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The Latest Breaking News from TSMC

Nvidia will reportedly start Blackwell server deliveries in early December — the first servers will go to Microsoft

First, Blackwell-based machines are on track for December delivery, but their volumes are unclear.

Tom’s Hardware

Polar Semiconductor receives $123M in CHIPS Act money — company named as the first CHIPS Act awardee

Polar Semiconductor, a manufacturer of power and sensor chips, is the first company to be officially awarded under the Biden administration's CHIPS Act.

Tom’s Hardware

Nvidia expected to produce 450,000 Blackwell AI GPUs in Q4 — potential $10B in revenue for the chipmaker

Nvidia expected to produce nearly half of a million Blackwell GPUs in the fourth quarter alone, analysts from Morgan Stanley believe.

Tom’s Hardware

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2 Overlooked AI Stocks With Double-Digit Upside

It’s time to eye these strong AI stocks now.

Barchart

Intel's breakthrough CPUs go beyond my expectations as Core Ultra Series 2 thrives in ASUS' sleek 14-inch Zenbook

Going hands-on with ASUS' all-new Zenbook S 14 is a double-whammy of Intel's breakthrough Core Ultra Series 2 processor performance benefits and a compact revision of a gorgeous laptop range.

Windows Central

U.S. House of Representatives aims to streamline fab projects after passing bill to ease federal environmental permits

Domestic fab building to get faster as U.S. house passes bill to exempt fabs from environmental permits.

Tom’s Hardware

Chip giants TSMC and Samsung reportedly mull building mega factories in the UAE

A new report claims that leading chipmakers TSMC and Samsung are discussing mega factory-building projects in the United Arab Emirates (UAE).

Tom’s Hardware

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Samsung and TSMC have been eyeballing the Middle East for new locations to build chip factories, says WSJ

Don't get too excited; this is probably just about having even more AI stuff.

PC Gamer

Intel's Core Ultra 9 285K packaging leaks: Updated

Intel's Core Ultra 9 285 CPU will come in a black and blue box.

Tom’s Hardware

Forget iPhone 16 — iPhone 18 tipped for this chip breakthrough

A new report suggests the iPhone 18 Pro models will feature 2nm chips in 2026, while the iPhone 17 will get enhanced 3nm processors.

Tom’s Guide

TikTok owner ByteDance taps TSMC to make its own AI GPUs to stop relying on Nvidia — the company has reportedly spent over $2 billion on Nvidia AI GPUs

A report says ByteDance will deploy its AI GPUs in 2026 to reduce reliance on Nvidia.

Tom’s Hardware

Samsung, SK hynix, and TSMC set to overtake Intel in revenue in Q3

While Intel continues to be one of the biggest semiconductor companies, others are catching up and even eclipsing the giant.

Tom’s Hardware

Apple's mobile chips are now made in the U.S. — TSMC produces the older A16 Bionic at its Arizona fab

TSMC's Fab 21 in Arizona already produces A16 processors on the N4P node.

Tom’s Hardware

Google might keep four phones for the Pixel 10 as its codenames leak

Google's Pixel 10 series reportedly had some codenames leak about the included devices.

Android Central

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Tom’s Hardware

Intel reportedly lost PlayStation 6 chip design contract to AMD in 2022 — the $30 billion deal was up for grabs

Intel lost out to AMD in its bid to design and fabricate processors for the upcoming Sony PlayStation 6. According to three insiders, Intel and AMD were the two final contenders in the PS6 chip design and fabrication tender.

Tom’s Hardware

U.S. Govt pushes Nvidia and Apple to use Intel's foundries — Department of Commerce Secretary Raimondo makes appeal for US-based chip production

Intel CEO Pat Gelsinger expressed his frustrations about American tech companies' use of TSMC for their chip requirements during a meeting with Secretary Raimondo. The latter then encouraged investors in private sessions to use American foundries for their chip-making needs.

TechRadar

Whodunnit: SK Hynix rejected $374 million advanced payment from Nvidia rival to ringfence HBM stock — and instead, Samsung competitor signed $749 billion dollar deal with Nvidia

SK Hynix declined a $374 million advance from an AI accelerator firm, opting instead to supply $749 million worth of HBM to Nvidia

Tom’s Hardware

Blacklisted Chinese AI GPU champ Biren preps for IPO at $2.19B valuation

Nvidia's China-based rival Biren hires an investment bank to prep for an IPO at a $2.19 billion valuation while being blacklisted by the U.S. government.

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Fortune

Kamala Harris attacks Donald Trump’s tech trade plan during the debate: ‘He basically sold us out’ to China

On the debate stage, Harris accused Trump of letting China buy American chips to advance its military during his time in office.

The Conversation

With China seeking AI dominance, Taiwan’s efforts to slow neighbor’s access to advanced chips needs support from the West

Tensions between China, Taiwan and the U.S. aren’t limited to aerial military maneuvers and drills on the high seas. The shadow conflict is also playing out in the technological arena.

TechRadar

Kamala Harris wants US to “win the race on AI and quantum computing" — but Trump isn't so sure

When the chips are down, who has done more for US semiconductors?

Tom’s Hardware

PS5 Pro confirmed — New PlayStation will cost $699.99 on November 5 with larger GPU and PSSR Upscaling

Sony announced the PS5 Pro, which will launch on November 5 with a larger GPU and PSSR upscaling as well as better ray tracing. The optical drive will be sold separately, as expected.

Tom’s Hardware

TSMC's first High-NA EUV litho tool to begin installation this month say industry insiders

TSMC to start installing High-NA EUV system for R&D purposes this month.

Tom’s Hardware

TSMC Arizona achieves production yields similar to those at its fabs in Taiwan, says report

TSMC's yields in Arizona on par with Taiwan, according to a Bloomberg report.

Tom’s Hardware

Micron ships production-ready 12-Hi HBM3E chips for next-gen AI GPUs — up to 36GB per stack with speeds surpassing 9.2 GT/s

Micron formally unveils its 12-Hi HBM3E memory with a 36 GB capacity per stack.

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