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The Latest Breaking News from TSMC

'We expect supply constraints to be the headwind to gaming in Q1 and beyond' says Nvidia, although it claims demand and inventory levels are 'healthy'

A tempering of expectations, perhaps?

PC Gamer

Chipmakers still suffering from rare earth shortages, says report — US-China trade truce apparently still hasn’t eased pressures despite agreement taking place in October last year

Sources told Reuters that some U.S. chipmaking firms are running low on scandium — a crucial rare earth material for making 5G chips — as they suffer delays from acquiring export licenses from Beijing.

Tom’s Hardware

China to increase leading-edge chip output by 5x in two years, report claims — aims to lift 7nm and 5nm production to 100,000 wafers per month, targeting half a million monthly by 2030

Chinese foundries looking to increase 7nm and below capacity to 100,000 wafer starts per month in one or two years, says Nikkei.

Tom’s Hardware

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Trump administration to use Pentagon AI to set mineral reference prices — gallium and germanium among first four targets

The Trump administration wants to use DARPA's Open Price Exploration for National Security (OPEN), an AI tool launched in 2023, to calculate what supplies of strategically important rare earths should cost once labor, processing, and other inputs are factored in and the effects of alleged Chinese market manipulation are removed.

Tom’s Hardware

Why India joining the US alliance on AI tech is an opportunity for Australia

India has formally joined the United States’ flagship international alliance on artificial intelligence (AI) supply chain security: “Pax Silica”. Officials from both countries signed the Pax Silica declaration on the sidelines of a major AI summit in New Delhi last week.

The Conversation

US gov't warned Nvidia CEO Jensen Huang, Tim Cook, and Lisa Su that China could invade Taiwan by 2027 — Apple CEO reportedly said he sleeps 'with one eye open'

A new investigative report from The New York Times reveals that, in July 2023, senior US intelligence officials privately briefed some of the tech industry's most powerful executives on classified assessments regarding China and Taiwan.

Tom’s Hardware

Apple to produce Mac Minis in Houston for the first time — US chip sourcing tops 20 billion units

Apple announced that it will begin producing the Mac Mini in Houston, Texas later this year, marking the first time that the compact desktop has ever been manufactured in the United States.

Tom’s Hardware

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ASML makes breakthrough in EUV chipmaking tech, plans to increase speed by 50% by 2030 — new 1,000-watt light source fires three lasers at 100,000 tin droplets every second

ASML to use a new CO2 laser system and tin droplet generator to increase EUV light source performance to 1000W and lithography tool productivity to 330 wafers per hour in 2030 and beyond.

Tom’s Hardware

Taiwan Semi Stock Is Soaring Above AI Bubble Fears. Where Options Data Says It Is Headed Next.

Although machine learning’s low-hanging fruit has been plucked, TSM stock continues to swing higher thanks to where the underlying business is fundamentally positioned.

Barchart

Computer History Museum unveils comically large-scale rendition of the 1986 Apple Macintosh Plus — 'Big Mac' celebrates 50th Apple anniversary towering all-in-one's keyboard looks disproportionately huge today

Museum teases a 'Big Mac' that will be part of its Apple at 50 celebrations next month.

Tom’s Hardware

California bill would restrict 3D printer sales to state-approved models to prevent printing gun parts — joins Washington and NY on legal offensive

California 3D printer control bill would restrict sale to DOJ-approved models

Tom’s Hardware

Lenovo denies allegations of transferring data to China — class action lawsuit alleges company uses trackers to expose American behavioral data to ‘foreign adversaries’

A lawsuit says that Lenovo is tracking Americans visiting its website and exporting all the information to its Chinese servers.

Tom’s Hardware

Data storage Guinness World Record broken by QR code pixels measuring just 49nm — 1.98 sq micrometer size is smaller than bacteria, can only be read with an electron microscope

A collaboration between TU Wien and Cerabyte has established a new Guinness World Record for creating and reading the smallest ever QR codes.

Tom’s Hardware

Ignore Wall Street’s ‘Anti-AI’ Mode and Keep Buying These 3 Stocks

Constellation Research thinks the selloff in tech stocks is overdone. These three names may be the way to play the trade.

Barchart

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Tom’s Hardware

TSMC considers an additional $100 billion investment into Arizona fabs to bolster American chipmaking efforts — move would help TSMC's chips avoid tariffs due to local production

TSMC, other companies to invest $250 billion in the U.S. as part of trade deal, TSMC reportedly mulls additional $100 billion investment and four more fab modules.

Tom’s Hardware

U.S., Taiwan ink trade deal after months of talks — agreement cuts tariffs on Taiwanese goods to 15% in exchange for direct investments on U.S. tech sector, semiconductors still excluded

The U.S. and Taiwan finally signed a trade deal that saw the island get a lower 15% tariff on its goods compared to the previous 20%. In exchange for this, Taiwanese companies will invest $250 billion in the American tech industry, while Taipei will guarantee an additional $250 in loans,…

The Independent UK

Trump administration reaches a trade deal to lower Taiwan's tariff barriers

Taiwan has reached a trade deal with the United States that cuts almost all of its tariff barriers

Tom’s Hardware

Memory hoarding and skyrocketing prices hit entry-level electronics demand, foundry orders — China's top chipmaker points to supply chain pressures squeezing out consumers

Rising DRAM and NAND prices driven by AI megatrend and amplified by memory overbooking are hitting sales of inexpensive consumer electronics and smartphones, which affects orders of entry-level processors to foundries, according to SMIC.

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Tom’s Hardware

U.S. lawmakers demand sales ban on chipmaking tools to China — bipartisan group targets ASML's Dutch exports of lithography machines used to create advanced chips

Bipartisan group of lawmakers want the U.S. government to impose export controls on all wafer fab equipment bound to China except those that can be made locally and make allies do the following.

The Independent UK

Taiwan's AI-powered economy soars in the shadow of bubble fears and China threats

Taiwan's economy is thriving thanks to the boom in artificial intelligence, driven by strong demand for computer chips and other products made by companies like TSMC and Foxconn

PC Gamer

More details of an extra big Intel Nova Lake 'bLLC' CPU die with added cache and designed to take on AMD's X3D chips emerge

The 'bLLC' CPU die is allegedly 36% bigger than the regular high-performance die.

Tom’s Hardware

Intel Nova Lake die sizes leak, signaling higher cost — smaller compute tile still demands higher price on TSMC N2

The compute tile of Intel's Nova Lake CPU will be slightly smaller than compute tile of Arrow Lake CPU, but will likely be more expensive to make at TSMC.

Windows Central

Microsoft might be getting U.S. tariff exemptions on chips supplied by TSMC — potentially dramatically lowering costs

One of the biggest problems facing Microsoft's capex pertains to chip tariffs, and the U.S. might finally be waking up to the self-inflicted pain it's causing.

Tom’s Hardware

White House mulling tariff exemptions for Big Tech — Amazon, Google, Microsoft, other AI hyperscalers to be spared worst of import duties with U.S.-Taiwan deal

The White House is considering a tariff carve-out for big AI tech companies, like Amazon, Google, and Microsoft, allowing them to purchase imported AI chips from TSMC without getting slapped with an import tax.

Tom’s Hardware

TSMC's board approves $45 billion spending package on new fabs — record sign off signals aggressive expansion to grow capacity

TSMC's board of directors approves spending on new production capacities and promotes a key executive leading the development of A10 fabrication process due in 2030 or later.

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