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The Latest Breaking News from TSMC

US to increase tariffs on Chinese semiconductors by 100% in 2025 — officials say it protects the $53 billion spent on the CHIPS Act

The U.S. will increase import tariffs on Chinese semiconductors from 25% to 50% in 2025.

Tom’s Hardware

Nvidia and MediaTek could be cooking up a powerful laptop CPU to blow away Snapdragon X Elite – or even Apple’s M4

The purported chip will apparently be made on the same advanced process as Apple’s M4 CPU.

TechRadar

Nvidia might be working on new AI GPUs — but there's a catch, gamers

Nvidia is reportedly underway on a future generation of AI-focused GPUs, codenamed Rubin, but who are they really for?

Laptop

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3 Chip Stocks to Spark Your Portfolio

The semiconductor industry’s growth prospects look promising thanks to the soaring chip demand across various end-use sectors and the rising penetration of AI, IoT devices, and machine learning. Therefore, it could be wise to buy quality chip stocks, KLA (KLAC), Taiwan Semiconductor Manufacturing (TSM), and Everspin Technologies (MRAM) to spark…

StockNews.com

The socket is the motherboard, Part 2 — Intel archrival (and Nvidia's BFF) plans to build giant chips that could use kilowatts of power but they won't be as big as Cerebras trillion transistor behemoth

TSMC has announced plans to create giant system-in-packages (SiPs) based on its chip-on-wafer-on-substrate (CoWoS) packaging technology.

TechRadar

IBD Stock Of The Day, Taiwan Semiconductor, Jumps On April Sales Report, Lifts Fabless Chipmakers

Contract chipmaker Taiwan Semiconductor Manufacturing hit a buy point following its April sales report.

Investors Business Daily

US Commerce Secretary says if China seized TSMC it would be 'absolutely devastating' to the US economy, as it buys 92% of its cutting-edge chips from the Taiwanese manufacturer

As Chinese relations with Taiwan remain strained, the US continues to reinforce the importance of chip manufacturing on home soil.

PC Gamer

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Dow Jones Cuts Gains After Hot Inflation Data; Nvidia Rallies On Strong TSMC Sales

The Dow Jones cut its gains Friday after hot inflation data. Nvidia stock rallied on strong sales from TSMC on the stock market today.

Investors Business Daily

AMD Hits Record High Share in x86 Desktops and Servers in Q1 2024

Coming out of the dark times that preceded the launch of AMD's Zen CPU architecture in 2017, to say that AMD has turned things around on the back of Zen would be an understatement. Ever since AMD launched its first Zen-based Ryzen and EPYC processors for client and server computers,…

AnandTech

Chip Giant TSMC's April Revenue Jumps 60% On-year

Taiwanese chip giant TSMC said on Friday that April revenue jumped nearly 60 percent on-year, riding a huge wave of demand for the advanced semiconductors used in AI hardware.

International Business Times

China seizing TSMC would be 'devastating' for U.S. economy, Commerce Secretary says

If China captures Taiwan and TSMC, this will be a major blow for U.S.-based companies and economy, which is why U.S. invests in its own semiconductor production, says Gina Raimondo.

Tom’s Hardware

Nvidia's unannounced R100 AI GPUs reportedly coming in late 2025 — 'Vera Rubin' multi-chip designs using 3nm and CoWoS-L

Analyst Ming-Chi Kuo expects Nvidia to adopt a multi-chip design for Vera Rubin R100 and R200 GPUs. These are rumored to be the next generation data center, AI, and HPC GPUs, with a faster release cadence than previous solutions.

Tom’s Hardware

Apple Announces M4 SoC: Latest and Greatest Starts on 2024 iPad Pro

Setting things up for what is certainly to be an exciting next few months in the world of CPUs and SoCs, Apple this morning has announced their next-generation M-series chip, the M4. Introduced just over six months after the M3 and the associated 2023 Apple MacBook family, the M4 is…

AnandTech

Samsung's archrival strikes crucial partnership with Nvidia's closest ally to deliver key next-gen memory — SK Hynix teams up with TSMC to advance HBM development but could this move encourage TSMC to become like Intel?

South Korean memory giant SK Hynix has partnered with Taiwanese chip maker TSMC to produce next-gen HBM4 memory.

TechRadar

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International Business Times

SK Hynix Says High-end AI Memory Chips Almost Sold Out Through 2025

South Korean semiconductor giant SK Hynix said Friday its entire 2024 production of high-end memory chips was sold out and most of next year's line was gone too, reflecting the huge demand for cutting-edge AI hardware.

Tom’s Hardware

Tesla's wafer-sized Dojo processor is in production — 25 chips combined into one

Additional details about Tesla's Dojo SoW emerged at TSMC's North American Technology Symposium.

AnandTech

Samsung Foundry Update: 2nm Unveil in June, Second-Gen SF3 3nm Hits Production This Year

As part of Samsung's Q1 earnings announcement, the company has outlined some of its foundry unit's key plans for the rest of the year. The company has confirmed that it remains on track to meeting its goal of starting mass production of chips on its SF3 (3 nm-class, 2nd Generation)…

Tom’s Hardware

TSMC to build massive chips twice the size of today's largest — chips will use thousands of watts of power

TSMC preps 8x reticle size or larger interposers for gargantuan AI and HPC SiPs.

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TechRadar

Chip firm founded by ex-Intel president plans massive 256-core CPU to surf AI inference wave and give Nvidia B100 a run for its money — Ampere Computing AmpereOne-3 likely to support PCIe 6.0 and DDR5 tech

The 256-core AmpereOne-3, expected next year, will challenge Nvidia's B100 on AI inference.

AnandTech

TSMC Jumps Into Silicon Photonics, Lays Out Roadmap For 12.8 Tbps COUPE On-Package Interconnect

Optical connectivity – and especially silicon photonics – is expected to become a crucial technology to enable connectivity for next-generation datacenters, particularly those designed HPC applications. With ever-increasing bandwidth requirements needed to keep up with (and keep scaling out) system performance, copper signaling alone won't be enough to keep up.…

PC Gamer

TSMC looks set to hit Intel where it hurts, announcing its A16 node with 'Super Power Rail' backside power delivery

The battle of the backsides. At least, that's what I'm calling it in my head.

iMore

Apple's iPhone 18 chip technology might have been announced as TSMC touts advanced 1.6nm fabrication

TSMC has announced that it is working on new chip technology for 2026, and it could debut in Apple's iPhone 18.

AnandTech

TSMC's System-on-Wafer Platform Goes 3D: CoW-SoW Stacks Up the Chips

TSMC has been offering its System-on-Wafer integration technology, InFO-SoW, since 2020. For now, only Cerebras and Tesla have developed wafer scale processor designs using it, as while they have fantastic performance and power efficiency, wafer-scale processors are extremely complex to develop and produce. But TSMC believes that not only will…

Tom’s Hardware

TSMC to go 3D with wafer-sized processors — CoW-SoW technology allows 3D stacking for the world's largest chips

TSMC plans to integrate HBM4 with system-on-wafer designs in 2027.

iMore

M4 MacBook Pro: Everything you need to know

Apple is planning a new M4 MacBook Pro that could come out in late 2024, here's everything we know so far.

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