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The Latest Breaking News from TSMC

Taiwan's Economy Ministry responds to Trump's threat of up to 100% tariffs on chips, including those from TSMC

Taiwan's government has been swift to respond to the talk of huge tariffs by the recently inaugurated 47th president of the United States.

Tom’s Hardware

If Trump's new threat of massive 100% tariffs on chips from Taiwan comes true an RTX 5090 for $2,000 will seem cheap

How about an RTX 5080 for $2,000....?

PC Gamer

DeepSeek AI model sends shockwaves through US tech firms as stocks plunge

Chip maker Nvidia suffered the biggest ever one-day loss in market value for a Wall Street stock, after the emergence of Chinese firm DeepSeek.

Evening Standard

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Trump to impose 25% to 100% tariffs on Taiwan-made chips, impacting TSMC

Tom’s Hardware

Nvidia sheds $600 billion in market cap amid DeepSeek tech rout

The shocking success of a new model from a mysterious Chinese lab has America questioning its leadership of the sector.

Fortune

MSI says that the supply of its RTX 5090 cards will be very tight, due to a limited supply of GPUs from Nvidia

Artificial supply constraint or a sign of genuine manufacturing limitations?

PC Gamer

Fujifilm to double spending on chip materials as U.S., Japan and South Korea up chip production

Fujifilm, one of a few makers of EUV photoresists, will expand capacities in the U.S., Japan, and South Korea as Intel, TSMC, Samsung, and SK hynix ramp up production.

Tom’s Hardware

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GB202 die shot beautifully showcases Blackwell in all its glory — GB202 is 24% larger than AD102

A diagram of Nvidia's latest GB202 die has been published, showcasing Blackwell's componentry layout. A comparison to AD102 was also demonstrated.

Tom’s Hardware

Nvidia starts phasing out Maxwell, Pascal, and Volta GPUs — GeForce driver support status unclear

Nvidia has revealed Maxwell, Pascal, and Volta architectures are considered feature-complete and will be frozen in an upcoming CUDA release.

Tom’s Hardware

Nvidia GeForce RTX 5090 FE review

A new graphics card built for silicon austerity and a new era of AI rendering.

PC Gamer

Samsung to cut foundry investment in half, to $3.5B, says report — Rivals expected to invest more

Unlike industry peers, Samsung Foundry reportedly intends to cut down spending on contract chipmaking unit.

Tom’s Hardware

Nvidia RTX 5090 FE reviews go live tomorrow at 6 AM PST — Custom AIB models will follow a day later

The Nvidia GeForce RTX 5090 Founders Edition review embargo lifts tomorrow, January 23, at 6:00 AM PST. Add-in board partner card reviews can go live on January 24.

Tom’s Hardware

Earthquake may have affected 20,000 TSMC wafers — the majority will likely have to be scrapped

More details about the impact of Taiwanese earthquake impact on TSMC emerge: up to 20,000 wafers could be affected.

Tom’s Hardware

Intel's next-gen desktop CPU Nova Lake allegedly spotted and can't come soon enough

Successor to the underwhelming Arrow Lake CPU spotted.

PC Gamer

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Tom’s Hardware

TSMC restores operations after magnitude 6.4 quake halts production in Taiwan

TSMC resumes production at facilities located in two cities in Taiwan that were affected by a magnitude 6.4 earthquake.

The Independent UK

Taiwan chipmaker TSMC evacuates factories after 6.4-magnitude earthquake

The quake shook buildings as far as Taipei and prompted evacuations

Tom’s Hardware

Nvidia's Huang enjoys 'trillion dollar banquet' with 35 Taiwanese semiconductor industry chiefs

Jensen Huang invited around 35 chief executives from various Nvidia partners to lunch, which led to the media calling it the 'trillion dollar' banquet.

Tom’s Hardware

Trump administration will back CHIPS and Science Act hints outgoing Commerce Secretary

Next U.S. Commerce Secretary reportedly plans to continue implementing CHIPS and Science Act program.

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Investors Business Daily

Stock Market Rises On Tame Inflation, Bank Earnings: Weekly Review

The stock market rebounded to or above key levels on tame inflation data and strong bank earnings. Many stocks flashed buy signals.

Tom’s Hardware

Bureaucracy and distance mean TSMC's U.S. fabs may always be behind Taiwan

TSMC says it is close to impossible to ramp up a leading-edge node in the U.S. and bureaucracy and distance are to blame

MarketBeat

TSMC: Long-Term Outlook Still Strong as Geopolitical Risk Rises

Taiwan Semiconductor Manufacturing pleased investors with its latest earnings. However, its important to consider how new U.S. controls could affect the stock.

Tom’s Hardware

TSMC's Arizona Fab 21 mass produces 4nm chips at a higher price than Taiwan

TSMC confirms Arizona Fab 21 is making chips in volume, charges higher prices than Taiwanese fabs.

Fortune

TSMC stock jumps 5% after Nvidia supplier posts record profits

The company revealed net income rose 57% for the final quarter of 2024, while revenue increased 37% to almost $27 billion.

Tom’s Hardware

Nvidia shifts to CoWoS-L packaging for Blackwell GPU production ramp-up

As demand shifts for dual-die Blackwell products, Nvidia reportedly increases CoWoS-L orders while possibly reducing orders for CoWoS-S packaging technology.

Investors Business Daily

TSM Stock Jumps As Chip Foundry Tops Q4 Estimates On AI Chip Sales

Taiwan Semiconductor Manufacturing beat analyst estimates for the fourth quarter, thanks to strong sales of AI chips. TSM stock surged.

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