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The Latest Breaking News from TSMC

Elon's America Party ETF: A What-If Fund Of Musk-Linked Stocks Like Tesla, Nvidia

Move over, MAGA. Wall Street may soon be trading AMPX. That’s our acronym for the America Party Musk Exposure Index Fund, an imaginary ETF based on the theory that since Elon Musk is returning full throttle to politics, his stock empire deserves its own ticker.

Benzinga

TSMC swats down claims it is delaying its Japan chipmaking plant to prioritize Arizona plants to avoid US tariffs — TSMC says US investments won't impact other regions

TSMC is reportedly slowing work on its second Japanese fab to accelerate buildout in Arizona in anticipation of possible U.S. tariffs on Taiwan-made chips, though the company maintains that its expanded American investments will not affect its projects in Japan and Germany.

Tom’s Hardware

Intel’s Chip Strategy Shifts Again: Time to Buy the Dip?

While the risk remains high, so does the opportunity for recovery under Intel’s new leadership.

Barchart

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Samsung delays $44 billion Texas chip fab — sources say completion halted because 'there are no customers'

Sources cite that Samsung is delaying the launch of its Taylor, Texas, fab because the site lacks customers for its 4nm-class chip output.

Tom’s Hardware

AI Isn’t Just About Nvidia: 2 Rising Stars in the Artificial Intelligence Race

These two stocks are unseen giants powering the future.

Barchart

Intel might axe the 18A process node for foundry customers, essentially leaving TSMC with no rival — Intel reportedly to focus on 14A (Updated)

Intel CEO Lip-Bu Tan is weighing whether to stop offering the company's 18A technology to external clients and instead focus on the next-generation 14A process, a move that could withdraw Intel from the broad foundry market for several years.

Tom’s Hardware

Intel's ex-CEO said he bet the company on the 18A node but now a new report claims Intel is pushing customers to next-gen 14A instead

18A lives on for Intel's Panther Lake CPUs, but will that be enough?

PC Gamer

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Intel CEO Lip-Bu Tan Weighs Ending Marketing Of Expensive Chip Manufacturing As Losses Mount And Rival TSMC Surges Ahead: Report

Intel Corp. (NASDAQ:INTC) CEO Lip-Bu Tan is reportedly evaluating whether to stop marketing the company's costly 18A chipmaking process to outside customers, a move that could signal a major strategic pivot amid mounting financial losses and fierce competition from Taiwan Semiconductor Manufacturing Company (NYSE:TSM)

Benzinga

Ex-Intel CEO Pat Gelsinger gives Japan's new leading-edge chipmaker advice, says Rapidus needs unique tech to compete with TSMC

Rapidus plans to produce 2nm chip production with integrated packaging by 2027, but ex-Intel CEO Pat Gelsinger cautions that it needs unique technology to compete with TSMC.

Tom’s Hardware

Intel hosts Direct Connect Asia event in Seoul — company tries to lure Samsung Foundry clients in its own backyard

Intel Foundry hosts its first Direct Connect Asia event in Korea, targets local chip designers, automotive industry.

Tom’s Hardware

Moore's law isn't dead — it's just buried under six feet of silicon spin

Silicon wafer sizing isn't what you think. Yes, 3-nanometer and 2-nanometer chips sound incredibly tiny. But semiconductor process node technology names are really just marketing at this point.

Laptop

Samsung might make a Snapdragon 8 Elite 2 that's truly 'for Galaxy' S26

Rumors claimed Samsung could be tasked by Qualcomm to make a 2nm process Snapdragon 8 Elite 2 for the Galaxy S26.

Android Central

China vows to retaliate against Taiwan for blacklisting Huawei, SMIC from chip tech — "Such despicable acts are utterly contemptible" says China spokesperson

Taiwan's blacklisting of 601 Chinese firms, including Huawei and SMIC, over national security concerns have provoked fierce condemnation from Beijing, which threatened retaliatory measures.

Tom’s Hardware

Apple Just Dropped Its Boldest Design Since iPhone X — Meet the iPhone 17 Series

Apple's iPhone 17 series promises its boldest design overhaul since the iPhone X. Anticipate a new iPhone 17 Air, a slimmer design, and enhanced displays across all models.

International Business Times UK

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PC Gamer

New chip industry roadmap predicts true 10 nm silicon won't arrive until 2039 and yet Moore's Law is, actually, alive and kicking

Except, of course, it won't really be 0.2 nm or anything even close to that.

Benzinga

Cathie Wood's Ark Invest Cashes Out $109 Million Out Of Circle Internet Stock As Shares Spike, Pivots Into Robinhood And These Chip Stocks

On Monday, Cathie Wood-led Ark Invest made significant trades involving Circle Internet Group Inc. (NYSE:CRCL), Robinhood Markets Inc. (NASDAQ:HOOD), Advanced Micro Devices Inc. (NASDAQ:AMD), and Taiwan Semiconductor Manufacturing Co., Ltd (NYSE:TSM). These trades highlight Ark’s strategic positioning in the market amidst evolving industry dynamics.

TechRadar

I spent weeks testing the AMD Radeon RX 9060 XT 16GB and RX 9060 XT 8GB, and both offer compelling value

The AMD Radeon RX 9060 XT offers good value in both its 16GB and 8GB versions, though both still lag behind when competing with Nvidia's offerings.

Barchart

The Next Trillion-Dollar Boom? 3 Stocks to Buy with 300 Million Humanoid Robots on the Horizon.

Here’s why these three mega-cap tech stocks are poised to benefit from the robotics boom over the next three decades.

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Benzinga

This TSMC, Samsung Supplier Just Made A Golden Cross

Lam Research Corp (NASDAQ:LRCX), a go-to supplier for chip giants like Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) and Samsung Electronics Co (OTCPK:SSNLF), just flashed a golden signal on its chart – a technical Golden Cross – as the stock surged nearly 25% year to date.

Tom’s Hardware

Intel details 18A process technology — takes on TSMC 2nm with 30% density gain and 25% faster generational performance

Intel has fully detailed its 18A (1.8nm-class) process at VLSI 2025, highlighting major performance, power, and density improvements enabled by RibbonFET transistors and PowerVia backside power delivery.

Tom’s Hardware

New US restrictions could prevent leading chip manufacturers from installing chipmaking tools in their China fabs — TSMC, Samsung, and SK hynix potentially impacted

The U.S. government may cancel a program for multinational chipmakers, with impacts to firms like Samsung, SK hynix, and TSMC which operate in China.

Barchart

SoftBank’s Masayoshi Son Unveils $1 Trillion AI Hub Proposal for U.S. to Rival China

Softbank’s Masayoshi Son is leading efforts to build one of the largest investments in history by finding backers for a $1 trillion AI hub in Arizona.

Tom’s Hardware

Trump and TSMC pitched $1 trillion AI complex — SoftBank founder Masayoshi Son wants to turn Arizona into the next Shenzhen

Masayoshi Son is planning a $1 trillion AI and robotics industrial hub in Arizona, called Project Crystal Land, and is seeking support from TSMC, Samsung, and the U.S. government.

PC Gamer

Intel claims 18A, the node Pat bet the company on, is either 25% faster or 38% more efficient than Intel 3. Though that's a node Intel didn't have enough faith in to release for desktops or laptops

A tricky comparison, given there are no Intel 3 chips in PCs.

PC Gamer

Intel's next-gen Nova Lake CPU rumoured to get up to 52 cores, over double the count of Arrow Lake across all segments

Mid-range Nova Lake has more cores than high-end Arrow Lake, natch.

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