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UNBELIEVABLE: 3 | History Defined

World's Biggest Chipmaker TSMC Sees Sales Jump 45%. AI Demand Keeps Booming

TSMC's latest sales numbers offer another sign that demand for advanced AI chips remains strong despite growing questions over the enormous cost of the AI spending boom.

International Business Times

Nvidia Built the AI Brain, Now TSMC Wants to Give It Eyes

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is betting that the next wave of artificial intelligence won’t just require more computing power — it will require machines that can see and understand the physical world.

Benzinga

Intel plans $15 billion share sale as turnaround rally lifts stock

Intel is gearing up for a monumental fifteen billion dollar share sale aimed at boosting its chip manufacturing capabilities. This strategic decision aligns with the company's commitment to enhancing its production facilities and advanced packaging technologies. By amplifying its operations, Intel is setting its sights on competing with industry giants…

The Economic Times

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Microsoft plans to unveil its new Maia 300 AI chip this fall: The Information

Microsoft is planning to publicly unveil ‌its ⁠new ⁠Maia 300 chip this fall, potentially as ⁠soon as ‌next month, The ⁠Information reported on Monday, citing people with direct ‌knowledge of the plans.

The Economic Times

Tech giants TSMC and Sony to invest billions in advanced chip sensor plant

Sony Corp. and Taiwan Semiconductor Manufacturing Co. (TSMC) are planning to invest around $6.3 billion (€5.4bn) in a joint venture to produce advanced image sensors in Japan, according to Nikkei.

Euronews

Apple iPhone 18 Pro launch: Check expected date, features, price and other details

iPhone 18 pro news: Apple is preparing for its major September iPhone event. The company expects to introduce the iPhone 18 Pro and other new models. This timing aligns with established manufacturing and consumer upgrade patterns. Preparations include an employee lottery for event support at Apple Park. The event signifies…

The Economic Times

Google Pixel 11 Pro vs Google Pixel 10 Pro: Biggest upgrades to expect

The Pixel 11 Pro is on the way, and these five upgrades over Pixel 10 Pro could make it worth the wait

Tom’s Guide

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$1 billion of iPhone 18 Pro chips 'on the shelves awaiting packaging' due to DRAM shortages — memory shortages reportedly put a wrinkle in Apple's launch plans

Apple reportedly as $1 billion worth of iPhone 18 processor wafers awaiting packaging, which hasn't been completed due to DRAM shortages.

Tom’s Hardware

Intel vs. TSMC: Intel Is Winning an AI Battle Against TSMC That Few Investors Are Watching

TSMC is reportedly developing an Intel-inspired packaging technology, suggesting AI chip packaging is becoming a key battleground, giving Intel a rare chance to narrow the gap.

Barchart

How four Asian economies are positioning themselves for the AI age

The global AI race is usually portrayed as a contest between the US and China. But another story is unfolding across east Asia, where countries such as Taiwan, South Korea, Japan and Vietnam are looking to command key parts of the AI value chain.

The Conversation

China cracks down on copycat chip designs with new regulations and penalties — new guidelines enforce originality and independent development

China tightens legal protections for domestically developed chip layout designs by raising originality requirements and strengthening infringement penalties.

Tom’s Hardware

The AI race isn’t about models, it’s about infrastructure—and the U.S. is still far ahead

So long as the U.S. controls the underlying infrastructure that enables AI ecosystems, it will stay dominant.

Fortune

New Micron lawsuit reignites fight over New York fab — complaint alleges 'forever chemicals' will flow into Oneida River

Micron's New York manufacturing facility is back in the crosshairs of another environmental lawsuit, claiming its wastewater and air permits should be nullified.

Tom’s Hardware

TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks?

Taiwan Semiconductor insiders bought nearly $800,000 in shares since early July as analysts raise price targets and Buy ratings following the company's Q2 earnings report.

MarketBeat

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Tom’s Hardware

In a troubling sign, Nvidia RTX 50 series prices jump up to 30% in South Korea — TSMC wafer hikes and $20 GDDR7 modules push RTX 5090 past $5,100

The latest round of price increases affects the entire RTX 50 lineup, with premium models bearing the brunt of rising production costs.

Benzinga

Weekend Round-Up: Tech Giants' Earnings Reports, Reddit's Tumble And TSMC's Challenge To Intel

This week was a rollercoaster ride for the tech industry, with giants like Microsoft Corporation, Meta Platforms, Amazon.com Inc. and Apple Inc. releasing their quarterly earnings reports.

Tom’s Hardware

Google could build more AI accelerators than Nvidia sells in 2028, analyst claims — could push the company to use Intel Foundry to meet its goals

Google eyes to build more TPU AI accelerators in 2028 than Nvidia, if a report by Fubon Research is correct.

Tom’s Hardware

Intel licenses Atom-class x86 cores to startup — firm reportedly sharing RTL, enabling customer to build its own custom processors based on x86 general-purpose cores

Intel reportedly licenses Atom-class x86 cores to a startup led by Lip-Bu Tan's co-investor and incorporated in May.

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The Economic Times

Samsung AI demand drives record chip earnings amid foundry and mobile hurdles

Samsung's semiconductor business achieved record second-quarter performance driven by AI server memory demand. However, its foundry operations continue to trail Taiwan Semiconductor Manufacturing Co. while mobile unit faces rising component costs. The foundry division shows signs of improvement with increased demand for AI-related products and advanced process nodes. Samsung's mobile…

Benzinga

Cathie Wood Keeps Buying the Dip on SpaceX, Adds $20 Million of TSMC as Chip Stocks Slide

Cathie Wood’s Ark Invest leaned into some of its highest-conviction growth themes on Wednesday, July 29, led by a broad push into Space Exploration Technologies (NASDAQ:SPCX), Taiwan Semiconductor Manufacturing (NYSE:TSM), Amazon.com (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOGL). The buying and selling spree came as those names sat near major news catalysts, with…

Tom’s Hardware

Microsoft says physical discs should not have stopped working during the Xbox outage — clarifies issue with entitlement checks that failed to read licenses correctly, update on the way

Microsoft has confirmed that you should've been able to play your discs offline during the Xbox outage yesterday. The company has identified an issue with entitlement checks that prevented the correct ones from loading during the outage, breaking intended functionality.

Fortune

TSMC and Tencent break into the top 100 of the Fortune Global 500 list, as Asia rides the AI boom

Here's who's rising, and who's debuting, from Asia on this year's Global 500, Fortune's ranking of the world's largest companies by revenue.

The Independent UK

At least 13 killed in major Japan earthquake as rescuers ‘race against time’ to find survivors

More than 170 aftershocks recorded and military mobilised to rescue people trapped under rubble

The Economic Times

Explained: The $400 million ASML 'printers' key for the AI chip boom

Advances in AI and a global buildout of data centres have led chipmakers to expand capacity rapidly. ASML supplies tools to TSMC, which makes chips for Nvidia, as well as to memory chip makers like SK Hynix, Samsung and Micron.

Digital Camera World

Japan’s 7.1-magnitude earthquake hit a key region for camera sensor manufacturing as Sony, Fujifilm plants evacuate

An earthquake in Japan has caused several image sensor manufacturing centers to evacuate, including Sony, Fujifilm, and TSMC

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