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FOUND: 4 | Mind Blowing Facts

Nvidia employee detained in Taiwan as part of chip smuggling probe — held on suspicion of falsifying business documents, company says smuggling 'a nonstarter'

Taiwan's prosecutors say they've detained a man surnamed Chang on suspicion of falsifying business documents, after investigators searched his home and workplace.

Tom’s Hardware

7.1 earthquake strikes Japan’s Kyushu region

TOKYO - A 7.1-magnitude earthquake hit Kumamoto prefecture in southern Japan on Tuesday, knocking out power to thousands of homes, rupturing roads and leaving some people trapped and others presumed dead inside a partially collapsed shopping mall.

Bangkok Post

STMicroelectronics Nosedives Following Q3 Revenue Guidance Miss. How to Play STM Stock Here.

Despite the lower-than-expected sales outlook, STM can be looked upon as an attractive investment option now.

Barchart

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China begins mass production of homegrown immersion chipmaking machines in major breakthrough, report claims — first DUV lithography units will be delivered this year to SMIC, Hua Hong, and CXMT

A state-backed company in Shanghai has begun mass-producing immersion deep ultraviolet lithography machines and is due to deliver the first units this year.

Tom’s Hardware

EXCLUSIVE: After Nvidia And SK Hynix, These 3 AI Stocks Could Be The Next Winners, CEO Says

The first wave of the AI boom crowned Nvidia Corp. (NASDAQ:NVDA) and memory leader SK Hynix Inc. (NASDAQ:SKHY) as Wall Street’s biggest winners. But as AI infrastructure spending broadens, the next opportunities may lie deeper in the supply chain.

Benzinga

Intel commits to 14A mass production in 2028 as its sales rise 25% year-over-year

Intel posts 25% higher year-over-year sales and above-the-guidance earnings, and confirms that its 14A technology is on-track to start high volume ramp in 2028.

Tom’s Hardware

TSMC Just Flexed Its Cash and Raised the Stakes in America After Record AI-Driven Earnings

TSMC just committed another $100 billion to U.S. chipmaking on the same day it posted record profit. Behind both moves is an AI chip demand it still can’t fully meet.

Barchart

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TSMC’s Price Hikes Could Show Which AI Chip Stocks Have Real Pricing Power

TSMC plans 2027 price hikes of 5% to 10% plus HPC surcharges, testing pricing power at NVIDIA, Broadcom, AMD, and Qualcomm amid record TSMC revenue and margins.

MarketBeat

Is Intel back? Company's latest earnings report remarkably different in tone to 12 months ago

"I'm confident that Intel is well positioned to help define the next era of computing," says CEO Tan.

PC Gamer

AMD takes the wraps off its Instinct MI455X AI accelerator — CDNA 5 and Helios rack-scale architecture combine to take the fight to Nvidia in the data center

AMD showed off its MI455X accelerator at its Advancing AI 2026 event, demonstrating its strong competitive performance, large HBM memory capacity, and Helios rack-scale architecture.

Tom’s Hardware

TSMC Stock: A $64 Billion Bet Even as AI Bubble Fears Grow

If TSMC believed there was an AI bubble, it wouldn't be spending $64 billion.

Barchart

Taiwan Semi Is Raising Wafer Manufacturing Prices. Why That’s Good News for TSM Stock.

As demand for AI chips continues to surge, TSMC is leveraging its pricing power to drive stronger margins and support long-term growth.

Barchart

Taiwan Semiconductor Just Doubled Down on the AI Megatrend. Why TSMC Still Has Room to Run.

TSMC beat earnings estimates, raised its full-year outlook, and reinforced confidence in the long-term AI boom.

Barchart

Brace yourself for more RAM misery: DDR5 is now getting pricier — and there's a rumor that CPUs will be more expensive next year

It looks like the memory crisis isn't going anywhere, between DDR5 RAM price hikes and a new rumor about more expensive CPUs.

TechRadar

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Tom’s Hardware

China is considering export controls on AI technologies, including banning local companies from using TSMC, report claims — restrictions would also cover advanced AI models, training data, and overseas acquisitions

China's Ministry of Commerce (MofCom) considers to restrict exports of advanced AI models, training data, and overseas acquisitions of strategically important technology companies; prohibit usage of foreign semiconductor manufacturing services.

PC Gamer

TSMC admits it's 'jealous' of memory chipmakers' margins, but is limiting its own price hike because its customers would not survive price increases of 'four to five times'

The company announces a 10 - 15% price increase, but isn't keen to emulate the memory industry's runaway pricing.

MarketBeat

2 ETFs to Access the World's Best-Performing Stock Markets In 2026

Taiwan and South Korea ETFs EWT and EWY have surged over 50% and 70% in 2026, fueled by AI-driven gains in TSMC, MediaTek, SK hynix, and Samsung amid the memory chip shortage.

PC Gamer

Ex-TSMC manager first to be indicted under National Security Act for allegedly attempting to leak core Taiwanese chipmaking technologies to China

They could face up to seven years in prison.

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Barchart

TSMC’s AI Boom Is Just Getting Started: Why Investors Should Buy the Pullback in TSM Stock Now

TSMC earnings, AI demand, and analyst targets point higher. What does this mean for investors?

Tom’s Hardware

TSMC eyes price hikes of up to 25% on chip production services in 2027, report claims — plans to raise baseline prices by 5% to 10% on advanced nodes

TSMC reportedly intends to increase prices of wafers it processes citing demand, rising costs, and increased investments in new capacity.

Tom’s Hardware

SMIC's third-gen 7nm node shows smaller metal pitch than Intel 18A, higher transistor density than TSMC N6 without EUV — analysis of N+3 shows significant advancement for Chinese semi manufacturing

SMIC's N+3 process technology can achieve transistor density comparable to TSMC's N6 without using EUV lithography, but it fails to deliver performance or efficiency of modern production nodes.

The Economic Times

China considers tighter export controls on AI models and chips

Regulators led by the China's Ministry of Commerce (MofCom) ⁠have been ‌consulting leading domestic AI ⁠and chipmaking groups on how to prevent China's advanced technologies and star start-ups from ‌being acquired by the west, the report ⁠said, citing two people involved in the discussions.

International Business Times

TSMC Is Accelerating Its Arizona Factory Build-Out. Its CFO Says AI Is A 'Multi-Year Megatrend'

TSMC Chief Financial Officer Wendell Huang said TSMC sees no signs of slowing demand from customers investing in AI infrastructure, prompting them to ramp up production capacity in the United States.

Tom’s Hardware

Taiwan indicts ex-TSMC manager for allegedly stealing chip secrets for China — first case of its kind links managers to Chinese semiconductor materials analysis company

Taiwanese prosecutors indicted a former TSMC deputy manager on Monday for allegedly copying 21 confidential documents.

Tom’s Hardware

Dutch chip sector at very high risk of Chinese interference, government-funded study warns — calls for stricter vetting at sites like ASML

The Hague Centre for Strategic Studies has rated the Dutch semiconductor industry as being at very high risk of Chinese foreign interference.

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