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FORGOTTEN HISTORY: 46 - The Untold Story

Why Taiwan Semiconductor Stock is Still a Buy

Taiwan Semiconductor, the world’s largest dedicated contract chip manufacturer with over a 60% market share, recently reported outstanding results that pushed its stock to a record high. TSM reported a 54% year-on-year jump in net profit to $10.1 billion for Q3, exceeding its forecast from just three months ago. It…

Barchart

OpenAI is creating its own in-house chip with Broadcom and TSMC as processing demands skyrocket

The news on Tuesday sent Broadcom Inc. shares soaring, gaining as much as 4%. TSMC’s US-traded shares also climbed, up more than 1%.

Fortune

Apple reportedly considering buying Intel as chipmaker continues to struggle

A new report claims that Apple is looking at purchasing struggling chip manufacturer Intel.

Tom’s Guide

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Despite US sanctions, China has enough AI processors to build the world's largest AI training cluster: Report

Despite export restrictions, enough AI processors have been smuggled into China to build world-class AI supercomputers. Workarounds including proxies and imports via other countries haven't stopped China from procuring large quantities of modern equipment.

Tom’s Hardware

Apple and Samsung are not going to buy Intel. Please be serious.

Intel isn't going anywhere. The US government will make sure of that.

TechRadar

For Taiwan’s crucial chip industry, Trump and Harris both bring risks

Taiwan’s semiconductor sector is watching US election closely amid geopolitical rivalry between Washington and Beijing.

Al Jazeera

Google's Pixel 10 and 11 could push its chip and hardware to bolster its cameras

Rumor claimed Google is preparing AI and several feature updates for its next two Pixel series.

Android Central

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Former Intel execs are fighting over whether splitting the company in two is a good idea and if the US government should step in to cleave it in twain

Some serious "judgement of Solomon" vibes going on here.

PC Gamer

TSMC halts Ascend 910B shipments to firm suspected acting as a Huawei proxy

Huawei's proxy Sophgo denies its ties with Huawei amid the Ascend 910B backlash.

Tom’s Hardware

Former Intel CEO says splitting Intel isn’t good for the U.S.

Former Intel CEO Craig Barrett said splitting off Intel's manufacturing division as its own company could make it uncompetitive and lag behind the other chip makers.

Tom’s Hardware

Former Intel directors believe Intel must split in two to survive

Former Intel directors called the government to use its $20 billion CHIPS funding to force the company to split into two.

Tom’s Hardware

Former Intel CEO Craig Barrett: Splitting up America’s leading chipmaker is a bad idea

'This simplistic solution ignores the existence of Moore’s Law—and would be bad for Intel and the United States.'

Fortune

TSMC Arizona fab delivers 4% more yield than comparable facilities in Taiwan

TSMC's Arizona fab delivers 4% better yields compared to similar sites in Taiwan.

Tom’s Hardware

Intel Core Ultra 9 285K review

PC Gamer

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Android Central

Future Pixel phone chips could leap ahead with the same process nodes as iPhones

A new leak hints that future Pixels could score an iPhone-level chip upgrade.

PC Gamer

Cutting through the 'fake news', Nvidia CEO Jen-Hsun Huang says Blackwell's design flaw was '100% Nvidia's fault' and there are no tensions with TSMC

Team Green's AI server chips can now roll out unhindered.

TechRadar

"100% Nvidia's fault": Jensen Huang admits Blackwell AI chips had a concerning design flaw

Now-fixed Blackwell chips are back in production, Nvidia confirms.

International Business Times

Taiwan's TSMC Stops Shipments To Client After Chips Sent To Huawei

Taiwanese chipmaking giant TSMC halted shipments to a customer this month after its semiconductors were sent to China's Huawei, a Taipei government official told AFP, potentially breaching US sanctions.

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Tom’s Hardware

Nvidia's Jensen Huang admits AI chip design flaw was '100% Nvidia's fault' — TSMC not to blame, now-fixed Blackwell chips are in production

Nvidia CEO Jensen Huang admitted Wednesday that Nvidia was 100% at fault for a design flaw in the company's new Blackwell AI chips. The flaw has been fixed and the chips are now in production.

Tom’s Hardware

Huawei's latest AI processors were allegedly made by TSMC: Report

Huawei denies existence of its Ascend 910B processor as controversy with TSMC heats up.

Tom’s Hardware

TSMC reportedly uncovers Huawei's plot to circumvent US export controls — Chinese tech giant may be using a proxy to produce chips at TSMC

TSMC notifies the U.S. government about Huawei's method of gaining access to leading process technologies and semiconductors it should not be able to due to U.S. restrictions.

Salon

This industry comeback lacks workers

Staffing shortages could put domestic objectives for the industry at risk and drive up labor costs

Tom’s Hardware

Asus shares official die shots of the Core Ultra 9 285K — In-depth annotations break down Intel's disaggregated approach

Die shots of the Core Ultra 9 285K from Asus elaborate Intel's design choices and the tile layout for Arrow Lake.

PC Gamer

Intel and Samsung plan to join foundry forces to combat TSMC says a major Korean newspaper

It's unlikely that we'll see an Intel-designed, Samsung-made CPU in a gaming PC any time soon, though.

Fortune

Why breaking Intel in two is the only way to save America’s most important manufacturer, according to its former board directors

Nvidia, Qualcomm, Broadcom, and others are desperate for a second manufacturing option to TSMC but remain hesitant as Intel directly competes with them.

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