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The Latest Breaking News from TSMC

TSMCs Q2'24 Results: Best Quarter Ever as HPC Revenue Share Exceeds 52% on AI Demand

Taiwan Semiconductor Manufacturing Co. this week said its revenue for the second quarter 2024 reached $20.82 billion, making it the company's best quarter (at least in dollars) to date. TSMC's high-performance computing (HPC) platform revenue share exceeded 52% for the first time in many years due to demand for AI…

AnandTech

Trump, Biden, and AI send chip shares on a wild ride

Semiconductor shares have recovered slightly after a grim Wednesday that made for the Nasdaq's worst day in two years.

Fortune

AMD's Zen 5 chips pack in 8.315 billion transistors per compute die, a 28% increase in density

AMD's Ryzen 9000 'Eldora' CCD has the same die size as Ryzen 7000 'Durango' CCD, but Ryzen AI 300 'Strix Point' is massively larger than Hawk Point.

Tom’s Hardware

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Donald Trump wants Taiwan to pay for U.S. protection

A lukewarm commitment to the island nation's security could threaten the supply of Nvidia's vaunted AI training chips that power Big Tech data centers.

Fortune

Taiwan's TSMC Second-quarter Net Profit Jumps On Gen AI Demand

Taiwan chip giant TSMC said Thursday net profit jumped by more than a third in the second quarter of 2024, buoyed by global demand for generative artificial intelligence products.

International Business Times

Ed Davey apologises to Alan Bates at the Post Office Horizon inquiry – as it happened

Lib Dem leader had declined meeting with campaigner in May 2010, saying "‘I do not believe it would serve any useful purpose’

The Guardian - UK

Asian Markets Drop With Wall St As Biden Sparks Fresh Chip Fears

Asian markets sank with Wall Street on Thursday after a warning from the White House that it would target firms supplying China with key semiconductor technology, and Donald Trump's comments on crucial chip supplier Taiwan.

International Business Times

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Nvidia shares tumble over 6% amid geopolitical fears

The Biden administration is weighing tighter export controls to stymie China as Donald Trump sparked doubt about America’s commitment to Taiwan.

Fortune

TSMC Shares Dip After Trump Declares Taiwan Should Pay US For Defense

TSMC is now recognized as the largest and most advanced chipmaker in the world. It manufactures essential chips for Apple and Nvidia.

International Business Times

Trump says Taiwan should pay US for defense — 'They did take about 100% of our chip business'

In a Bloomberg interview, former President Donald Trump said that the US should be paid to protect Taiwan from China, and highlighted the island's dominance in chipmaking.

Tom’s Hardware

Crucial P310 NVMe SSD Unveiled: Micron's Play in the M.2 2230 Market

Hand-held gaming consoles based on notebook platforms (such as the Valve SteamDeck, ASUS ROG Ally, and the MSI Claw) are one of the fastest growing segments in the PC gaming market. The form-factor of such systems has created a demand for M.2 2230 NVMe SSDs. Almost all vendors have a…

AnandTech

Taiwan Willing To Take On More Responsibility In Taiwan Strait

Taiwan's Premier Cho Jung-tai asserts readiness to enhance defense capabilities and maintain stability in Taiwan Strait amid US pressure.

Top News

Trump says Taiwan should pay the US for its defence as ‘it doesn’t give us anything’

Trump’s interview with Bloomberg will call into question Washington’s support for the island democracy should he win back the White House

The Guardian - AU

AMD deep-dives Zen 5 architecture — Ryzen 9000 and AI 300 benchmarks, RDNA 3.5 GPU, XDNA 2, and more

AMD revealed the deep-dive details of its Zen 5 Ryzen 9000 ‘Granite Ridge’ and Ryzen AI 300 series ‘Strix Point’ chips at its Zen 5 Tech Day.

Tom’s Hardware

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Tom’s Hardware

US government announces first CHIPS Act research and development beneficiaries — $300 million awarded to three R&D facilities

The U.S. CHIPS and Science Act budgets up to $11 billion for R&D and will soon award the first $300 million for three facilities.

Tom’s Guide

iPhone 17 will get the new 2nm A19 Pro chip after all according to new leak

A new rumor suggests that the iPhone 17 will get the 2nm A19 Pro as production starts early at Apple's partner TSMC.

Tom’s Hardware

Preliminary HBM4 specs point to major performance uplift for GPUs — transfer speeds up to 6.4 GT/s across a 2048-bit interface

JEDEC publishes initial specifications for HBM4: up to 1.64 TB/s per stack, loads of configurations.

AnandTech

Applied Materials' New Deposition Tool Enables Copper Wires to Be Used for 2nm and Beyond

Although the pace of Moore's Law has undeniably slackened in the last decade, transistor density is still increasing with every new process technology. But there is a challenge with feeding power to smaller transistors, as with the smaller transistors comes thinner power wires within the chip, which increases their resistance…

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Barchart

Should You Buy Taiwan Semiconductor Stock Before July 18?

Taiwan Semiconductor stock is a mega-cap tech giant that trades at a reasonable valuation, given its expected growth rates.

PC Gamer

Why TSMC's 4nm silicon will make or break Intel's new Battlemage GPUs

Has the competition gone for N4 or N3?

PC Gamer

Workers' strikes and a gloomy forecast for its foundries take the shine off Samsung's AI-boosted revenue and profits

All while TSMC enjoys a market cap just shy of one trillion dollars.

Tom’s Hardware

TSMC may increase wafer pricing by 10% for 2025: Report

TSMC plans to hike wafer pricing for HPC customers by 10%, 3% - 4% for other clients, according to analysts.

Tom’s Hardware

TSMC's market cap is on track to reach $1 trillion — 6.5 times larger than Intel

TSMC set to become Asia's first trillion dollar company, thanks to AI frenzy.

Latin Times

AI Boom Reshapes Wall Street As TSMC Joins Trillion-dollar Club

The top ten of the world's most valuable companies is headed by Microsoft and Apple, closely followed by AI chip designer Nvidia.

International Business Times

AI Boom Reshapes Wall Street As TSMC Joins Trillion-dollar Club

The entry of Taiwanese chip giant TSMC into the elite club of the world's most valuable companies is further proof that the generative AI revolution is shaking up Wall Street.

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