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The Latest Breaking News from TSMC

Taiwan to drop new law restricting TSMC from allowing foreign fabs to produce leading edge nodes after company's $100 billion investment in US facilities

The law's designed to keep other countries one node behind Taiwan at all times.

PC Gamer

Taiwan's government strengthens 'silicon shield,' restricts exports of TSMC's most advanced process technologies

Taiwan is set to enforce strict controls on outbound semiconductor investments and advanced process technology exports under the amended Industrial Innovation Act, but uncertainty remains over how the government will define and restrict its future flagship nodes.

Tom’s Hardware

EU microchip strategy ‘deeply disconnected from reality’, say official auditors

Plan to supply 20% of the world’s chips by 2030 described as ‘essentially aspirational’

The Guardian - UK

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$4.82 Trillion in U.S. Investments Now Announced Since Start of Trump’s Presidency, 451,000 New Jobs Expected

The U.S. is experiencing an unprecedented $4.82 trillion wave of domestic and foreign investments across AI, manufacturing, healthcare, and logistics, signaling long-term confidence in America's industrial and technological future.

Barchart

2 ‘Strong Buy’ Stocks to Buy on Plans to Increase American Manufacturing

Two checkered names from diverse industries are looking to bolster their manufacturing capabilities in the U.S. Here's how they stack up as investment ideas.

Barchart

Intel Is Cooking Up a ‘Win-Win’ Deal With Taiwan Semi. How Should You Play INTC Stock Here?

Intel’s Lip-Bu Tan has met with TSMC chief executive to discuss a win-win collaboration. Here’s how you should play INTC shares after its Q1 earnings.

Barchart

TSMC discloses N2 defect density — lower than N3 at the same stage of development

TSMC claims N2 defect density is lower than N3 defect density two quarters before mass production starts, reveals N2 HVM time frame.

Tom’s Hardware

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Intel posts flat year-over-year earnings and bleak outlook, warns about macroeconomic pressures

Intel reports flat revenue but deeper losses and lower margins in Q1 2025 as well as gives a bleak Q2 guidance driven by macroeconomic and trade-related uncertainties.

Tom’s Hardware

Intel's elderly Raptor Lake CPUs are still selling surprisingly well and the reason is simple: They're cheap

Good enough performance at the right price, for laptops at least...

PC Gamer

New Intel CEO is looking 'for partnership with the industry leader to build purpose-built silicon' for AI, but is he talking about making chips with Nvidia or for OpenAI?

Lip-Bu Tan also says he hooked up with TSMC to talk about a possible collab'.

PC Gamer

TSMC mulls massive 1000W-class multi-chiplet processors with 40X the performance of standard models

TSMC is prepping a 9.5-reticle, 7,885 mm² multi-chiplet packages on 120×150 mm substrates with integrated power management for future AI and HPC processors.

Tom’s Hardware

Chipmaker TSMC's new A14 process will apparently offer a '15% speed improvement' but our GPUs won't be made on it for a while

I wonder what the GPU market will be like in 2028...

PC Gamer

iPhone 17 Pro preview: everything we know so far about Apple's next flagship phone

The iPhone 17 Pro launches today. Here's what to expect.

What Hi-Fi?

TSMC's 2nm N2 process node enters production this year, A16 and N2P arriving next year

TSMC first GAA-based N2 process will enter HVM in the second half of 2025 with strong early adoption from both mobile and HPC/AI sectors.

Tom’s Hardware

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Barchart

This 1 Chip Stock Says Tariffs Haven’t Changed Its Growth Story as Profits Surge 60%

The world's largest contract manufacturer of chips forecasts limited impact from tariffs.

Tom’s Hardware

TSMC's 3nm update: N3P in production, N3X on track

TSMC has begun production of chips on its performance-enhanced N3P node, plans to follow with the high-frequency N3X variant.

Tom’s Hardware

TSMC unveils 1.4nm technology: 2nd Gen GAA transistors, full node advantages, coming in 2028

TSMC unveils its A14 process technology featuring 2nd generation GAA nanosheet transistors and NanoFlex Pro DTCO with production slated for 2028.

Tom’s Hardware

TSMC's N2 process reportedly lands orders from Intel — Nova Lake is the likely application

Rumors suggest that Intel is contracting TSMC to utilize its N2 process node for Nova Lake, likely alongside its own 18A node.

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Tom’s Hardware

TSMC says it cannot guarantee that its chips don't end up in China

In its annual report, TSMC acknowledged it cannot fully track how its chips are ultimately used, highlighting ongoing risks of unintentional export control violations.

The Independent UK

Asian markets are mostly higher as Wall Street is stuck in trade war doldrums

Asian shares are mostly higher after a bumpy ride on Wall Street

Laptop

TSMC's chip price hike could make your next iPhone very expensive

Your next iPhone could come with hidden costs, thanks to price hikes from silicon manufacturer TSMC (Taiwan Semiconductor Manufacturing Company).

PC Gamer

US-made chip prices could soar if the rumour that TSMC might charge 'as much as 30%' more for its Arizona chips pans out

So tariffs on foreign chips and hiked prices on domestic ones?

Tom’s Hardware

TSMC to build 30% of its 2nm and more advanced chips in the U.S., to speed up Fab 21 build out

TSMC plans to produce 30% of its 2nm and 1.6nm chips in Arizona as part of a its effort to transform its Fab 21 site into a major U.S. semiconductor hub.

Latin Times

Taiwan's TSMC Net Profit Soars As US Tariff Threat Looms

Taiwan Semiconductor Manufacturing Company is the world's largest contract maker of chips that have become the lifeblood of the global economy, powering everything from smartphones to missiles.

Fortune

TSMC isn’t worried about Trump’s trade uncertainty as it reports 60% growth in quarterly profit

The chipmaker is keeping its annual outlook for sales and said it has not seen any change in customers’ behavior so far.

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