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The Latest Breaking News from TSMC

Intel reportedly bets big on sales of its next-gen Arc graphics cards

Intel said to have placed large orders for its new GPUs with TSMC.

PC Gamer

China seethes as US chip controls threaten tech ambitions

China's leaders are seething at U.S. efforts to cut off access to technology to make advanced computer chips

The Independent UK

Mac sales have tanked, forcing Apple to temporarily halt M2 chip production

Apple paused M2 chip production in January and February of 2023 according to reports, apparently over poor sales of M2 Mac products.

TechRadar

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Intel Battlemage, Celestial GPUs Are Booked in at TSMC: Report

Intel has signed up for large orders of Battlemage and Celestial GPUs at TSMC. Products are expected in H2 2024 and H2 2026, respectively.

Tom’s Hardware

Mac sales are so bad Apple had to stop making M2 chips

Apple reportedly halted M2 chip production amid a Mac sales slump at the beginning of 2023.

iMore

Most PC hardware pricing is back to normal so why not GPUs?

Prices are tumbling, except for graphics.

PC Gamer

Tenstorrent Shares Roadmap of Ultra-High-Performance RISC-V CPUs and AI Accelerators

Tenstorrent discloses its roadmap: Wormhole, Blackhole, Grendel.

Tom’s Hardware

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Intel's next-gen GPUs absolutely need to match up to these rumoured specs to be relevant

The latest, impressive Intel Battlemage 'leak' may or may not be true, but it had better be for Arc's sake.

PC Gamer

IT pioneer Gordon Moore dies at 94

SAN FRANCISCO: Intel Corp co-founder Gordon Moore, a pioneer in the semiconductor industry whose “Moore’s Law” predicted a steady rise in computing power for decades, died on Friday at the age of 94, the company announced.

Bangkok Post

China Develops Domestic Chiplet Interface

China develops its own ACC chiplet interface that is incompatible with UCIe.

Tom’s Hardware

Nvidia Tackles Chipmaking Process, Claims 40X Speed Up with cuLitho

Nvidia introduced its new cuLitho technology that speeds up a critical chipmaking bottleneck.

Tom’s Hardware

AMD: Ryzen Mobile 7040HS “Phoenix” Laptops Delayed Until April

For everyone who has been eagerly waiting for the first laptops incorporating AMD’s monolithic Zen 4 mobile CPU, AMD sends word on a Friday afternoon that you’ll be waiting a little longer. Laptops based on AMD’s Ryzen Mobile 7040HS series CPUs have officially been delayed by a month, pushing their…

AnandTech

Taiwan chip pioneer warns US plans will boost costs

The founder of the processor chip industry's biggest manufacturer is warning that U.S. government efforts to move production from Asia to the United States will as much as double their cost

The Independent UK

Politicians Use Subsidies To Squeeze Semiconductor Manufacturers

When politicians manipulate industry, the public pays the price.

Reason

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The Guardian - UK

Cold war 2.0 will be a race for semiconductors, not arms

Taiwan and its huge silicon foundry look set to become the centre of the geopolitical conflict between the US and China

The Times of India

Warren Buffett’s quick $3.7 billion sale of TSMC stock spooks investors

WASHINGTON: Warren Buffett slashed his holding of Taiwan Semiconductor Manufacturing Co just months after disclosing a major stake, an unusually quick reversal by the legendary stock picker that’s chilling investor sentiment toward the chip giant.

Fortune

How TSMC convinced Apple to ditch Samsung

In 2011, Apple needed to find a replacement for its contract chip manufacturer—rival smartphone maker, Samsung.

Fortune

Intel shares erase almost all their 2023 gains after poor earnings and a chip glut

“I don't think I've ever seen anything quite like this before”, said one senior semiconductor analyst for Bernstein Research.

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The Conversation

Bringing manufacturing back to the US requires political will, but success hinges on training American workers

Supply chain disruptions during COVID-19 brought to light how interdependent nations are when it comes to manufacturing. The inability of the U.S. to produce such needed goods as test kits and personal protective equipment during the pandemic revealed our vulnerabilities as a nation. China’s rise as a global production superpower…

The Independent UK

Taiwan chipmaker TSMC says quarterly profit up 78%

Taiwan Semiconductor Manufacturing Co., the biggest contract manufacturer of processor chips for smartphones and other products, says its quarterly profit rose 78% over a year earlier but forecast weak demand this year

Kiplinger

The Best Semiconductor Stocks to Buy

When you think about the best semiconductor stocks, you probably start with Nvidia. Let's look at the leader of the AI revolution and its chipmaking peers.

Al Jazeera

US waged war on China’s chips; S Korea, Taiwan felt the fallout

Washington’s bid for self-sufficiency in semiconductors is complicating relations with its tech-savvy partners in Asia.

Bangkok Post

May I interest you in wafer thin?

Tech heavyweight Taiwan Semiconductor Manufacturing Company said yesterday it started mass production of its 3-nanometre chips, among the most advanced to come to market. TSMC operates the world's largest silicon wafer factories and produces high-performance chips used in everything from smartphones and cars to missiles.

StockNews.com

The Best Semiconductor Stock to Buy Right Now

Semiconductor chip giant Taiwan Semiconductor Manufacturing Company’s (TSM) current dip in price offers an attractive entry opportunity. Given the industry’s solid growth prospects, it could be a solid investment for 2023. Read on….

Fortune

Biden's efforts to starve China of chips are rewriting the rules of global trade–and even U.S. allies are balking at the upheaval

The U.S. is asking allies to pick sides in its chip battle with China—and some are hesitant to choose.

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