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The Latest Breaking News from TSMC

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

“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

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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

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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.

PC Gamer

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.

Benzinga

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.

Tom’s Hardware

Apple, Nvidia Supplier TSMC Flags Potential Espionage In 2nm Tech Leak, Takes Legal Action Against Former Employees

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), the world’s largest contract chipmaker, has reportedly initiated legal proceedings against former employees suspected of attempting to steal critical 2-nanometer chip technology secrets.

Benzinga

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 Hardware

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.

Tom’s Guide

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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.

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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.

Barchart

As Nvidia Gets Ready for New China H20 Shipments, How Should You Play NVDA Stock?

Nvidia has reportedly placed a fresh order for H20 chips with TSMC. Here’s why NVDA shares could extend gains further in the second half of 2025.

Benzinga

With Q2 Earnings In The Rearview Mirror, Tesla's AI Future Comes Into Focus

Tesla Inc (NASDAQ:TSLA) shares are trading marginally lower Tuesday afternoon as investors continue to weigh the company’s long-term artificial intelligence ambitions against recent financial headwinds. Here’s what investors need to know.

TechRadar

Tesla just signed a $16.5 billion contract with Samsung to manufacture an AI chip used in humanoid robots, data centers and, oh yes, autonomous cars as well

Tesla signs $16.5 billion contract with Samsung to produce AI6 chips for robots, autonomous vehicles, and AI data centers.

TechRadar

AMD CEO says its chips made in the US will be up to 20% more expensive, but claims that it’ll be worth the price hike

Lisa Su argues that while AMD CPUs could be up to 20% pricier if made in the US, that trade-off is worth it in terms of diversifying the supply chain.

Tom’s Hardware

Nvidia seeks extra 300,000 H20 GPUs to meet China's surging AI demand — places order with TSMC to meet unexpectedly strong interest

Nvidia has ordered 300,000 H20 GPUs from TSMC as Chinese demand surges, despite political backlash over national security risks. The U.S. still hasn’t approved export licenses, but Nvidia aims to retain its foothold in China’s AI market, where rivals like Huawei are gaining ground.

Benzinga

Nvidia Orders Another 300,000 H20 Chips From TSMC As Soaring China Demand Reverses US Export Setback: Report

Nvidia Corporation (NASDAQ:NVDA) has reportedly ordered 300,000 additional H20 AI chips from Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) due to unexpectedly strong demand in China.

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