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The Latest Breaking News from TSMC

AMD begins production ramp of 256-core EPYC Venice — first 2nm HPC chip claims 70% performance leap

AMD has announced that its 6th Gen EPYC processor, codenamed Venice, has entered production ramp on TSMC's N2 process in Taiwan.

Tom’s Hardware

AMD announces production ramp of first 2 nm CPUs as Intel teases 10A and 7A chip roadmap

AMD announces production ramp of first 2 nm CPUs as Intel teases 10A and 7A chip roadmap

Moore's Law alive and kinda kicking…

Intel leans on LPDDR5X to dodge global HBM crisis, leaked Crescent Island AI GPU pics reveal massive Xe3P core — chip sidesteps HBM shortage with 160GB of cheaper memory

Intel leans on LPDDR5X to dodge global HBM crisis, leaked Crescent Island AI GPU pics reveal massive Xe3P core — chip sidesteps HBM shortage with 160GB of cheaper memory

Images of the PCB Intel will be using with Crescent Island has been published on X, showing a single-GPU design and pads for the graphics card's 20 LPDDR5X modules.

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Samsung narrowly avoids 18-day chip strike after last-minute wage deal with 48,000-worker union — tentative deal, subject to workers' vote, suspends billions of dollars worth of potential losses

Samsung Electronics has temporarily avoided a major 18-day strike at its South Korean semiconductor operations after reaching a tentative wage agreement with its 48,000-member union.

Tom’s Hardware

Intel kicks off development on next-decade 10A and 7A process technologies — 14A node remains on track for critical October PDK release

Intel says its 14A process technology is on track for high-volume manufacturing in 2029, 10A and 7A to follow in the 2030s.

Tom’s Hardware

TSMC employees can now buy company-branded shoes modelled by CEO C.C. Wei, or a chip-themed rice cooker with a 'wafer-shaped steaming plate'

Where do I sign up?

China banned Nvidia 5090D V2 while CEO Jensen Huang was in town, report claims — move comes as Beijing pushes its AI tech companies to use homegrown chips

The RTX 5090D V2 GPU Nvidia specifically built for China to comply with U.S. export controls just received the ban hammer from Beijing. Although this GPU is primarily designed for gaming and 3D animation, it's also powerful enough that many AI developers also use it.

Tom’s Hardware

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AI boom: Global stock market order shuffles as Taiwan, South Korea overtake Western giants

AI boom: Global stock market order shuffles as Taiwan, South Korea overtake Western giants

Asian markets are making waves. South Korea's Kospi and Taiwan's stock market have surged, driven by the AI boom. These markets are now outperforming many Western exchanges. Investors are watching closely as capital shifts towards these AI-focused economies. This new global stock market order presents exciting opportunities and potential risks.

The Economic Times

Intel is reportedly forcing PC builders to buy its latest, most expensive 18A CPUs and I'm wondering what that means for Arrow Lake desktop chips

Intel is reportedly forcing PC builders to buy its latest, most expensive 18A CPUs and I'm wondering what that means for Arrow Lake desktop chips

There are no Intel 18A desktop CPUs, so what are we meant to buy?

Imec CEO calls for stronger AI design push in EU's Chips Act

Imec CEO calls for stronger AI design push in EU's Chips Act

Europe must develop its own AI chip design firms. The new head of imec believes this is crucial for future competitiveness. The upcoming Chips Act 2.0 should focus on building this design ecosystem. Europe's strength lies in equipment and design, not just production. Encouraging TSMC to expand its Dresden facility…

The Economic Times

India’s lost chip dream: The mysterious 1989 fire that may have cost the nation the AI race

India’s lost chip dream: The mysterious 1989 fire that may have cost the nation the AI race

India began semiconductor manufacturing before Taiwan Semiconductor Manufacturing Company. A fire in 1989 and policy neglect stalled progress. The Mohali facility now uses old technology for defense and space. The government plans to modernize it, aiming for advanced chip production. This effort seeks to revive India's chip dream.

The Economic Times

Samsung granted court injunction against imminent strike action in last-minute reprieve — talks resume as unions barred from occupying or locking facilities, obstructing workers

Samsung granted court injunction against imminent strike action in last-minute reprieve — talks resume as unions barred from occupying or locking facilities, obstructing workers

Samsung has been granted an injunction to limit the scope of planned strike action ahead of an 18-day walkout due to start on Thursday.

Tom’s Hardware

A $1.5 Trillion Reason to Buy Taiwan Semi Stock Here

A $1.5 Trillion Reason to Buy Taiwan Semi Stock Here

Taiwan Semiconductor has raised its global 2030 chip market forecast to $1.5 trillion from $1 trillion.

Russia’s Mikron is selling framed test wafers with up to 120,000 processors as souvenirs — 12 designs, priced around $170 each, sold alongside $2 vials of cleanroom air

Russia’s Mikron is selling framed test wafers with up to 120,000 processors as souvenirs — 12 designs, priced around $170 each, sold alongside $2 vials of cleanroom air

Russia’s Mikron is earning a bit of cash on the side by selling picture-framed test wafers as souvenirs with 12 designs to choose from, priced around $170.

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Taiwan declares itself 'sovereign and independent' after Trump questions US defense commitment — comments come after Trump said he opposes Taiwan independence

The statement came hours after President Donald Trump told Fox News he opposes Taiwan pursuing formal independence.

International Business Times

What Is Broadcom? The Unknown Company Building the AI Chips Powering Google, Anthropic, OpenAI and Meta

Broadcom (AVGO) is the company building custom AI chips for Google, Anthropic, OpenAI and Meta. With $100 billion in AI chip revenue targeted for 2027 and a $73 billion backlog, here's everything you need to know about the most powerful tech company most people have never heard of.

The Economic Times

TSMC's Japan unit fab swings to profit in Q1

The subsidiary of Taiwan Semiconductor Manufacturing Co (TSMC) in Kumamoto, Japan, turned a profit in the first quarter of this year, marking the first time the first fab of the unit become profitable since mass production started at the end of 2024, according to a report by Focus Taiwan.

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Trump calls $14 billion Taiwan arms deal a 'negotiating chip' with China after Xi said Taiwan issue could lead to 'clashes and even conflicts' — Trump says 'Taiwan would be very smart to cool it a little bit'

Trump's remarks came at the close of a two-day summit with Chinese President Xi Jinping.

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Sony Q4 Earnings Call Highlights

Sony (NYSE:SONY) reported record annual sales and operating profit for fiscal 2025 while outlining a corporate strategy centered on entertainment, intellectual property, creation technology and artificial intelligence. Hiroki Totoki, Sony Group Corporation’s president and CEO, said the company had

Ming-Chi Kuo: Apple giving Intel a ‘once-in-a-generation window’ to manufacture iPhone, iPad and Mac chips

Apple and Intel have reportedly started developing chips for iPhones, iPads and some MacBooks.

AMD now owns 38.1% of the overall x86 CPU market according to new research but actually lost ground in desktop PCs

The CPU market giveth, and the CPU market taketh away...

Buying CBRS Stock After the Cerebras IPO Is a Bet on Engineering Magic. That Same Magic Could Be the Kiss of Death.

The Cerebras IPO is the most significant debut in the semiconductor industry since Arm.

The Economic Times

TSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth

TSMC predicts the global chip market will surpass $1.5 trillion by 2030. AI and high-performance computing will lead this growth. The company is expanding its advanced chip production and packaging capacity. New facilities are being built in Arizona, Japan, and Germany to meet future demand.

The Economic Times

Global Market: TSMC sees chip market crossing $1.5 trillion by 2030 on AI boom

TSMC has raised its long-term semiconductor industry forecast, projecting the global market to exceed $1.5 trillion by 2030, driven by artificial intelligence and high-performance computing demand. The company expects rapid growth in advanced chip production and is aggressively expanding manufacturing capacity across the US, Japan and Germany.

Tom’s Hardware

TSMC allocates $20 billion to Arizona expansion — project faces water and labor shortages, complicated by visa rules

TSMC's Fab 21 becomes profitable in the first year of operations, though TSMC continues to struggle with labor shortage, water shortage, and is concerned about the long-term power supply. Nevertheless, it allocates $20 billion on further development of the project.

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