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UNBELIEVABLE: Tsmc - Caught on Camera

TSMC Revenue Surges 30% in May on Relentless AI Demand. TSM Stock Is Still Undervalued Here.

The world's most important chipmaker just gave investors another reason to believe the AI boom is far from over.

Republican lawmakers urge federal agency to block imports of infringing TSMC chips as patent ruling nears — five asserted U.S. patents come from United Microelectronics Corporation

Republican lawmakers urge federal agency to block imports of infringing TSMC chips as patent ruling nears — five asserted U.S. patents come from United Microelectronics Corporation

Four Republican members of Congress have urged the U.S. ITC to block imports of foreign-made chips found to infringe U.S. patents

Tom’s Hardware

Nvidia CEO Jensen Huang Calls AI ‘Insanely Profitable’ for TSMC. How to Play TSM Stock Here.

Nvidia CEO Jensen Huang Calls AI ‘Insanely Profitable’ for TSMC. How to Play TSM Stock Here.

Jensen Huang’s “insanely profitable” comment underscored TSMC’s central role in the AI chip boom and strengthened investor confidence in its growth outlook.

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Google Explores Samsung Role In Next-Generation AI Chip As Demand Reshapes Global Semiconductor Supply Chain

Google is discussing plans with Samsung Electronics to manufacture part of its next-generation artificial intelligence chip, according to a new report.

International Business Times

Google in talks with Samsung to make part of next-gen chip: Report

Google is reportedly in talks with Samsung Electronics for manufacturing a component of its upcoming AI processor. This collaboration could boost Samsung's chip manufacturing business. The processor, codenamed "Icefish", is still in development with mass production potentially starting in 2028. This move suggests Google's effort to diversify its chip manufacturing…

The Economic Times

The BBC quizzed chip maker TSMC on the possibility of increased prices and you're really not going to like the answer

Inflation and TSMC's "value" looks set to push prices ever higher.

Taiwan weighs criminal ban on AI chip exports to all of China — stricter measures beyond blacklisted firms would make smuggling servers a crime

Taiwan is considering far stricter export controls that would restrict AI chip sales to every customer in China.

Tom’s Hardware

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Intel Shares Soar on Google Deal To Build TPUs. Here's What It Means for INTC Stock.

Intel Shares Soar on Google Deal To Build TPUs. Here's What It Means for INTC Stock.

Intel reportedly has bagged a massive order to make Google's TPUs.

Intel Becomes Plan B for the Semiconductor Industry. Here's How That's a Winning Strategy

Intel Becomes Plan B for the Semiconductor Industry. Here's How That's a Winning Strategy

Intel is rising sharply after reports the chipmaker may have secured new orders that add to its growing hyperscaler partner list. If true, Intel could become the semiconductor industry's preferred backup supplier.

New rumour claims with '100%' confidence that AMD's next-gen Zen 6 desktop CPU will run at over 6.5 GHz

New rumour claims with '100%' confidence that AMD's next-gen Zen 6 desktop CPU will run at over 6.5 GHz

However fast it is, AMD says Zen 6 is coming later this year.

Google reportedly orders at least three million chips from Intel to arrive in 2028, as TSMC struggles to keep up with the AI boom

Google reportedly orders at least three million chips from Intel to arrive in 2028, as TSMC struggles to keep up with the AI boom

Could Intel's Foundry efforts be starting to pay off?

This Hidden Growth Story in Taiwan Semi Could Cause TSM Stock to Skyrocket

This Hidden Growth Story in Taiwan Semi Could Cause TSM Stock to Skyrocket

TSMC's 2nm process node is progressing well and may not yet be priced into its future earnings.

AI Chip Rally Leaves Asia's Fund Managers Struggling To Keep Pace

AI Chip Rally Leaves Asia's Fund Managers Struggling To Keep Pace

The dominance of Taiwan and South Korean chipmakers has intensified concentration risks across Asian equity markets and altered how professional investors build portfolios.

International Business Times

Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 list

Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 list

Indian companies are no longer in the top 10 of the MSCI Emerging Markets Index. A surge in AI stocks has shifted global capital. Taiwan and South Korea's chipmakers now dominate the index. Reliance Industries and HDFC Bank have fallen in global rankings. India's market weight has hit a six-year…

The Economic Times

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Tom’s Hardware

Chinese startup claims photonic chip production without DUV lithography, says nanoimprint process cuts costs by 90% — 8-inch wafers produced without conventional optical lithography

Chinese startup Prinano claims it produced 8-inch photonic chip wafers without DUV lithography, using nanoimprint technology that cuts costs by 90%.

Technology Stocks Just Got Cheaper—Here Are 5 Mega-Caps Worth a Closer Look

A major market-wide selloff on Friday compressed valuations across several mega-cap technology stocks, creating potential long-term opportunity.

The Economic Times

Intel Foundry comeback! Is a bigger Intel stock surge ahead? INTC shares surge 9.16% today as Google’s 3 million TPU order and Nvidia testing fuel Intel’s AI revival

Intel stock is back in focus. INTC shares surged 9.16% after reports that Google ordered more than 3 million TPU AI chips from Intel for 2028. Nvidia is also testing Intel’s advanced 18A process. As TSMC faces capacity pressure, Intel Foundry is emerging as a serious AI manufacturing contender.

International Business Times

Intel Refocuses On Core Chip Business As AI Demand Brings CPUs Back Into Spotlight

Intel's turnaround efforts gained fresh visibility at Computex 2026, where executives highlighted growing demand for CPUs as AI applications expand beyond model training.

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The Economic Times

US stocks | Alphabet taps Intel to make three million in-house chips: Report

Nvidia has not placed an order with Intel yet, but has been evaluating whether the company's technology can be used to make a processor that combines four graphics ⁠chips into ‌a single unit, the report said.

Tom’s Hardware

Disgruntled ASML employees threaten to boycott Elon Musk conference appearance — staff express ire at political involvement and 'Nazi sympathies'

ASML has confirmed that a group of disgruntled workers is pushing back hard against an invitation for Elon Musk to address the equipment maker’s closed annual tech conference.

The Economic Times

The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, Taiwan

A sharp tech selloff exposed concentration risks in Asian markets, where chip giants such as TSMC, Samsung and SK Hynix dominate benchmarks. As their rapid gains pushed portfolio weights beyond risk limits, active fund managers were forced to sell despite strong fundamentals. The unwind triggered market volatility, accelerated fund outflows…

From Industry Titans to Tiny Fish: 3 Key Stocks Insiders are Trading

Check out these three stocks that insiders are buying and selling, including giants in oil and AI, as well as a small gene stock seeing huge swings.

The Economic Times

TSMC working hard to meet chip demand, would 'like' to hike prices

C.C. Wei, speaking at the company's annual shareholder meeting in the Taiwanese city of Hsinchu, said customers are still upbeat on the outlook for AI, while TSMC is monitoring the impact of rising component costs.

New report claims Intel is 'struggling' to supply laptop CPUs based on its latest 18A node after speaking to Computex sources

But it might not be because there's a problem with 18A itself.

Tom’s Hardware

TSMC CEO C.C. Wei says, ‘It will be a long time before we can meet customer demand’ — tells shareholders that he will keep prices stable, refrain from implementing price hikes

TSMC says it does not have enough capacity to handle all the demand from AI hyperscalers, with CEO C.C. Wei saying that it will take a long time before it can match customer demand. This is an opportunity for Intel, though, as companies desperate to get their hands on advanced…

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