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EXPLAINED: 44 - The Real Truth

TSMC 1.6nm update: Tangible improvements, but new challenges emerge

TSMC's A16 SPR with backside power delivery network is on track for production in late 2026, but while BSPDN solves some problems it introduces others.

Tom’s Hardware

TSMC announces customers can now design performance-enhanced 2nm chips with super-high-performance capacitors

Leading makers of EDA tools and IP designers can now support TSMC's customers designing chips on N2P process technology.

Tom’s Hardware

TSMC's says 1.6nm node to be production ready in late 2026 — roadmap remains on track

TSMC says its roadmap is executing well, 2nm will go into mass production in late 2025 and its successors will be production ready in late 2026.

Tom’s Hardware

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Nvidia's RTX 5070 Ti GPU specs have supposedly leaked and I'm not sure if I'm excited or exasperated

It'll probably come down to money, it always comes down to money...

PC Gamer

Silicon Valley CEO warns 'absolutely there's a bubble' in AI valuations: 'Nobody would be surprised' if OpenAI 'disappeared next Monday'

Longtime tech executive Tom Siebel said the market is "way, way overvaluing" AI companies of all sizes, from startups to the $157 billion OpenAI.

Fortune

China's chipmaking champion soars amid country's push for self-reliance — SMIC's stock jumps 120% as semiconductor trade war intensifies

SMIC's stock price have doubled over the past two month over the expectation of increasing local demand.

Tom’s Hardware

US sanctions freeze Huawei's Ascend AI chips on older 7nm process node that's eight years behind TSMC, stalling progress until at least 2026

US-led export restrictions are taking a toll on Huawei's AI Ascend and Kirin chips - now stuck at 7nm until 2026.

Tom’s Hardware

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Japan Ramps Up Tech Ambitions With $65 Bn For AI, Chips

Japan is readying a $65-billion push in microchips and artificial intelligence aimed at reclaiming its status as a global tech leader and meeting the urgent challenges of its ageing, shrinking population.

International Business Times

iPhone 17 performance just tipped for a big upgrade — here’s how

iPhone 17 may not get 2nm chips, but there could be improved 3nm chips on the way.

Tom’s Guide

Commerce Department finalizes $6.6 billion in chips subsidies for TSMC

Only about 10% of the world’s semiconductors are manufactured in the U.S.

Fortune

US Finalizes Up To $6.6 Bn Funding For Chip Giant TSMC

The United States will award Taiwanese chip giant TSMC up to $6.6 billion in direct funding to help build several plants on US soil, officials said Friday, finalizing the deal before a new administration enters the White House.

International Business Times

U.S Department of Commerce finalizes $6.6 billion CHIPS Act funding for TSMC Fab 21 Arizona site

TSMC and the U.S. Department of Commerce finalized a deal Friday, granting TSMC $6.6 billion in funding and $5 billion in loan guarantees under the CHIPS Act to build its Fab 21 site in Arizona.

Tom’s Hardware

TSMC discovers unexploded bomb at Kaohsiung chip fab construction site — bomb has since been safely removed

TSMC discovers an old, unexploded bomb on one of its fab construction sites.

Tom’s Hardware

TSMC reportedly delays Fab 21 opening ceremony in Arizona until January

TSMC's Fab 21 opening ceremony in Arizona is rumored to be delayed to January and unlikely to be attended by two U.S. presidents.

Tom’s Hardware

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Diamond-cooled GPUs are coming soon — startup claims 20C temp reduction, 25% more overclocking headroom as it seeks US govt funding for diamond-encrusted chip cooling solutions

Akash System signed a preliminary memorandum of terms with the U.S. Department of Commerce to secure $68.2 million to help it ramp-up operations for producing diamond-cooled semiconductors.

Tom’s Hardware

Intel takes down AMD in our integrated graphics battle royale — iGPUs are still nowhere near dedicated GPU levels but use much less power

We've tested 24 games on Intel's latest Lunar Lake laptop, to show how it stacks up against the previous generation Meteor Lake as well as AMD's Ryzen AI 'Strix Point' processors when it comes to graphics performance. We also included results from an RTX 3050 Ti gaming laptop as a…

Tom’s Hardware

TSMC sued for race and citizenship discrimination at its Arizona facilities (updated)

TSMC has been accused of preferring Taiwanese employees at its Arizona facilities in a class-action lawsuit.

PC Gamer

Microsoft's Xbox boss upgrades rumoured gaming handheld device from a hope to an 'expectation' but says it's years away from release

Will it be powered by AMD, Intel or even Nvidia?

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Tom’s Hardware

Japan readies ambitious $65 billion plan to revive homegrown semiconductor manufacturing — Expects economic return of over $1 trillion

The Japanese government is prepping to ink a bill that grants $65 billion in subsidies to revive local chip manufacturing.

International Business Times

US Restricts TSMC's Export Of Advanced Chips To China: Report

The new order, set to take effect on Monday, comes weeks after TSMC notified the Commerce Department that one of its chips had been found in a Huawei AI processor.

Tom’s Hardware

U.S. ordered TSMC to halt shipments of advanced AI processors to China: Report

It turns out that TSMC did not voluntarily stopped supply of advanced AI processors, it was told to by the American government.

Tom’s Hardware

Taiwanese law prevents TSMC from producing 2nm chips overseas, Taiwanese govt official confirms

TSMC cannot transfer its leading-edge technologies abroad in accordance with Taiwanese laws, says Minister of Economic Affairs.

Barchart

2 Must-Own Semiconductor Stocks to Buy Now and Hold Forever

As the demand for advanced chips continues to skyrocket, Taiwan Semiconductor Manufacturing Company (TSM) and GlobalFoundries (GFS) are emerging as essential players in the semiconductor industry, with both companies demonstrating strong growth potential and solid financials.

Tom’s Hardware

TSMC to stop supplying advanced AI processors for all of its China customers: Report

After accidentally producing AI chiplet for Huawei via proxy, TSMC is reportedly set to suspend production of advanced AI processors for all of its Chinese customers.

Tom’s Hardware

Both Trump and Biden expected to attend TSMC's Arizona fab grand opening ceremony — Fab 21 opens in December

High-ranking U.S. politicians and Morris Chang will attend the TSMC's Fab 21 opening ceremony in Arizona in early December.

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