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The Latest Breaking News from TSMC

Jensen Huang Once Said TSMC Learned To 'Dance With 400 Partners' While Intel Has 'Always' Danced Alone: Did The Nvidia CEO Hit The Nail On Its Head?

Morris Chang, the longtime leader of Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), once pointed back to Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang's famous analogy to explain why Intel Corp (NASDAQ:INTC) faces an uphill climb in its push to become a world-class chip foundry.

Benzinga

TSMC confirms September power outage at Fab 21 in Arizona — loss of wafers and financial impact unclear

A supplier power fault briefly stopped TSMC’s Fab 21 in Arizona and led to some wafer losses. But TSMC has learnt from the occurrence, says the company.

Tom’s Hardware

Qualcomm unveils Snapdragon 8 Gen 5: Flagship performance for affordable phones

The Snapdragon 8 Gen 5 aims to bring premium performance to cheaper flagships from brands like OnePlus and Vivo.

Android Central

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Options Corner: Taiwan Semiconductor's Trade Secret Dispute With Intel Presents A Contrarian Opportunity

Multinational chip contract manufacturing and design company Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) — more commonly known as TSMC — suffered a noticeable decline on Tuesday. While the foundry giant is rapidly expanding its cutting-edge 2-nanometer facilities from seven to ten sites (obviously a direct impact from the dramatic demand…

Benzinga

TSMC sues former executive over defection to Intel, says it's highly likely he stole trade secrets — chipmaker claims Wei-Jen Lo broke non-disclosure and non-compete agreements

TSMC initiates legal action against Wei-Jen Lo, who retired from TSMC this summer, signed a non-compete agreement, but subsequently joined Intel as Executive Vice President.

Tom’s Hardware

Rapidus to start construction on 1.4nm fab in 2027 — research and development on node to begin next year

Japanese startup Rapidus announced plans to build a 1.4-nm fab in Hokkaido, with construction expected to start in 2027.

Tom’s Hardware

TSMC says advanced‑node capacity falls ‘about three times short’ of AI demand — company's wafer capacity is 'still not enough' as demand continues to rise

TSMC Chairman-CEO C. C. Wei says capacity is roughly three times short of what its major customers plan to consume.

Tom’s Hardware

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These 3 Tech Companies Are Suddenly Paying Bigger Dividends

AI-chip making giant Taiwan Semiconductor Manufacturing just boosted its dividend big time. See which other two tech stocks are also lifting their dividends.

MarketBeat

'It's rumor and speculation. There's nothing to it': Intel's Lip-Bu Tan dismisses worries that the company's new hire gave it TSMC's 2 nm IP secrets

No official charges have been filed.

PC Gamer

Elon Musk Says Tesla Will Build More AI Chips Than Everyone Else Combined, Unveils Major Hiring Drive: 'I'm Not Kidding'

Elon Musk said Tesla Inc. (NASDAQ:TSLA) plans to build AI chips at volumes surpassing every competitor combined as the company launches a sweeping recruitment push for top-tier chip designers.

Benzinga

Intel's CEO Lip-Bu Tan Claims No Role in TSMC 2nm Leak - Taiwan Races to Protect Chips

Intel CEO Lip Bu Tan denies involvement in TSMC 2 nm leak. Taiwan investigates to protect its chip technology amid global semiconductor tensions.

International Business Times UK

Nvidia Just Waved a Big ‘Green Flag’ for Taiwan Semi. Buy TSM Stock Here, Says Wedbush.

TSM stock has returned more than 1,100% to shareholders over the past decade and remains poised to deliver outsized gains over the next three years.

Barchart

Taiwan set to avoid 'punishing' 300% tariffs on semiconductor exports, says report — new trade deal could spur $400 billion investment commitment from island nation

A senior Taiwanese ministry official said the U.S. will not put tariffs on its chip exports in exchange for helping Washington, D.C., copy its science park model for tech companies.

Tom’s Hardware

Intel CEO rejects reports the company is obtaining TSMC secrets from former executive — Taiwan's investigation into Intel's controversial recent hire continues

Intel CEO Lip-Bu Tan dismisses speculation that former TSMC executive Wei-Jen Lo could have brought advanced TSMC process secrets to Intel.

Tom’s Hardware

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MarketBeat

Intel Could Be the Biggest Winner of TSMC’s AI Bottleneck

The AI industry's demand for chips is creating a supply bottleneck, positioning Intel's growing foundry business for significant long-term growth.

International Business Times UK

Nvidia Financial Report Shows $57B Boom as US Chips Deepen China Rift

Nvidia's record $57 billion quarter from its Blackwell AI chips funds a US infrastructure surge, while sanctions hinder China's technological progress, widening the global AI divide.

Barchart

As Musk Hints That Tesla Could Make Its Own AI Chips, Should You Buy TSLA Stock?

Musk’s chip-fab talk boosts Tesla’s long-term narrative, but stalled earnings and premium multiples mean the stock still demands belief over proof.

PC Gamer

Samsung's next-gen 2nm node is in mass production, but will it beat TSMC's N2 silicon to market and help make chips cheaper?

My nm are better than your nm.

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International Business Times UK

Ex-TSMC Executive Allegedly Takes 2nm Data to Intel: Faces Security Storm

A former TSMC executive faces scrutiny after allegedly taking sensitive 2nm process data to Intel, prompting legal investigation and concerns over tech security and competition.

Tom’s Hardware

High-ranking TSMC executive faces Taiwan legal investigation over murky return to Intel — report alleges employee took technical documents with him

Wei-Jen Lo, a longtime TSMC leader who quietly reappeared at Intel only months after retiring, is now reported to have left with extensive N2, A16, A14, and post-A14 process documents, triggering scrutiny over his sudden move and a TSMC investigation into possible stealing of trade secrets.

Tom’s Hardware

Apple and Broadcom job listings suggest potential Intel Foundry collaborations — requirements highlight expertise in Intel's EMIB and 2.5D memory packaging tech

A new job posting at Apple exposes clues that the company could be looking at Intel as a packaging partner for future SoCs. Future M-series chips could leverage EMIB and/or Foveros.

Tom’s Hardware

Elon Musk wants foundry partners to build astounding '100 – 200 billion AI chips' per year — Musk says chipmaking industry can't deliver on his goals

Elon Musk claims Tesla may need 100 – 200 billion AI chips per year, a volume far beyond what TSMC and Samsung can supply, which is why he is considering building Tesla's own fab, as he believes existing foundries cannot scale fast enough for him.

Benzinga

Elon Musk Says Teslas With AI5 Will Not Be Available In 'Sufficient Volume' Until Mid 2027: Why It Matters

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk on Saturday announced that the company's next-generation AI5 chips will not be available in sufficient quantities until mid-2027.

Benzinga

Elon Musk Reveals That He Pressures TSMC And Samsung To Speed Up Tesla's AI Chip Output: 'Five Years To Me Is An Eternity'

On Friday, Tesla Inc. (NASDAQ:TSLA) and SpaceX CEO Elon Musk revealed that the company is pushing its chipmaking partners to move far faster than traditional semiconductor timelines as it races to scale its next-generation AI hardware.

Barchart

Why Nvidia CEO Jensen Huang’s Meeting with Taiwan Semi Is a Big Deal for NVDA Stock

Nvidia CEO Jensen Huang’s meeting with Taiwan Semiconductor signals surging AI demand and suggests Nvidia is securing the additional chip supply needed to fuel its next major phase of growth.

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