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REVEALED: 5 | Vintage Vibes

Memory hoarding and skyrocketing prices hit entry-level electronics demand, foundry orders — China's top chipmaker points to supply chain pressures squeezing out consumers

Rising DRAM and NAND prices driven by AI megatrend and amplified by memory overbooking are hitting sales of inexpensive consumer electronics and smartphones, which affects orders of entry-level processors to foundries, according to SMIC.

Tom’s Hardware

U.S. lawmakers demand sales ban on chipmaking tools to China — bipartisan group targets ASML's Dutch exports of lithography machines used to create advanced chips

U.S. lawmakers demand sales ban on chipmaking tools to China — bipartisan group targets ASML's Dutch exports of lithography machines used to create advanced chips

Bipartisan group of lawmakers want the U.S. government to impose export controls on all wafer fab equipment bound to China except those that can be made locally and make allies do the following.

Tom’s Hardware

Taiwan's AI-powered economy soars in the shadow of bubble fears and China threats

Taiwan's AI-powered economy soars in the shadow of bubble fears and China threats

Taiwan's economy is thriving thanks to the boom in artificial intelligence, driven by strong demand for computer chips and other products made by companies like TSMC and Foxconn

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More details of an extra big Intel Nova Lake 'bLLC' CPU die with added cache and designed to take on AMD's X3D chips emerge

The 'bLLC' CPU die is allegedly 36% bigger than the regular high-performance die.

Intel Nova Lake die sizes leak, signaling higher cost — smaller compute tile still demands higher price on TSMC N2

The compute tile of Intel's Nova Lake CPU will be slightly smaller than compute tile of Arrow Lake CPU, but will likely be more expensive to make at TSMC.

Tom’s Hardware

Microsoft might be getting U.S. tariff exemptions on chips supplied by TSMC — potentially dramatically lowering costs

One of the biggest problems facing Microsoft's capex pertains to chip tariffs, and the U.S. might finally be waking up to the self-inflicted pain it's causing.

Windows Central

White House mulling tariff exemptions for Big Tech — Amazon, Google, Microsoft, other AI hyperscalers to be spared worst of import duties with U.S.-Taiwan deal

The White House is considering a tariff carve-out for big AI tech companies, like Amazon, Google, and Microsoft, allowing them to purchase imported AI chips from TSMC without getting slapped with an import tax.

Tom’s Hardware

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TSMC's board approves $45 billion spending package on new fabs — record sign off signals aggressive expansion to grow capacity

TSMC's board approves $45 billion spending package on new fabs — record sign off signals aggressive expansion to grow capacity

TSMC's board of directors approves spending on new production capacities and promotes a key executive leading the development of A10 fabrication process due in 2030 or later.

Tom’s Hardware

Taiwan rejects possibility of transferring 40% of the island's semiconductor capacity to U.S. — production on Taiwan expected to increase in lockstep with increases in U.S.-based production

Taiwan rejects possibility of transferring 40% of the island's semiconductor capacity to U.S. — production on Taiwan expected to increase in lockstep with increases in U.S.-based production

Taiwan authorities have no problems with TSMC investing in the U.S. as long the bulk of its fabs and leading-edge process technologies remain in Taiwan.

Tom’s Hardware

Both Intel and AMD have warned Chinese customers of delays on server CPU shipments, report says, as AI demand begins to eat into the processor market

Both Intel and AMD have warned Chinese customers of delays on server CPU shipments, report says, as AI demand begins to eat into the processor market

The supply chain wobbles once more.

TSMC to make advanced AI semiconductors in Japan in boost for its chipmaking ambitions

TSMC to make advanced AI semiconductors in Japan in boost for its chipmaking ambitions

Taiwan’s TSMC, the world’s largest contract computer chip maker, has announced it will be manufacturing advanced 3-nanometer semiconductors in Japan to meet booming AI demand

The Independent UK

AI infrastructure surge begins squeezing Apple’s component costs — company considering supplier other than TSMC for lower-end chips, report claims

AI infrastructure surge begins squeezing Apple’s component costs — company considering supplier other than TSMC for lower-end chips, report claims

Apple is beginning to feel the downstream effects of the AI infrastructure boom, as surging demand for data center hardware pushes up component costs and weakens its leverage.

Tom’s Hardware

Jensen Huang warns TSMC needs to 'work very hard' to meet AI demand — Nvidia CEO says its demand alone may force doubling its capacity over the next decade

Jensen Huang warns TSMC needs to 'work very hard' to meet AI demand — Nvidia CEO says its demand alone may force doubling its capacity over the next decade

Nvidia CEO Jensen Huang says TSMC needs to work very hard to expand capacity in order to keep up with AI demand.

Tom’s Hardware

'TSMC needs to work very hard this year because I need a lot of wafers' says Nvidia CEO Jensen Huang outside a 'trillion-dollar dinner' for top tech manufacturers in Taiwan

'TSMC needs to work very hard this year because I need a lot of wafers' says Nvidia CEO Jensen Huang outside a 'trillion-dollar dinner' for top tech manufacturers in Taiwan

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Apple Is Reportedly Looking to Partner with Intel Foundry. Does That Make INTC Stock a Buy Here?

Intel is back in focus as Apple reportedly looks to use its U.S. foundries, sparking fresh debate over whether INTC stock is worth buying now.

Tom’s Hardware

Leaker claims AMD Zen 6 will feature 48MB of L3 cache — keeping L3 cache-to-core ratio the same as Zen 5 with Zen 6's 12-core CCD

A new rumor suggests that AMD will be upgrading Zen 6 to 48MB of L3 cache to compensate for the four additional cores that will be introduced to Zen 6's CCD.

Tom’s Hardware

Intel shows off leading-edge tech with massive AI processor test vehicle — huge chip features four logic tiles, 12 HBM4 stacks, and 8X reticle size

Intel demonstrates 8X reticle size prototype system-in-package that features four logic tiles, two I/O tiles, and 12 HBM4-class stacks.

Nvidia Could Use Intel’s Foundry in 2028. Is It Worth Buying INTC Stock Now and Waiting?

Nvidia’s 2028 foundry interest boosts Intel’s long-term case, but near-term execution risks and supply limits still cloud the stock’s path.

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Tom’s Hardware

Nvidia CEO denies that US wants to shift 40% of Taiwan's chipmaking capacity to America — Jensen Huang says onshoring is all new capacity, will preserve island nation's silicon shield

Nvidia's Huang claims that Taiwan will not lose its silicon shield as TSMC expands overseas because demand for leading-edge semiconductor production is so high that a global chipmaking footprint is essential to meet it.

CFO David Zinsner Is Buying Intel Stock. Should You?

Intel stock fell 17% after the chipmaker provided a less-than-impressive guidance for Q1 of 2026.

The $600 billion wave of AI ‘capex’ growth boosting stocks is about to slow down, analysts warn

“It’s an AI arms race,” Wells Fargo warns.

This Chip Giant Is Set Up for a Strong 2026. Should You Buy the Dip Now?

TSMC remains confident in long-term AI and advanced computing demand shaping its 2026 and beyond.

Tom’s Hardware

Apple and Nvidia considering Intel for 2028 chip production, report claims — non-core products may be outsourced, driven by tariffs and geopolitical concerns

Apple and Nvidia are reportedly working with Intel to produce some of their products in the U.S., but it is an open question which of their products Intel can actually make.

Nvidia might be doing what was once unthinkable: asking Intel to make some of its future AI chips

Nvidia isn't going all-in on Intel, according to the report, but it's better than nothing for the struggling foundry.

iPhone 18: price and release date predictions, spec rumours and everything we know so far

Will the base model not launch until next year?

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