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The Latest Breaking News from TSMC

Cold war 2.0 will be a race for semiconductors, not arms

Taiwan and its huge silicon foundry look set to become the centre of the geopolitical conflict between the US and China

The Guardian - UK

Warren Buffett’s quick $3.7 billion sale of TSMC stock spooks investors

WASHINGTON: Warren Buffett slashed his holding of Taiwan Semiconductor Manufacturing Co just months after disclosing a major stake, an unusually quick reversal by the legendary stock picker that’s chilling investor sentiment toward the chip giant.

The Times of India

How TSMC convinced Apple to ditch Samsung

In 2011, Apple needed to find a replacement for its contract chip manufacturer—rival smartphone maker, Samsung.

Fortune

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Intel shares erase almost all their 2023 gains after poor earnings and a chip glut

“I don't think I've ever seen anything quite like this before”, said one senior semiconductor analyst for Bernstein Research.

Fortune

Bringing manufacturing back to the US requires political will, but success hinges on training American workers

Supply chain disruptions during COVID-19 brought to light how interdependent nations are when it comes to manufacturing. The inability of the U.S. to produce such needed goods as test kits and personal protective equipment during the pandemic revealed our vulnerabilities as a nation. China’s rise as a global production superpower…

The Conversation

Taiwan chipmaker TSMC says quarterly profit up 78%

Taiwan Semiconductor Manufacturing Co., the biggest contract manufacturer of processor chips for smartphones and other products, says its quarterly profit rose 78% over a year earlier but forecast weak demand this year

The Independent UK

The Best Semiconductor Stocks to Buy

When considering the best semiconductor stocks, there's Nvidia and then there's everyone else. Here, we look at the mega-cap chipmaker and a few of its peers.

Kiplinger

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US waged war on China’s chips; S Korea, Taiwan felt the fallout

Washington’s bid for self-sufficiency in semiconductors is complicating relations with its tech-savvy partners in Asia.

Al Jazeera

May I interest you in wafer thin?

Tech heavyweight Taiwan Semiconductor Manufacturing Company said yesterday it started mass production of its 3-nanometre chips, among the most advanced to come to market. TSMC operates the world's largest silicon wafer factories and produces high-performance chips used in everything from smartphones and cars to missiles.

Bangkok Post

The Best Semiconductor Stock to Buy Right Now

Semiconductor chip giant Taiwan Semiconductor Manufacturing Company’s (TSM) current dip in price offers an attractive entry opportunity. Given the industry’s solid growth prospects, it could be a solid investment for 2023. Read on….

StockNews.com

Biden's efforts to starve China of chips are rewriting the rules of global trade–and even U.S. allies are balking at the upheaval

The U.S. is asking allies to pick sides in its chip battle with China—and some are hesitant to choose.

Fortune

Apple Chips Now Made In America

Apple will soon start to use processors made in America following the opening of an advanced new chip factory in Arizona.

Zenger

China Trying To Fight Back US Ban on Its Chip Industry

On Thursday, the U.S. government broadened its crackdown on China’s chip industry by adding memory chipmaker YMTC and 21 “major” Chinese players in the artificial intelligence chip sector to a Commerce Department trade blacklist.

The News Lens

Apple looks beyond ‘iPhone factory’ China as dalliance sours

Tech giant is seeking to redirect supply chains to India and Vietnam amid fears of overdependence on China.

Al Jazeera

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The Philadelphia Inquirer

Trudy Rubin: The US-China conflict to watch is the Chip War — which centers on Taiwan

Most Americans are unaware that the United States is already fighting a war with China that involves Taiwan.

Fortune

Apple's Tim Cook celebrates a 'new era of advanced manufacturing' and says the company will use American-made chips for the first time in a decade

The Apple CEO announced that chips powering Apple devices would be manufactured at a chip-making factory in Phoenix

Axios

The U.S. chip boom is just beginning

President Biden travelled to Arizona where TSMC plans to invest $40 billion in chip-making

Reason

Semiconductor Manufacturers Don't Need More Subsidies. They Need Less Government.

Fixing federal permitting rules and easing immigration policies would help companies like the Taiwan Semiconductor Manufacturing Company, which are interested in building more plants in America.

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The Independent UK

Biden to visit Arizona computer chip site, highlight jobs

President Joe Biden is going to the building site for an Arizona computer chip plant to emphasize how his policies are fostering job growth in what could be a challenge to the incoming Republican House majority

InsideEVs

Tesla Appears To Have Ordered Plethora Of New TSMC Self-Driving Chips

As Tesla moves forward with its FSD Beta v11 rollout, it reportedly placed a massive order for chips from Taiwan Semiconductor Manufacturing Company Limited.

Reuters

No need to avoid Xi at APEC, Taiwan envoy says after rare encounter

Taiwan told its representative there was no need to avoid Chinese President Xi Jinping at the APEC summit in Thailand, the envoy said on Monday, leading to a rare encounter at a time when China has been stepping up military pressure.

The Independent UK

Taiwan's APEC envoy at the center of processor chip tension

Taiwan’s envoy to APEC is the 91-year-old billionaire founder of a computer chip manufacturing giant that operated behind the scenes for decades before being thrust into the center of U.S.-Chinese tension over technology and security

Tribune News Service

Apple prepares to get made-in-US chips in pivot from Asia

Apple Inc. is preparing to begin sourcing chips for its devices from a plant under construction in Arizona, marking a major step toward reducing the company’s reliance on Asian production.

Benzinga

Alibaba And Other Chinese Chip Designers Ease Processor Speed To Bypass US Sanctions

Alibaba Group Holding Limited (NYSE: BABA) and start-up Biren Technology tweaked their most advanced chip designs to reduce processing speeds and bypass U.S.-imposed sanctions, the Financial Times

Tribune News Service

Chip makers offer big investments as they jockey for federal aid

WASHINGTON — The world’s top semiconductor makers have announced in recent months long-term U.S. investments that could rise to more than $400 billion, citing support from a new federal aid program for which the rules have yet to be written.

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