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The Latest Breaking News from TSMC

TSMC to build 30% of its 2nm and more advanced chips in the U.S., to speed up Fab 21 build out

TSMC plans to produce 30% of its 2nm and 1.6nm chips in Arizona as part of a its effort to transform its Fab 21 site into a major U.S. semiconductor hub.

Tom’s Hardware

Dow Jones Dives 500 Points On UnitedHealth Crash; Trump Calls For Powell's Exit

The Dow Jones dived 500 points Thursday as UnitedHealth stock crashed on earnings. President Trump called for Fed Chair Powell's exit.

Investors Business Daily

Taiwan's TSMC Net Profit Soars As US Tariff Threat Looms

Taiwan Semiconductor Manufacturing Company is the world's largest contract maker of chips that have become the lifeblood of the global economy, powering everything from smartphones to missiles.

Latin Times

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Taiwan Semiconductor Beats Q1 Targets On Strong AI Chip Sales

Taiwan Semiconductor Manufacturing beat estimates for the first quarter thanks to strong demand for AI chips. TSM stock rose.

Investors Business Daily

TSMC isn’t worried about Trump’s trade uncertainty as it reports 60% growth in quarterly profit

The chipmaker is keeping its annual outlook for sales and said it has not seen any change in customers’ behavior so far.

Fortune

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

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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

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

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

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PC Gamer

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

Is it, though?

Laptop

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?

Al Jazeera

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.

International Business Times

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.

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Tom’s Hardware

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.

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

Investors Business Daily

Stock Market Rallies On Trump Tariff Pause; Banks, Delta Warn About Economy: Weekly Review

The indexes had their best day in years on a partial Trump tariff pause, later paring gains in a wild week. Treasury yields soared and the dollar fell, both worrisome.

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.

Investors Business Daily

Dow Jones Plunges 900 Points After Surprise Inflation Report; Nvidia, Tesla Sell Off

The Dow Jones plunged 900 points Thursday on a surprise CPI inflation report. Nvidia and Tesla sold off on the stock market today.

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