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UNBELIEVABLE: Tsmc - Caught on Camera

Intel scraps 44-year-old 'Fellow' title for top scientists, changes 'standard of technical leadership' — technical luminaries must now deliver measurable business results, combine deep expertise with strategic vision and 'measurable tactical progress'

Intel gets rid of hundreds of vice presidents, replaces 'Fellows' with 'distinguished engineers,' changes 'standards of technical leadership.'

Tom’s Hardware

TSMC fab equipment demand nearly doubles in six months — AI surge pushes 2026 CapEx toward $64B amid tool shortages

TSMC's equipment requirements have nearly doubled in just eight months as AI demand drives an unprecedented fab expansion, yet its 2026 CapEx budget has risen by only around 15%.

Tom’s Hardware

Business Brief (Sept. 3): TSMC Ramps Up Equipment Procurement to Meet AI Demand

China’s energy authority plans AI-powered grid, while existing home sales jump

Caixin Global

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China's EUV technology 'at a similar stage to ASML in 2004,' analyst claims — Beijing's semiconductor industry remains well behind Western rivals

Despite rumors, there is no evidence that Chinese makers of lithography tools can produce immersion lithography scanners in quantity.

Tom’s Hardware

TSMC plans Kaohsiung site expansion to boost semiconductor testing efficiency

TSMC Vice President of Advanced Packaging Technology and Service Jun He said the company is working with Taiwan's Ministry of Economic Affairs and the Kaohsiung City government on the expansion, which is expected to boost validation efficiency by 25-50 per cent.

The Economic Times

Taiwan says its companies plan to invest another $20 billion in US

Taiwanese firms plan additional twenty billion dollars investment in the United States. This significant investment is driven by increasing demand for artificial intelligence applications. The announcement came from Taiwan's economy minister at a trade show in Taipei. A visiting US official welcomed the news, highlighting shared supply chain commitments. These…

The Economic Times

How Taiwan's AI stock boom has ordinary people borrowing to invest

People across Taiwan are taking out loans and even remortgaging their homes to chase gains in an AI-fuelled stock boom — and not everyone is coming out ahead.

Euronews

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From Bill Gates to Bernie Sanders, most agree the AI arms race is disastrous. Only Europe can make it stop

An EU export ban on Dutch tech giant ASML’s machines could force the pause we all need, says Guardian Europe columnist Alexander Hurst

The Guardian - UK

Corning vs. Applied Materials: One Stock Beat the Other by 75 Percentage Points. The Better AI Infrastructure Play Is Clear.

Corning and Applied Materials both fuel the AI infrastructure boom, but from opposite ends of the chip supply chain. Here's the stronger buy.

Barchart

Why the head of Taiwan’s stock exchange wants you to look past TSMC—and embrace the ‘technology island’

Taiwan overtook India to become the world’s fifth-largest stock market in May, and yet two-fifths of that value comes from TSMC.

Fortune

The Last Time Money Fled U.S. Stocks, Emerging Markets Won for a Decade... But This Time Around, 'EM' Means Taiwan Semi and Samsung.

Active investors pulled $284 billion from U.S. stocks over the past year. The last time this happened, emerging markets crushed the S&P 500 for a decade. But today's EM index is stacked with names like TSMC, Samsung, and SK hynix, the same AI supply chain driving U.S. markets higher.

Barchart

Trump administration weighs expanding chip tariffs to laptops, consoles, and servers, report claims — January's data center exemptions may be scrapped

The Trump administration is weighing a second round of semiconductor tariffs that would extend duties beyond chips to products built with them.

Tom’s Hardware

Cisco Could Be Entering a More Lasting Growth Phase, Says Morgan Stanley

There are several key catalysts, including upgrades to networking equipment, demand for artificial intelligence, and cybersecurity.

Barchart

SpaceXAI will deploy standalone Nvidia Vera CPUs for Grok's agentic workloads — will use optimized Vera Rubin NVL72 in space with Starmind satellite

Nvidia claims the chip completes agentic, reinforcement learning, and data processing tasks up to 1.8 times faster than x86 processors.

Tom’s Hardware

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Barchart

George Soros Quietly Raised His Taiwan Semi Stake by 1,000%. Here’s Why You Should Be Buying Too.

Hedge funds are divided on TSMC, but record AI-driven results and strong U.S. expansion give the bulls plenty of reason to stay confident.

The Economic Times

Xiaomi launches new Xring chip, partners with TSMC for production

The introduction of Xring O3 comes a year after Xiaomi launched its first proprietary smartphone processor, the Xring O1, marking the latest step in the world's third-largest smartphone vendor's push to join rivals such as Apple, Samsung Electronics and ⁠Huawei in ‌developing its own chips.

The Economic Times

Xiaomi launches new Xring chip, partners with TSMC for production, sources say

Xiaomi introduced its new Xring O3 smartphone processor, aiming for greater component control. This chip, made by TSMC using its 3nm technology, targets future flagship devices. The company expects to ship between 200,000 and 300,000 units of this new processor. This move aligns with rivals like Apple and Samsung developing…

Tom’s Hardware

This week on Tom's Hardware Premium: August 22, 2026 — foundries, supercomputers, China, and how to not overpay on a motherboard

We recap this week's Tom's Hardware Premium articles, including our latest advice on your next motherboard purchase, a look inside Samsung's Fab roadmaps, and much more.

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Android Central

2nm chips who? Reports say TSMC is racing toward 1.6nm production in Q4

We're a month away from getting 2nm chips from Qualcomm; however, reports say TSMC is striding toward 1.6nm for the near future.

PC Gamer

AMD Ryzen 7 7700X3D review

Not a DIY play, but could be the basis for bundles and budget pre-built gaming PCs.

Benzinga

Samsung Tumbled Nearly 8% in Seoul Even as AI Demand Drives Chip Prices Up To 15%

Samsung Electronics raised prices for some advanced chipmaking services by up to 15% for new orders, as surging AI demand fills key production lines and pushes customers toward alternatives to capacity-constrained Taiwan Semiconductor Manufacturing Co. (NYSE:TSM).

Tom’s Hardware

Samsung raises advanced foundry prices by up to 15% as AI demand fills its 4nm lines, report claims — Chinese customers accepting the largest hikes

Samsung raised prices on new orders across its 4nm, 5nm, and 8nm foundry processes in July, with increases reaching 15% for customers in China.

Benzinga

Taiwan Semiconductor’s AI Bottleneck Hands Samsung a Powerful Pricing Opportunity

Samsung Electronics Co. Ltd. (OTC:SSNLF) is using stronger AI-chip demand, tighter industry capacity, and improving manufacturing performance to raise prices and strengthen the economics of its foundry business as it works to narrow the gap with Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM).

The Economic Times

Samsung hikes chipmaking prices by up to 15% on demand spike

Demand from Chinese customers has been particularly strong, but Samsung has been unable to meet all orders because it must serve US customers and reserve part of its capacity to support its own chip production, said the sources, who spoke on the condition of anonymity because they are discussing sensitive…

Tom’s Hardware

Intel's next-gen Nova Lake chips may skip game-boosting X3D cache rival for mobile SKUs and debut on Razor Lake-HX instead, leaker claims — new rumor says Razor Lake family reportedly uses TSMC's N2X node

Nova Lake desktop CPUs look to be the exclusive recipient of bLLC, Intel's answer to AMD's X3D, as the company looks to debut bLLC on mobile with Razor Lake-HX, and possibly Razor Lake-AX. As such, the Razor Lake family is also rumored to be manufactured on TSCM's N2X process node.

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