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The Latest Breaking News from TSMC

Advanced Micro Devices Sees Agentic AI Doubling CPU Opportunity as MI450 Nears

Advanced Micro Devices (NASDAQ:AMD) executives said demand tied to agentic artificial intelligence is accelerating faster than expected, driving a sharp expansion in the company’s server CPU opportunity and shaping its plans for GPU systems, supply chain commitments and customer engagements. Speaki

MarketBeat

AMD ‘had to re-engineer’ the Ryzen 7 5800X3D for a re-release — 10th Anniversary Edition chip had ‘a whole body of engineering work’ put into it

AMD just reintroduced the Ryzen 7 5800X3D, but it wasn't as simple as spinning up the old manufacturing process, as the original bonding method TSMC used was no longer available.

Tom’s Hardware

South Korea, Taiwan leapfrog India, but the race was lost decades ago

South Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems from decades of strategic state investment and industrial policy, creating market leaders like Samsung, SK Hynix, and TSMC. India, despite recent efforts, faces a long road to catch up…

The Economic Times

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AMD Radeon RX 9070 GRE review (Acer Nitro)

Navi 48 proves it's still a great GPU with this cut-down-for-China card's global release. If its divisive MSRP holds.

PC Gamer

US closes loophole that allowed Chinese-owned subsidiaries located outside China to buy AI chips — report claims that hundreds of thousands of advanced AI chips have been acquired through BIS blind spot

The BIS just issued a clarification that Chinese-owned subsidiaries are included in U.S. export controls, even if they're based outside of China. However, one source said that some companies have been using this loophole to acquire AI chips that estimated to be in the hundreds of thousands.

Tom’s Hardware

US to halt Nvidia AI chip sales to Chinese firms

There are fears Chinese companies have taken advantage of a loophole to buy hundreds of thousands of the world's most advanced AI chips.

AAP

Huawei chairman thanks the US for export restrictions on chips, says it supercharged China’s semiconductor industry — Washington’s export controls encouraged Chinese firms to invest in R&D and build their own tech stack competing with American tech

Huawei's current Rotating Chairman thanked the United States for its export bans, which boosted the progress of China's semiconductor industry. He made the comment after unveiling the groundbreaking LogicFolding chip architecture, when reporters asked him how the company came up with the idea.

Tom’s Hardware

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This supply chain Sankey diagram for an Nvidia AI megachip is a handy guide to understanding just how easy it is to ruin the prices of graphics cards

One hiccup over there, a price increase here, and our precious GPUs become a whole lot more expensive.

PC Gamer

In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazz

AMD CEO Lisa Su visited China, adopting a low-profile approach. This contrasts with Nvidia CEO Jensen Huang's more public engagement. Their differing strategies reflect the complex AI chip market in China. AMD offers a broader product range, while Nvidia faces significant export control challenges. Both companies are making investments in…

The Economic Times

How China's electronics giant Huawei plans to take on its rivals with a chip design breakthrough

China's electronics giant Huawei is pioneering a new chip design approach. This method focuses on reducing signal transmission time instead of shrinking transistors. The company aims to boost performance and energy efficiency. This innovation could help Huawei bypass US sanctions. High-end chips are expected by 2031. This marks a significant…

The Economic Times

TSMC CEO Promises Staff Massive 30% Bonus Bump as Profits Surge. This Is a Clear Message for TSM Stock Bulls.

TSMC CEO pledges 30%+ staff bonuses as Q1 revenue hits $35.9 billion and AI demand surges. Here's why TSM stock looks like a long-term winner for investors.

Barchart

The end of Moore's Law? Huawei unveils new chip architecture, which it hopes can help it cut the gap on Nvidia and TSMC

Huawei introduced Tau Scaling Law and LogicFolding architecture as potential alternatives to Moore’s Law and traditional semiconductor scaling limitations.

TechRadar

Nvidia CEO Jensen Huang Is Heading to Taiwan. Get Ready for Updates on an ‘AI Semiconductor Triangle Alliance.’

Investors may be nervous about Nvidia stock now, but all eyes are shifting to Taiwan, where CEO Jensen Huang could unveil fresh updates on the AI chip alliance powering the global AI boom.

Barchart

Energy use forcing rethink of AI chip design, TSMC says

AI's massive electricity needs are now driving chip development. Energy efficiency is becoming more critical than raw computing power. TSMC, a leading chipmaker, sees customers prioritizing performance gains that use less power. This shift impacts smartphones to AI data centers. New technologies like advanced packaging and chip stacking are key.…

The Economic Times

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Tom’s Hardware

TP-Link announces its first consumer Wi-Fi 8 roadmap — Archer 8 routers scheduled to arrive in October 2026, pending FCC approval

TP-Link announced today the roadmap for its next-generation platform of Wi-Fi 8 (802.11bn) products.

PC Gamer

Intel's new Arc G-Series chips will probably be the best for handheld gaming—but not for long, and only because AMD has dropped the ball

Do you trust Intel to keep investing in Arc drivers?

The Economic Times

Zoho-backed chip startup Netrasemi launches its first chip, eyes commercial production next year

The use cases for A2000 include surveillance through drones and CCTVs, robotics, intelligent video gateways and industrial automation. The 12 nm chip for the Thiruvananthapuram-based Netrasemi was fabricated at Taiwanese foundry TSMC.

The Economic Times

Taiwan says US has no timetable for chip tariffs, preferential terms already agreed

Taiwan has secured preferential treatment for its semiconductor exports under a January trade deal with the US, ensuring favourable terms should future Section 232 tariffs be imposed. While the US has indicated potential tariffs on chips, no concrete timeline exists, according to Taiwan's vice premier.

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The Economic Times

Zoho-backed Netrasemi launches first AI chip, begins customer trials

Kerala-based Netrasemi, backed by Zoho, has successfully tested its A2000 AI chip, now production-ready for edge devices. Early trials are underway with customers in surveillance and automotive sectors, targeting a mid-2027 commercial launch. This Indian-designed chip, built on TSMC's 12nm process, is among the first of its kind.

Kiplinger

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.

TechRadar

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.

The Economic Times

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.

MarketBeat

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.

Tom’s Hardware

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.

PC Gamer

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'

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