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The Latest Breaking News from TSMC

China is considering export controls on AI technologies, including banning local companies from using TSMC, report claims — restrictions would also cover advanced AI models, training data, and overseas acquisitions

China's Ministry of Commerce (MofCom) considers to restrict exports of advanced AI models, training data, and overseas acquisitions of strategically important technology companies; prohibit usage of foreign semiconductor manufacturing services.

Tom’s Hardware

TSMC admits it's 'jealous' of memory chipmakers' margins, but is limiting its own price hike because its customers would not survive price increases of 'four to five times'

The company announces a 10 - 15% price increase, but isn't keen to emulate the memory industry's runaway pricing.

PC Gamer

2 ETFs to Access the World's Best-Performing Stock Markets In 2026

Taiwan and South Korea ETFs EWT and EWY have surged over 50% and 70% in 2026, fueled by AI-driven gains in TSMC, MediaTek, SK hynix, and Samsung amid the memory chip shortage.

MarketBeat

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Ex-TSMC manager first to be indicted under National Security Act for allegedly attempting to leak core Taiwanese chipmaking technologies to China

They could face up to seven years in prison.

PC Gamer

TSMC’s AI Boom Is Just Getting Started: Why Investors Should Buy the Pullback in TSM Stock Now

TSMC earnings, AI demand, and analyst targets point higher. What does this mean for investors?

Barchart

TSMC eyes price hikes of up to 25% on chip production services in 2027, report claims — plans to raise baseline prices by 5% to 10% on advanced nodes

TSMC reportedly intends to increase prices of wafers it processes citing demand, rising costs, and increased investments in new capacity.

Tom’s Hardware

SMIC's third-gen 7nm node shows smaller metal pitch than Intel 18A, higher transistor density than TSMC N6 without EUV — analysis of N+3 shows significant advancement for Chinese semi manufacturing

SMIC's N+3 process technology can achieve transistor density comparable to TSMC's N6 without using EUV lithography, but it fails to deliver performance or efficiency of modern production nodes.

Tom’s Hardware

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China considers tighter export controls on AI models and chips

Regulators led by the China's Ministry of Commerce (MofCom) ⁠have been ‌consulting leading domestic AI ⁠and chipmaking groups on how to prevent China's advanced technologies and star start-ups from ‌being acquired by the west, the report ⁠said, citing two people involved in the discussions.

The Economic Times

TSMC Is Accelerating Its Arizona Factory Build-Out. Its CFO Says AI Is A 'Multi-Year Megatrend'

TSMC Chief Financial Officer Wendell Huang said TSMC sees no signs of slowing demand from customers investing in AI infrastructure, prompting them to ramp up production capacity in the United States.

International Business Times

Taiwan indicts ex-TSMC manager for allegedly stealing chip secrets for China — first case of its kind links managers to Chinese semiconductor materials analysis company

Taiwanese prosecutors indicted a former TSMC deputy manager on Monday for allegedly copying 21 confidential documents.

Tom’s Hardware

Dutch chip sector at very high risk of Chinese interference, government-funded study warns — calls for stricter vetting at sites like ASML

The Hague Centre for Strategic Studies has rated the Dutch semiconductor industry as being at very high risk of Chinese foreign interference.

Tom’s Hardware

Could AI chip boom make ASML Europe's first trillion-dollar firm?

After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm?

The Economic Times

TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment

Speaking after blockbuster second-quarter results on Thursday, Chief Financial Officer Wendell Huang said the company is "very happy" with progress in Arizona, which is why it decided to ramp up investment to $265 billion.

The Economic Times

Taiwan Semiconductor’s $100 Billion Arizona Expansion Is a Bullish Sign for Investors

TSMC stock still looks like a 'Buy' after its latest earnings print.

Barchart

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Benzinga

Benzinga Bulls and Bears: PayPal, UnitedHealth, Netflix — And Stocks End Wild Week

Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.

Barchart

A $100 Billion Reason to Buy Taiwan Semi Stock Now

TSMC’s massive investment signals growing ambitions, giving investors another reason to watch the chip giant closely.

Tom’s Hardware

TSMC confirms significant yield and performance improvements in A14 update — strong interest from AI/HPC and smartphone customers

TSMC's A14 process technology progresses faster than N2 at this stage of development as developers of both client and AI/HPC plan to use it.

MarketBeat

TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident

TSMC posted record Q2 2026 revenue and profit, raised its full-year growth outlook to over 40%, and boosted 2026 CapEx plans, signaling robust AI chip demand.

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The Economic Times

TSMC projects mass production of advanced A14 chips by 2028

Taiwan Semiconductor Manufacturing Co. (TSMC) announced that commercial production of its highly anticipated A14 process is slated to begin in 2028. According to a news report by Focus Taiwan, the announcement signals the next major leap in advanced semiconductor manufacturing as the global chip supply chain races to meet intensifying…

Tom’s Hardware

ASML looks to increase prices of its Low-NA EUV tools beyond existing productivity-based model — company wants to capture the value of all the advantages its tools offer, not just wafer throughput improvements

ASML's comments point to intentions to increase prices, though the company is expected to maintain its value-based approach to price setting. Yet, TSMC is reportedly unhappy about the potential plan.

Benzinga

SoftBank Tumbles 11% as Global AI Sell-Off Triggers 'Another Wipeout' for Tech Momentum Winners

Shares of tech conglomerate SoftBank Group Corp. (OTC:SFTBY) plummeted over 11% in Tokyo on Friday as a sweeping global rout in artificial intelligence and semiconductor stocks triggered a massive downturn for market frontrunners.

The Guardian - UK

Global tech stocks fall as chip sell-off deepens; mortgage rates rise amid renewed Middle East tensions - as it happened

Rolling coverage of the latest economic and financial news

International Business Times

TSMC Just Had Its Best Quarter Yet. The AI Boom Is Raising The Bar Even Higher.

TSMC is expanding its U.S. manufacturing footprint after posting another record quarter driven by AI-related demand.

PC Gamer

The company that makes all the West's chipmaking machines says it's selling more than it expected thanks to 'very strong momentum in both DRAM and advanced logic'

It's all a race to catch up with astronomical demand.

Euronews

TSMC posts record profit and pledges $100bn to expand US manufacturing

Taiwan Semiconductor Manufacturing Company (TSMC) beat Wall Street expectations on Thursday with a record second-quarter net profit, up 77% from a year earlier, while pledging a further $100bn (€87.4bn) to expand its chipmaking capacity in the US.

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