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The Latest Breaking News from TSMC

Trump calls for resignation of Intel chief a day after 100% chip tariff threat

Intel share price drops after US president accuses Lip-Bu Tan of links to Chinese Communist party

The Guardian - US

Trump announces 100% tariffs on semiconductor makers - but Apple won't be hit, and this key chipmaker will also escape sanctions

New tariffs look to bring chip manufacturing back to the US.

TechRadar

Apple announces $100 billion investment in US — here's what it means for the iPhone

Apple has outlined its plans for the 100 billion dollar investment in both materials and labor sourced in the U.S., including producing 100% of iPhone and Apple Watch displays in Kentucky.

Tom’s Guide

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Computer chips made outside the US to receive 100% tariff likely spiking tech prices, but 'there's no charge' for companies currently building on American soil

It's good news for TSMC.

PC Gamer

Apple, Airbnb, TSMC, AppLovin Corp. And DraftKings: Why These 5 Stocks Are On Investors' Radars Today

The U.S. stock market saw a positive day with the Nasdaq gaining around 1.2%, closing at 21,169.42. The SP 500 also rose by 0.7% to 6,345.06, while the Dow Jones Industrial Average increased by 0.2% to 44,193.12.

Benzinga

Trump announces 100 percent tariff on semiconductor imports

US President Donald Trump said the tariff will not impact companies if they have already invested in US facilities.

Al Jazeera

Markets Rise As Trump Chip Exemptions Boost Tech Giants

Asian equities rose Thursday, with big-name chip firms making big gains after Donald Trump said those investing in the United States would be exempted from a threatened 100-percent tariff on semiconductors.

International Business Times

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“Some Suspect They Might Already Exist” — NVIDIA’s Chief Security Officer Doubles Down on the Lack of Kill Switches, Backdoors, and Spyware in Its GPUs

NVIDIA is attempting to ease concerns from China regarding vulnerabilities in its H20 AI GPUs, and its Chief Security Officer recently published a blog post explaining NVIDIA's stance.

Windows Central

TSMC employees reportedly stole 2nm trade secrets to share with Rapidus — accused are said to have shared 'hundreds of process integration technical photos'

TSMC is probing an alleged leak of 2nm process integration images to Japan's Rapidus, though the data's content, impact, and Rapidus's involvement remain uncertain.

Tom’s Hardware

Apple reportedly set to invest $100 billion into the production of 'critical components' in the U.S. to avoid tariffs on iPhones — domestic commitments reach $600 billion

Apple will reportedly invest an extra $100 billion in U.S. manufacturing —raising its total domestic commitment to $600 billion — in an effort to avoid steep iPhone tariffs.

Tom’s Hardware

Trump promises new semiconductor tariffs — “We want them made in the United States,” says U.S. President

Trump says that he will announce new tariffs on imported semiconductors by next week.

Tom’s Hardware

Former Intel board members: America's champion is likely to retreat, and we still need a leading-edge chip manufacturer

Quitters never win, and winners never quit.

Fortune

Trump Says TSMC Will Invest $300 Billion In Arizona, Teases New Chip Tariffs To Boost US Manufacturing

On Tuesday, President Donald Trump indicated that Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) will invest $300 billion in Arizona as part of an effort to bring chip production back to the U.S.

Benzinga

TSMC Stock Slips On Suspected Trade Secrets Theft

TSMC stock falls on news of suspected trade secrets theft at the semiconductor manufacturing powerhouse.

Investors Business Daily

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PC Gamer

Intel's bad news year rolls on as new 18A chip manufacturing node is reportedly in trouble with 10% yields and doubts over profitability of the Panther Lake CPU

Will Intel ever turn the corner?

PC Gamer

TSMC fires several employees over the suspicion of stealing 2 nm process tech secrets, with Taiwan authorities investigating the matter due to national security fears

A sentence of up to 12 years in prison and a $3.3 million fine could be demanded by prosecutors.

Benzinga

Intel's High-Stakes 18A Chip Ambition Faces Quality Setback Amid 'Hail Mary' Foundry Push: Report

Intel Corporation’s (NASDAQ:INTC) 18A process, touted as critical to regaining its technological lead, has reportedly hit yield issues, jeopardizing its ability to profitably produce advanced chips.

Tom’s Hardware

TSMC employees arrested, could face up to 12 years in jail, $3 million fine over alleged attempt to leak 2nm chip details — first case under Taiwan's amended National Security Act cites 'serious suspicions of violating national security laws'

Two employees of major semiconductor manufacturer and design company TSMC have been arrested over claims they stole proprietary technology.

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Tom’s Hardware

AMD's Z2 Extreme flies past Intel's Lunar Lake in new gaming benchmarks — MSI Claw 8 running at 17W favors the Z2E by roughly 8.5%, lead drops to 6% at 30W

AMD’s Ryzen Z2 Extreme beats Intel’s Lunar Lake in MSI’s Claw A8 vs Claw 8 AI+ showdown. At 17W, AMD leads by 7–8% with stronger 1% lows and smoother gameplay, while still holding a 5–6% edge at 30W. Both cost around $900–$1000, but AMD offers better GPU scaling and a…

Tom’s Guide

M5 MacBook Pro: Here's the biggest rumored upgrades

Apple hasn't officially announced the MacBook Pro M5, but rumors suggest it might be a modest spec bump. Here's everything we've heard so far.

PC Gamer

Semiconductors left in Trump's trade purgatory as new US tariffs on Taiwan set at 20%

And you get a tariff. And you get a tariff.

PC Gamer

TSMC's next generation of system-on-wafer packaging will make today's CPUs and GPUs look pathetically feeble in comparison

And all because the tech world just can't get enough processing power.

Windows Central

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.

Tom’s Hardware

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.

Fortune

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.

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