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The Latest Breaking News from TSMC

Preliminary HBM4 specs point to major performance uplift for GPUs — transfer speeds up to 6.4 GT/s across a 2048-bit interface

JEDEC publishes initial specifications for HBM4: up to 1.64 TB/s per stack, loads of configurations.

Tom’s Hardware

Stock Market Shifts Toward Small Caps After Tame CPI; JPMorgan, Taiwan Semi, Tesla In Focus: Weekly Review

Small caps and much of the market soared on tame CPI inflation data, while the extended Nasdaq sold off.

Investors Business Daily

Applied Materials' New Deposition Tool Enables Copper Wires to Be Used for 2nm and Beyond

Although the pace of Moore's Law has undeniably slackened in the last decade, transistor density is still increasing with every new process technology. But there is a challenge with feeding power to smaller transistors, as with the smaller transistors comes thinner power wires within the chip, which increases their resistance…

AnandTech

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Should You Buy Taiwan Semiconductor Stock Before July 18?

Taiwan Semiconductor stock is a mega-cap tech giant that trades at a reasonable valuation, given its expected growth rates.

Barchart

Nvidia Chipmaker Taiwan Semi, Arm Stock Among Best Global Stocks To Watch

Arm stock and Nvidia chipmaker Taiwan Semiconductor are among the best global stocks to buy and watch on the stock market today.

Investors Business Daily

Why TSMC's 4nm silicon will make or break Intel's new Battlemage GPUs

Has the competition gone for N4 or N3?

PC Gamer

Workers' strikes and a gloomy forecast for its foundries take the shine off Samsung's AI-boosted revenue and profits

All while TSMC enjoys a market cap just shy of one trillion dollars.

PC Gamer

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Taiwan Semi Beats June Sales Goal On AI Boost; TSMC Stock Jumps

Taiwan Semiconductor Manufacturing on Wednesday easily beat expectations for sales in the month of June. TSM stock rose on the news.

Investors Business Daily

TSMC may increase wafer pricing by 10% for 2025: Report

TSMC plans to hike wafer pricing for HPC customers by 10%, 3% - 4% for other clients, according to analysts.

Tom’s Hardware

TSMC's market cap is on track to reach $1 trillion — 6.5 times larger than Intel

TSMC set to become Asia's first trillion dollar company, thanks to AI frenzy.

Tom’s Hardware

ASML Stock Premium Valuation Is Justified: Report

ASML stock is in record-high territory after its recent breakout and a Wall Street analyst says the semiconductor equipment leader deserves its premium valuation.

Investors Business Daily

AI Boom Reshapes Wall Street As TSMC Joins Trillion-dollar Club

The top ten of the world's most valuable companies is headed by Microsoft and Apple, closely followed by AI chip designer Nvidia.

Latin Times

AI Boom Reshapes Wall Street As TSMC Joins Trillion-dollar Club

The entry of Taiwanese chip giant TSMC into the elite club of the world's most valuable companies is further proof that the generative AI revolution is shaking up Wall Street.

International Business Times

Dow Jones Rises As Powell Speech Looms; Nvidia Chipmaker Gets Price-Target Hike

Stock Market Today: The Dow Jones rose Monday ahead of Fed Chair Powell's speeches. Nvidia chipmaker TSMC jumped on a price-target hike.

Investors Business Daily

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Tom’s Hardware

Semiconductor analyst theorizes that China might want to destroy TSMC instead of capturing it — Chinese invasion of Taiwan would destroy supply chains, cripple South Korean chipmakers

The current prevailing thought is that TSMC's existence and the threat of its destruction are among the things holding back China from invading Taiwan. But what if we're wrong?

iMore

Apple 'secretly developing' M5 chips for AI cloud computing, using advanced new packaging tech

A new report says Apple is working on M5 chips for AI cloud computing.

Barchart

Here's How High Wall Street Thinks Nvidia Stock Can Rise

With AI potentially adding over $15 trillion to the global economy by 2030, Nvidia stands at the forefront. Following a 10-for-1 stock split, robust earnings, and more buying from Nancy Pelosi, analysts see Nvidia stock hitting new highs.

Android Central

Google has reportedly finished designing the Pixel 10's custom Tensor G5 SoC

A new report says Google's Tensor G5 has successfully taped out, signaling it's ready for production.

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The Guardian - UK

Can AI boom drive Nvidia to a $4tn valuation despite investor doubt?

Powerful new chips are on the way but there are questions over whether tech firm’s growth can be sustained

Tom’s Hardware

TSMC's overseas expansion will only contribute 10% of the foundry's production capacity: Report

TSMC's fabs in Germany, Japan, and the U.S. will contribute 10% of the company's capacity, so 90% of TSMC's output will remain in Taiwan.

Tom’s Hardware

Thunderbird packs up to 6,144 CPU cores into a single AI accelerator and scales up to 360,000 cores — InspireSemi's RISC-V 'supercomputer-cluster-on-a-chip' touts higher performance than Nvidia GPUs

InspireSemi's Thunderbird processor with 1,536 64-bit RISC-V cores promises CPU versatility and GPU-level parallelism.

TechRadar

Supercomputer-on-a-chip goes live: single PCIe card packs more than 6,000 RISC-V cores, with the ability to scale to more than 360,000 cores — but startup still remains elusive on pricing

InspireSemi's Thunderbird I supercomputer-on-a-chip goes live, along with a PCIe card that packs 6,000 RISC-V cores.

Tom’s Hardware

Taiwanese research firm says TSMC will maintain foundry lead until at least 2032 — US expected to account for 28% of leading edge manufacturing

Taiwan will remain the world's largest manufacturer of logic semiconductors for at least another eight years, according to the director of the Taiwan-based Industrial Technology Research Institute.

Investors Business Daily

Intel, TSMC Gear Up, Putting This Unique Firm In Enviable Position

ASML stock etches a fresh buy point as it unveils a new innovation lab, and chip partners like Intel and TSMC expand production.

International Business Times UK

Nvidia's Meteoric Rise Drove Shares of These Three Suppliers Over 30% Year-to-date

A high demand for semiconductor products that power AI-based services is leading Nvidia to diversify its chip foundry partners, benefitting leading chipmakers worldwide.

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