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The Latest Breaking News from TSMC

Laptop price increases are here and tariffs are to blame

Between a 10% tariff on Chinese manufactured goods and a 25% (or higher) semiconductor tariff, consumer tech is about to be very expensive

Laptop

Intel engineer begs management and Trump to not 'sell out' to TSMC just as the company is set to regain its 'technical lead' in chip manufacturing

An impassioned plea which was predictably deleted.

PC Gamer

Intel Surges on M&A Talks: Rally Beginning or Just a Headfake?

Is the rally in Intel shares just beginning after Trump-influenced acquisition talks led to shares rising north of 25% in one week?

MarketBeat

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Jim Keller says a 'great Intel' is worth $1 trillion, company would be sold at fire sale pricing if sold now

Jim Keller would be sad if Intel gets split and its divisions will be run by different companies.

Tom’s Hardware

Trump to introduce 25% and 'higher' tariff on imported semiconductors, timing unclear

Trump announced a 25% tariff on semiconductor chips to boost U.S. production, but provided no timeline for implementation.

Tom’s Hardware

Building a chipmaking fab in the US costs twice as much, takes twice as long as in Taiwan

It takes 19 months to build a fab in Taiwan, 34 months to construct a fab in Europe, and 38 months to establish a fab in the U.S.

Tom’s Hardware

Nvidia to consume 77% of wafers used for AI processors in 2025: Report

Nvidia is set to increase its dominance in the AI market with the Blackwell GPU generation.

Tom’s Hardware

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Stocks Edge Lower as T-note Yields Rise on Hawkish Fed Comments

The S&P 500 Index ($SPX ) (SPY ) Tuesday fell by -0.04%, the Dow Jones Industrials Index ($DOWI ) (DIA ) fell by -0.17%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) fell by -0.13%. March E-mini S&P futures (ESH25 ) rose +0.05%, and March E-mini Nasdaq futures (NQH25...

Barchart

TSMC reportedly eyes Intel's manufacturing plants following Trump's tariff threat, but not everybody is happy about it

Will TSMC acquire Intel's stateside manufacturing plants?

Laptop

The M5 MacBook Pro is coming sooner than you think, but not soon enough

The M5 MacBook Pro is important, and not just because of its power. And while it’s coming sooner than we thought, it’s not coming soon enough. Let me explain.

Laptop

Stocks Undercut by Hawkish Fed Despite 'Exploratory' U.S.-Russia Peace Talks

The S&P 500 Index ($SPX ) (SPY ) today is down -0.01%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. March E-mini S&P futures (ESH25 ) are up +0.12%, and March E-mini Nasdaq futures...

Barchart

Stocks See Support from Hopes for an End to Russian-Ukraine War

The S&P 500 Index ($SPX ) (SPY ) today is up +0.02%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.13%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.10%. March E-mini S&P futures (ESH25 ) are up +0.17%, and March E-mini Nasdaq futures...

Barchart

TSMC now said not to be eyeing up Intel's fabs while other rumours suggest Intel could be split between TSMC and Broadcom

Place your bets, basically, but something's probably afoot.

PC Gamer

Intel principal engineer bemoans potential TSMC takeover, touts company's 18A tech advantage

Call on Intel management and the U.S. government to retain control over Intel Foundry.

Tom’s Hardware

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TechRadar

Intel's rumored 'Celestial' GPUs could finally give Nvidia and AMD cause for concern

While all focus is on Nvidia and AMD's GPUs, Intel could be working toward stronger competition for the next generation of its GPUs with new rumored architecture.

Tom’s Hardware

TSMC and Broadcom explore deals to split Intel's foundry and chip design wings, says report

Intel is reportedly the target of acquisition interest from TSMC and Broadcom, with both companies exploring deals that could divide the struggling chipmaker’s operations.

Tom’s Hardware

RTX 5090 supplies to be 'stupidly high' next month as GB200 wafers get repurposed, asserts leaker

RTX 5090 supply and pricing are rumored to return to normal in just one month.

Tom’s Hardware

Trump is 'unlikely' to support TSMC running Intel's fabs — US gov't downplays chances of TSMC takeover

The U.S. government will not support the joint venture between Intel and TSMC, and an American company will not be managed from Taiwan.

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news in one place.

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TechRadar

Nvidia, look away! OpenAI is almost ready to deliver first prototype of its AI GPU - General Processing Unit

OpenAI has partnered with Broadcom to design its own AI chip in a bid for some independence from Nvidia, and it's nearly ready.

Tom’s Hardware

TSMC and Intel rumors stoke Taiwanese fears of losing its 'Silicon Shield'

Taiwanese media criticizes potential collab between TSMC and Intel.

PC Gamer

Intel is reportedly in talks to spin off its chip factories into a partnership with arch rival TSMC and now I think I've seen everything

Next week, cats and dogs living together.

MarketBeat

Silicon Valley’s Sleeping Giant? Intel’s Comeback in Focus

Investor enthusiasm is building around Intel as government support and partnership speculation hint at a resurgence for the chip giant.

International Business Times

Taiwan's Lai Vows More Investment In US As Chip Tariffs Loom

Taiwan will boost investment in the United States and on its own defences, President Lai Ching-te said Friday, as Taipei seeks to head off US President Donald Trump's threats of tariffs on its semiconductor chips.

Tom’s Hardware

US gov't pushing TSMC and Intel to create joint venture in the US: Report

TSMC has made no official announcements about expanding in the U.S. at the board meetings this week, but the rumor mill points to quicker expansion in Arizona and a joint venture with Intel.

Tom’s Hardware

Intel's 18A and TSMC's N2 process nodes compared: Intel is faster, but TSMC is denser

TSMC will continue to have an advantage over rivals with N2, but Intel has secret sauce.

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