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The Latest Breaking News from TSMC

Stock Market Today: Small Caps Rise, Edging Dow; Travel Firms Jump On Oil Drop But Byrna, Axon Trip Sell Rules (Live Coverage)

The Dow Jones Industrial Average gained ground as metal, cyclical and financial stocks kept a bullish profile. But data-center and security software stocks got stung.

Investors Business Daily

Taiwan Semiconductor Posts Strong June Sales. But Stock Wavers.

Taiwan Semiconductor Manufacturing on Thursday reported sales for the month of June that topped expectations. But TSM stock wavered.

Investors Business Daily

Zombie fabs plague China's chipmaking ambitions, failures burning tens of billions of dollars

China has made progress in advanced chipmaking, but many ambitious fab projects failed due to lack of expertise, poor planning, and U.S. export restrictions — leaving behind numerous costly but unused 'zombie fabs' across the country.

Tom’s Hardware

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As Intel Considers a Pivot From 18A Tech, How Should You Play INTC Stock?

Reports have emerged that the company is mulling shifting away from the tech to better compete with rival TSMC.

Barchart

Chipmaking giant TSMC hit with class-action lawsuit in the U.S. for bias, racism, and unsafe conditions — over 30 plaintiffs have accused the company of illegal practices at Arizona fab

Over 30 current and former TSMC Arizona employees have joined a class-action lawsuit accusing the company of discriminating against American workers, enabling racist behavior, and maintaining unsafe conditions at its Fab 21 facility.

Tom’s Hardware

Elon's America Party ETF: A What-If Fund Of Musk-Linked Stocks Like Tesla, Nvidia

Move over, MAGA. Wall Street may soon be trading AMPX. That’s our acronym for the America Party Musk Exposure Index Fund, an imaginary ETF based on the theory that since Elon Musk is returning full throttle to politics, his stock empire deserves its own ticker.

Benzinga

TSMC swats down claims it is delaying its Japan chipmaking plant to prioritize Arizona plants to avoid US tariffs — TSMC says US investments won't impact other regions

TSMC is reportedly slowing work on its second Japanese fab to accelerate buildout in Arizona in anticipation of possible U.S. tariffs on Taiwan-made chips, though the company maintains that its expanded American investments will not affect its projects in Japan and Germany.

Tom’s Hardware

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Intel’s Chip Strategy Shifts Again: Time to Buy the Dip?

While the risk remains high, so does the opportunity for recovery under Intel’s new leadership.

Barchart

Samsung delays $44 billion Texas chip fab — sources say completion halted because 'there are no customers'

Sources cite that Samsung is delaying the launch of its Taylor, Texas, fab because the site lacks customers for its 4nm-class chip output.

Tom’s Hardware

AI Isn’t Just About Nvidia: 2 Rising Stars in the Artificial Intelligence Race

These two stocks are unseen giants powering the future.

Barchart

Intel might axe the 18A process node for foundry customers, essentially leaving TSMC with no rival — Intel reportedly to focus on 14A (Updated)

Intel CEO Lip-Bu Tan is weighing whether to stop offering the company's 18A technology to external clients and instead focus on the next-generation 14A process, a move that could withdraw Intel from the broad foundry market for several years.

Tom’s Hardware

Intel's ex-CEO said he bet the company on the 18A node but now a new report claims Intel is pushing customers to next-gen 14A instead

18A lives on for Intel's Panther Lake CPUs, but will that be enough?

PC Gamer

Intel CEO Lip-Bu Tan Weighs Ending Marketing Of Expensive Chip Manufacturing As Losses Mount And Rival TSMC Surges Ahead: Report

Intel Corp. (NASDAQ:INTC) CEO Lip-Bu Tan is reportedly evaluating whether to stop marketing the company's costly 18A chipmaking process to outside customers, a move that could signal a major strategic pivot amid mounting financial losses and fierce competition from Taiwan Semiconductor Manufacturing Company (NYSE:TSM)

Benzinga

Taiwan Semiconductor Seen Rising On AI Chip Growth

Taiwan Semiconductor Manufacturing is proving to be the engine of growth for the artificial intelligence megatrend.

Investors Business Daily

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Tom’s Hardware

Ex-Intel CEO Pat Gelsinger gives Japan's new leading-edge chipmaker advice, says Rapidus needs unique tech to compete with TSMC

Rapidus plans to produce 2nm chip production with integrated packaging by 2027, but ex-Intel CEO Pat Gelsinger cautions that it needs unique technology to compete with TSMC.

Investors Business Daily

If Taiwan Semiconductor Is Near A Ceiling, Here's One Options Strategy

Is Taiwan Semiconductor ready to take a breather, or will TSMC stock continue to slowly grind higher?

Tom’s Hardware

Intel hosts Direct Connect Asia event in Seoul — company tries to lure Samsung Foundry clients in its own backyard

Intel Foundry hosts its first Direct Connect Asia event in Korea, targets local chip designers, automotive industry.

Laptop

Moore's law isn't dead — it's just buried under six feet of silicon spin

Silicon wafer sizing isn't what you think. Yes, 3-nanometer and 2-nanometer chips sound incredibly tiny. But semiconductor process node technology names are really just marketing at this point.

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Android Central

Samsung might make a Snapdragon 8 Elite 2 that's truly 'for Galaxy' S26

Rumors claimed Samsung could be tasked by Qualcomm to make a 2nm process Snapdragon 8 Elite 2 for the Galaxy S26.

Tom’s Hardware

China vows to retaliate against Taiwan for blacklisting Huawei, SMIC from chip tech — "Such despicable acts are utterly contemptible" says China spokesperson

Taiwan's blacklisting of 601 Chinese firms, including Huawei and SMIC, over national security concerns have provoked fierce condemnation from Beijing, which threatened retaliatory measures.

International Business Times UK

Apple Just Dropped Its Boldest Design Since iPhone X — Meet the iPhone 17 Series

Apple's iPhone 17 series promises its boldest design overhaul since the iPhone X. Anticipate a new iPhone 17 Air, a slimmer design, and enhanced displays across all models.

PC Gamer

New chip industry roadmap predicts true 10 nm silicon won't arrive until 2039 and yet Moore's Law is, actually, alive and kicking

Except, of course, it won't really be 0.2 nm or anything even close to that.

Benzinga

Cathie Wood's Ark Invest Cashes Out $109 Million Out Of Circle Internet Stock As Shares Spike, Pivots Into Robinhood And These Chip Stocks

On Monday, Cathie Wood-led Ark Invest made significant trades involving Circle Internet Group Inc. (NYSE:CRCL), Robinhood Markets Inc. (NASDAQ:HOOD), Advanced Micro Devices Inc. (NASDAQ:AMD), and Taiwan Semiconductor Manufacturing Co., Ltd (NYSE:TSM). These trades highlight Ark’s strategic positioning in the market amidst evolving industry dynamics.

TechRadar

I spent weeks testing the AMD Radeon RX 9060 XT 16GB and RX 9060 XT 8GB, and both offer compelling value

The AMD Radeon RX 9060 XT offers good value in both its 16GB and 8GB versions, though both still lag behind when competing with Nvidia's offerings.

Barchart

The Next Trillion-Dollar Boom? 3 Stocks to Buy with 300 Million Humanoid Robots on the Horizon.

Here’s why these three mega-cap tech stocks are poised to benefit from the robotics boom over the next three decades.

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