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The Latest Breaking News from TSMC

Nvidia's suspected 2025 processor is now rumoured to be built by Intel using off-the-peg Arm cores. Yes, an Nvidia chip built by Intel

Feels kinda weird Intel's foundry ambitions could help bring about the demise of the x86 chip.

PC Gamer

Nvidia rumored to be opening a second R&D center in Taiwan — and it has plans for an AI supercomputer on the island

A Taiwan official says that talk of a second R&D center could be a misunderstanding regarding the Taipei-1 supercomputer Nvidia is building on the island.

Tom’s Hardware

Google Tensor G5 could debut on Pixel 10 — and it could be the first real Google-made chip

Tensor G5 could be made by TSMC, and may debut on Google Pixel 10 next year.

Tom’s Guide

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The Pixel 9 isn't here yet, but this crucial detail gives away the Pixel 10

Google is rumored to ditch relying on Samsung for its Tensor chip production. New information now adds evidence to the same.

Android Central

Chinese chip industry leader asks companies to focus on building innovations using mature nodes

Ye Tianchun of the China Semiconductor Industry Association and the China Integrated Circuit Innovation Alliance says that tech companies should forge their own path instead of following top tech companies in research and innovation.

Tom’s Hardware

AI accelerators market poised to grow by 250% this year, says TSMC

TSMC believes that AI accelerators will be the fastest-growing market for semiconductors in 2024.

Tom’s Hardware

Samsung starts development on impressive new chip for Galaxy phones, says report

In 2023, Samsung shared plans of mass-producing its 2nm chip in 2025, and it appears the company had already started working on it.

Android Central

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Plans for China's invasion of Taiwan could be thwarted by a leading European chipmaker's "kill switch," which can remotely deactivate sophisticated chipmaking equipment

ASML and TSMC have a super secret way that they can leverage to remotely access high-tech chipmaking machines and disable them. This would especially come in handy in the event that China decides to go after Taiwan.

Windows Central

Rapidus Adds Chip Packaging Services to Plans for $32 Billion 2nm Fab

To say that the global foundry market is booming right now would be an understatement. Demand for leading-edge process technologies driven by AI and HPC applications is unprecedented, and with Intel joining the contract chipmaking game, this market segment is once again becoming rather competitive as well. Yet, this is…

AnandTech

Apple reportedly seeks to lock out its competitors from TSMC's 2nm process, by booking all of its manufacturing capacity

That looks nice. We'll take all of it.

PC Gamer

Nvidia announces threefold sales increase in another blowout earnings report—‘We’re racing every day,’ says CEO Jensen Huang

Demand for the company’s GPUs and data centers is skyrocketing, and customers want systems up and running as quickly as possible.

Fortune

TSMC's Roadmap at a Glance: N3X, N2P, A16 Coming in 2025/2026

As announced last week by TSMC, later this year the company is set to start high-volume manufacturing on its N3P fabrication process, and this will be the company's most advanced node for a while. Next year things will get a bit more interesting as TSMC will have two process technologies…

AnandTech

TSMC Offers a Peek at 'Global Gigafab' Process Replication Program

At its European Technology Symposium last week TSMC revealed some of the details about its Global Gigafab Manufacturing program, the company's strategy to replicate its manufacturing processes across its multiple gigafab sites. The need for large-scale multi-national fabs to have a process in place to replicate their facilities is well-documented…

AnandTech

Unusual Options Activity in Taiwan Semiconductor ADRs Today Highlight Its Value

Last week Taiwan Semiconductor, a large semiconductor fabrication company, said its April revenue spiked. Call options in TSM stock are having unusual activity today, underlining its underlying value.

Barchart

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Tom’s Hardware

TSMC will retain leading-edge production tech and trade secrets in Taiwan, says new national tech minister

As TSMC is becoming a multinational corporation, Taiwanese government expects TSMC to be primarily Taiwanese company.

TechRadar

Taiwan chip companies can turn off manufacturing if Chinese troops show up

China refuses to rule out an invasion, so the US wants assurances that manufacturing can be turned off from anywhere.

Investors Business Daily

Nvidia Customer Hits Pause. Lam Stock To Split. AI PCs To Drive Chip Sales.

Nvidia stock wavered on a report that Amazon had halted orders of Nvidia's current data center processors to wait for a more powerful model later this year.

PC Gamer

The world's largest chipmaker could flip a kill switch and remotely disable its machines in the event of an invasion

That's one helluva kill switch.

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iMore

iPhone and Mac chipmaker TSMC can disable its factories should China invade Taiwan amid ongoing tensions between the two countries

Apple partner TSMC can remotely disable the machines it uses to produce chips for Apple and other US companies should China choose to invade Taiwan. The news comes following concerns about what might happen should an invasion take place.

AnandTech

TSMC to Expand CoWoS Capacity by 60% Yearly Through 2026

Customer demand for AI and HPC processors is driving a much greater use of advanced packaging technologies, particularly TSMC's chip-on-wafer-on-substrate (CoWoS) services. As things stand, TSMC is just barely meeting the current demand for this packaging method – never mind future demand – which is why last year the company…

Tom’s Hardware

TSMC’s EUV machines are equipped with a remote self-destruct in case of an invasion

ASML and TSMC have added kill switches to advanced EUV lithography machines to prevent them from falling into the wrong hands.

Tom’s Hardware

TSMC struggles to meet demand for CoWoS packaging, holding back AI and HPC chip production: report

TSMC can barely meet demand for AI processors, as they need larger interposers.

Tom’s Hardware

Apple COO Reportedly attends secret meetings with TSMC to reserve first batch of 2-nanometer production

Rumors of Apple developing its own AI servers seem much more feasible using TSMC's 2-nanometer fabrication process.

iMore

iPhone 17's major processor upgrade one step closer — top Apple exec visits Taiwan to secure vital 2nm supply

A new report claims Apple COO Jeff Williams has visited Taiwan to help Apple secure vital 2nm chip supply.

Windows Central

Windows on ARM FAQ: What it is, how ARM processors differ from CPUs, ARM history, and more

Windows on ARM typically makes for lightweight devices with long battery life and stellar reliability. But what exactly is ARM anyway?

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