'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 Sounds lovely. PC Gamer · Feb 2
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. Barchart · Jan 30
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 · Jan 30
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. Tom’s Hardware · Jan 30
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. Barchart · Jan 29
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. Tom’s Hardware · Jan 29
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. Barchart · Jan 29
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. Fortune · Jan 29
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. Barchart · Jan 28
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. Tom’s Hardware · Jan 28
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. PC Gamer · Jan 28
iPhone 18: price and release date predictions, spec rumours and everything we know so far Will the base model not launch until next year? What Hi-Fi? · Jan 27
Zotac claims the 'very survival of graphics card manufacturers' is at risk thanks to the state of the market right now It's not just us consumers feeling the burn. PC Gamer · Jan 27
Microsoft introduces newest in-house AI chip — Maia 200 is faster than other bespoke Nvidia competitors, built on TSMC 3nm with 216GB of HBM3e 30% more performance per dollar than Maia 100, and faster than Amazon or Google. Tom’s Hardware · Jan 26
PC Gamer · Jan 23 Panther Lake and 18A 'create a firm foundation on which to build the new Intel' Will betting big on 18A pay off?
MarketBeat · Jan 22 Why Taiwan Semiconductor and Meta Could Be the Hidden Bull Case for Broadcom While investors continue to sell Broadcom shares in 2026, news from TSMC and Meta Platforms lends support to a bullish outlook on the stock.
Barchart · Jan 22 As Taiwan Semi Hikes Its Dividend 20%, Should You Buy TSM Stock? Taiwan Semiconductor continues to increase its payout. Is the growth sustainable? Here's what to know.
Tom’s Hardware · Jan 21 Jensen Huang says Nvidia has dethroned Apple as TSMC’s largest customer — rumor suggests that the chip fab is increasing its prices for Cupertino Nvidia CEO Jensen Huang confirmed in a podcast that his company has overtaken Apple as TSMC's biggest customer, once again becoming its top client after more than 20 years.
Barchart · Jan 20 ‘I’m Also Very Nervous’ TSMC CEO C.C. Wei says on AI Demand. Here’s the $56 Billion ‘Disaster’ Taiwan Semi Wants to Avoid in 2026. As TSMC ramps up spending, this article explores why CEO C.C. Wei is closely monitoring AI demand and the $56 billion ‘disaster’ the company is determined to avoid in 2026.
Reason · Jan 20 Trump's 25 Percent Tariff on Chip Imports Is Really an Export Tax The order imposes duties on China-bound AI chips if chipmakers don't invest in American semiconductor fabrication.
MarketBeat · Jan 20 Short Squeeze Season: Is Super Micro Ready to Fly? A surge in Super Micro Computer stock highlights a potential turnaround as Taiwan Semiconductor confirms insatiable demand for artificial intelligence.
International Business Times UK · Jan 19 Samsung Foundry Wins Trust Over Intel as Clients Eye Taylor Facility Shift Samsung Foundry's Taylor facility is reportedly beating Intel Foundry to become the top US alternative to TSMC, attracting major clients for its 2nm process.
Android Central · Jan 19 Qualcomm's next 'Elite' Snapdragon could go Pro for this year's flagships New Qualcomm rumors claim the company is preparing a Snapdragon 8 Elite Gen 6 "Pro" addition to its 2026 lineup.
International Business Times UK · Jan 19 iPhone 18 Pro, iPhone Fold Release Date, Specs, Features, Price and More Apple's iPhone Fold and iPhone 18 Pro will debut this September with the groundbreaking A20 Pro chip, featuring crease-free displays, 30% greater energy efficiency and revolutionary WMCM packaging technology.
MarketBeat · Jan 16 The $56 Billion Draft: Follow TSMC’s CapEx Stream A capital injection into the semiconductor supply chain creates guaranteed revenue for the companies building the infrastructure of the digital economy.