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The Latest Breaking News from TSMC

Optimus Could Be ‘the Biggest Product of All Time.’ Does That Make TSLA Stock a Buy Despite Musk’s Distractions, Tesla’s Earnings Miss?

Elon Musk’s bold claim that Tesla’s Optimus robot could become “the biggest product of all time” has reignited debate over whether the company’s long-term AI and robotics ambitions can outweigh its near-term headwinds.

Barchart

TSMC says China's rare-earth export restrictions will have limited short-term impact on company — concern lies in transitioning away from China supply

TSMC says that it has about a year or two of rare-earth supplies, but transitioning to other non-China sources will take time.

Tom’s Hardware

Is Tesla Pi Phone Better Than iPhone 18 Pro? Everything We Know So Far

The iPhone 18 Pro is set for a significant price increase, according to reports.

International Business Times UK

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iPhone Fold tipped for A20 Pro chip — Apple's first 2nm processor to power new foldable phone

A new leak claims next year's iPhones will get the A20 chipset, with the foldable iPhone getting the high-end A20 Pro.

Tom’s Guide

Elon Musk claims Tesla's new AI5 chip is 40x more performant than previous-gen AI5 — Next-gen custom silicon for vehicle AI to now be built by Samsung & TSMC

Tesla's next-gen AI5 chips is going to be manufactured by both TSMC and, now, Samsung in America. Musk claims that it's 40x faster than the outgoing AI4 silicon, mostly because of a radical design approach that ditches legacy hardware blocks to focus on what's needed right now.

Tom’s Hardware

This Nvidia Supplier Is Beginning To Fizzle Out After Monumental Rally: Growth Score Nosedives

One of Nvidia Corp.’s (NASDAQ:NVDA) key manufacturing partners, responsible for producing much of the chipmaker's highly sought-after GPUs, is losing steam.

Benzinga

Nvidia continues to feed the AI monster with new RTX Pro 5000 Blackwell GPU with 72GB GDDR7 — 50% more VRAM than the regular version

Nvidia has expanded the company's RTX Pro Blackwell lineup by silently launching the RTX Pro 5000 72GB Blackwell AI GPU.

Tom’s Hardware

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The first US-made Nvidia Blackwell wafer just came out of TSMC Arizona, but don't get carried away thinking about RTX 50 Supers yet

Good news, but mass production is likely a way off.

PC Gamer

Trump says Intel has made a 'fortune' and America has made $40 billion after the US invested in ailing chipmaker — Intel has gained $73 billion in market cap since investment

The U.S. government’s 10% stake in Intel, acquired in August, transformed a struggling chipmaker's fortunes into a $73 billion market share uptick while reinforcing America's national security and industrial sovereignty.

Tom’s Hardware

Nvidia, TSMC Unveil The First US-Made Blackwell Wafer, But Analyst Ming-Chi Kuo Flags This Overlooked Detail

Nvidia Corp (NASDAQ:NVDA) has introduced the first U.S.-made Blackwell wafer, a crucial component for AI chips, at Taiwan Semiconductor Manufacturing Co‘s (NYSE:TSM) facility in Phoenix.

Benzinga

TSMC gives an ultra-rare video look inside its fabs — 'Silver Highway' and fab tools revealed in flyby video of company's US Arizona Fab 21

TSMC's new flyby video of its Fab 21 in Arizona offers a rare glimpse inside the fully operational N4/N5 cleanroom, highlighting ASML's EUV scanners producing chips for Apple, AMD, and Nvidia.

Tom’s Hardware

AI Momentum Powers Record Growth in Q3: Is TSMC Stock a Buy Now?

TSMC stands at the center of the semiconductor industry’s next big wave.

Barchart

Nvidia and TSMC produce the first Blackwell wafer made in the U.S. — chips still need to be shipped back to Taiwan to complete the final product

Nvidia and TSMC have produced the first Blackwell wafer at TSMC’s Arizona fab, marking a historic step in bringing advanced AI chip manufacturing to the U.S.. However, the chip still relies on Taiwan for final CoWoS-L packaging, which leaves the achievement largely symbolic for now.

Tom’s Hardware

Intel Foundry secures contract to build Microsoft's Maia 2 next-gen AI processor on 18A/18A-P node, claims report — could be first step in ongoing partnership

Intel Foundry will reportedly produce Microsoft's next-generation Maia processor for AI applications on its 18A process technology, which could mark a big win for the company both in terms of earnings and goodwill.

Tom’s Hardware

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Tom’s Hardware

TSMC moves up 2nm production plans in Arizona — CEO also hints at further site expansion beyond $165 billion commitment

TSMC is ramping up its construction to unlock N2 production in Arizona, while also mentioning that it's purchasing another plot of land to expand the fab.

Caixin Global

Business Brief (Oct. 17): U.K. Sanctions Chinese Firms Over Russia Ties

Chinese scientists report a major breakthrough in solid-state EV batteries, Indonesia confirms purchase of Chinese J-10 fighter jets

Barchart

Should You Buy the Post-Earnings Dip in Taiwan Semi Stock?

Taiwan Semiconductor reported strong earnings for its fiscal third quarter on Thursday. Jim Cramer recommends buying TSM stock after the earnings release.

Barchart

Dear Taiwan Semi Stock Fans, Today's Earnings Could Change Everything

Taiwan Semiconductor fans, brace yourselves, as today could redefine the company’s growth story as Q3 2025 results drop.

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Tom’s Hardware

TSMC posts record quarter results as skyrocketing AI and HPC demand drives two-thirds of revenue — company pulls in $33.1 billion

TSMC posted a record $33.1 billion in quarterly revenue driven by surging demand for AI and HPC processors, the ramp of Apple's latest SoCs, and the continued strength of advanced nodes.

Euronews

Nearly 40% jump in net profit: Chipmaker TSMC capitalises on AI boom

Taiwan Semiconductor Manufacturing Corp., the world’s biggest semiconductor manufacturer, reported an unexpected jump in its net profit for the July-September quarter.

The Independent UK

Taiwanese chipmaker TSMC sees nearly 40% jump in its net profit thanks to the AI boom

Taiwan’s leading computer chip maker, TSMC, has reported its net profit surged nearly 40% in the last quarter, boosted by the surge in use of artificial intelligence

International Business Times

AI Boom Delivers Record Net Profit For Taiwan's TSMC

Taiwanese tech titan TSMC reported Thursday a forecast-busting record net profit for the third quarter on skyrocketing demand for microchips used to power iPhones and artificial intelligence.

TechRadar

The Apple M5 is barely a hop, much less the technological leap that Apple wants it to be

The Apple M5 is official, and from everything I've seen about it, you can probably skip this one.

inkl

Alliances, Tariffs, and Chips: Intel’s Fight for Leadership

The semiconductor market is undergoing a full-fledged restructuring, with some companies expanding their influence and capitalization. In contrast, others are forced to seek support from competitors and governments.

Tom’s Hardware

Report: Arm developing custom CPU for OpenAI's in-house accelerator — core IP would underpin 10GW of installed AI capacity

OpenAI is reportedly working with SoftBank-owned Arm on a new CPU to complement the custom AI accelerator it is co-developing with Broadcom.

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