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The Latest Breaking News from TSMC

Nvidia weighs expanding H200 production as new China orders rush in, report claims — ByteDance and Alibaba listed as suitors for 'large orders' in the wake of sanctions lift

Nvidia is evaluating whether to increase production of its H200 data center GPUs after demand from Chinese customers is expected to exceed current supply.

Tom’s Hardware

Huawei's latest mobile is armed with China's most advanced process node to date despite using blacklisted chipmaker — Huawei Kirin 9030 mobile SoC made on SMIC N+3 process, but can't compete with 5nm node

Huawei's latest mobile is armed with China's most advanced process node to date despite using blacklisted chipmaker — Huawei Kirin 9030 mobile SoC made on SMIC N+3 process, but can't compete with 5nm node

TechInsights says Huawei's Kirin 9030 is built on SMIC’s N+3 process: an incremental, DUV-based extension of its 7nm-class technology that pushes density without EUV but falls well short of true 5nm nodes amid rising yield challenges.

Tom’s Hardware

Investors still doubling down on AI in Taiwan despite 'bubble' fears

Investors still doubling down on AI in Taiwan despite 'bubble' fears

.TWII is up 22% this year to date in line with Nasdaq, but it has a better P/E ratio, easing fears of an AI bubble.

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AMD wants to hire people with experience of Intel's new silicon tech, but would AMD ever actually make chips with its arch rival?

If nothing else, the positive noise around Intel's new nodes seems to be increasing.

The Chip Boom Is Back: 3 Stocks Positioned for Huge Gains

Semiconductor expert Marc Chaikin breaks down why Credo Technology, Lam Research and Taiwan Semiconductor could benefit from strong chip demand.

TSMC ponders upgrading 2nd Japan fab to 4nm — could pave the way for more advanced chips for Japanese customers (Updated)

TSMC reportedly mulls making 4nm chips in Japan amid putting construction of Fab 23 phase 2 on pause.

Tom’s Hardware

Nvidia RTX 60-series in early 2027? The leak sounds huge, but the numbers don’t add up

According to Red Gaming Tech, Nvidia looks set to launch the next generation RTX 60 Series GPUs in Q1 2027. But with the RTX 50 SUPER Series supposedly postponed (not cancelled) and the RAM pricing crisis, I have doubts.

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Nvidia, Google, Amazon And MediaTek Demand Is Making TSMC Turn To Partners: Report

Nvidia, Google, Amazon And MediaTek Demand Is Making TSMC Turn To Partners: Report

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is reportedly facing overwhelming demand for its Chip on Wafer on Substrate or CoWoS advanced packaging technologies as companies including Nvidia Corp. (NASDAQ:NVDA), Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, Amazon.com Inc. (NASDAQ:AMZN) and MediaTek race to secure capacity for next-generation AI chips.

TSMC could be inching closer to making 'all American' chips — report says it is accelerating an advanced packaging facility in Arizona

TSMC could be inching closer to making 'all American' chips — report says it is accelerating an advanced packaging facility in Arizona

TSMC may be accelerating its advanced packaging facility in Arizona to package the first processors as early as 2028, ahead of its partner Amkor.

Tom’s Hardware

TSMC claims 4.2X efficiency gain over a decade from N7 to A14 fabrication process

TSMC claims 4.2X efficiency gain over a decade from N7 to A14 fabrication process

TSMC clarifies A14 specifications: Even more performance, but better tools might be needed to extract the full potential of the latest process technologies.

Tom’s Hardware

Intel admits it needs more Core Ultra 200-series wafers — 'If we had more Lunar Lake wafers, we would be selling more Lunar Lake'

Intel admits it needs more Core Ultra 200-series wafers — 'If we had more Lunar Lake wafers, we would be selling more Lunar Lake'

Intel needs more Core Ultra 200-series 'Arrow Lake' and 'Lunar Lake' wafers from TSMC as demand exceeds supply.

Tom’s Hardware

M5 MacBook Air: Leaked Benchmarks Predict 36% Faster GPU Performance

M5 MacBook Air: Leaked Benchmarks Predict 36% Faster GPU Performance

The M5 MacBook Air is launching in March 2026 with a predicted 36% faster GPU, based on leaked benchmarks.

International Business Times UK

Wall Street Is Betting on a Major Intel-Apple Chip Deal. Should You Buy INTC Stock Here?

Wall Street Is Betting on a Major Intel-Apple Chip Deal. Should You Buy INTC Stock Here?

Intel’s rally rides on Apple rumors, while profits remain fragile and expectations run ahead of proof.

Taiwan hits Japanese firm with indictment in TSMC data theft saga — Tokyo Electron charged with failing to prevent its staff from stealing trade secrets

Taiwan hits Japanese firm with indictment in TSMC data theft saga — Tokyo Electron charged with failing to prevent its staff from stealing trade secrets

Taiwanese prosecutors are seeking financial compensation from Japanese semiconductor company, Tokyo Electron, claiming that it didn't take appropriate measures to prevent staff from trying to steal sensitive data from TSMC.

Tom’s Hardware

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Taiwan Files Charges Against Tokyo Electron Unit In Taiwan Semiconductor Technology Theft Probe

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) sits at the center of a widening legal battle over alleged theft of its trade secrets.

Morgan Stanley Just Named This Stock a Top Semiconductor Pick. Should You Buy Shares Now?

ASML wins top-pick status as AI drives demand, but its premium value leaves little room for mistakes.

Tom’s Hardware

Industry's first TSMC COUPE-based optical connectivity solution for next-gen AI chips displayed — Alchip and Ayar Labs show future silicon photonics device

Alchip and Ayar Labs team up to build optical connectivity solution based on TSMC's COUPE framework that lets fabless chip designers to easily add optical connectivity to their designs.

Tom’s Hardware

Intel moves closer to building Apple’s entry-level M-series chips on 18A from 2027 — insider claims chipmaking deal could be close at hand

Apple is preparing to qualify Intel’s 18A process for its lowest-end M-series processor, according to a post on X from analyst Ming-Chi Kuo.

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Weekend Round-Up: TSMC Trade Secrets Lawsuit, Google Deepmind Scientist's Market Slam, Baidu Layoffs, Amazon's Court Victory And More

There was a whirlwind of tech news this week, with stories ranging from allegations of trade secret leaks at Taiwan Semiconductor Manufacturing Co. to layoffs at Baidu Inc. Here’s a quick recap of the top stories that made headlines.

International Business Times UK

iPhone 18 Set to Get More Expensive: Memory Shortages Push Apple Toward Another Price Hike

Rising memory costs may force Apple to increase iPhone 18 Pro prices, though the tech giant hopes custom silicon savings will mitigate the impact in 2026.

In a major plot twist, Intel could soon be making chips for Apple once again, only this time, it'll be the Arm-based M-series

This wasn't on my 2025 bingo card. But then neither was the Nvidia collab.

Chipmaker Intel's Momentum Jumps As Investors Look Past TSMC Legal Drama Amid Rate Cut Bets

Intel Corp. (NASDAQ:INTC) is witnessing a notable strengthening in market sentiment, with its Benzinga Edge’s Stock Rankings‘ momentum score climbing from 88.53 to 90.51 week-over-week.

International Business Times

Trump Pursues Taiwan Trade Agreement to Expand US Chipmaker Operations

The deal would encourage major Taiwanese chipmakers, including TSMC, to expand their US operations and help train American workers in high-tech manufacturing.

TSMC Ex-VP's Home Raided As Chip Giant Alleges Intel Recruit Leaked Trade Secrets

On Thursday, Taiwan prosecutors searched the homes of a former Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) vice president after the chipmaker accused him of passing confidential information to Intel Corp (NASDAQ:INTC).

Tom’s Hardware

Ex-TSMC executive’s homes raided in Intel trade-secret lawsuit — Taiwanese prosecutors seize digital devices in ongoing investigation

Taiwanese prosecutors have searched the homes of former TSMC Senior Vice President Lo Wen-jen, days after the company filed a civil lawsuit alleging that Lo may have leaked trade secrets to Intel.

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