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The Latest Breaking News from TSMC

AMD to reportedly become TSMC's next major customer in Arizona — HPC AI chips could start US production in 2025

Sources say AMD will use TSMC's new Arizona fab for the production of new HPC AI chips on the 5nm mode. This move begins an AI chip supply chain in the US, with TSMC and Amkor manufacturing and packaging AMD's high-performance chips. The positive news is a boon for the…

Tom’s Hardware

Amkor and TSMC team up for advanced packaging in the U.S. — CoWoS and InFo to make AI and HPC CPUs

Amkor will offer TSMC's advanced CoWoS and InFo chip packaging for AI and HPC processors in the U.S.

Tom’s Hardware

TSMC's 2nm process will reportedly get another price hike — $30,000 per wafer for latest cutting-edge tech

TSMC's 2nm wafers will cost two times more than 4nm and 5nm wafers, according to report.

Tom’s Hardware

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Samsung's foundry customers reportedly flock to TSMC — three firms move to Taiwanese chipmaker in latest exodus

Small AI chip designers from South Korea increasingly turn to TSMC for their subsequent generations of products after using Samsung Foundry.

Tom’s Hardware

Samsung debated selling off its manufacturing arm as 3 nm yields remain low and the chip giant's stock price drops

TSMC's keeping the ball rolling but healthy competition would be better.

PC Gamer

Taiwan National Science Council believes China is 10 years behind TSMC

Although some believe SMIC is just a few years behind TSMC, Taiwan officials think differently.

Tom’s Hardware

Despite Intel's woes, the U.S. remains the revenue leader of the semiconductor industry

With $264.6 billion in 2023 sales, the U.S. semiconductor industry remains the largest on the planet, and this will not change anytime soon.

Tom’s Hardware

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Wait, now Broadcom makes GPUs? Nvidia could face unexpected foe in China as ByteDance could use rival bigger than Intel, AMD, Arm and Qualcomm to design its AI chips

TikTok parent company ByteDance wants Broadcom and TSMC to design its AI chips.

TechRadar

Qualcomm Snapdragon X die shot reveals massive CPU cores with huge caches

An annotated die shot of what is claimed to be Qualcomm's Snapdragon X processor has been posted on Baidu. We compare it to Apple M4 designs.

Tom’s Hardware

$4 billion fund manager puts 3 top stocks in focus

The MSCI All Country World (stock) Index, excluding the U.S., has climbed 8% this year.

The Street

Intel isn't just a company in decline—it's a corporate actor on the geopolitical stage

Investors, Wall Street analysts, competitors, suppliers, and customers must face a new reality: Intel is no longer a conventional company and can no longer be evaluated as one.

Fortune

OpenAI CEO Sam Altman branded "podcasting bro" for his reportedly absurd plan to "take $7 trillion and many years to build 36 semiconductor plants and additional data centers" to fulfill his ambitious AI vision

OpenAI CEO Sam Altman has reportedly been curating an "audacious plan" to address the firm's computing power needs, which require "$7 trillion and many years to build 36 semiconductor plants and additional data centers."

Windows Central

TSMC execs allegedly dismissed Sam Altman as ‘podcasting bro’ — OpenAI CEO made absurd requests for 36 fabs for $7 trillion

OpenAI CEO Sam Altman took a whirlwind tour of the Far East last winter, meeting with high-powered execs from companies like TSMC, Samsung, and SK hynix. However, according to a report in the New York Times this week, senior TSMC execs dubbed Sam Altman a 'podcasting bro' after the meeting(s).

Tom’s Hardware

Nvidia will reportedly start Blackwell server deliveries in early December — the first servers will go to Microsoft

First, Blackwell-based machines are on track for December delivery, but their volumes are unclear.

Tom’s Hardware

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Polar Semiconductor receives $123M in CHIPS Act money — company named as the first CHIPS Act awardee

Polar Semiconductor, a manufacturer of power and sensor chips, is the first company to be officially awarded under the Biden administration's CHIPS Act.

Tom’s Hardware

Nvidia expected to produce 450,000 Blackwell AI GPUs in Q4 — potential $10B in revenue for the chipmaker

Nvidia expected to produce nearly half of a million Blackwell GPUs in the fourth quarter alone, analysts from Morgan Stanley believe.

Barchart

2 Overlooked AI Stocks With Double-Digit Upside

It’s time to eye these strong AI stocks now.

Investors Business Daily

Taiwan Semiconductor, IBD Stock Of The Day, Basks In AI Glow

Taiwan Semiconductor Manufacturing is the IBD Stock Of The Day as the chipmaker benefits from demand for its cutting-edge factories.

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Windows Central

Intel's breakthrough CPUs go beyond my expectations as Core Ultra Series 2 thrives in ASUS' sleek 14-inch Zenbook

Going hands-on with ASUS' all-new Zenbook S 14 is a double-whammy of Intel's breakthrough Core Ultra Series 2 processor performance benefits and a compact revision of a gorgeous laptop range.

Tom’s Hardware

U.S. House of Representatives aims to streamline fab projects after passing bill to ease federal environmental permits

Domestic fab building to get faster as U.S. house passes bill to exempt fabs from environmental permits.

Tom’s Hardware

Chip giants TSMC and Samsung reportedly mull building mega factories in the UAE

A new report claims that leading chipmakers TSMC and Samsung are discussing mega factory-building projects in the United Arab Emirates (UAE).

PC Gamer

Samsung and TSMC have been eyeballing the Middle East for new locations to build chip factories, says WSJ

Don't get too excited; this is probably just about having even more AI stuff.

Tom’s Hardware

Intel's Core Ultra 9 285K packaging leaks: Updated

Intel's Core Ultra 9 285 CPU will come in a black and blue box.

Tom’s Guide

Forget iPhone 16 — iPhone 18 tipped for this chip breakthrough

A new report suggests the iPhone 18 Pro models will feature 2nm chips in 2026, while the iPhone 17 will get enhanced 3nm processors.

Tom’s Hardware

TikTok owner ByteDance taps TSMC to make its own AI GPUs to stop relying on Nvidia — the company has reportedly spent over $2 billion on Nvidia AI GPUs

A report says ByteDance will deploy its AI GPUs in 2026 to reduce reliance on Nvidia.

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