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FOUND: 30 - You Need To See This

TSMC starts construction its 1.6nm and 2nm-capable U.S. fab: Fab 21 phase 3

TSMC breaks ground for its third Fab 21 module in the U.S., which will produce chips on A16 and N2 process technologies towards the end of the decade.

Tom’s Hardware

TSMC committed to Arizona chip plant ahead of potential tariff impact

With its first plant in full swing and its second now scaling up production, TSMC starts work on its third US chip plant.

TechRadar

Taiwan Semi Just Announced Its New A14 Tech. Should You Buy TSM Stock Now?

Taiwan Semiconductor just announced its cutting-edge A14 technology at its North American Symposium.

Barchart

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Huawei Ascend AI 910D processor designed to take on Nvidia's Blackwell and Rubin GPUs

Huawei's Ascend 910D AI accelerator is expected to match Nvidia's H100 performance on the GPU level, with full systems based on the Ascend 910D set to compete against Nvidia's Blackwell and Rubin based pods.

Tom’s Hardware

Tom’s Hardware Innovation Awards 2025: Surprise and Delight

These are the most innovative products of the last year.

Tom’s Hardware

Intel Foundry Roadmap Update - New 18A-PT variant that enables 3D die stacking, 14A process node enablement

Intel's new CEO Lip Bu-Tan took to the stage at the company's Intel Foundry Direct 2025 event here in San Jose, California to outline the company's progress on its foundry initiative.

Tom’s Hardware

Taiwan to drop new law restricting TSMC from allowing foreign fabs to produce leading edge nodes after company's $100 billion investment in US facilities

The law's designed to keep other countries one node behind Taiwan at all times.

PC Gamer

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Taiwan's government strengthens 'silicon shield,' restricts exports of TSMC's most advanced process technologies

Taiwan is set to enforce strict controls on outbound semiconductor investments and advanced process technology exports under the amended Industrial Innovation Act, but uncertainty remains over how the government will define and restrict its future flagship nodes.

Tom’s Hardware

EU microchip strategy ‘deeply disconnected from reality’, say official auditors

Plan to supply 20% of the world’s chips by 2030 described as ‘essentially aspirational’

The Guardian - UK

$4.82 Trillion in U.S. Investments Now Announced Since Start of Trump’s Presidency, 451,000 New Jobs Expected

The U.S. is experiencing an unprecedented $4.82 trillion wave of domestic and foreign investments across AI, manufacturing, healthcare, and logistics, signaling long-term confidence in America's industrial and technological future.

Barchart

2 ‘Strong Buy’ Stocks to Buy on Plans to Increase American Manufacturing

Two checkered names from diverse industries are looking to bolster their manufacturing capabilities in the U.S. Here's how they stack up as investment ideas.

Barchart

Intel Is Cooking Up a ‘Win-Win’ Deal With Taiwan Semi. How Should You Play INTC Stock Here?

Intel’s Lip-Bu Tan has met with TSMC chief executive to discuss a win-win collaboration. Here’s how you should play INTC shares after its Q1 earnings.

Barchart

TSMC discloses N2 defect density — lower than N3 at the same stage of development

TSMC claims N2 defect density is lower than N3 defect density two quarters before mass production starts, reveals N2 HVM time frame.

Tom’s Hardware

Intel posts flat year-over-year earnings and bleak outlook, warns about macroeconomic pressures

Intel reports flat revenue but deeper losses and lower margins in Q1 2025 as well as gives a bleak Q2 guidance driven by macroeconomic and trade-related uncertainties.

Tom’s Hardware

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PC Gamer

Intel's elderly Raptor Lake CPUs are still selling surprisingly well and the reason is simple: They're cheap

Good enough performance at the right price, for laptops at least...

PC Gamer

New Intel CEO is looking 'for partnership with the industry leader to build purpose-built silicon' for AI, but is he talking about making chips with Nvidia or for OpenAI?

Lip-Bu Tan also says he hooked up with TSMC to talk about a possible collab'.

Tom’s Hardware

TSMC mulls massive 1000W-class multi-chiplet processors with 40X the performance of standard models

TSMC is prepping a 9.5-reticle, 7,885 mm² multi-chiplet packages on 120×150 mm substrates with integrated power management for future AI and HPC processors.

PC Gamer

Chipmaker TSMC's new A14 process will apparently offer a '15% speed improvement' but our GPUs won't be made on it for a while

I wonder what the GPU market will be like in 2028...

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What Hi-Fi?

iPhone 17 Pro preview: everything we know so far about Apple's next flagship phone

The iPhone 17 Pro launches today. Here's what to expect.

Tom’s Hardware

TSMC's 2nm N2 process node enters production this year, A16 and N2P arriving next year

TSMC first GAA-based N2 process will enter HVM in the second half of 2025 with strong early adoption from both mobile and HPC/AI sectors.

Barchart

This 1 Chip Stock Says Tariffs Haven’t Changed Its Growth Story as Profits Surge 60%

The world's largest contract manufacturer of chips forecasts limited impact from tariffs.

Tom’s Hardware

TSMC's 3nm update: N3P in production, N3X on track

TSMC has begun production of chips on its performance-enhanced N3P node, plans to follow with the high-frequency N3X variant.

Tom’s Hardware

TSMC unveils 1.4nm technology: 2nd Gen GAA transistors, full node advantages, coming in 2028

TSMC unveils its A14 process technology featuring 2nd generation GAA nanosheet transistors and NanoFlex Pro DTCO with production slated for 2028.

Tom’s Hardware

TSMC's N2 process reportedly lands orders from Intel — Nova Lake is the likely application

Rumors suggest that Intel is contracting TSMC to utilize its N2 process node for Nova Lake, likely alongside its own 18A node.

Tom’s Hardware

TSMC says it cannot guarantee that its chips don't end up in China

In its annual report, TSMC acknowledged it cannot fully track how its chips are ultimately used, highlighting ongoing risks of unintentional export control violations.

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