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The Latest Breaking News from TSMC

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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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.

Tom’s Hardware

Taiwan chipmaker TSMC evacuates factories after 6.4-magnitude earthquake

The quake shook buildings as far as Taipei and prompted evacuations

The Independent UK

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.

Tom’s Hardware

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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

Tom’s Hardware

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.

MarketBeat

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.

Tom’s Hardware

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.

Fortune

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.

Tom’s Hardware

Taiwanese chipmaker TSMC posts 57% surge in profit thanks to the AI boom

Taiwan computer chip maker TSMC has reported its profit in the last quarter rose 57%, buoyed by the artificial intelligence boom

The Independent UK

Taiwan's TSMC Says Net Profit Rose 57% In Fourth Quarter

Taiwanese chipmaking giant TSMC on Thursday announced a better-than-expected net profit for the fourth quarter as it benefits from booming demand for AI technology.

International Business Times

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Tom’s Hardware

Nvidia reportedly prioritizing dual-die Blackwell GPUs with CoWoS-L packaging

Nvidia's new Blackwell roadmap for 2025 prioritizes multi-die variants with CoWoS-L packaging, impacting CoWoS-S suppliers.

Barchart

This AI Stock Is a Buy Before January 16

TSMC is set to report another strong quarter on Jan. 16, and savvy investors have an opportunity now to snap up shares

PC Gamer

An ode to the RTX 4090 and why high-end GPUs can sometimes be the best value

The new RTX 5090 doesn't look quite as compelling.

PC Gamer

TSMC's next-gen 2nm silicon is reportedly on track for later this year but don't expect chips for PCs until 2027 and beyond

Maybe Moore's law isn't quite dead.

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Tom’s Hardware

Apple will soon receive ‘made in America’ chips from TSMC's Arizona fab — company in final stages of quality verification

Apple is testing the output of TSMC Arizona and verifying if it has the same quality as chips made in Taiwan.

Tom’s Hardware

Taiwanese govt clears TSMC to make 2nm chips abroad — country lowers its 'Silicon Shield'

Taiwanese ministry lifts bars that prohibit TSMC to build 2nm chips at its facilities overseas.

Tom’s Hardware

TSMC ends contract with Singapore-based company over alleged Huawei ties

No more ties over Asced 910 guys.

Tom’s Hardware

TSMC's Arizona Fab 21 is already making 4nm chips — yield and quality reportedly on par with Taiwan fabs

U.S. Commerce Secretary confirms that TSMC's fab near Phoenix, Arizona, is already producing chips.

PC Gamer

AMD is now reportedly making all-American Ryzen 9000 CPU dies at TSMC's Arizona fab

Made in the USA, mostly anyway...

Tom’s Hardware

Phison unveils next-generation high-end PCIe 5.0 SSD platform: PS5028-E28

SSDs using Phison's PS5028-E28 SSD controller could arrive in 2026

Tom’s Hardware

AMD's first RDNA 4 GPU die pictured: Navi 48 around 390 mm2, targeting mainstream gamers

AMD's higher-end Navi 48 is smaller than both Navi 21 and Navi 31.

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