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The Latest Breaking News from TSMC

Nvidia's Meteoric Rise Drove Shares of These Three Suppliers Over 30% Year-to-date

A high demand for semiconductor products that power AI-based services is leading Nvidia to diversify its chip foundry partners, benefitting leading chipmakers worldwide.

International Business Times UK

Intel's Lunar Lake mobile CPUs reportedly delayed until the end of the year, missing the big back-to-school period

Back-to-school laptop shopping is a prime trading period for mobile CPUs, but Lunar Lake might be missing the boat.

PC Gamer

The Samsung Galaxy S25 may be all Snapdragon again — not all Exynos

An unconfirmed rumor from March 2024 suggested that Samsung could go all-Exynos for the Galaxy S25, but a new report says the opposite.

Android Central

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TSMC explores using 510x515 mm rectangular silicon wafers — tripling the usable area of current 300mm diameter tech

Nikkei says TSMC is researching rectangular substrates for advanced chip packaging.

Tom’s Hardware

TSMC N3 production and packaging prices to increase by up to 20%, say reports

In time for ramp of Nvidia's and Intel's next-gen products, TSMC is set to increase quotes, according to analysts and media.

Tom’s Hardware

Google Pixel 10 could ditch Samsung chips for Tensor G5 — what that means for you

Google Pixel 10 could get itsa Tensor G5 chipset from TSMC, and sever its relationship with Samsung's Exynos chips for good.

Tom’s Guide

Patent hoarder sues Micron for up to $480 million for infringement — South Korean firm Mimir IP acquired the patents from SK hynix in May

Mimir IP acquired around 1,500 patents from SK hynix just last month, and has now sued Micron and its partners for patent infringement in a seeming proxy battle. Such tactics are becoming increasingly common in the semiconductor industry.

Tom’s Hardware

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TSMC suspends CoWoS fab construction because of archeological findings

When the past slows down the future: TSMC puts building of its AP7 packaging facility on hold due to discovery of ruins of something.

Tom’s Hardware

Samsung Texas fab delayed for 2nm upgrade to face-off with TSMC and Intel, according to Korean media

Industry sources say that one of the reasons for the delay of Samsung's Texas fab is that it is considering upgrading it from 4nm to 2nm.

Tom’s Hardware

Silicon Motion Demos Low-Power PCie 5.0 SSD Controller: SM2508

Rounding out our Computex 2024 SSD controller news, let's talk about the final major controller vendor at the show: Silicon Motion. Silicon Motion has been somewhat late to the PCIe Gen5 SSD party, as its rival Phison has been offering their high-end PS5026-E26 controller for almost 18 months now. But…

AnandTech

Russian chipmaker unveils Raspberry Pi competitor — despite US sanction woes, Elbrus packs its homegrown chip into the smallest form factor yet

The Elbrus-2S3 processor is being used to power a Raspberry Pi 5 competitor from Russian state agency Rostec. The problem? The Elbrus-2S3 hasn't been produced since 2022 when Taiwan sanctioned Russia.

Tom’s Hardware

Samsung's new roadmap unveils its 2nm process nodes and outlines backside power delivery plans

Samsung Foundry outlines roadmap for the next three years: 2nm, backside power delivery and more.

Tom’s Hardware

MediaTek reportedly preps Arm processors for Windows laptops — will arrive as Qualcomm's exclusivity deal expires

Three sources have indicated that MediaTek is working on a Windows-on-Arm SoC to compete with Qualcomm.

Tom’s Hardware

The battle for the heart of next-gen handheld gaming PCs: AMD's Strix Point versus Intel's Lunar Lake

Frame rates or battery life, take your choice...

PC Gamer

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Windows Central

MediaTek will end Qualcomm's exclusive reign over Arm-based Windows PCs in 2025

Chip designer MediaTek will reportedly make Arm-based chips for Windows PCs as soon as next year. Qualcomm is the only company that makes Arm chips for PCs at the moment, but that could change after a reported exclusivity agreement ends this year.

Fortune

As the chip race heats up, a new multipolar world is taking shape

Chip manufacturing will become like oil: There will be a small number of producers for something that everybody needs.

PC Gamer

TSMC's chairman hints at potential higher prices for Nvidia—'I think those products are really valuable...but I am thinking about showing our value as well'

The AI profits are flowing, and TSMC's new chairman may be looking to divert a little more in its direction.

AnandTech

Cheaper PCIe 5.0 x4 SSDs Incoming: Silicon Power Demos Phison E31T-Based SSD

Although consumer SSDs based on Phison's PS5026-E26 controller have been on the market for almost a year and a half now, the class-leading drives still carry a distinct price premium, and to some degree that's because it's still one of the only options for a PCIe 5.0 SSD. But it…

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Tom’s Hardware

Nvidia shipped 3.76M data center GPUs in 2023 — dominates business with 98% revenue share

Nvidia grew its data center GPU sales by over a million units in 2023.

Fortune

CHIPS Act faces talent shortage despite $500 billion in total investment: We have to make semiconductor manufacturing sexy’

Government, nonprofits, semiconductor companies are scrambling to train a skilled workforce: “This is an all-of-the-above effort.”

Fortune

Short seller Scorpion Capital accuses Japan’s most actively traded company of being the ‘largest outright fraud in the world’

Hedge fund targets niche semiconductor company that’s rode AI demand for huge gains since 2019.

PC Gamer

Intel's new Lunar Lake CPU is simultaneously wonderful, weird and worrisome, but has the makings of an awesome handheld gaming chip

Say what you want about Intel's new mobile CPU, it's not boring.

Fortune

x86 strikes back: Intel comes out swinging as AI PC market explodes

The new category of Copilot+ PCs is no longer all Qualcomm's, as Intel and AMD reveal competitors to the Arm-based Snapdragon X Elite chipset.

Tom’s Hardware

New TSMC chairman CC Wei brands OpenAI's Sam Altman 'too aggressive for me to believe'

The TSMC board elected TSMC CEO Dr CC Wei as the company's new chairperson, and he's controversial from day one.

PC Gamer

Intel says it's happy to make the very Arm chips that threaten its x86 hegemony

CEO Pat Gelsinger keeping his options open.

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