature Apple's new A20 chip, offering faster performance and improved power efficiency. Significant camera upgrades are also expected, including enhancements to…

Tom’s Hardware · Jul 8

JEDEC releases new SPHBM4 standard to slash AI memory costs — Narrow 512-bit interface enables dropping expensive interposers for organic substrates

SPHBM4 promises HBM4-class bandwidth without usage of silicon interposer and CoWoS-like packaging.

MarketBeat · Jul 7

Silicon Starvation: Amazon Feasts on Legacy GPUs

Amazon is ramping proprietary Trainium chip production and raising GPU prices, while TSMC's 3nm foundry capacity runs at full utilization, driving analyst price target hikes for both companies.

Tom’s Hardware · Jul 7

Unix copyright code infringement lawsuit is back from the dead — IBM still under fire from Xinuos over 2003-era bytes

Unix copyright code infringement back from the dead — IBM is still under fire from Xinuos about 2003-era bytes, with a hearing as recent as June 22.

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