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The Latest Breaking News from TSMC

Apple's M3 Chip might get a huge upgrade, and it's just what Apple needs right now

Apple's next-gen chip might use TSMC's 3NE instead of N3 process.

TechRadar

Carmakers are mistaken if they think chip shortages are over – they need to reinvent themselves while there's time

Finally, carmakers got a break. Those in the UK boosted their output by over 13% in February as supply-chain pressures subsided, especially the persistent global shortage in microchips, also known as semiconductors. This “signals an industry on the road to recovery”, declared UK motoring trade association the SMMT. Well, up…

The Conversation

Huge Intel Arc GPU order shows Team Blue's graphics card dream is still alive

Intel has placed a large order for Arc GPUs from TSMC according to Taiwanese reports, indicating that Intel is committed to its discrete GPU line.

TechRadar

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Intel reportedly bets big on sales of its next-gen Arc graphics cards

Intel said to have placed large orders for its new GPUs with TSMC.

PC Gamer

China seethes as US chip controls threaten tech ambitions

China's leaders are seething at U.S. efforts to cut off access to technology to make advanced computer chips

The Independent UK

Mac sales have tanked, forcing Apple to temporarily halt M2 chip production

Apple paused M2 chip production in January and February of 2023 according to reports, apparently over poor sales of M2 Mac products.

TechRadar

Intel Battlemage, Celestial GPUs Are Booked in at TSMC: Report

Intel has signed up for large orders of Battlemage and Celestial GPUs at TSMC. Products are expected in H2 2024 and H2 2026, respectively.

Tom’s Hardware

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Mac sales are so bad Apple had to stop making M2 chips

Apple reportedly halted M2 chip production amid a Mac sales slump at the beginning of 2023.

iMore

Most PC hardware pricing is back to normal so why not GPUs?

Prices are tumbling, except for graphics.

PC Gamer

Tenstorrent Shares Roadmap of Ultra-High-Performance RISC-V CPUs and AI Accelerators

Tenstorrent discloses its roadmap: Wormhole, Blackhole, Grendel.

Tom’s Hardware

Intel's next-gen GPUs absolutely need to match up to these rumoured specs to be relevant

The latest, impressive Intel Battlemage 'leak' may or may not be true, but it had better be for Arc's sake.

PC Gamer

IT pioneer Gordon Moore dies at 94

SAN FRANCISCO: Intel Corp co-founder Gordon Moore, a pioneer in the semiconductor industry whose “Moore’s Law” predicted a steady rise in computing power for decades, died on Friday at the age of 94, the company announced.

Bangkok Post

China Develops Domestic Chiplet Interface

China develops its own ACC chiplet interface that is incompatible with UCIe.

Tom’s Hardware

Nvidia Tackles Chipmaking Process, Claims 40X Speed Up with cuLitho

Nvidia introduced its new cuLitho technology that speeds up a critical chipmaking bottleneck.

Tom’s Hardware

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AnandTech

AMD: Ryzen Mobile 7040HS “Phoenix” Laptops Delayed Until April

For everyone who has been eagerly waiting for the first laptops incorporating AMD’s monolithic Zen 4 mobile CPU, AMD sends word on a Friday afternoon that you’ll be waiting a little longer. Laptops based on AMD’s Ryzen Mobile 7040HS series CPUs have officially been delayed by a month, pushing their…

The Independent UK

Taiwan chip pioneer warns US plans will boost costs

The founder of the processor chip industry's biggest manufacturer is warning that U.S. government efforts to move production from Asia to the United States will as much as double their cost

Reason

Politicians Use Subsidies To Squeeze Semiconductor Manufacturers

When politicians manipulate industry, the public pays the price.

The Guardian - UK

Cold war 2.0 will be a race for semiconductors, not arms

Taiwan and its huge silicon foundry look set to become the centre of the geopolitical conflict between the US and China

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The Times of India

Warren Buffett’s quick $3.7 billion sale of TSMC stock spooks investors

WASHINGTON: Warren Buffett slashed his holding of Taiwan Semiconductor Manufacturing Co just months after disclosing a major stake, an unusually quick reversal by the legendary stock picker that’s chilling investor sentiment toward the chip giant.

Fortune

How TSMC convinced Apple to ditch Samsung

In 2011, Apple needed to find a replacement for its contract chip manufacturer—rival smartphone maker, Samsung.

Fortune

Intel shares erase almost all their 2023 gains after poor earnings and a chip glut

“I don't think I've ever seen anything quite like this before”, said one senior semiconductor analyst for Bernstein Research.

The Conversation

Bringing manufacturing back to the US requires political will, but success hinges on training American workers

Supply chain disruptions during COVID-19 brought to light how interdependent nations are when it comes to manufacturing. The inability of the U.S. to produce such needed goods as test kits and personal protective equipment during the pandemic revealed our vulnerabilities as a nation. China’s rise as a global production superpower…

The Independent UK

Taiwan chipmaker TSMC says quarterly profit up 78%

Taiwan Semiconductor Manufacturing Co., the biggest contract manufacturer of processor chips for smartphones and other products, says its quarterly profit rose 78% over a year earlier but forecast weak demand this year

Kiplinger

The Best Semiconductor Stocks to Buy

When considering the best semiconductor stocks, there's Nvidia and then there's everyone else. Here, we look at the mega-cap chipmaker and a few of its peers.

Al Jazeera

US waged war on China’s chips; S Korea, Taiwan felt the fallout

Washington’s bid for self-sufficiency in semiconductors is complicating relations with its tech-savvy partners in Asia.

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