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The Latest Breaking News from TSMC

Nvidia might be doing what was once unthinkable: asking Intel to make some of its future AI chips

Nvidia isn't going all-in on Intel, according to the report, but it's better than nothing for the struggling foundry.

PC Gamer

iPhone 18: price and release date predictions, spec rumours and everything we know so far

Will the base model not launch until next year?

What Hi-Fi?

Zotac claims the 'very survival of graphics card manufacturers' is at risk thanks to the state of the market right now

It's not just us consumers feeling the burn.

PC Gamer

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Microsoft introduces newest in-house AI chip — Maia 200 is faster than other bespoke Nvidia competitors, built on TSMC 3nm with 216GB of HBM3e

30% more performance per dollar than Maia 100, and faster than Amazon or Google.

Tom’s Hardware

Panther Lake and 18A 'create a firm foundation on which to build the new Intel'

Will betting big on 18A pay off?

PC Gamer

Why Taiwan Semiconductor and Meta Could Be the Hidden Bull Case for Broadcom

While investors continue to sell Broadcom shares in 2026, news from TSMC and Meta Platforms lends support to a bullish outlook on the stock.

MarketBeat

As Taiwan Semi Hikes Its Dividend 20%, Should You Buy TSM Stock?

Taiwan Semiconductor continues to increase its payout. Is the growth sustainable? Here's what to know.

Barchart

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Jensen Huang says Nvidia has dethroned Apple as TSMC’s largest customer — rumor suggests that the chip fab is increasing its prices for Cupertino

Nvidia CEO Jensen Huang confirmed in a podcast that his company has overtaken Apple as TSMC's biggest customer, once again becoming its top client after more than 20 years.

Tom’s Hardware

‘I’m Also Very Nervous’ TSMC CEO C.C. Wei says on AI Demand. Here’s the $56 Billion ‘Disaster’ Taiwan Semi Wants to Avoid in 2026.

As TSMC ramps up spending, this article explores why CEO C.C. Wei is closely monitoring AI demand and the $56 billion ‘disaster’ the company is determined to avoid in 2026.

Barchart

Trump's 25 Percent Tariff on Chip Imports Is Really an Export Tax

The order imposes duties on China-bound AI chips if chipmakers don't invest in American semiconductor fabrication.

Reason

Short Squeeze Season: Is Super Micro Ready to Fly?

A surge in Super Micro Computer stock highlights a potential turnaround as Taiwan Semiconductor confirms insatiable demand for artificial intelligence.

MarketBeat

Samsung Foundry Wins Trust Over Intel as Clients Eye Taylor Facility Shift

Samsung Foundry's Taylor facility is reportedly beating Intel Foundry to become the top US alternative to TSMC, attracting major clients for its 2nm process.

International Business Times UK

Qualcomm's next 'Elite' Snapdragon could go Pro for this year's flagships

New Qualcomm rumors claim the company is preparing a Snapdragon 8 Elite Gen 6 "Pro" addition to its 2026 lineup.

Android Central

iPhone 18 Pro, iPhone Fold Release Date, Specs, Features, Price and More

Apple's iPhone Fold and iPhone 18 Pro will debut this September with the groundbreaking A20 Pro chip, featuring crease-free displays, 30% greater energy efficiency and revolutionary WMCM packaging technology.

International Business Times UK

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MarketBeat

The $56 Billion Draft: Follow TSMC’s CapEx Stream

A capital injection into the semiconductor supply chain creates guaranteed revenue for the companies building the infrastructure of the digital economy.

Barchart

Applied Materials Stock Just Hit a New All-Time High. Should You Buy AMAT Here?

Applied Materials stock extends gains as TSMC raises capex guidance for the full year. KeyBanc explains why AMAT shares will push higher from here in 2026.

PC Gamer

Taiwan signs deal to invest $250 ‌billion into US tech industry and slash tariffs on its exports

Signing with silicon.

Tom’s Guide

iPhone 18 Pro specs just tipped in new report — here's all the upgrades inside and out for the new iPhone

iPhone 18 Pro specs leak reveals identical displays and body, but expect big changes under the surface.

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news in one place.

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PC Gamer

Apple is no longer the apple of TSMC's eye, with Nvidia taking centre stage in the supply of wafers, according to one report

It essentially comes down to whoever is willing to pay the most and AI tops them all.

Tom’s Hardware

U.S. slashes Taiwan tariffs in new semiconductor trade deal — Washington to reduce tariffs to 15% in exchange for $500 billion stateside manufacturing investment

The U.S. and Taiwan trade deal will reduce tariffs to 15% from 20%. It will also pour $250 billion in direct investments in U.S. chip manufacturing, as well as another $250 billion in credit guarantees to Taiwanese tech companies

International Business Times UK

Trump's Taiwan Trade Deal: How a Tiny Island Is Teaching the US How to Build World-Class Industrial Parks Again

Trump signs a $250 billion Taiwan trade deal, boosting US industrial parks, semiconductors, and AI investment.

Barchart

Nasdaq Futures Climb on AI Optimism

March Nasdaq 100 E-Mini futures (NQH26) are trending up +0.59% this morning, signaling that a tech rally fueled by strong earnings from Taiwan Semiconductor Manufacturing Co., which revived optimism around AI, looks set to continue.

Euronews

Taiwan touts 'best tariff deal' with US amid Beijing's objections

Taiwan had secured 15% tariffs with no additional fees for the automotive and wood furniture industries, and no tariffs for some components used in the aerospace industry.

The Independent UK

Taiwan says it has secured the ‘best tariff deal’ of any country with a US trade surplus

China slammed the agreement for carrying ‘sovereign connotations’

The Independent UK

Asian shares are mixed and US futures edge higher after Wall Street steadies

Shares are trading mixed in Asia after Wall Street broke a two-day losing streak, edging back toward record levels

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