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The Latest Breaking News from TSMC

TSMC profit soars and outlook kept steady despite chip tariff woes

Contract chipmaker Taiwan Semiconductor Manufacturing Company’s net income was up by 60% in the first quarter, boosted by strong AI demand.

Euronews

TSMC Shares Set to Climb After Q1 Net Profit and Earnings Jump 60% Amid US Chip Production Ramp

TSMC shares were up by over 4.5% in pre-market Thursday trading after posting strong Q1 results. The company stands to benefit from Made-in-America initiatives.

International Business Times UK

Taiwan's TSMC Says Net Profit Rose 60.3% In First Quarter

Taiwanese chipmaking titan TSMC reported Thursday a surge in net profit for the first quarter and forecast robust demand for artificial intelligence technology, despite the spectre of US tariffs on the critical sector.

International Business Times

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Made in the USA: Inside Nvidia's $500 billion server gambit

The scale and timeline of Nvidia's plans to build AI server supply chain in the U.S. look ambitious, but can they actually be fulfilled?

Tom’s Hardware

Trump's Trade War With China Could Cost NVIDIA £4.2B As It Races To Build Fully US-Made Supercomputer Chips

Nvidia faces a potential £4.2 billion financial setback due to escalating U.S.-China trade tensions and new export restrictions on its AI chips.

International Business Times UK

Nvidia wants to build Nvidia AI supercomputers entirely in the US, but I'm not sure it matters so much

Nvidia says it will build its AI supercomputers entirely in the US - the White House says this is the "Trump Effect."

TechRadar

Take a peek at what AMD's next generation Venice Zen 6 EPYC CPU CCD looks like as CEO shows its die

AMD unveils its next-gen Zen 6 EPYC Venice CPU die, the first HPC chip built on TSMC’s 2nm process node.

TechRadar

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Which companies will be impacted by Trump’s semiconductor tariffs?

Companies such as Taiwan’s TSMC and South Korea’s Samsung Electronics may be particularly hit by upcoming US semiconductor tariffs.

Euronews

AMD teases its first 2nm chip, EPYC 'Venice' fabbed on TSMC N2 node — also announces USA production of current-gen chips

AMD tapes out and powers on a 2nm CCD for its 6th Generation EPYC 'Venice' processor.

Tom’s Hardware

White House claims 'the Trump Effect in action' as Nvidia announces plans to build AI chips and supercomputers in the US

Is it, though?

PC Gamer

Nvidia says it's going to build AI supercomputers in the U.S. as soon as this year

Nvidia is on a course to build AI supercomputers entirely in the U.S. for the first time, but what does that mean for us?

Laptop

Nvidia commits to $500bn AI server production in the US

The chipmaker is the latest tech firm to announce plans to bring jobs to the United States.

Al Jazeera

Nvidia To Build Supercomputer Chips Entirely In US For First Time

Nvidia on Monday announced plans to build top-end artificial intelligence supercomputer chips entirely in the United States for the first time.

International Business Times

Nvidia aims to build $500 billion worth of AI servers in the USA by 2029

To avoid looming U.S. tariffs and strengthen supply chain resilience, Nvidia is partnering with TSMC, Foxconn, Wistron, Amkor, and SPIL to localize production of its AI servers and chips in the U.S.

Tom’s Hardware

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Windows Central

NVIDIA to manufacture AI supercomputers in the U.S. for the first time

In a major shift, NVIDIA is building AI supercomputers in the United States. Production is expected to ramp up over the next 12-15 months.

The Guardian - UK

Make America make again? Trump’s tariffs will only be manufacturing pipe dreams

The president’s gambit to bring the production of goods such as iPhones back to the US ignores huge supply chain complexities

Tom’s Hardware

China's new semiconductor rule spares Taiwan fabs, punishes Intel, GlobalFoundries & Texas Instruments

China now considers wafer fabrication location as origin of chips, no matter where they were packaged or developed, which is good news for those outsourcing to Taiwan, but bad news for those who manufacture in America.

Windows Central

GPUs and tariffs — Why I recommend buying a new graphics card now before the prices climb even higher

The GPU market is already a mess, and the currently inflated prices aren't going to get any better as more tariffs fall into place. Here's what you need to know.

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Fortune

The Biden administration gave TSMC billions to build its semiconductors in the U.S., but Trump says he threatened 100% tariffs and got the company to double down

TSMC announced an additional $100 billion investment in the U.S. in March.

Euronews

TSMC shares soar as semiconductor firm announces surprise revenue lift

The world's biggest contract chipmaker, Taiwan Semiconductor Manufacturing Company (TSMC), recorded a 41.6% year-on-year revenue rise in the first three months of the year.

International Business Times

Taiwan's TSMC Says First Quarter Revenue Up 42 Percent

Taiwanese chipmaking giant TSMC reported Thursday a better-than-expected revenue for the first quarter on strong demand for AI technology, after tariffs slapped onto major economies by US President Donald Trump caused global uncertainty.

Laptop

Trump tariffs made Dell, Microsoft, and Lenovo panic-ship laptops to the U.S.

Apple, Dell, Microsoft, and Lenovo accelerated shipments of various electronics into the United States by air, all in an attempt to beat the tariffs before they went into effect.

PC Gamer

TSMC might have to fork over $1 billion to the US for allegedly breaking export rules after one of its chips was found in a Huawei processor

$1 billion here, $1 billion there, who's counting?

Tom’s Hardware

President Trump threatens TSMC with 100% tariff if it doesn't build in the U.S.

President Donald Trump claimed his threat of steep import tariffs pushed TSMC to boost its U.S. investment from $65 billion to $200 billion without government aid.

PC Gamer

Trump gave global chipmaking leader TSMC an offer it could not refuse: 'All I did is say if you don't build your plant here you're gonna pay a big tax... 25, maybe 50, maybe 75, maybe 100%'

More stick than carrot.

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