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The Latest Breaking News from TSMC

Lip-Bu Tan's first speech as Intel CEO focuses on innovation and working with foundry customers

Intel CEO Lip-Bu Tan made his first keynote speech, laying down the path he intends to take for the company and soliciting customer feedback.

Tom’s Hardware

These 2 Mega-Cap Stocks Could Be Even Cheaper Buys Than Nvidia on the Dip

The market appears to be underestimating just how much these two companies can grow.

Barchart

GlobalFoundries mulls UMC takeover in effort dubbed 'Project Ultron'

GlobalFoundries is exploring an ambitious but challenging merger with rival UMC to create a dominant global player in mature-node semiconductor manufacturing, aiming to boost scale, diversify risk, and counter rising competition.

Tom’s Hardware

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Rumor Has It That Nvidia Is About to Become a Major Intel Customer. How Should You Play INTC Stock Here?

Experts are speculating that Nvidia may choose the beleaguered chip giant as its production partner for some of its gaming chips.

Barchart

Snapdragon 8 Elite Gen 2 leaks hint at big Android power boost

Two leaks hint at what Qualcomm has in mind for the second generation of its high-end smartphone chipset.

Tom’s Guide

Taiwanese authorities accuse SMIC and allies of poaching engineers

SMIC is reportedly trying to poach engineers to get Taiwanese semiconductor know how.

Tom’s Hardware

TSMC to reportedly speed up fab building in the US, third fab to begin construction this year

After a slow, five-year build of its first U.S. fab due to labor and logistical hurdles, TSMC now plans to construct future U.S. facilities in two years, but can its timely access to chipmaking equipment remains an uncertainty.

Tom’s Hardware

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Ex-Intel CEO Gelsinger warns TSMC's $165B investment will not restore U.S. semiconductor leadership

Although TSMC will build an R&D facility in the U.S., its core R&D will remain in Taiwan, so the U.S. will keep following Taiwan even after TSMC builds out its Fab 21 site with six fab modules and two packaging facilities, says former CEO of Intel.

Tom’s Hardware

Nvidia's Jensen Huang expects GAA-based technologies to bring a 20% performance uplift

Nvidia's Jensen Huang mulls about next-generation process technologies, suggests that the typical improvement from any process node change worth shifting to is only 20% now.

Tom’s Hardware

Nvidia RTX 5070 vs RTX 4070 Super: Blackwell against Ada refresh in 2025

TechRadar compares the recently released RTX 5070 against the RTX 4070 Super.

TechRadar

Producing wafers at TSMC Arizona is only 10% more expensive than in Taiwan: TechInsights

Despite comments suggesting high costs in the U.S., analysts found that producing chips at TSMC's Arizona fab costs less than 10% more than in Taiwan.

Tom’s Hardware

The latest iPhone 18 leak hints at a major chipset upgrade for all four models

We've again heard that the chipsets in the iPhone 18 series will be based on an updated 2nm process.

TechRadar

Google Pixel 9a vs Pixel 10 — buy now or wait?

How might Google’s next release compare to the Pixel 9a?

Tom’s Guide

The M3 gamble: How Apple's bet shaped its silicon future

Apple's M3 chips successfully brought all-new performance levels but quickly became problematic, leading to the shortest lifespan of any microchip in Apple history.

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Tom’s Guide

Pixel 10 leak could be good news for all Android phones

The upcoming phone was namechecked in code to boost boot times on Android.

PC Gamer

Nvidia CEO sets sights on making 'several hundred billion' dollars worth of electronics in the USA over the next four years, increasing the chance of your next GPU being made in America

Whether that will continue after that is anyone's guess.

The Conversation

Chinese anger at sale of Panama Canal ports to US investor highlights tensions between the two superpowers

When Hong Kong-listed conglomerate CK Hutchison announced it was selling its two port concessions on the Panama Canal to a US consortium led by New York-based giant BlackRock, the Chinese government issued a strongly worded rebuke.

PC Gamer

CEO Jensen Huang reveals that Nvidia is now making chips in the USA but will that help with gaming GPU supplies?

Not just test chips, but 'production silicon'.

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Tom’s Hardware

Nvidia to spend hundreds of billions on U.S.-made chips, confirms Blackwell system production in the U.S.

Nvidia is already using TSMC's Fab 21 in Arizona, plans to use it even more extensively in the coming years.

Android Central

Google is reportedly switching from Samsung to TSMC for the Tensor G5. Why could this be a big deal?

Google is reportedly making a manufacturing shift with its next-generation Tensor processors, switching from Samsung Foundry to TSMC. Here's what it all means.

Tom’s Hardware

Nvidia CEO denies being approached for stake in Intel Foundry, casting doubt on consortium reports — TSMC board member also denies involvement

Nvidia's CEO denies any involvement in discussions about a potential consortium to own Intel Foundry.

PC Gamer

'There might be a party. I wasn't invited,' says Jensen Huang of the rumoured TSMC proposal to join forces and run Intel's chip fabs

Throwing doubt on rumours of TSMC's multi-company proposal.

Tom’s Hardware

SoftBank to acquire Arm CPUs for datacenter firm Ampere in $6.5 billion cash deal

SoftBank buys Ampere for $6.5 billion in cash, may use them in Stargate datacenters.

The Guardian - UK

Nvidia will spend hundreds of billions on US manufacturing, says CEO

Chipmaker’s promise is a sign that Trump’s ‘America First’ policy is affecting investment

PC Gamer

While we despair of RTX 50-series supplies and wait on next-gen Rubin, Nvidia reveals its next-next GPU architecture will be known as Feynman and is due in 2028

Blackwell will beget Rubin and only then will we get Feynman

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