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The Latest Breaking News from TSMC

2 Must-Own Semiconductor Stocks to Buy Now and Hold Forever

As the demand for advanced chips continues to skyrocket, Taiwan Semiconductor Manufacturing Company (TSM) and GlobalFoundries (GFS) are emerging as essential players in the semiconductor industry, with both companies demonstrating strong growth potential and solid financials.

Barchart

TSMC to stop supplying advanced AI processors for all of its China customers: Report

After accidentally producing AI chiplet for Huawei via proxy, TSMC is reportedly set to suspend production of advanced AI processors for all of its Chinese customers.

Tom’s Hardware

Both Trump and Biden expected to attend TSMC's Arizona fab grand opening ceremony — Fab 21 opens in December

High-ranking U.S. politicians and Morris Chang will attend the TSMC's Fab 21 opening ceremony in Arizona in early December.

Tom’s Hardware

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Chipmakers race to get CHIPS Act dollars before White House changeover — TSMC and GlobalFoundries finalize applications, facilitating payouts

GlobalFoundries and TSMC finalize talks with the U.S. government to get CHIPS Act funding.

Tom’s Hardware

Intel CEO reminds investors it provides TSMC with chipmaking equipment — Gelsinger emphasizes that TSMC is a strategic partner

The chief executive of Intel addresses the TSMC relationship and claims that the foundry is a strategically important partner and… customer.

Tom’s Hardware

TSMC founder once asked Nvidia CEO Jensen to be TSMC's CEO — upcoming Morris Chang biography shares the details

Morris Chang once asked Nvidia's Jensen Huang whether he was interested in becoming CEO of TSMC, but he was not, according to the new biography of TSMC founder.

Tom’s Hardware

TSMC, GlobalFoundries Set To Win Final Chips Act Awards: Report

The Chips Act allocates $39 billion in grants, along with billions more in loans and 25% tax credits, to boost U.S. semiconductor manufacturing after much of the production moved to Asia.

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Huawei trying to poach TSMC employees with 3X salary

Huawei is attempting to poach TSMC employees by offering up to three times the going rate.

Tom’s Hardware

Nvidia asked SK hynix to accelerate HBM4 chip delivery by six months, says report

SK hynix to deliver HBM4 memory to Nvidia about half of a year ahead of planned schedule.

Tom’s Hardware

Ex-AMD fab GlobalFoundries has been fined $500K after admitting it shipped $17,000,000 worth of product to a company associated with China's military industrial complex

The CHIPS-funded manufacturer takes a significant slap on the wrist.

PC Gamer

TSMC rumored to receive High NA EUV machines from ASML this year

TSMC is set to receive its first shipment of ASML's High NA EUV machine later this year.

Tom’s Hardware

What the heck is going on at TSMC?

TSMC got caught up in the U.S. battle with China and it appears to have done nothing wrong.

Android Central

Intel outlines plan to break free from TSMC manufacturing — 70% of Panther Lake at Intel fabs, Nova Lake almost entirely in-house

Intel is set to bring back in-house CPU production with Panther Lake and Nova Lake, but some products will still be made at TSMC.

Tom’s Hardware

Cadence says its AI-driven chip design tools provide a process node's worth of performance gain, but without moving forward to a new node

Cadence says that using its AI-assisted design tools can enable 5% to 20% performance, power, and area improvements, akin to adopting a next-generation process technology.

Tom’s Hardware

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Tom’s Guide

Google Pixel Tablet 3 could be the laptop replacement we've been waiting for — here's what we know

More leaks from Google reveal that a Pixel Tablet 3 is in the works with a Tensor G6 chip and at least two USB-C ports

Tom’s Hardware

Analyst firm raises alarm about EUV chipmaking tools — each consumes as much power as a small city, fabs to consume 54,000 Gigawatts by 2030

Leading-edge semiconductor fabs to consume 54,000 Gigawatts a year by 2030, which is more than some countries consume today.

Tom’s Hardware

SRAM scaling isn't dead after all — TSMC's 2nm process tech claims major improvements

TSMC's N2 fabrication process shrinks SRAM bit cell size, increases SRAM density to ~38 Mb/mm^2.

Windows Central

"A very discourteous fellow." Intel's CEO made comments that blew a huge discount deal on TSMC chips, wiping the firm's profit margins according to this damning report.

Reuters is reporting that comments made by Intel CEO Pat Gelsinger blew up a long standing deal with chip manufacturer TSMC, obliterating Intel's margins in the process.

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Windows Central

Intel could potentially be on Apple's acquisition portfolio amid financial struggles, emancipating itself from an overreliance on TSMC for chips — but Samsung could have better standing

A new report suggests Intel could be on Apple's acquisition alley to bolster its AI advances and free it from an overreliance on TSMC for chips.

PC Gamer

The M4 Pro chip inside Apple's ludicrously tiny new Mac Mini would make for an unbelievably good handheld gaming PC

Pity nothing like that will ever happen.

Tom’s Hardware

TSMC is in a heated tussle with a golf course to build the most advanced 2nm chip plant on the planet

The Central Taiwan Science Park is having some issues with the land acquisition for its phase 2 expansion that will house TSMC's 2nm fab.

Tom’s Hardware

OpenAI reportedly builds custom AI chips as it embraces AMD — company also abandons plans to build its own fabs

OpenAI is advancing the development of an inference chip with Broadcom but abandons plans to build a fab network.

Barchart

Why Taiwan Semiconductor Stock is Still a Buy

Taiwan Semiconductor, the world’s largest dedicated contract chip manufacturer with over a 60% market share, recently reported outstanding results that pushed its stock to a record high. TSM reported a 54% year-on-year jump in net profit to $10.1 billion for Q3, exceeding its forecast from just three months ago. It…

Fortune

OpenAI is creating its own in-house chip with Broadcom and TSMC as processing demands skyrocket

The news on Tuesday sent Broadcom Inc. shares soaring, gaining as much as 4%. TSMC’s US-traded shares also climbed, up more than 1%.

Tom’s Guide

Apple reportedly considering buying Intel as chipmaker continues to struggle

A new report claims that Apple is looking at purchasing struggling chip manufacturer Intel.

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