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The Latest Breaking News from TSMC

China's new semiconductor rule spares Taiwan fabs, punishes Intel, GlobalFoundries & Texas Instruments

China now considers wafer fabrication location as origin of chips, no matter where they were packaged or developed, which is good news for those outsourcing to Taiwan, but bad news for those who manufacture in America.

Tom’s Hardware

GPUs and tariffs — Why I recommend buying a new graphics card now before the prices climb even higher

The GPU market is already a mess, and the currently inflated prices aren't going to get any better as more tariffs fall into place. Here's what you need to know.

Windows Central

Dow Jones Plunges 900 Points After Surprise Inflation Report; Nvidia, Tesla Sell Off

The Dow Jones plunged 900 points Thursday on a surprise CPI inflation report. Nvidia and Tesla sold off on the stock market today.

Investors Business Daily

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The Biden administration gave TSMC billions to build its semiconductors in the U.S., but Trump says he threatened 100% tariffs and got the company to double down

TSMC announced an additional $100 billion investment in the U.S. in March.

Fortune

Chip Foundry TSMC Beats First-Quarter Sales Target

Taiwan Semiconductor Manufacturing beat estimates for sales in the month of March and for the full first quarter. But TSM stock fell.

Investors Business Daily

TSMC shares soar as semiconductor firm announces surprise revenue lift

The world's biggest contract chipmaker, Taiwan Semiconductor Manufacturing Company (TSMC), recorded a 41.6% year-on-year revenue rise in the first three months of the year.

Euronews

Taiwan's TSMC Says First Quarter Revenue Up 42 Percent

Taiwanese chipmaking giant TSMC reported Thursday a better-than-expected revenue for the first quarter on strong demand for AI technology, after tariffs slapped onto major economies by US President Donald Trump caused global uncertainty.

International Business Times

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Taiwan Semiconductor Stock Rebounds After 4-Day Slide

Taiwan Semiconductor Manufacturing faces a host of challenges that have weighed on TSM stock lately. But TSM stock rose Wednesday.

Investors Business Daily

Trump tariffs made Dell, Microsoft, and Lenovo panic-ship laptops to the U.S.

Apple, Dell, Microsoft, and Lenovo accelerated shipments of various electronics into the United States by air, all in an attempt to beat the tariffs before they went into effect.

Laptop

TSMC might have to fork over $1 billion to the US for allegedly breaking export rules after one of its chips was found in a Huawei processor

$1 billion here, $1 billion there, who's counting?

PC Gamer

President Trump threatens TSMC with 100% tariff if it doesn't build in the U.S.

President Donald Trump claimed his threat of steep import tariffs pushed TSMC to boost its U.S. investment from $65 billion to $200 billion without government aid.

Tom’s Hardware

Trump gave global chipmaking leader TSMC an offer it could not refuse: 'All I did is say if you don't build your plant here you're gonna pay a big tax... 25, maybe 50, maybe 75, maybe 100%'

More stick than carrot.

PC Gamer

TSMC faces $1 billion US fine for making chips for blacklisted Huawei

Doing business with Huawei may be particularly expensive as TSMC is facing a massive fine for 'unknowingly' supplying the blacklisted Chinese company with an AI processor.

Tom’s Hardware

Intel-Taiwan Semiconductor Alliance Fuels Turnaround Hopes

Potential Intel-TSMC joint venture reports highlight a significant strategic opportunity for Intel's foundry business and its path toward renewed leadership.

MarketBeat

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Tom’s Hardware

TSMC and Foxconn hit hard in Taiwan following Trump's tariffs announcement

Taiwan's stock market suffered its worst-ever single-day drop after the U.S. announced a 32% tariff on Taiwanese goods and signaled potential duties on semiconductors, triggering panic selling of TSMC and Foxconn.

PC Gamer

So, it's the mirrors. Freakishly accurate-to-an-atom-width mirrors are one big reason your modern GPU is so damned expensive

That and the lasers firing at tiny flying droplets of tin...

Tom’s Hardware

China's rare earth export restrictions threaten global chipmaking supply chains

China's latest export restrictions on Scandium and Dysprosium threaten to disrupt global supply chains for major tech players, but also emphasize potential weaknesses of its anti-sanctions approach.

Laptop

Intel, TSMC reportedly made a big move that could help avoid Trump's tariffs. Here's what happened.

The Taiwanese semiconductor company might have made a very important deal.

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The Conversation

Taiwan’s latest computer chip has serious implications for technology – and the island’s security

On April 1, 2025, the Taiwanese manufacturer TSMC introduced the world’s most advanced microchip: the 2 nanometre (2nm) chip. Mass production is expected for the second half of the year, and TSMC promises it will represent a major step forward in performance and efficiency – potentially reshaping the technological landscape.

PC Gamer

Nintendo has delayed Switch 2 pre-orders in the US 'to assess the potential impact of tariffs' and it feels like a straight warning of the hardware price rises to come

One of the horsemen of the hardware pricing apocalypse?

PC Gamer

The Intel-TSMC unholy chip factory alliance rumour re-emerges and this time a 'preliminary' deal is said to have been done

The involvement of AMD, Nvidia and Broadcom remains unclear...

Tom’s Hardware

Trump says that chip tariffs are starting 'very soon'

The Trump administration plans to impose new chip tariffs soon, which could raise costs for American tech giants and sharply increase prices on everything from AI GPUs to consumer CPUs.

Tom’s Hardware

Trump's tariffs on chipmaking tools could make U.S.-made processors more expensive

Trump's tariffs on foreign chipmaking equipment are set to raise costs for U.S. semiconductor manufacturers, threatening to disrupt investment plans and increase the cost of domestically produced chips.

International Business Times UK

What GlobalFoundries, UMC Potential Merger Means for the Future of US Chipmaker Industry

The new entity would later invest in research and development within the U.S, and potentially compete with Taiwan Semiconductor Manufacturing Co. (TSMC).

Tom’s Hardware

Intel and TSMC agree to form chipmaking joint venture: Report

Intel and TSMC have reportedly reached a tentative agreement to form a joint venture for operating Intel's U.S. fabs.

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