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UNBELIEVABLE: Tsmc - Caught on Camera

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

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.

Barchart

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.

Barchart

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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.

PC Gamer

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?

PC Gamer

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.

Barchart

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

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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

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%.

Tom’s Hardware

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.

MarketBeat

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.

The Economic 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.

International Business 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.

The Economic Times

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.

Tom’s Hardware

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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…

MarketBeat

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.

PC Gamer

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.

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news in one place.

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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…

The Economic Times

TSMC reports $54.55 billion profit in 2025 as AI-driven chip demand boosts earnings

Taiwan Semiconductor Manufacturing Company, TSMC, announced impressive 2025 financial results. The chipmaker achieved over 120 billion US dollars in revenue and 54 billion US dollars in net income. This strong performance reflects the growing global demand for advanced semiconductor chips. Technologies like artificial intelligence and high-performance computing are driving this…

The Economic Times

Nvidia starts shipping TSMC-backed CPO switches to tackle AI data centre bottlenecks

Nvidia Corp. on Wednesday announced that it has started shipping its next-generation co-packaged optics (CPO) switches, developed in collaboration with Taiwan Semiconductor Manufacturing Co. (TSMC), as the U.S. tech giant seeks to address data transmission and power consumption challenges in AI data centres, according to a report by Focus Taiwan.

The Economic Times

TSMC boss upbeat on outlook as AI boom shows no sign of easing

Chief Executive C.C. Wei, speaking at TSMC's annual shareholders' meeting in the northern Taiwanese city of Hsinchu, added that its customers continue to express a positive outlook for the AI industry.

MarketBeat

Advanced Micro Devices Sees Agentic AI Doubling CPU Opportunity as MI450 Nears

Advanced Micro Devices (NASDAQ:AMD) executives said demand tied to agentic artificial intelligence is accelerating faster than expected, driving a sharp expansion in the company’s server CPU opportunity and shaping its plans for GPU systems, supply chain commitments and customer engagements. Speaki

Tom’s Hardware

AMD ‘had to re-engineer’ the Ryzen 7 5800X3D for a re-release — 10th Anniversary Edition chip had ‘a whole body of engineering work’ put into it

AMD just reintroduced the Ryzen 7 5800X3D, but it wasn't as simple as spinning up the old manufacturing process, as the original bonding method TSMC used was no longer available.

The Economic Times

South Korea, Taiwan leapfrog India, but the race was lost decades ago

South Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems from decades of strategic state investment and industrial policy, creating market leaders like Samsung, SK Hynix, and TSMC. India, despite recent efforts, faces a long road to catch up…

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