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The Latest Breaking News from TSMC

NVIDIA needs 300,000 more H20 AI chips from TSMC to meet China's demand — but some security experts aren't happy

NVIDIA has ordered 300,000 more H20 AI GPUs from TSMC just weeks after the ban on selling to China was reversed. That's great news for NVIDIA, but some national security experts are sounding the alarm.

Windows Central

EU fab tool makers get reprieve in EU-U.S. tariffs deal — ASML and others to be exempted from 15% duty

A new U.S.–EU trade deal exempts semiconductor equipment from tariffs, avoiding steep cost hikes for American chipmakers and protecting the competitiveness of U.S. fabs.

Tom’s Hardware

The AI boom sends TSMC, the world's most important chipmaker, up 60 spots on the Global 500

“If someone had told me 10 years ago that I’d meet two presidents in one week...I would have thought they were joking,” CEO C.C. Wei tells Fortune.

Fortune

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As Nvidia Gets Ready for New China H20 Shipments, How Should You Play NVDA Stock?

Nvidia has reportedly placed a fresh order for H20 chips with TSMC. Here’s why NVDA shares could extend gains further in the second half of 2025.

Barchart

With Q2 Earnings In The Rearview Mirror, Tesla's AI Future Comes Into Focus

Tesla Inc (NASDAQ:TSLA) shares are trading marginally lower Tuesday afternoon as investors continue to weigh the company’s long-term artificial intelligence ambitions against recent financial headwinds. Here’s what investors need to know.

Benzinga

Tesla just signed a $16.5 billion contract with Samsung to manufacture an AI chip used in humanoid robots, data centers and, oh yes, autonomous cars as well

Tesla signs $16.5 billion contract with Samsung to produce AI6 chips for robots, autonomous vehicles, and AI data centers.

TechRadar

AMD CEO says its chips made in the US will be up to 20% more expensive, but claims that it’ll be worth the price hike

Lisa Su argues that while AMD CPUs could be up to 20% pricier if made in the US, that trade-off is worth it in terms of diversifying the supply chain.

TechRadar

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Nvidia seeks extra 300,000 H20 GPUs to meet China's surging AI demand — places order with TSMC to meet unexpectedly strong interest

Nvidia has ordered 300,000 H20 GPUs from TSMC as Chinese demand surges, despite political backlash over national security risks. The U.S. still hasn’t approved export licenses, but Nvidia aims to retain its foothold in China’s AI market, where rivals like Huawei are gaining ground.

Tom’s Hardware

Nvidia Orders Another 300,000 H20 Chips From TSMC As Soaring China Demand Reverses US Export Setback: Report

Nvidia Corporation (NASDAQ:NVDA) has reportedly ordered 300,000 additional H20 AI chips from Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) due to unexpectedly strong demand in China.

Benzinga

M5 iPad Pro: Everything you need to know

Apple's M5 iPad Pro has finally been revealed, delivering upgraded performance, more starting RAM, Wi-Fi 7 support and more. Here are all the biggest upgrades from the latest Pro tablet.

Tom’s Guide

Tesla's Samsung Deal A 'Valuable Opportunity' To Gain Real-World Experience That TSMC Wouldn't Have Allowed — Experts React To $16.5 Billion Agreement

Elon Musk-led Tesla Inc.'s (NASDAQ:TSLA) multibillion-dollar chip partnership with Samsung Electronics Co. (OTC:SSNLF) has sparked strong commentary from some of tech's most vocal investors and analysts — and they see big implications for AI, autonomy and the future of manufacturing.

Benzinga

Samsung's US chip fab gets a much-needed lifeline in the form of a $16.5 billion deal to supply Tesla's next generation of car processors

Meanwhile, Intel Foundry continues to shout into the void for customers, getting only echoes as a reply.

PC Gamer

US government announces that its investigation into chip imports will have results within two weeks, potentially paving the way for a raft of new tariffs on all things silicon

I need your clothes, your boots, your motorcycle, and more of your money. Please.

PC Gamer

Samsung inks $16.5 billion Tesla AI chip deal — Elon Musk says Samsung will produce new A16 chips: 'The strategic importance of this is hard to overstate'

Samsung has secured a $16.5 billion deal to produce Tesla's future AI6 self-driving SoC at its Texas fab, a major strategic win for Samsung Foundry.

Tom’s Hardware

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Euronews

Elon Musk's Tesla signs €14 billion chip deal with Samsung Electronics

Elon Musk confirmed in a post on X that the South Korean giant’s US-based foundry will produce chips used in Tesla's self-driving cars, a record-breaking deal for both Samsung and American chipmaking.

Benzinga

Elon Musk Confirms Tesla As the Mystery Big-Tech That Signed $16.5 Billion Chip Contract With Samsung: 'I Will Walk The Line Personally' To Boost Progress (UPDATED)

Editor’s Note: This story has been updated to include the latest developments

Benzinga

Trump's $550 Billion Japan Trade Deal Could Benefit Taiwanese Chip Giants Like TSMC's US Expansion—If It Aligns With Tokyo's Interests

On Saturday, Japan's top trade official said the country's new $550 billion investment package with the U.S. could help finance Taiwanese chipmakers like Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) as they build semiconductor plants in America.

TechRadar

The semiconductor industry is losing billions of dollars ever year because of this obscure little quirk

Semiconductor fabs may be losing hundreds of millions annually to poorly understood stochastic defects.

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Tom’s Hardware

China advances toward tech independence with new homegrown 6nm gaming and AI GPUs — Lisuan 7G106 runs Chinese AAA titles at 4K over 70 FPS and matches RTX 4060 in synthetic benchmarks

Lisuan Technology has unveiled the 7G106 and 7G105, China’s first 6nm gaming and AI GPUs built on the TrueGPU architecture. With up to 24 TFLOPs, 24 GB of GDDR6, and performance rivalling the RTX 4060, these cards ran Black Myth: Wukong at 4K high settings at over 70 FPS. Mass…

Tom’s Guide

Google Pixel 10 Pro Fold — what we know so far

What Google might have in store with its third generation of foldable.

Tom’s Hardware

TSMC's second Japanese fab reportedly delayed, mass production pushed to 2029

TSMC may delay construction of its Fab 23 phase 2 in Kumamoto, Japan by up to 18 months due to traffic congestion and inadequate infrastructure near the site, potentially pushing mass production to 2029.

Benzinga

Scott Bessent Warns TSMC's $40 Billion Arizona Fab May Only Meet 7% Of US Chip Demand — Blames Building Inspectors, Red Tape For Delays

Treasury Secretary Scott Bessent warned that Taiwan Semiconductor Manufacturing Co.’s (NYSE:TSM) massive Arizona fabrication facility may produce just 7% of America’s semiconductor needs, highlighting regulatory obstacles hampering domestic chip production.

International Business Times

US Chip Maker Intel Says Revenue Rose As It Cut Ranks

Intel on Thursday posted quarterly revenue that topped market expectations, saying it has cut about 15 percent of its workforce to be "more agile."

Windows Central

Intel plans to layoff 24,000 employees in 2025 — it will also pull back from several projects including some in Germany, Poland, and more

Intel has revealed plans to reduce its total workforce to 75,000 "core employees" and also expects to pull back from projects in Germany, Poland, the United States, and more.

Tom’s Hardware

Intel will cancel 14A and following nodes if it can't win a major external customer — move would cede leading-edge nodes to TSMC and Samsung

Intel admits that it may halt or cancel development of its 14A (1.4nm-class) process node — its first to use High-NA EUV — if it fails to secure a major external customer or meet key milestones, which would likely mean its exit from the leading-edge semiconductor race.

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