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YOU WONT BELIEVE: Tsmc - You Need To See This

Intel Stock Jumps 4% Ahead of Q1 Earnings on AI Partnerships and Turnaround Momentum

Intel Corp. shares surged more than 4% in midday trading Thursday, climbing to around $67.88 as investors positioned for the chipmaker's first-quarter 2026 earnings report after the bell and cheered the company's string of high-profile AI infrastructure wins.

International Business Times

Samsung, SK Hynix and TSMC Battle for AI Chip Supremacy in Asia as 2026 Race Intensifies

As artificial intelligence demand drives the global semiconductor industry toward a trillion-dollar scale in 2026, three Asian powerhouses — Taiwan's TSMC, South Korea's Samsung Electronics and SK Hynix — are locked in a high-stakes contest that will largely determine who controls the critical infrastructure powering the AI revolution.

International Business Times

U.S. Commerce Secretary says Nvidia still hasn't sold any H200 AI GPUs to China — Chinese government is blocking imports in an attempt to push domestic semiconductor industry

U.S. Commerce Secretary Howard Lutnick says Nvidia still hasn't sold a single H200 AI GPU to China, despite the ban being lifted four months ago. The Chinese government is making it difficult for Chinese companies to import Nvidia chips in a bid to support the country's own domestic semiconductor industry.

Tom’s Hardware

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Bolt Graphics tapes out its first Zeus GPU test chip on TSMC 12nm — firm touts 17x lower cost of compute

Bolt Graphics has announced its completed tape-out of a test chip for its Zeus GPU, marking the startup's first move from FPGA emulation to manufactured silicon.

Tom’s Hardware

TSMC unveils process technology roadmap through 2029 — A12, A13, N2U announced, A16 slips to 2027

TSMC strengthens its bifurcated process technology development approach with A14, A13, and N2U aimed at client applications and A16, A12, and N2X for high-performance data center designs.

Tom’s Hardware

TSMC reportedly plots ultra-advanced sub-1 nm chips with 'trial' production starting in 2029

Meanwhile, TSMC's A14 node is supposedly go for 2028.

PC Gamer

Data, not guessing: Looking at Nvidia's past GPUs to predict the specs for its future RTX 60-series graphics cards

I've stared at Excel so much, I'm dreaming about spreadsheets now.

PC Gamer

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3 Reasons TSMC Stock Is a 'Strong Buy' After Q1 Earnings

TSMC’s AI momentum could drive long-term gains.

Barchart

US gov't blocks China's largest LED chipmaker's $239 million bid to acquire Dutch lighting firm Lumileds — US blocks acquisition attempt of European firm

Sanan Optoelectronics, China's largest LED chipmaker, has abandoned its $239 million bid to acquire Dutch lighting firm Lumileds after CFIUS blocked it.

Tom’s Hardware

Profit Jumped 58% at Taiwan Semi. Does That Make TSM Stock a Buy Here?

TSM’s 58% profit surge underscores unstoppable AI demand, but with the stock slipping post-earnings, is the stock a buy here?

Barchart

Bluetooth tracker hidden in a postcard and mailed to a warship exposed its location — $5 gadget put a $585 million Dutch ship at risk for 24 hours

A Dutch journalist mailed a postcard to a Dutch Navy ship containing a hidden Bluetooth tracker, allowing them to track its route for 24 hours before it was found and disabled.

Tom’s Hardware

TSMC: Despite Post-Earnings Fall, Signs of AI Weakness are Scant

Taiwan Semiconductor Manufacturing continues to fire on all cylinders, with the company beating expectations across the board in its latest earnings report.

MarketBeat

Intel Core Ultra 250K Plus vs AMD Ryzen 5 9600X faceoff — battle for the best $200 CPU

Tom’s Hardware

Elon Musk pushing forward with Terafab at 'light speed' — staff reaching out to various suppliers and are reportedly willing to pay a premium to gain priority

Elon Musk's people have begun reaching out to various semiconductor fab suppliers to ask for pricing and delivery timelines as the Terafab project ramps up.

Tom’s Hardware

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TSMC ups revenue guidance and CapEx, buoyed by 'multiyear AI megatrend' — warns Middle East conflict may impact profitability as costs increase

TSMC unveils aggressive plans to ramp up 3nm-capable capacity further in the coming years amid strong demand from the AI sector.

Tom’s Hardware

TSMC warns of Intel Foundry's growing prowess during the company's latest earnings call — 'We view Intel as our formidable competitor and do not underestimate them'

By now, TSMC has become a much bigger chipmaker than Intel has ever been, but the world's top foundry still calls its American peer a 'formidable' competitor.

Barchart

Profit Surged at TSMC. Why Is the Stock Still Falling After Earnings?

TSMC stock sinks despite posting blockbuster Q1 earnings. But there are ample reasons for long-term investors to buy the dip in TSM shares today.

Barchart

AMD Stock Is in Overbought Territory. Is It Too Late to Snag Shares Now?

AMD stock is rallying as strong TSMC earnings trigger a sector-wide rally. But there’s reason to expect further upside from AMD shares through the remainder of 2026.

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PC Gamer

TSMC's latest bank report is exactly as you'd expect it to be: mo' wafers, mo' money

Chips with everything.

Euronews

Fresh demand for AI pushed world's largest chipmaker TSMC's profit up by 58%

The Taiwan-based chipmaker reported record revenue and profit, driven largely by strong demand for artificial intelligence chips and orders from major customers including Apple and Nvidia.

Barchart

Nasdaq Futures Climb as TSMC Boosts Tech Optimism

June Nasdaq 100 E-Mini futures (NQM26) are trending up +0.32% this morning, setting a new record high as an upbeat forecast from Taiwan Semiconductor Manufacturing Co. boosted sentiment.

The Independent UK

Apple and Nvida chipmaker TSMC reports huge jump in profits amid Iran war

The world's largest contract chipmaker also warned of potential impacts from the Iran war

Tom’s Hardware

Elon Musk demonstrates first sample of Tesla AI5 processor, accidentally thanks TSC rather than TSMC — claims 40X performance boost over the predecessor

As Elon Musk shows off the first Tesla AI5 sample with a 384-bit memory interface, he says next-generation AI6 and Dojo 3 processors are in the works.

PC Gamer

MediaTek is 'cautiously optimistic' that discrete memory pricing will look less gloomy during 2026

The memory supply crisis will likely get worse before it gets better, though.

Tom’s Hardware

China has spent 3.6 times more than the US on chipmaking subsidies over the past decade — $142 billion and counting, easily outweighs CHIPS Act

Semiconductor industrial policy spending in China totaled around $142 billion between 2014 and 2023, roughly 3.6 times higher than the $39 billion committed in the United States over the same period.

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