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EXPLAINED: 17 - The Real Truth

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.

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 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

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,…

Tom’s Hardware

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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

The Independent UK

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.

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.

Tom’s Hardware

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

The Independent UK

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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

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.

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

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.

Tom’s Hardware

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

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.

Windows Central

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

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 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.

Tom’s Hardware

Taiwan rejects possibility of transferring 40% of the island's semiconductor capacity to U.S. — production on Taiwan expected to increase in lockstep with increases in U.S.-based production

Taiwan rejects possibility of transferring 40% of the island's semiconductor capacity to U.S. — production on Taiwan expected to increase in lockstep with increases in U.S.-based production

Taiwan authorities have no problems with TSMC investing in the U.S. as long the bulk of its fabs and leading-edge process technologies remain in Taiwan.

Tom’s Hardware

Both Intel and AMD have warned Chinese customers of delays on server CPU shipments, report says, as AI demand begins to eat into the processor market

Both Intel and AMD have warned Chinese customers of delays on server CPU shipments, report says, as AI demand begins to eat into the processor market

The supply chain wobbles once more.

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The Independent UK

TSMC to make advanced AI semiconductors in Japan in boost for its chipmaking ambitions

Taiwan’s TSMC, the world’s largest contract computer chip maker, has announced it will be manufacturing advanced 3-nanometer semiconductors in Japan to meet booming AI demand

Tom’s Hardware

AI infrastructure surge begins squeezing Apple’s component costs — company considering supplier other than TSMC for lower-end chips, report claims

Apple is beginning to feel the downstream effects of the AI infrastructure boom, as surging demand for data center hardware pushes up component costs and weakens its leverage.

Tom’s Hardware

Jensen Huang warns TSMC needs to 'work very hard' to meet AI demand — Nvidia CEO says its demand alone may force doubling its capacity over the next decade

Nvidia CEO Jensen Huang says TSMC needs to work very hard to expand capacity in order to keep up with AI demand.

'TSMC needs to work very hard this year because I need a lot of wafers' says Nvidia CEO Jensen Huang outside a 'trillion-dollar dinner' for top tech manufacturers in Taiwan

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Apple Is Reportedly Looking to Partner with Intel Foundry. Does That Make INTC Stock a Buy Here?

Intel is back in focus as Apple reportedly looks to use its U.S. foundries, sparking fresh debate over whether INTC stock is worth buying now.

Tom’s Hardware

Leaker claims AMD Zen 6 will feature 48MB of L3 cache — keeping L3 cache-to-core ratio the same as Zen 5 with Zen 6's 12-core CCD

A new rumor suggests that AMD will be upgrading Zen 6 to 48MB of L3 cache to compensate for the four additional cores that will be introduced to Zen 6's CCD.

Tom’s Hardware

Intel shows off leading-edge tech with massive AI processor test vehicle — huge chip features four logic tiles, 12 HBM4 stacks, and 8X reticle size

Intel demonstrates 8X reticle size prototype system-in-package that features four logic tiles, two I/O tiles, and 12 HBM4-class stacks.

Nvidia Could Use Intel’s Foundry in 2028. Is It Worth Buying INTC Stock Now and Waiting?

Nvidia’s 2028 foundry interest boosts Intel’s long-term case, but near-term execution risks and supply limits still cloud the stock’s path.

Tom’s Hardware

Nvidia CEO denies that US wants to shift 40% of Taiwan's chipmaking capacity to America — Jensen Huang says onshoring is all new capacity, will preserve island nation's silicon shield

Nvidia's Huang claims that Taiwan will not lose its silicon shield as TSMC expands overseas because demand for leading-edge semiconductor production is so high that a global chipmaking footprint is essential to meet it.

CFO David Zinsner Is Buying Intel Stock. Should You?

Intel stock fell 17% after the chipmaker provided a less-than-impressive guidance for Q1 of 2026.

The $600 billion wave of AI ‘capex’ growth boosting stocks is about to slow down, analysts warn

“It’s an AI arms race,” Wells Fargo warns.

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