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The Latest Breaking News from TSMC

Nvidia reportedly preparing RTX 6000D for Chinese market to comply with U.S. export controls — fabricated on TSMC N4, featuring GDDR7 memory capable of delivering 1,100 GB/s of bidirectional bandwidth

NVIDIA is reportedly launching the RTX 6000D GPU for China to offset U.S. export restrictions. Built on TSMC’s 4nm process and armed with GDDR7 memory delivering 1,100 GB/s bandwidth, the card targets AI workloads and could help NVIDIA reclaim lost revenue in the Chinese market.

Tom’s Hardware

Intel's new Nova Lake CPU is reportedly being made on TSMC N2 right now, pointing to a hybrid 18A node and late 2026 launch

"Sorry, no hints this time."

PC Gamer

Your next smartwatch could be a performance powerhouse, thanks to new Wear OS chip

Qualcomm's next wearables chip could provide the boost that'll take Wear OS watches to the next level.

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Google Pixel 10 prototype pops up on a Chinese auction site — here’s what it reveals

A supposed prototype of the Google Pixel 10 appeared on an auction site; here's what this sketchy look shows us.

Tom’s Guide

A $90 Billion Reason to Buy This AI Stock Now

Taiwan Semiconductor is a mega-cap tech stock that continues to grow at an enviable pace. Is TSM stock still undervalued in July 2025?

Barchart

Intel CEO says it's "too late" for them to catch up with AI competition — reportedly claims Intel has fallen out of the "top 10 semiconductor companies" as the firm lays off thousands across the world

Intel CEO says it's "too late" for them to catch up with competition and claims Intel has fallen out of the "top 10 semiconductor companies" as the firm lays off thousands across the world and loses contract manufacturing for 18A node.

Tom’s Hardware

Zombie fabs plague China's chipmaking ambitions, failures burning tens of billions of dollars

China has made progress in advanced chipmaking, but many ambitious fab projects failed due to lack of expertise, poor planning, and U.S. export restrictions — leaving behind numerous costly but unused 'zombie fabs' across the country.

Tom’s Hardware

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As Intel Considers a Pivot From 18A Tech, How Should You Play INTC Stock?

Reports have emerged that the company is mulling shifting away from the tech to better compete with rival TSMC.

Barchart

Chipmaking giant TSMC hit with class-action lawsuit in the U.S. for bias, racism, and unsafe conditions — over 30 plaintiffs have accused the company of illegal practices at Arizona fab

Over 30 current and former TSMC Arizona employees have joined a class-action lawsuit accusing the company of discriminating against American workers, enabling racist behavior, and maintaining unsafe conditions at its Fab 21 facility.

Tom’s Hardware

Elon's America Party ETF: A What-If Fund Of Musk-Linked Stocks Like Tesla, Nvidia

Move over, MAGA. Wall Street may soon be trading AMPX. That’s our acronym for the America Party Musk Exposure Index Fund, an imaginary ETF based on the theory that since Elon Musk is returning full throttle to politics, his stock empire deserves its own ticker.

Benzinga

TSMC swats down claims it is delaying its Japan chipmaking plant to prioritize Arizona plants to avoid US tariffs — TSMC says US investments won't impact other regions

TSMC is reportedly slowing work on its second Japanese fab to accelerate buildout in Arizona in anticipation of possible U.S. tariffs on Taiwan-made chips, though the company maintains that its expanded American investments will not affect its projects in Japan and Germany.

Tom’s Hardware

Intel’s Chip Strategy Shifts Again: Time to Buy the Dip?

While the risk remains high, so does the opportunity for recovery under Intel’s new leadership.

Barchart

Samsung delays $44 billion Texas chip fab — sources say completion halted because 'there are no customers'

Sources cite that Samsung is delaying the launch of its Taylor, Texas, fab because the site lacks customers for its 4nm-class chip output.

Tom’s Hardware

AI Isn’t Just About Nvidia: 2 Rising Stars in the Artificial Intelligence Race

These two stocks are unseen giants powering the future.

Barchart

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Tom’s Hardware

Intel might axe the 18A process node for foundry customers, essentially leaving TSMC with no rival — Intel reportedly to focus on 14A (Updated)

Intel CEO Lip-Bu Tan is weighing whether to stop offering the company's 18A technology to external clients and instead focus on the next-generation 14A process, a move that could withdraw Intel from the broad foundry market for several years.

PC Gamer

Intel's ex-CEO said he bet the company on the 18A node but now a new report claims Intel is pushing customers to next-gen 14A instead

18A lives on for Intel's Panther Lake CPUs, but will that be enough?

Benzinga

Intel CEO Lip-Bu Tan Weighs Ending Marketing Of Expensive Chip Manufacturing As Losses Mount And Rival TSMC Surges Ahead: Report

Intel Corp. (NASDAQ:INTC) CEO Lip-Bu Tan is reportedly evaluating whether to stop marketing the company's costly 18A chipmaking process to outside customers, a move that could signal a major strategic pivot amid mounting financial losses and fierce competition from Taiwan Semiconductor Manufacturing Company (NYSE:TSM)

Tom’s Hardware

Ex-Intel CEO Pat Gelsinger gives Japan's new leading-edge chipmaker advice, says Rapidus needs unique tech to compete with TSMC

Rapidus plans to produce 2nm chip production with integrated packaging by 2027, but ex-Intel CEO Pat Gelsinger cautions that it needs unique technology to compete with TSMC.

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Tom’s Hardware

Intel hosts Direct Connect Asia event in Seoul — company tries to lure Samsung Foundry clients in its own backyard

Intel Foundry hosts its first Direct Connect Asia event in Korea, targets local chip designers, automotive industry.

Laptop

Moore's law isn't dead — it's just buried under six feet of silicon spin

Silicon wafer sizing isn't what you think. Yes, 3-nanometer and 2-nanometer chips sound incredibly tiny. But semiconductor process node technology names are really just marketing at this point.

Android Central

Samsung might make a Snapdragon 8 Elite 2 that's truly 'for Galaxy' S26

Rumors claimed Samsung could be tasked by Qualcomm to make a 2nm process Snapdragon 8 Elite 2 for the Galaxy S26.

Tom’s Hardware

China vows to retaliate against Taiwan for blacklisting Huawei, SMIC from chip tech — "Such despicable acts are utterly contemptible" says China spokesperson

Taiwan's blacklisting of 601 Chinese firms, including Huawei and SMIC, over national security concerns have provoked fierce condemnation from Beijing, which threatened retaliatory measures.

International Business Times UK

Apple Just Dropped Its Boldest Design Since iPhone X — Meet the iPhone 17 Series

Apple's iPhone 17 series promises its boldest design overhaul since the iPhone X. Anticipate a new iPhone 17 Air, a slimmer design, and enhanced displays across all models.

PC Gamer

New chip industry roadmap predicts true 10 nm silicon won't arrive until 2039 and yet Moore's Law is, actually, alive and kicking

Except, of course, it won't really be 0.2 nm or anything even close to that.

Benzinga

Cathie Wood's Ark Invest Cashes Out $109 Million Out Of Circle Internet Stock As Shares Spike, Pivots Into Robinhood And These Chip Stocks

On Monday, Cathie Wood-led Ark Invest made significant trades involving Circle Internet Group Inc. (NYSE:CRCL), Robinhood Markets Inc. (NASDAQ:HOOD), Advanced Micro Devices Inc. (NASDAQ:AMD), and Taiwan Semiconductor Manufacturing Co., Ltd (NYSE:TSM). These trades highlight Ark’s strategic positioning in the market amidst evolving industry dynamics.

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