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The Latest Breaking News from TSMC

The Next Trillion-Dollar Boom? 3 Stocks to Buy with 300 Million Humanoid Robots on the Horizon.

Here’s why these three mega-cap tech stocks are poised to benefit from the robotics boom over the next three decades.

Barchart

This TSMC, Samsung Supplier Just Made A Golden Cross

Lam Research Corp (NASDAQ:LRCX), a go-to supplier for chip giants like Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) and Samsung Electronics Co (OTCPK:SSNLF), just flashed a golden signal on its chart – a technical Golden Cross – as the stock surged nearly 25% year to date.

Benzinga

Intel details 18A process technology — takes on TSMC 2nm with 30% density gain and 25% faster generational performance

Intel has fully detailed its 18A (1.8nm-class) process at VLSI 2025, highlighting major performance, power, and density improvements enabled by RibbonFET transistors and PowerVia backside power delivery.

Tom’s Hardware

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New US restrictions could prevent leading chip manufacturers from installing chipmaking tools in their China fabs — TSMC, Samsung, and SK hynix potentially impacted

The U.S. government may cancel a program for multinational chipmakers, with impacts to firms like Samsung, SK hynix, and TSMC which operate in China.

Tom’s Hardware

SoftBank’s Masayoshi Son Unveils $1 Trillion AI Hub Proposal for U.S. to Rival China

Softbank’s Masayoshi Son is leading efforts to build one of the largest investments in history by finding backers for a $1 trillion AI hub in Arizona.

Barchart

Trump and TSMC pitched $1 trillion AI complex — SoftBank founder Masayoshi Son wants to turn Arizona into the next Shenzhen

Masayoshi Son is planning a $1 trillion AI and robotics industrial hub in Arizona, called Project Crystal Land, and is seeking support from TSMC, Samsung, and the U.S. government.

Tom’s Hardware

Intel claims 18A, the node Pat bet the company on, is either 25% faster or 38% more efficient than Intel 3. Though that's a node Intel didn't have enough faith in to release for desktops or laptops

A tricky comparison, given there are no Intel 3 chips in PCs.

PC Gamer

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Intel's next-gen Nova Lake CPU rumoured to get up to 52 cores, over double the count of Arrow Lake across all segments

Mid-range Nova Lake has more cores than high-end Arrow Lake, natch.

PC Gamer

Taiwan bans chip exports to Huawei, SMIC — ban comes after Huawei tricked TSMC into making two million AI processors despite US restrictions

Two of the most important companies behind China’s semiconductor self-sufficiency and AI supremacy hopes were dealt a blow on Saturday, with their addition to Taiwan’s strategic high-tech commodities entity list.

Tom’s Hardware

Taiwan adds China’s Huawei and SMIC to export control list

Taiwan’s Commerce Ministry has added Chinese chipmakers Huawei Technologies and Semiconductor Manufacturing International Corp to its export control list, as trade and technology frictions between the self-ruled island, China and the United States increase

The Independent UK

Patent reveals Huawei's quad-chiplet rival for Nvidia's Rubin AI GPUs could use packaging tech that rivals TSMC — Ascend 910D rumors have seemingly solid foundation

Huawei has reportedly developed a chip packaging process technology for its Ascend 910D processor that is comparable to TSMC's leading-edge CoWoS technology.

Tom’s Hardware

AMD unwraps 2027 AI plans: Verano CPU, Instinct MI500X GPU, next-gen AI rack

AMD plans to launch its second-generation rack-scale AI platform in 2027 with EPYC 'Verano' CPUs, Instinct MI500X GPUs, and Vulcano 800 GbE NICs, accelerating its roadmap to an annual cadence.

Tom’s Hardware

GeForce RTX 5050 listed with 2,560 CUDA cores and 2,250 MHz boost clock

German IT company Kiebel reveals the specifications for Nvidia's unreleased GeForce RTX 5050 graphics card.

Tom’s Hardware

TSMC slows down global plans due to soft demand, but accelerates Arizona fab plans by six months for A16 / N2 production

TSMC's $165 billion U.S. investment gets speed boost

Tom’s Hardware

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Tom’s Hardware

Tesla details how it finds punishing defective cores on its million-core Dojo supercomputers — a single error can ruin a weeks-long AI training run

Tesla's Stress tool detects and disables faulty cores in Dojo wafer-scale processors, which power Dojo clusters with millions of cores, without interrupting AI training.

Tom’s Hardware

'Rising ASIC coalition' seeks to jettison Nvidia — Industry report claims firms are accelerating development in order to reduce dependence on the giant

Industry reports claim that ASIC shipments are projected to rise at a compound annual growth rate of 50%. This growth is largely attributed to top cloud hyperscalers such as Google, AWS, and Meta seeking to move away from reliance on Nvidia hardware.

Tom’s Hardware

Elon Musk's SpaceX to build its own advanced chip packaging factory in Texas – 700mm x 700mm substrate size purported to be the largest in the industry

Elon Musk reportedly plans to move some chip packaging capabilities in-house at SpaceX.

Tom’s Hardware

GlobalFoundries announces $16 billion U.S. chip production spend — striking spending boom follows demand from domestic customers

Contract fab GlobalFoundries has announced a commitment to spend $16 billion on plant expansion and advanced packaging research. The move comes with no expected spending date.

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MarketBeat

TSMC Joins NVIDIA in UAE Push, Fueling Growth Outlook

Taiwan Semiconductor company just announced a new development in the UAE, locking in further financial growth and upside for investors.

Tom’s Hardware

Nvidia accused of poaching TSMC engineers in Taiwan – up to $180,000 salaries offered for talent

The media in Taiwan have highlighted the lucrative compensation packages being used to tempt engineers to fill key roles and fuel Nvidia’s ambitious expansion plans.

Tom’s Hardware

Intel Nova Lake CPUs reportedly get a GPU overhaul — Xe3 Celestial and Xe4 Druid IPs used for graphics, media, and display

Intel's next-gen Nova Lake CPUs for desktops are expected to use Xe3 (Celestial) for the integrated graphics, while media and display move to Xe4 (Druid).

Tom’s Hardware

TSMC could charge up to $45,000 for 1.6nm wafers — rumors allege a 50% increase in pricing over prior-gen wafers

TSMC is preparing to begin 2nm chip production with wafer prices reportedly reaching $30,000 and potentially $45,000 for more advanced nodes like A16, driven by the complexity of backside power delivery.

PC Gamer

TSMC boss claims the chipmaker doesn't need to pick winners to work with, just wait patiently 'because they will all come to us in the end'

If you build it, they will come.

Fortune

Nvidia’s chips are among the world's hottest commodities. So why is the company likely trashing $4.5 billion worth of them?

Nvidia's options for the chips, originally destined for China, but since banned from export there, are limited.

PC Gamer

The world's biggest chip maker TSMC says it still can't keep up with demand for AI hardware despite tariff uncertainty

Oh well, looks like gaming GPUs are still going to be hard to come by.

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