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The Latest Breaking News from TSMC

3 Chip Stock Winners from Intel's Ugly Earnings Report

The semiconductor industry is at a pivotal point, with Intel's recent earnings decline and dividend cut opening opportunities for other players to leverage their superior technologies and manufacturing capabilities, potentially reshaping the competitive landscape.

Barchart

Microsoft, Meta and more might have to wait for their shiny new AI hardware as Nvidia's Blackwell server GPUs are reportedly delayed

Sources say the first half of 2025 is more likely.

PC Gamer

Huawei may borrow a page out of Apple and Intel's CPU playbook — next-gen Kirin CPU may use similar packaging as Apple M-series chips and Intel Lunar Lake

Huawei's Kirin chip will allegedly use a unified memory architecture, doubling its memory bandwidth compared to previous PC chips.

Tom’s Hardware

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AI bubble pops: Tech stocks plummet with another potential 25% drop, analysts warn

Though AI companies were once stock market darlings, investors are starting to lose patience.

Fortune

Intel's stock drops 30% overnight —company sheds $39 billion in market cap

Intel capitalization drops by $39 billion overnight due to modest business outlook and a massive layoffs plan.

Tom’s Hardware

Broken CPUs, workforce cuts, cancelled dividends and a decade of borked silicon—how has it all gone so wrong for Intel?

Intel can still turn the ship around, but time is running out.

PC Gamer

Update: Intel Accelerated Ireland EUV Fab Ramp-Up as Meteor Lake Chips Were In Short Supply

Update 08/02: Patrick Moorhead has published a further tweet, clarifying that "Pat [Gelsinger] didn’t tell me l that there were yield issues. This was *my* interpretation." The text of the article has been updated accordingly to reflect this tweet, as well as Intel statements about accelerating their Ireland Fab 34…

AnandTech

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Alphawave develops 3nm UCIe chiplet IP for die-to-die connectivity

Alphawave brings up 3nm UCIe die-to-die IP for CoWoS system-in-packages.

Tom’s Hardware

Ampere unveils monstrous 512-core AmpereOne Aurora processor — custom AI engine, support for HBM memory

Ampere is adding a 512-core AmpereOne Aurora processor to its roadmap, and it also divulged pricing for its AmpereOne lineup.

Tom’s Hardware

Intel to Launch "Lunar Lake" Core Ultra Chips on September 3rd

Intel’s next-generation Core Ultra laptop chips finally have a launch date: September 3rd. Codenamed Lunar Lake, Intel has been touting the chips for nearly a year now. Most recently, Intel offered the press a deep dive briefing on the chips and their underlying architectures at Computex back in June, along…

AnandTech

Intel to launch Core Ultra Series 2 Lunar Lake processors in early September

Intel sets launch date for Core Ultra 'Lunar Lake' processors.

Tom’s Hardware

After cutting 5% of its workforce in 2023 reports say Intel is planning to lay off thousands more workers

One day there will be some good news from Intel, right?

PC Gamer

Nvidia Stock, 3 Other Semiconductor Names Falter, But Analysts Remain Bullish

Nvidia stock remains below a closely watched moving average but analysts raised their annual profit estimates on the chip and AI leader.

Investors Business Daily

"Maybe TSMC should buy Arm": Sleeping giant that makes tens of millions of chips for Intel, Nvidia, AMD reveals staggering profits and hints at a price hike to please shareholders

TSMC, the world's ninth most valuable company, enjoyed giant profits thanks to the AI boom.

TechRadar

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Tom’s Hardware

TSMC VP says 'I don’t care if Moore’s Law is alive or dead' if technology keeps scaling — 3D chip packaging fuels continued advances

TSMC's Kevin Zhang states that while Moore's Law's traditional focus on transistor density may be less relevant, TSMC's continual advancements in technology scaling and 2.5D and 3D integration make it more than alive.

Tom’s Hardware

Nvidia and partners could charge up to $3 million per Blackwell server cabinet — analysts project over $200 billion in revenue for Nvidia

Morgan Stanley says AI server makers can earn $210 billion on AI servers next year.

Tom’s Hardware

US to boost chip packaging capacity with CHIPS Act grant — Amkor to receive $600 million for advanced chip packaging facility

Amkor gets $600 in grants and loans to build an advanced packaging facility in Arizona that will support TSMC's fab in the state.

Caixin Global

Weekly Must-Read: Electric Cars Are Draining the Batteries of China’s Insurers

Insuring EVs is costing money, as strict rules mean it’s difficult to hike premiums to a profitable level — for now at least

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International Business Times

TSMC Leads Chipmaker Plunge As Trade Resumes After Typhoon Pause

Taiwanese giant TSMC tumbled with several other leading chip makers Friday as traders returned from a typhoon-imposed two-day break to play catch-up with a global tech rout.

International Business Times

Asian Markets Battle To Recover From Tech Rout After US Data

Asian traders struggled to fight back Friday after a tech-fuelled sell-off, taking heart from forecast-beating US growth data that reassured that the economy was still in rude health, but did not dent hopes for an interest rate cut.

Barchart

Down 20% From All-Time Highs, is Nvidia Stock a Buy?

With Nvidia down about 20% from its June peak, is now an opportune time to buy the dip in the stock?

AnandTech

AMD Delays Ryzen 9000 Launch 1 to 2 Weeks Due to Chip Quality Issues

AMD sends word this afternoon that the company is delaying the launch of their Ryzen 9000 series desktop processors. The first Zen 5 architecture-based desktop chips were slated to launch next week, on July 31st. But citing quality issues that are significant enough that AMD is even pulling back stock…

Tom’s Hardware

Elon Musk reveals photos of Dojo D1 Supercomputer cluster — roughly equivalent to 8,000 Nvidia H100 GPUs for AI training

Elon Musk says that he'll have 90,000 Nvidia H100s, 40,000 AI4 chips, and the equivalent of 8,000 H100 GPUs in Dojo D1 processors by the end of 2024.