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BIZARRE: 18 - You Need To See This

AI Boom Delivers Record Net Profit For Taiwan's TSMC

Taiwanese tech titan TSMC reported Thursday a forecast-busting record net profit for the third quarter on skyrocketing demand for microchips used to power iPhones and artificial intelligence.

International Business Times

The Apple M5 is barely a hop, much less the technological leap that Apple wants it to be

The Apple M5 is official, and from everything I've seen about it, you can probably skip this one.

TechRadar

Alliances, Tariffs, and Chips: Intel’s Fight for Leadership

The semiconductor market is undergoing a full-fledged restructuring, with some companies expanding their influence and capitalization. In contrast, others are forced to seek support from competitors and governments.

inkl

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Report: Arm developing custom CPU for OpenAI's in-house accelerator — core IP would underpin 10GW of installed AI capacity

OpenAI is reportedly working with SoftBank-owned Arm on a new CPU to complement the custom AI accelerator it is co-developing with Broadcom.

Tom’s Hardware

Next-gen MRAM breakthrough can flip bits at SRAM-rivalling speeds with low power consumption — researchers claim true next-gen breakthrough using Tungsten layer

The major challenge that hampered the development and adoption of SOT-MRAM is now in the rearview mirror.

Tom’s Hardware

Retail Investors' Top Stocks With Earnings This Week: Fastenal, ASML, TSMC And More

Retail investors are preparing for the kick-off of the third-quarter earnings season, with big banks and other top stocks reporting this week.

Benzinga

Taiwan says its chip fabs are safe from China’s rare-earth crackdown

Taiwan’s Ministry of Economic Affairs says the island’s chip sector will see 'no significant impact' from China’s newly expanded rare-earth export controls.

Tom’s Hardware

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TSMC Faces Energy Threat, Trump's 'Genius Act' Sparks Hyperinflation Fears, Gold Predicted To Hit $5,000 By 2026: This Week In Economy

It was an eventful weekend in the world of finance and tech. Here’s a quick rundown of the top stories that made headlines.

Benzinga

I got to see Intel Panther Lake up close this month, and it is the most important product Intel has ever produced

Intel announced its next series of processors, the Core Ultra series 3, this week, but I got a close up look at these new chips in Arizona ahead of the announcement. Here's what I saw.

TechRadar

Samsung's next-gen tech might power an alternative Galaxy Z Flip 8 Snapdragon

Recent rumors claimed that Samsung is moving ahead with a next-gen Snapdragon variant with Qualcomm for the Flip 8.

Android Central

Intel's 18A production starts before TSMC’s competing N2 tech — here's how the two process nodes compare

Intel has begun mass production of its Core Ultra 3 'Panther Lake' processors built on 18A node at Fab 52 in Arizona, marking the first large-scale deployment of this advanced process ahead of TSMC’s N2.

Tom’s Hardware

China bans research company that helped unearth Huawei's use of TSMC tech despite U.S. bans — TechInsights added to Unreliable Entity List by state authorities

Beijing has banned TechInsights from doing business with Chinese companies because it has "defied China's strong objections to engage in activities such as so-called military-technical cooperation with Taiwan, made malicious remarks concerning China, and assisted foreign governments in suppressing Chinese companies."

Tom’s Hardware

Samsung Galaxy Z Flip 8 just tipped for monstrously powerful upgrade

Samsung is apparently trying to make a 2nm version of the Snapdragon 8 Elite Gen 5, which could give its 2026 foldables even more power compared to the regular 3nm edition of the chip.

Tom’s Guide

Athena 1 is probably the most secure CPU ever designed - but I don't think the only European CPU will be good enough to challenge rivals when it launches in 2027

Athena1 is described as the most secure CPU ever designed, but questions remain over whether Europe’s sovereign chip can compete with rivals when it launches in 2027.

TechRadar

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Tom’s Hardware

AMD will beat Nvidia to launching AI GPUs on the cutting-edge 2nm node — Instinct MI450 is officially the first AMD GPU to launch with TSMC's finest tech

AMD is set to use TSMC's leading-edge N2 fabrication process for its next-generation CDNA 5-based Instinct MI450 accelerators, but Nvidia's Rubin may have an edge over these GPUs when it comes to brute force compute performance.

PC Gamer

Panther Lake revealed: Intel's pocket powerhouse is a big step up from Lunar Lake, with performance and efficiency gains all around

But is the cost of multiple tiles and Foveros the answer to AMD's monolithic approach?

inkl

Nvidia Invests $5B in Intel: A Strategic Bet to Reshape the CPU-GPU Market

On September 18, the tech market was abuzz with historic news: Nvidia announced a $5 billion investment in Intel. Furthermore, the companies announced the start of joint development of x86-compatible processors.

Benzinga

TSMC Faces Uncertainty As Taiwan's Energy Security Reportedly Comes Under Chinese Threat

The recent military exercises reportedly conducted by China near Taiwan have raised concerns about the island’s energy security and the chip industry, prompting Taipei and Washington to take immediate action.

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Tom’s Hardware

Texas Instruments to cut 183 positions in its North Texas facilities, claims report — about 400 employees in total expected to be laid off due to closure of older plants

Texas Instruments is closing its older 150mm fabs, with the company laying off employees working in these older sites.

Tom’s Hardware

Amkor breaks ground on Arizona advanced packaging campus, plugging critical gap in US semiconductor supply chain — production expected in 2028, investment could extend to $7 billion with 3,000 jobs in tow

Amkor has broken ground on a new semiconductor packaging and test campus in Peoria, Arizona, marking a rare domestic expansion in one of the industry’s most critical and capacity-constrained areas.

Tom’s Guide

Google to remove Samsung from its Tensor G6 modem — here's why that matters

A new rumor claims Google may ditch Samsung in favor of a new modem in the Tensor G6.

International Business Times UK

Google Pixel 11 to Ditch Samsung Modem in Bold Switch to MediaTek M90, Reports Claim

Despite shifting to 3nm for the Tensor G5, Google's chips still trail Qualcomm in efficiency. To fix this, Google is making a strategic, modular move: replacing the power-hungry modem in the upcoming Tensor G6.

Android Central

The Pixel 11 will reportedly drop Samsung's modem in favor of MediaTek

Google’s Pixel 11 is reportedly being tested with a MediaTek modem inside the Tensor G6.

Benzinga

Taiwan Rejects 50–50' Chip Production Demand, Ming-Chi Kuo Explains Real Bottleneck Lies In America's Labor And Regulation, Not TSMC

Earlier this month, Taiwan firmly rejected the Donald Trump administration's proposal for an even split in semiconductor production between the U.S. and Taiwan.

International Business Times UK

Apple Smart Glasses Dead on Arrival? Insider Claims 2026 Debut Will Lack AR Display

Apple's smart glasses could launch by 2026, but a new report claims they'll arrive without a key feature: an AR display. Discover the details on the powerful 2nm chip, the new timeline, and why they might function more as an iPhone companion.

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