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The Latest Breaking News from TSMC

Trump's $11 Billion Intel Investment Doesn't Guarantee Tech Gain But Prevents Valuation 'Pain,' Says Leading Analyst

Analyst Ming-Chi Kuo says President Donald Trump's $11 billion stake in Intel Corporation (NASDAQ:INTC) is a strong vote of confidence in the chipmaker's future but cautions that the investment won't immediately resolve its lag in advanced semiconductor technology.

Benzinga

Google Pixel 11 Pro Fold: Everything we know so far and want to see

The Pixel 10 Pro Fold came with a handful of upgrades, making us wonder about the next-gen Pixel 11 Pro Fold and what it could possibly bring to the table.

Android Central

Nvidia outlines plans for using light for communication between AI GPUs by 2026 — silicon photonics and co-packaged optics may become mandatory for next-gen AI data centers

Nvidia details its upcoming Quantum-X InfiniBand and Spectrum-X Ethernet switches that will adopt co-packaged optics by 2026 to deliver up to 409.6 Tb/s bandwidth at lower power than traditional pluggable module.

Tom’s Hardware

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‘Still, you’re paying for dinner,’ Nvidia CEO shoots back after TSMC CEO jokes about his $4 trillion NT net worth

Nvidia CEO Jensen Huang is back in Taiwan for weighty negotiations with contract chipmaker TSMC, but still had some fun.

Tom’s Hardware

White House won't ask for ownership stake in TSMC or Micron in exchange for CHIPS Act funds — companies already investing more in the US expected to be exempt

CHIPS Act awardees that don’t expand their investment commitments might be asked to hand over some equity to the federal government.

Tom’s Hardware

Jensen Huang Says Buying This Nvidia Rival Stock Is 'Very Smart,' Hails It As One Of The Greatest Companies In History

Nvidia (NASDAQ:NVDA) CEO Jensen Huang praised Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) and suggested that investing in the company would be a wise move.

Benzinga

Google switches from Samsung to TSMC — Pixel 10 and Tensor G5 chip use TSMC's N3P process

Ahead of Apple, it seems.

Tom’s Hardware

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SoftBank Shares Plunge Over 7% In Tokyo After $2 Billion Intel Bet As Asian Tech Stocks Tumble Following Nvidia-Led US Sell-Off

On Wednesday, SoftBank Group (OTC:SFTBF) (OTC:SFTBY) shares fell sharply in Tokyo as investors reacted to its $2 billion investment in Intel Corp (NASDAQ:INTC), with broader Asian technology stocks sliding in tandem after a U.S. market pullback led by Nvidia Corporation (NASDAQ:NVDA).

Benzinga

TSMC Legend Morris Chang Once Branded Former Intel CEO 'Rude' Over 'Taiwan Is Not A Stable Place' — Today, Intel Struggles In The AI Landscape

Intel Corp's (NASDAQ:INTC) relationship with Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) soured years back — and it all traces back to comments that left TSMC's legendary founder unimpressed.

Benzinga

Softbank reportedly considered buying Intel's foundry division outright before investing $2 billion into the company as equity

SoftBank invested $2 billion into Intel today, but before that they considered buying the company's foundry division outright. Softbank, who already owns ARM, would've likely been blocked over monopolistic concerns, but CEO Masayoshi's relationship with Trump might've easedlocalapproval.

Tom’s Hardware

US pursuing stake in struggling chipmaker Intel, commerce secretary says

Trump administration looking to convert funding from Chips Act into equity in the semiconductor manufacturer

The Guardian - US

Nvidia and AMD’s ‘special treatment’ from Trump shakes up an already tangled global chip supply chain

“If Nvidia and AMD are given special treatment…why shouldn't other companies be doing the same?” says one expert.

Fortune

Taiwan Semiconductor's Fading Hot Streak Raises Stakes For Direxion's TSM-Focused Bull, Bear Funds

As the world's largest pure-play foundry, Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) — often abbreviated as TSMC — plays a critical role in the global semiconductor value chain. Late last year, International Data Corp stated that the company could expand its market share in the foundry industry to 36% by the…

Benzinga

I spent about two weeks trying to destroy the AMD Threadripper 9980X, and I can say for sure that only a few people will love this chip—but I'm one of them

The Threadripper 9980X sets a new standard in multi-core performance for top-tier creative and technical workloads, but it's not right for everyone.

TechRadar

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Fortune

Days after Intel CEO meets with Trump, the federal government is reportedly negotiating a stake in the chips champion

Trump has called Intel CEO Lip-Bu Tan both “highly conflicted” and possessing “an amazing story.”

TechRadar

I've tested dozens of processors over the years, and the AMD Ryzen Threadripper 9970X manages to thread a perfect balance of workstation performance, I/O, and price

The AMD Ryzen Threadripper 9970X is a refined, higher-clocked 32-core HEDT chip delivering exceptional raw and responsive performance for professional workloads—without busting your budget.

Reason

Trump Administration Plans To Tax More American Companies on Overseas Sales

The president's revenue-sharing agreement on chip sales to China may pass legal muster, paving the way for effective export tariffs.

Tom’s Guide

iPhone 17 Pro Max vs iPhone 16 Pro Max: Biggest rumored upgrades

In an iPhone 17 Pro Max vs iPhone 16 Pro Max face off, it's clear which phone should be the winner. But what sort of upgrades can we expect based on the rumors about Apple's next premium phone?

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news in one place.

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Tom’s Guide

Forget the iPhone 17 — next year's iPhone 18 due for huge performance boost

A new report reveals how the A20 chipset might change for the better in next year's iPhone 18.

Tom’s Hardware

Nvidia RTX 5090D V2 limits AI performance even more with 25% less VRAM and bandwidth — downgraded gaming flagship keeps same $2299 MSRP in China

Nvidia has officially released the GeForce RTX 5090D V2 gaming graphics card for the Chinese market, priced at $2,300 MSRP.

Tom’s Guide

The Pixel 10's Tensor G5 chip could be a game changer for Google's phones — here's why

While Google is rumored to be introducing significant changes to its chips, other rumors suggest that it may not offer as much power as some users might like.

PC Gamer

Ex-Intel CEO calls current Intel CEO's plans for chip factory investment a 'joke' and wants Nvidia, Apple and Google to stump up the cash to save the fabs

Craig Barrett's bullet points aim the barrel squarely at Lip Bu Tan.

Tom’s Hardware

Former Intel CEO lays out radical plan to rescue the company — Suggests ousting Lip-Bu Tan and asks for $40 billion investment from Nvidia, Apple, and others

Ex-Intel chief Craig Barrett warns the US could lose its only advanced chip foundry without urgent $40B funding from major customers like Apple and Nvidia, pushing for High-NA EUV, 14A development, and tariffs on imports.

PC Gamer

Intel CEO set to meet with President Trump and probably discuss company's woes, domestic chip manufacturing, and that awkward moment Trump called for his resignation last week

That was one way to force Intel to the negotiating table...

Fortune

Exclusive: Former Intel CEO Craig Barrett outlines rescue plan to save Intel and America's advanced chip manufacturing

Intel needs a cash infusion of roughly $40 billion to remain at the leading edge of chip manufacturing, according to former CEO Craig Barrett. The U.S. government is unlikely to be the main savior—instead cash rich chip customers like Nvidia, Apple, and Google need to step up.

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