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The Latest Breaking News from TSMC

Data, not guessing: Looking at Nvidia's past GPUs to predict the specs for its future RTX 60-series graphics cards

I've stared at Excel so much, I'm dreaming about spreadsheets now.

PC Gamer

3 Reasons TSMC Stock Is a 'Strong Buy' After Q1 Earnings

TSMC’s AI momentum could drive long-term gains.

Barchart

US gov't blocks China's largest LED chipmaker's $239 million bid to acquire Dutch lighting firm Lumileds — US blocks acquisition attempt of European firm

Sanan Optoelectronics, China's largest LED chipmaker, has abandoned its $239 million bid to acquire Dutch lighting firm Lumileds after CFIUS blocked it.

Tom’s Hardware

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Profit Jumped 58% at Taiwan Semi. Does That Make TSM Stock a Buy Here?

TSM’s 58% profit surge underscores unstoppable AI demand, but with the stock slipping post-earnings, is the stock a buy here?

Barchart

Bluetooth tracker hidden in a postcard and mailed to a warship exposed its location — $5 gadget put a $585 million Dutch ship at risk for 24 hours

A Dutch journalist mailed a postcard to a Dutch Navy ship containing a hidden Bluetooth tracker, allowing them to track its route for 24 hours before it was found and disabled.

Tom’s Hardware

TSMC: Despite Post-Earnings Fall, Signs of AI Weakness are Scant

Taiwan Semiconductor Manufacturing continues to fire on all cylinders, with the company beating expectations across the board in its latest earnings report.

MarketBeat

Intel Core Ultra 250K Plus vs AMD Ryzen 5 9600X faceoff — battle for the best $200 CPU

Tom’s Hardware

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Elon Musk pushing forward with Terafab at 'light speed' — staff reaching out to various suppliers and are reportedly willing to pay a premium to gain priority

Elon Musk's people have begun reaching out to various semiconductor fab suppliers to ask for pricing and delivery timelines as the Terafab project ramps up.

Tom’s Hardware

TSMC ups revenue guidance and CapEx, buoyed by 'multiyear AI megatrend' — warns Middle East conflict may impact profitability as costs increase

TSMC unveils aggressive plans to ramp up 3nm-capable capacity further in the coming years amid strong demand from the AI sector.

Tom’s Hardware

TSMC warns of Intel Foundry's growing prowess during the company's latest earnings call — 'We view Intel as our formidable competitor and do not underestimate them'

By now, TSMC has become a much bigger chipmaker than Intel has ever been, but the world's top foundry still calls its American peer a 'formidable' competitor.

Tom’s Hardware

Profit Surged at TSMC. Why Is the Stock Still Falling After Earnings?

TSMC stock sinks despite posting blockbuster Q1 earnings. But there are ample reasons for long-term investors to buy the dip in TSM shares today.

Barchart

AMD Stock Is in Overbought Territory. Is It Too Late to Snag Shares Now?

AMD stock is rallying as strong TSMC earnings trigger a sector-wide rally. But there’s reason to expect further upside from AMD shares through the remainder of 2026.

Barchart

TSMC's latest bank report is exactly as you'd expect it to be: mo' wafers, mo' money

Chips with everything.

PC Gamer

Fresh demand for AI pushed world's largest chipmaker TSMC's profit up by 58%

The Taiwan-based chipmaker reported record revenue and profit, driven largely by strong demand for artificial intelligence chips and orders from major customers including Apple and Nvidia.

Euronews

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Barchart

Nasdaq Futures Climb as TSMC Boosts Tech Optimism

June Nasdaq 100 E-Mini futures (NQM26) are trending up +0.32% this morning, setting a new record high as an upbeat forecast from Taiwan Semiconductor Manufacturing Co. boosted sentiment.

The Independent UK

Apple and Nvida chipmaker TSMC reports huge jump in profits amid Iran war

The world's largest contract chipmaker also warned of potential impacts from the Iran war

Tom’s Hardware

Elon Musk demonstrates first sample of Tesla AI5 processor, accidentally thanks TSC rather than TSMC — claims 40X performance boost over the predecessor

As Elon Musk shows off the first Tesla AI5 sample with a 384-bit memory interface, he says next-generation AI6 and Dojo 3 processors are in the works.

PC Gamer

MediaTek is 'cautiously optimistic' that discrete memory pricing will look less gloomy during 2026

The memory supply crisis will likely get worse before it gets better, though.

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news in one place.

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Tom’s Hardware

China has spent 3.6 times more than the US on chipmaking subsidies over the past decade — $142 billion and counting, easily outweighs CHIPS Act

Semiconductor industrial policy spending in China totaled around $142 billion between 2014 and 2023, roughly 3.6 times higher than the $39 billion committed in the United States over the same period.

Tom’s Hardware

New tech can see a CPU's transistors in action — terahertz radiation can potentially steal data as a chip is running

Researchers have discovered a way of probing a microchip processor's individual transistors while it is working with terahertz radiation.

MarketBeat

AI, Satellites and Staples: Insiders Are Buying and Selling 3 Big Names

From the world's preeminent AI chip manufacturer to a soaring space stock not named Rocket Lab, insiders are buying and selling these key names.

PC Gamer

Not that we should be at all surprised, but Nvidia leans on AI pretty hard for speeding up how it plans and designs its next generation of GPUs

"Hey NeMo, what is a GPU? Why, it's a Gelato Processing Uakari. Err, what?"

Tom’s Hardware

Intel Core Ultra 7 270K Plus vs Ryzen 7 9700X faceoff — a new midrange CPU champ emerges

Intel's new Core Ultra 7 270K Plus is going after the Ryzen 7 9700X with its $300 price point. We put the two head-to-head in a series of rounds based on our own testing to see which comes out on top.

Barchart

All Eyes on TSMC Earnings on April 16. Is TSM Stock A Buy Now?

TSMC heads into 2026 riding a massive AI wave, but rising costs could test its dominance.

Tom’s Hardware

China intensifies efforts to poach semiconductor talent from Taiwan, claims report — international restrictions motivate illicit efforts to obtain talent and equipment

Taiwan's National Security Bureau claims that China is intensifying efforts to steal semiconductor process technologies and other chip-related know-how from Taiwan as international restrictions get more severe.

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