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The Latest Breaking News from TSMC

Intel Could Score Major Packaging Customers. Should You Buy INTC Stock Now?

Amazon and Google are in discussions to select Intel for its advanced packaging services.

Barchart

US lawmakers aim to ban export of DUV chipmaking and etching tools to leading firms in China — bipartisan proposal would ban lithography equipment for Huawei, SMIC, and others

Bipartisan group of U.S. senators propose to impose blanket ban on export of advanced DUV lithography and etching tools to Chinese companies known to have worked with China's military, such as CXMT, Huawei, SMIC, and YMTC.

Tom’s Hardware

TSMC reportedly plans to build 12 fabs, four packaging facilities in Arizona — plan purportedly part of Taiwan's agreed $500 million investment in the US

New rumor indicates that TSMC is looking forward to expand its presence in the U.S. to 12 fabs and four packaging facilities.

Tom’s Hardware

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Intel buys back 49% stake in Ireland Fab Joint Venture — takes full control over Fab 34

In a mutually beneficial deal, Intel repurchases 49% of Fab 34 from Apollo for $14.2 billion, reducing pressure on its margins, but paying a hefty $3 billion premium to the financial company.

Tom’s Hardware

Global semiconductor foundry market hit a record $320 billion in 2025 as TSMC pulled further ahead

The global semiconductor foundry market generated a record $320 billion in revenue in 2025, growing 16% year-over-year, according to Counterpoint Research's Foundry Market Supply Tracker.

Tom’s Hardware

Asia’s AI playbook gets a reality check as the Iran war sends energy prices higher and snarls supply chains

“The scaling laws that have driven the AI boom are fundamentally peacetime constructs.”

Fortune

How Taiwan came to dominate the global chip industry

One firm, Taiwan Semiconductor Manufacturing Company (TSMC), produces more than 90% of the world’s most advanced semiconductor chips. These chips are essential for smartphones, artificial intelligence, high-performance computing and cutting-edge military systems.

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TSMC is reportedly sold out until 2028 and even its next-gen Arizona fab is fully booked before it has even been built

TSMC's new N2 node selling like hot, er, chips.

PC Gamer

TSMC industrial espionage saga heading to verdict next month in unprecedented Taiwan National Security Act case — former engineer accused of stealing 2nm technical info, faces a total of up to 20 years in prison if found guilty

One of the three landmark cases involving the theft of trade secrets from TSMC has run through investigative and court proceedings, and a verdict is scheduled for April 27.

Tom’s Hardware

Air Liquide opens Taiwan factory as helium shortage tightens around chip makers — 200 specialized helium containers stranded near the Strait of Hormuz

French industrial gas supplier Air Liquide opened a new factory near the port of Taichung, Taiwan, on Wednesday, as the semiconductor industry faces a worsening helium shortage.

Tom’s Hardware

SMIC sent chipmaking tools to Iran's military, Trump administration officials say — report claims exchange began a year ago, 'almost certainly included technical training on SMIC's semiconductor technology'

The officials said the collaboration "almost certainly included technical training on SMIC's semiconductor technology."

Tom’s Hardware

Samsung Display debuts 'QuantumBlack' coating for QD-OLED monitors — screen tech boosts ambient black levels while reducing glare

If you've been putting off buying a QD-OLED monitor because of your room's lighting setup, Samsung Display might have solved your dilemma. The company's new "QuantumBlack" coating finally cuts down on black level raise, reducing purple tint and improving contrast under ambient lighting, among other upgrades.

Tom’s Hardware

Apple discontinues Mac Pro after 20 years — system had been stuck in stasis with M2 Ultra since 2023

Apple has discontinued its Mac Pro tower, which hasn't been updated since a version with the M2 Ultra processor arrived in 2023.

Tom’s Hardware

Elon Musk's Terafab semiconductor project could cost $5 trillion, Bernstein claims — herculean effort would cost more than 70% of the total yearly US government budget

To build 1 TW of AI silicon per year, Elon Musk's TeraFab would need to process 22.4 million Rubin Ultra GPU wafers, 2.716 million Vera CPU wafers, and 15.824 million HBM4E wafers annually using from 142 to 358 fabs, according to Bernstein.

Tom’s Hardware

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Android Central

Snapdragon 8 Elite Gen 6 CPU rumors join the 'powerful' 6 Pro in this early report

Thinking of going Pro? Early Qualcomm Snapdragon 8 Elite Gen 6 rumors throw its alleged CPU to the forefront.

MarketBeat

The AI Gatekeeper: TSMC's Chokehold Signals Dominance

Taiwan Semiconductor Manufacturing Company's manufacturing bottleneck for advanced chips confirms its dominant role in the AI industry.

TechRadar

Acer Swift Edge 14 AI laptop review: Another lightweight wonder from the Acer stable

The Acer Swift Edge 14 AI is a lightweight laptop that leverages a 200-series Core Ultra processor and LPDDR5X memory.

PC Gamer

Nvidia's Jensen Huang confirms he was once asked to become chief executive of TSMC: 'I declined it... it's an unbelievable offer, but I simply couldn't take it'

It certainly hasn't stopped him from waxing lyrical about his relationship with the chipmaking titan.

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Tom’s Hardware

Trump administration targets $4 trillion Pax Silica investment fund for semiconductors — the US will start with a $250 million investment for global consortium

The Trump administration is targeting $4 trillion Pax Silica investment for semiconductors. It’s not currently clear how the Trump administration arrived at the $4 trillion figure, or how it will ultimately materialize.

Tom’s Hardware

Price of Nvidia's Vera Rubin NVL72 racks skyrockets to as much as $8.8 million apiece, but server makers' margins will be tight — Nvidia is moving closer to shipping entire full-scale systems

While quotes for NVL72 VR200 rack-scale system will increase to $5 million – $7 million, margins of ODMs will likely decline.

Barchart

ASML Is Down 7% Over the Past Month. Should You Buy the Chip Stock on the Dip?

Analyst signals entry point for ASML with a "Buy" rating and 25% upside from current level.

Tom’s Hardware

Elon Musk unveils $20 billion ‘TeraFab’ chip project to make chips, memory, and package processors all under one roof — targets a terawatt of annual compute

Tesla and SpaceX CEO, Elon Musk, announced Saturday night that his TeraFab semiconductor project will be built on the Tesla campus in eastern Travis County, Austin, Texas, as a joint venture.

Tom’s Hardware

US Departments of Justice and Defense crush four massive botnets totaling 3,000,000 devices — botnets responsible for a combined 316,000 DDoS attacks globally

U.S. Departments of Justice and Defense take out four gigantic botnets with 3 million devices

Tom’s Hardware

Global chip supply chain under threat as US-Iran conflict enters third week — Strait of Hormuz blockade is days away from crippling Taiwan's semiconductor industry

Taiwan imports almost all of its energy and requires large amounts of LNG to sustain its electrical grid. That grid is then used by local chipmakers — like TSMC who is responsible for making most of the world's high-end chips. Fabrication for these chips requires helium, which Taiwan also imports…

Tom’s Hardware

STMicro to deploy humanoid robots to its legacy fabs in Europe — over 100 humanoid robots to be used for routine and physically demanding tasks in fight for efficiency

As cheap Chinese chips threaten to invade various sectors of the economy in Europe, STMicroelectronics is on track to improve the efficiency of its own fabs

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