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The Latest Breaking News from TSMC

AI is Powering A Semiconductor Boom

As tech giants spend astronomical sums on data centers, chip companies are scrambling to keep up. Expect demand to outstrip supply for a while.

Chuwi AuBox X 256V mini PC review: A microcosm of where small PC designs are heading under the current price pressures

Chuwi AuBox X 256V mini PC review: A microcosm of where small PC designs are heading under the current price pressures

The Chuwi AuBox X 256V is a NUC-sized Mini PC with plenty of features and decent performance from its Intel Core Ultra 200 series processor.

AI era: Chipmakers Micron and SK Hynix join the elite $1 trillion market cap club

AI era: Chipmakers Micron and SK Hynix join the elite $1 trillion market cap club

The global AI boom has transformed the semiconductor industry, pushing Micron and SK Hynix past the $1 trillion market value mark. Surging demand for AI memory chips, supply shortages and massive data centre investments have sparked strong rallies across Asian and US technology and semiconductor stocks.

The Economic Times

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What Investors Need to Know About TSMC's Hefty 17% Dividend Increase

See what TSMC's dividend yield looks like after its latest increase, and the wrinkles in this company's dividend profile investors cannot overlook.

SpaceX admits it can't find enough chips for orbital AI yet, requires 'significantly more than are currently available to us' — firm's risk factors in IPO paperwork also says ambitious TeraFab project may not be successful

SpaceX warns that it may not secure enough AI hardware to achieve its orbital AI ambitions even with supply from TeraFab. Also, Intel and Tesla may leave the TeraFab project.

Tom’s Hardware

Nvidia CEO Jensen Huang says the company plans to invest around $150,000,000,000 in Taiwan each year, describing the country as the 'epicentre of the AI revolution'

In it for the long haul?

AI rally: SK Hynix, Micron Technology join trillion-dollar club; Taiwan bourse overtakes India in market value

The AI boom is fueling a surge in chipmakers like SK Hynix, Samsung, and Micron, pushing them into the $1 trillion market-cap club. This global tech rally has propelled Taiwan past India in market value, highlighting the dominance of AI-driven semiconductor giants.

The Economic Times

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TSMC employees reportedly following Samsung workers in threatening to strike over bonus cuts despite record profits

TSMC employees reportedly following Samsung workers in threatening to strike over bonus cuts despite record profits

Bumper times for tech firms but not necessarily tech employees?

'India more diversified:' Sebi chief Tuhin Kanta Pandey comments on Taiwan's market ascent

'India more diversified:' Sebi chief Tuhin Kanta Pandey comments on Taiwan's market ascent

SEBI chief Tuhin Kanta Pandey emphasized India remains a diversified market despite Taiwan overtaking its market value. Driven by TSMC and the AI boom, Taiwan's market is concentrated, while India's capital spans broad economic sectors.

The Economic Times

Angry TSMC employees considering strikes, unionization over employee bonuses, report claims — company reportedly considering 15% payout cut to fund capex despite record revenues fuelled by AI surge

Angry TSMC employees considering strikes, unionization over employee bonuses, report claims — company reportedly considering 15% payout cut to fund capex despite record revenues fuelled by AI surge

TSMC responded by saying it expects employee profit-sharing bonuses to grow at a faster rate in 2026 than they did in 2025.

Tom’s Hardware

First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock market

First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock market

A global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas investors pulling nearly $24 billion from Indian equities this year. Fueled by the AI boom and a sharp rally in Taiwan Semiconductor Manufacturing Company, Taiwan has overtaken India as the…

The Economic Times

Taiwan overtakes India as world's 5th largest stock market

Taiwan overtakes India as world's 5th largest stock market

Taiwan's stock market has now surpassed India's in value. This shift is largely due to a strong performance by Taiwan Semiconductor Manufacturing Co. The island's market capitalization reached $4.95 trillion. India's market value stands at $4.92 trillion. This development highlights the significant impact of artificial intelligence on global markets and…

The Economic Times

Huawei claims sanctions-busting breakthrough with 1.4nm-class chips by 2031, claims 55% higher transistor density — firm claims new LogicFolding chip architecture can bypass EUV restrictions, introduces 'Tau Scaling Law' to replace Moore's Law

Huawei claims sanctions-busting breakthrough with 1.4nm-class chips by 2031, claims 55% higher transistor density — firm claims new LogicFolding chip architecture can bypass EUV restrictions, introduces 'Tau Scaling Law' to replace Moore's Law

Huawei Technologies unveiled a new “LogicFolding” chip design framework built on its proprietary Tau scaling law, claiming it can dramatically boost transistor density and power efficiency without EUV lithography — potentially helping China narrow the gap with TSMC and Nvidia despite U.S. sanctions.

Tom’s Hardware

Nvidia Says $200 Billion CPU Market Opportunity Includes China Despite Ongoing Chip Restrictions

Nvidia Says $200 Billion CPU Market Opportunity Includes China Despite Ongoing Chip Restrictions

Nvidia's chief executive also underscored the importance of Taiwan's supply chain and said the company is ramping up production of its Vera Rubin AI platform.

International Business Times

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The Economic Times

Nvidia says its forecast for $200 billion CPU market includes China

Nvidia CEO Jensen Huang believes China remains a crucial market for central processing units. He forecasts a 200 billion dollar market for these chips, including China. Despite US-China technology challenges, Nvidia aims to serve this large and important region. Huang is in Taipei ahead of the Computex trade show and…

The Best AI Stock to Buy Now for Less Than $500

This semiconductor company remains deeply embedded in the AI supply chain.

Amkor Technology Targets $11B Revenue by 2030 on AI Packaging, Arizona Ramp

Amkor Technology (NASDAQ:AMKR) outlined a multi-year growth strategy centered on advanced semiconductor packaging, saying the technology has moved from a back-end manufacturing step to a critical part of system performance, integration and supply-chain design. During the company presentation, execu

AMD is investing $10 billion+ into Taiwan tech to 'accelerate next-gen AI infrastructure', with some fancy new toys on the way

If in doubt, spend money.

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Tom’s Hardware

AMD begins production ramp of 256-core EPYC Venice — first 2nm HPC chip claims 70% performance leap

AMD has announced that its 6th Gen EPYC processor, codenamed Venice, has entered production ramp on TSMC's N2 process in Taiwan.

AMD announces production ramp of first 2 nm CPUs as Intel teases 10A and 7A chip roadmap

Moore's Law alive and kinda kicking…

Tom’s Hardware

Intel leans on LPDDR5X to dodge global HBM crisis, leaked Crescent Island AI GPU pics reveal massive Xe3P core — chip sidesteps HBM shortage with 160GB of cheaper memory

Images of the PCB Intel will be using with Crescent Island has been published on X, showing a single-GPU design and pads for the graphics card's 20 LPDDR5X modules.

Tom’s Hardware

Samsung narrowly avoids 18-day chip strike after last-minute wage deal with 48,000-worker union — tentative deal, subject to workers' vote, suspends billions of dollars worth of potential losses

Samsung Electronics has temporarily avoided a major 18-day strike at its South Korean semiconductor operations after reaching a tentative wage agreement with its 48,000-member union.

Tom’s Hardware

Intel kicks off development on next-decade 10A and 7A process technologies — 14A node remains on track for critical October PDK release

Intel says its 14A process technology is on track for high-volume manufacturing in 2029, 10A and 7A to follow in the 2030s.

TSMC employees can now buy company-branded shoes modelled by CEO C.C. Wei, or a chip-themed rice cooker with a 'wafer-shaped steaming plate'

Where do I sign up?

Tom’s Hardware

China banned Nvidia 5090D V2 while CEO Jensen Huang was in town, report claims — move comes as Beijing pushes its AI tech companies to use homegrown chips

The RTX 5090D V2 GPU Nvidia specifically built for China to comply with U.S. export controls just received the ban hammer from Beijing. Although this GPU is primarily designed for gaming and 3D animation, it's also powerful enough that many AI developers also use it.

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