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The Latest Breaking News from TSMC

Nvidia will spend hundreds of billions on US manufacturing, says CEO

Chipmaker’s promise is a sign that Trump’s ‘America First’ policy is affecting investment

The Guardian - UK

While we despair of RTX 50-series supplies and wait on next-gen Rubin, Nvidia reveals its next-next GPU architecture will be known as Feynman and is due in 2028

Blackwell will beget Rubin and only then will we get Feynman

PC Gamer

Ohio officials hopeful Intel gets plant funds targeted by Trump - Roll Call

President Donald Trump called for a rollback of billions for U.S. microchip plants, possibly threatening funds for Intel and others.

Roll Call

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read the most diverse news in one place.

Nvidia’s new silicon photonics-based 400 Tb/s switch platforms enable clusters with millions of GPUs

Nvidia teams up with TSMC for its first silicon photonics networking gear platforms that will open doors to datacenters with millions of GPUs.

Tom’s Hardware

Meta powers ahead with conscious chip uncoupling with Nvidia as it tests its first in-house training AI-PU

Reports say Meta’s in-house AI training CPU, produced by TSMC, is almost ready for deployment.

TechRadar

The week in chip news: Intel gets a new CEO, China chip smuggling, AMD dominates

We cover the biggest stories of the week.

Tom’s Hardware

Taiwan Semiconductor’s Huge U.S. Move—Stock Impact Ahead

What does Taiwan Semiconductor Manufacturing's $100 billion investment in the United States mean for shares of this chip giant?

MarketBeat

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If you don't let us scrape copyrighted content, we will lose out to China says OpenAI as it tries to influence US government

The company also tries to frame its scraping as covered by the 'fair use doctrine'.

PC Gamer

Intel's incoming Malaysian-born CEO is the latest Fortune 500 semiconductor exec to hail from Asia

Lip-Bu Tan, who was born in Malaysia and went to university in Singapore, will take over as Intel's CEO on March 18. The news sent shares up over 10%.

Fortune

TSMC’s $100 billion U.S. investment won't shake up the supply chain: ‘Most of TSMC’s capacity is still in Taiwan’

In recent days, Taiwan's government and TSMC have come out to say that the chipmaker's decision was not due to Washington pressure.

Fortune

Here comes Intel's new CEO: a semiconductor veteran that won the same prestigious award as Jensen Huang and Lisa Su

Lip-Bu Tan has a degree in physics, a masters in nuclear engineering, and won the semiconductor industry's top award, the Robert N. Noyce award.

PC Gamer

Return of the gigahertz wars: New Chinese transistor uses bismuth instead of silicon to potentially sock it to Intel and TSMC with 40% more speed

7 GHz-plus computing here we come...?

PC Gamer

TSMC and Intel foundry joint venture reportedly still in the works — AMD, Broadcom, and Nvidia approached

TSMC reportedly asked its biggest customers to invest in joint venture that would operate Intel's production facilities.

Tom’s Hardware

So, wait, now TSMC is supposedly pitching a joint venture with Nvidia, AMD and Broadcom to run Intel's ailing chip fabs?

And it's all because of Donald Trump? This story will run and run...

PC Gamer

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Tom’s Hardware

Repealing the CHIPS Act could dramatically shrink US chip market share, analysts say

While Trump has recommended legislators revoke the CHIPS and Science Act, it's unlikely to happen and the government is obliged to distribute $39 billion grants by September 2026. But if it did happen, analysts say it could dramatically shrink the US chip production market share.

MarketBeat

3 Stocks Investing $650 Billion in the U.S.—Should You Invest?

See which three large-cap stocks are planning to invest a total of over $650 billion in the United States over the next several years.

Tom’s Hardware

Huawei reportedly acquired two million Ascend 910 AI chips from TSMC last year through shell companies

According to CSIS, Huawei has millions of AI chips from SMIC despite yield problems.

Fortune

Chinese advances like DeepSeek have ‘narrowed’ AI gap with U.S., says CSIS think tank: ‘Unrealistic to expect a lead of more than a year or two’

"DeepSeek’s technological innovations are real," Gregory Allen, director of CSIS’s Wadhwani AI Center, wrote on Friday.

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news in one place.

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Tom’s Hardware

AMD's Zen 6-based desktop processors may feature up to 24 cores

AMD's Zen 6-based CPUs will feature 12-core CCDs, therefore up to 24 cores in AM5 configurations.

Laptop

Trump highlights TSMC investment while calling for CHIPS Act repeal

The president called the legislation a "horrible, horrible thing."

PC Gamer

Intel is still using TSMC for 30% of its wafer demands: 'We were talking about trying to get that to zero as quickly as possible. That's no longer the strategy'

So, not much has changed then.

PC Gamer

President Trump wants to kill the $52 billion CHIPS Act: 'a horrible, horrible thing'

Trump wants to use tariffs rather than subsidies to encourage US made tech.

The Guardian - AU

Taiwan hails ‘historic’ TSMC deal with US, but will it lose the ‘silicon shield’ protecting it from China?

The producer of the world’s most advanced chip technology is investing on US soil but some fear that could reduce the leverage Taiwan holds to ensure its future security

Barchart

Is Taiwan Semi Stock a Buy, Sell, or Hold on Plans to Invest $100 Billion in the U.S.?

With a $100 billion U.S. expansion, is Taiwan Semi stock set for long-term gains, or is this a wait-and-see moment for investors?

Tom’s Hardware

Intel will keep using TSMC's services even when 18A is ramped up: 'It is a good supplier'

Intel is set to continue outsourcing some of its products to TSMC even when 18A and other advanced nodes are fully ramped.

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Michelle Johnston Holthaus

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