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The Latest Breaking News from TSMC

China banned Nvidia 5090D V2 while CEO Jensen Huang was in town, report claims — move comes as Beijing pushes its AI tech companies to use homegrown chips

The RTX 5090D V2 GPU Nvidia specifically built for China to comply with U.S. export controls just received the ban hammer from Beijing. Although this GPU is primarily designed for gaming and 3D animation, it's also powerful enough that many AI developers also use it.

Tom’s Hardware

AI boom: Global stock market order shuffles as Taiwan, South Korea overtake Western giants

Asian markets are making waves. South Korea's Kospi and Taiwan's stock market have surged, driven by the AI boom. These markets are now outperforming many Western exchanges. Investors are watching closely as capital shifts towards these AI-focused economies. This new global stock market order presents exciting opportunities and potential risks.

The Economic Times

Intel is reportedly forcing PC builders to buy its latest, most expensive 18A CPUs and I'm wondering what that means for Arrow Lake desktop chips

There are no Intel 18A desktop CPUs, so what are we meant to buy?

PC Gamer

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Imec CEO calls for stronger AI design push in EU's Chips Act

Europe must develop its own AI chip design firms. The new head of imec believes this is crucial for future competitiveness. The upcoming Chips Act 2.0 should focus on building this design ecosystem. Europe's strength lies in equipment and design, not just production. Encouraging TSMC to expand its Dresden facility…

The Economic Times

India’s lost chip dream: The mysterious 1989 fire that may have cost the nation the AI race

India began semiconductor manufacturing before Taiwan Semiconductor Manufacturing Company. A fire in 1989 and policy neglect stalled progress. The Mohali facility now uses old technology for defense and space. The government plans to modernize it, aiming for advanced chip production. This effort seeks to revive India's chip dream.

The Economic Times

Samsung granted court injunction against imminent strike action in last-minute reprieve — talks resume as unions barred from occupying or locking facilities, obstructing workers

Samsung has been granted an injunction to limit the scope of planned strike action ahead of an 18-day walkout due to start on Thursday.

Tom’s Hardware

A $1.5 Trillion Reason to Buy Taiwan Semi Stock Here

Taiwan Semiconductor has raised its global 2030 chip market forecast to $1.5 trillion from $1 trillion.

Barchart

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Russia’s Mikron is selling framed test wafers with up to 120,000 processors as souvenirs — 12 designs, priced around $170 each, sold alongside $2 vials of cleanroom air

Russia’s Mikron is earning a bit of cash on the side by selling picture-framed test wafers as souvenirs with 12 designs to choose from, priced around $170.

Tom’s Hardware

Taiwan declares itself 'sovereign and independent' after Trump questions US defense commitment — comments come after Trump said he opposes Taiwan independence

The statement came hours after President Donald Trump told Fox News he opposes Taiwan pursuing formal independence.

Tom’s Hardware

What Is Broadcom? The Unknown Company Building the AI Chips Powering Google, Anthropic, OpenAI and Meta

Broadcom (AVGO) is the company building custom AI chips for Google, Anthropic, OpenAI and Meta. With $100 billion in AI chip revenue targeted for 2027 and a $73 billion backlog, here's everything you need to know about the most powerful tech company most people have never heard of.

International Business Times

TSMC's Japan unit fab swings to profit in Q1

The subsidiary of Taiwan Semiconductor Manufacturing Co (TSMC) in Kumamoto, Japan, turned a profit in the first quarter of this year, marking the first time the first fab of the unit become profitable since mass production started at the end of 2024, according to a report by Focus Taiwan.

The Economic Times

Trump calls $14 billion Taiwan arms deal a 'negotiating chip' with China after Xi said Taiwan issue could lead to 'clashes and even conflicts' — Trump says 'Taiwan would be very smart to cool it a little bit'

Trump's remarks came at the close of a two-day summit with Chinese President Xi Jinping.

Tom’s Hardware

Sony Q4 Earnings Call Highlights

Sony (NYSE:SONY) reported record annual sales and operating profit for fiscal 2025 while outlining a corporate strategy centered on entertainment, intellectual property, creation technology and artificial intelligence. Hiroki Totoki, Sony Group Corporation’s president and CEO, said the company had

MarketBeat

Ming-Chi Kuo: Apple giving Intel a ‘once-in-a-generation window’ to manufacture iPhone, iPad and Mac chips

Apple and Intel have reportedly started developing chips for iPhones, iPads and some MacBooks.

Tom’s Guide

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PC Gamer

AMD now owns 38.1% of the overall x86 CPU market according to new research but actually lost ground in desktop PCs

The CPU market giveth, and the CPU market taketh away...

Barchart

Buying CBRS Stock After the Cerebras IPO Is a Bet on Engineering Magic. That Same Magic Could Be the Kiss of Death.

The Cerebras IPO is the most significant debut in the semiconductor industry since Arm.

The Economic Times

TSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth

TSMC predicts the global chip market will surpass $1.5 trillion by 2030. AI and high-performance computing will lead this growth. The company is expanding its advanced chip production and packaging capacity. New facilities are being built in Arizona, Japan, and Germany to meet future demand.

The Economic Times

Global Market: TSMC sees chip market crossing $1.5 trillion by 2030 on AI boom

TSMC has raised its long-term semiconductor industry forecast, projecting the global market to exceed $1.5 trillion by 2030, driven by artificial intelligence and high-performance computing demand. The company expects rapid growth in advanced chip production and is aggressively expanding manufacturing capacity across the US, Japan and Germany.

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Tom’s Hardware

TSMC allocates $20 billion to Arizona expansion — project faces water and labor shortages, complicated by visa rules

TSMC's Fab 21 becomes profitable in the first year of operations, though TSMC continues to struggle with labor shortage, water shortage, and is concerned about the long-term power supply. Nevertheless, it allocates $20 billion on further development of the project.

The Economic Times

TSMC approves $31.28 billion capital budget amid AI-driven chip demand boom

Taiwan Semiconductor Manufacturing Company is investing over $31 billion to boost chip production. This expansion supports the growing demand for AI and high-performance computing. The company also plans significant investments in its US operations. Shareholders will see an increased dividend payout. This strategic move aims to capitalize on the booming…

PC Gamer

Intel's Big Battlemage Arc Pro B70 GPU benchmarked in games, ends up bang-on Nvidia RTX 5060 Ti 16 GB performance

So much silicon for such modest performance.

Digital Camera World

Sony signs deal to produce sensors with "Physical AI" at scale with TSMC –this could be the future of imaging sensors

After this Sony-TSMC deal, the future of camera sensors will be in Koshi City, Japan – and AI will be on the chip

Tom’s Hardware

Samsung holds desperate final talks with union over 18-day chip factory strike that could cost $20 billion — government-mediated summit seeks to avert industrial action that could hit HBM production

The two sides are meeting through South Korea's National Labor Relations Commission after earlier rounds of mediation in February and March collapsed.

Tom’s Hardware

Intel, SK hynix shares surge following reports of chip packaging partnership — SK is said to be testing Intel's 2.5D EMIB for HBM integration

The rally followed a report claiming that SK is conducting R&D with Intel on 2.5D packaging using Intel's EMIB technology.

The Economic Times

TSMC, Sony Semiconductor Solutions to establish image sensor joint venture in Kumamoto

Taiwan Semiconductor Manufacturing and Sony Semiconductor Solutions are joining forces. They will establish a joint venture in Kumamoto, Japan. This partnership will focus on developing and producing advanced image sensors. The collaboration combines Sony's sensor design expertise with TSMC's manufacturing prowess.

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