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The Latest Breaking News from TSMC

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.

Tom’s Hardware

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.

The Economic Times

Apple, Intel have reached preliminary chip-making deal: Report

Intel has a preliminary deal with Apple to make chips for its devices. This is a big win for Intel's manufacturing. Apple could get more chip capacity. The US government played a role in talks. Intel stock rose on the news. Apple shares also saw gains. This deal diversifies Apple's…

The Economic Times

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Pixel 11 battery capacity just leaked and it has me worried about Google's next flagship

Pixel phones don't have a reputation for stellar battery life, so why is Google reducing capacity?

Tom’s Guide

Samsung Hits $1 Trillion Valuation — Stock Explodes As AI Chip Race Intensifies

Samsung Electronics became the second Asian firm after TSMC to reach a $1 trillion valuation as shares surged 15%, driven by record AI chip profits.

International Business Times UK

The entire AI revolution is being held hostage by party balloon gas — and it is not funny

AI's trillion-dollar supply chain breaks at the documentation layer.

TechRadar

JSR to build first Taiwan photoresist plant to co-develop advanced resists with TSMC — multi-million dollar plant could come online as early as 2028

The facility will close a gap that has put JSR at a disadvantage relative to its two largest Japanese rivals.

Tom’s Hardware

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Apple considering Intel and Samsung for US chip production, report claims — consumer electronics giant looks to diversify supply chain amid chip shortages

Apple is reportedly in early talks with Intel and Samsung to secure more production for its advanced chips, as the company is constrained by the limited availability of advanced nodes that its SoCs are produced on.

Tom’s Hardware

Nvidia CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs — firmly states US should have 'the first, the most, and the best' when it comes to AI hardware

Nvidia's Jensen Huang reiterates that American companies should be able to ship their products globally, but maintains that the latest AI accelerators should remain in America.

Tom’s Hardware

Nvidia's exposure to Asian supply chains for components hits 90% of its production costs — marked increase from 65% could intensify as physical AI adds even more exposure

Asian suppliers now represent roughly 90% of Nvidia's production costs, up from about 65% a year earlier, according to data compiled by Bloomberg.

Tom’s Hardware

The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches

Dylan Jovine of Behind the Markets identifies five chip stocks set to benefit from the SpaceX IPO and the agentic AI wave driving it.

MarketBeat

Global investors are shrugging off Iran worries and returning to markets in Asia, the 'backbone of the whole AI value chain'

The AI boom is lifting markets across East Asia, yet energy concerns are causing Southeast Asia to lag behind.

Fortune

Chinese GPU maker Cambricon's Q1 revenue hits $423 million as country's homegrown AI chip market accelerates — Chinese chipmakers continue to leech market share from Nvidia

The results come as Chinese chipmakers continue to absorb market share from Nvidia.

Tom’s Hardware

TSMC Is Doubling Down on AI With A13. Does That Make TSM Stock a Buy?

Taiwan Semiconductor pushes deeper into AI with A13, reinforcing its tech lead as strong growth and valuation keep the buy debate alive.

Barchart

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PC Gamer

Valve is 'hard at work' on the Steam Deck 2, but over four years after the OG Deck there's still no indication of a launch date

Valve wants the next Steam Deck to be a really major upgrade.

The Independent UK

Taiwan court sentences ex-Tokyo Electron staff to 10 years in TSMC trade secrets case

A court in Taiwan has sentenced a former employee of Japanese computer chip equipment maker Tokyo Electron to 10 years in prison in a landmark case over trade secrets of the island’s leading chipmaker TSMC

Tom’s Hardware

Taiwan's stock market surpasses the UK's despite having less than a quarter of the UK's economy — AI boom propels Taiwan forward, TSMC alone accounts for more than 40% of Taiwan's total market value

Taiwan's stock market is now worth more than the United Kingdom's, in a shift driven almost entirely by the insatiable global appetite for AI chips.

Tom’s Hardware

NEO Semiconductor's revolutionary 3D X-DRAM for AI processors has passed proof-of-concept validation — company secures funding to develop next-gen memory HBM alternative

NEO Semiconductor says its 3D X-DRAM passed proof-of-concept testing, using 3D NAND processes to target cheaper AI memory than HBM. The company has secured funding for development.

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MarketBeat

AMD’s Breakout Isn’t the Story—This Catalyst Is

Advanced Micro Devices' stock price action advances in a macro way, driven by GPU demand and expectations centered on the MI450 launch.

Tom’s Hardware

Amazon Eero and Leo routers gain FCC Conditional Approval for US sales — Eero products can skirt router ban for the next 18 months, firm joins Netgear on approval list

Amazon’s Eero is the latest router manufacturer to gain “Conditional Approval” from the Federal Communications Commission (FCC) to sell its routers in the United States.

Tom’s Hardware

Intel CEO says he can 'think of no better partner than Elon Musk' to explore 'unconventional' ways to improve chip manufacturing — TeraFab partnership aims to rethink how chips are made to reduce costs

Intel CEO Lip-Bu Tan commented on the company's partnership with Elon Musk's TeraFab project, but details about the relationship are still light.

International Business Times

Intel Stock Jumps 4% Ahead of Q1 Earnings on AI Partnerships and Turnaround Momentum

Intel Corp. shares surged more than 4% in midday trading Thursday, climbing to around $67.88 as investors positioned for the chipmaker's first-quarter 2026 earnings report after the bell and cheered the company's string of high-profile AI infrastructure wins.

International Business Times

Samsung, SK Hynix and TSMC Battle for AI Chip Supremacy in Asia as 2026 Race Intensifies

As artificial intelligence demand drives the global semiconductor industry toward a trillion-dollar scale in 2026, three Asian powerhouses — Taiwan's TSMC, South Korea's Samsung Electronics and SK Hynix — are locked in a high-stakes contest that will largely determine who controls the critical infrastructure powering the AI revolution.

Tom’s Hardware

U.S. Commerce Secretary says Nvidia still hasn't sold any H200 AI GPUs to China — Chinese government is blocking imports in an attempt to push domestic semiconductor industry

U.S. Commerce Secretary Howard Lutnick says Nvidia still hasn't sold a single H200 AI GPU to China, despite the ban being lifted four months ago. The Chinese government is making it difficult for Chinese companies to import Nvidia chips in a bid to support the country's own domestic semiconductor industry.

Tom’s Hardware

Bolt Graphics tapes out its first Zeus GPU test chip on TSMC 12nm — firm touts 17x lower cost of compute

Bolt Graphics has announced its completed tape-out of a test chip for its Zeus GPU, marking the startup's first move from FPGA emulation to manufactured silicon.

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