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The Latest Breaking News from TSMC

5 requests Trump made of Congress during his joint address - Roll Call

President Donald Trump's address to a joint session of Congress focused on his executive agenda, though he also made several specific asks.

Roll Call

TSMC's $100B US investment only accounts for 7% of company's output — Taiwan gov't gives official blessing for project

After the initial hype of TSMC's major U.S. investment, TSMC is clarifying its commitments to Taiwan and its shareholders; the move is not an abandoning of Taiwan.

Tom’s Hardware

TSMC announces huge US investment to boost AI development

TSMC pledges further $100 billion investment into US semiconductor manufacturing.

TechRadar

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The Best AI Stock to Invest $200 in Right Now

Taiwan Semi’s client base and rapid growth create an exceptional long-term opportunity.

Barchart

Taiwan vows most advanced tech will not go to US under $100bn Trump deal

Country’s government says deal with TSMC needs assessment as opposition claims it will reduce defences

The Guardian - UK

TSMC and Trump announce massive $100 billion investment in the US including 3 new fabs but it's reasonable to ponder whether it will actually happen

Taiwanese government emphasises that TSMC's most 'advanced processes' won't be moving Stateside

PC Gamer

DeepSeek hype and geopolitics make this Chinese chipmaker one of Hong Kong’s best performing stocks

Semiconductor Manufacturing International Corp. (SMIC) is up over 75% for the year so far, making it one of the Hang Seng’s best performing stocks.

Fortune

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TSMC To Invest $100 Billion To Expand Chip Manufacturing In US, Trump Announces

The move aligns with Trump's broader push to boost investments in American manufacturing. It will support the development of three new advanced chip plants, expanding beyond TSMC's existing facility and two ongoing projects in Arizona. The expansion is expected to generate tens of thousands of jobs.

International Business Times

Trump administration briefing: Vance defends US position on Ukraine; tariffs hit Canada, Mexico and China

China and Canada retaliate after tariffs come into effect – key US politics stories from Monday at a glance

The Guardian - US

Trump purge hits Chips Act office, two-fifths of staff to be terminated: Report

Two-fifths of the staff of the U.S. Chips Program Office are to be terminated, with 60 employees leaving today.

Tom’s Hardware

TSMC and Trump announce $100 billion investment in the US, including three fabs

President Donald Trump, alongside with TSMC CEO CC Wei, just announced in the White House that the company is investing $100 billion to expand its Arizona facility.

Tom’s Hardware

TSMC To Invest 0 Billion In US Chipmaking Operations

TSMC to invest 0 billion in US chipmaking facilities, creating jobs and enhancing national security. Apple and other tech giants also boosting investmen...

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PC Gamer

Broadcom and Nvidia are claimed to be testing manufacturing on Intel's 18A process node, and even AMD is reportedly interested

Intel 18A is said to be as good as forthcoming TSMC N2.

Tom’s Hardware

Nvidia and Broadcom continue trialing Intel 18A test chips: Report

A new report suggests that Broadcom and Intel are continuing to test the Intel 18A manufacturing process, amid reports of setbacks for contract manufacturing customers.

Laptop

Apple is readying to announce a new MacBook this week, report says

Apple is close to announcing the MacBook Air M4, report says.

Tom’s Hardware

'Fire the Intel board and rehire Pat Gelsinger,' argues former Intel CEO Craig Barrett

Craig Barrett suggests that dividing up Intel is the wrong move to take right now, especially as it just had a breakthrough in chip technology.

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Tom’s Hardware

Former Intel directors strongly oppose TSMC takeover, call for Intel fabs spinoff

Former Intel directors say TSMC fabs takeover is a terrible idea, but fab spinoff to a consortium of companies is a good idea.

Fortune

Intel is back—stop talking about breaking it up: Craig Barrett

If we want semiconductor manufacturing leadership in the U.S., then build on the current resurgence of Intel, don’t tear it apart.

PC Gamer

Nvidia's long-awaited Arm-based chip for PCs reportedly spotted running Geekbench very badly

The numbers looks horrible but it doesn't mean much, for now.

PC Gamer

TSMC takes 'chip binning' to a whole new level as entire wafer 'found in a dumpster'

Anyone know how to slice it up into GPUs?

The Guardian - AU

A journey through the hyper-political world of microchips

From the raw materials required to the machines that make them, every part of the chip supply chain is fiercely contested in the global race for tech supremacy

Fortune

Beijing accuses Taiwan of giving away chip companies like TSMC as ‘souvenirs’

Beijing’s Taiwan Affairs Office alleged, without evidence, that Taiwanese were worried TSMC could turn into the “United States Semiconductor Manufacturing Co.”

Fortune

Trump wants TSMC to take over Intel’s plants. That’s a terrible idea—here’s what needs to happen instead

Intel’s design and manufacturing businesses are too important to be left to short-term dealmakers.

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