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 The Independent UK · Apr 16
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. Tom’s Hardware · Apr 15
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. PC Gamer · Apr 15
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. Tom’s Hardware · Apr 14
New tech can see a CPU's transistors in action — terahertz radiation can potentially steal data as a chip is running Researchers have discovered a way of probing a microchip processor's individual transistors while it is working with terahertz radiation. Tom’s Hardware · Apr 13
AI, Satellites and Staples: Insiders Are Buying and Selling 3 Big Names From the world's preeminent AI chip manufacturer to a soaring space stock not named Rocket Lab, insiders are buying and selling these key names. MarketBeat · Apr 13
Not that we should be at all surprised, but Nvidia leans on AI pretty hard for speeding up how it plans and designs its next generation of GPUs "Hey NeMo, what is a GPU? Why, it's a Gelato Processing Uakari. Err, what?" PC Gamer · Apr 13
Intel Core Ultra 7 270K Plus vs Ryzen 7 9700X faceoff — a new midrange CPU champ emerges Intel's new Core Ultra 7 270K Plus is going after the Ryzen 7 9700X with its $300 price point. We put the two head-to-head in a series of rounds based on our own testing to see which comes out on top. Tom’s Hardware · Apr 11
All Eyes on TSMC Earnings on April 16. Is TSM Stock A Buy Now? TSMC heads into 2026 riding a massive AI wave, but rising costs could test its dominance. Barchart · Apr 10
China intensifies efforts to poach semiconductor talent from Taiwan, claims report — international restrictions motivate illicit efforts to obtain talent and equipment Taiwan's National Security Bureau claims that China is intensifying efforts to steal semiconductor process technologies and other chip-related know-how from Taiwan as international restrictions get more severe. Tom’s Hardware · Apr 8
Intel Could Score Major Packaging Customers. Should You Buy INTC Stock Now? Amazon and Google are in discussions to select Intel for its advanced packaging services. Barchart · Apr 7
US lawmakers aim to ban export of DUV chipmaking and etching tools to leading firms in China — bipartisan proposal would ban lithography equipment for Huawei, SMIC, and others Bipartisan group of U.S. senators propose to impose blanket ban on export of advanced DUV lithography and etching tools to Chinese companies known to have worked with China's military, such as CXMT, Huawei, SMIC, and YMTC. Tom’s Hardware · Apr 6
TSMC reportedly plans to build 12 fabs, four packaging facilities in Arizona — plan purportedly part of Taiwan's agreed $500 million investment in the US New rumor indicates that TSMC is looking forward to expand its presence in the U.S. to 12 fabs and four packaging facilities. Tom’s Hardware · Apr 3
Intel buys back 49% stake in Ireland Fab Joint Venture — takes full control over Fab 34 In a mutually beneficial deal, Intel repurchases 49% of Fab 34 from Apollo for $14.2 billion, reducing pressure on its margins, but paying a hefty $3 billion premium to the financial company. Tom’s Hardware · Apr 2
Tom’s Hardware · Apr 2 Global semiconductor foundry market hit a record $320 billion in 2025 as TSMC pulled further ahead The global semiconductor foundry market generated a record $320 billion in revenue in 2025, growing 16% year-over-year, according to Counterpoint Research's Foundry Market Supply Tracker.
Fortune · Apr 2 Asia’s AI playbook gets a reality check as the Iran war sends energy prices higher and snarls supply chains “The scaling laws that have driven the AI boom are fundamentally peacetime constructs.”
The Conversation · Apr 1 How Taiwan came to dominate the global chip industry One firm, Taiwan Semiconductor Manufacturing Company (TSMC), produces more than 90% of the world’s most advanced semiconductor chips. These chips are essential for smartphones, artificial intelligence, high-performance computing and cutting-edge military systems.
PC Gamer · Mar 31 TSMC is reportedly sold out until 2028 and even its next-gen Arizona fab is fully booked before it has even been built TSMC's new N2 node selling like hot, er, chips.
Tom’s Hardware · Mar 30 TSMC industrial espionage saga heading to verdict next month in unprecedented Taiwan National Security Act case — former engineer accused of stealing 2nm technical info, faces a total of up to 20 years in prison if found guilty One of the three landmark cases involving the theft of trade secrets from TSMC has run through investigative and court proceedings, and a verdict is scheduled for April 27.
Tom’s Hardware · Mar 27 Air Liquide opens Taiwan factory as helium shortage tightens around chip makers — 200 specialized helium containers stranded near the Strait of Hormuz French industrial gas supplier Air Liquide opened a new factory near the port of Taichung, Taiwan, on Wednesday, as the semiconductor industry faces a worsening helium shortage.
Tom’s Hardware · Mar 27 SMIC sent chipmaking tools to Iran's military, Trump administration officials say — report claims exchange began a year ago, 'almost certainly included technical training on SMIC's semiconductor technology' The officials said the collaboration "almost certainly included technical training on SMIC's semiconductor technology."
Tom’s Hardware · Mar 27 Samsung Display debuts 'QuantumBlack' coating for QD-OLED monitors — screen tech boosts ambient black levels while reducing glare If you've been putting off buying a QD-OLED monitor because of your room's lighting setup, Samsung Display might have solved your dilemma. The company's new "QuantumBlack" coating finally cuts down on black level raise, reducing purple tint and improving contrast under ambient lighting, among other upgrades.
Tom’s Hardware · Mar 26 Apple discontinues Mac Pro after 20 years — system had been stuck in stasis with M2 Ultra since 2023 Apple has discontinued its Mac Pro tower, which hasn't been updated since a version with the M2 Ultra processor arrived in 2023.
Tom’s Hardware · Mar 26 Elon Musk's Terafab semiconductor project could cost $5 trillion, Bernstein claims — herculean effort would cost more than 70% of the total yearly US government budget To build 1 TW of AI silicon per year, Elon Musk's TeraFab would need to process 22.4 million Rubin Ultra GPU wafers, 2.716 million Vera CPU wafers, and 15.824 million HBM4E wafers annually using from 142 to 358 fabs, according to Bernstein.
Android Central · Mar 25 Snapdragon 8 Elite Gen 6 CPU rumors join the 'powerful' 6 Pro in this early report Thinking of going Pro? Early Qualcomm Snapdragon 8 Elite Gen 6 rumors throw its alleged CPU to the forefront.