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THE TRUTH ABOUT: 2 - The Untold Story

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.

Euronews

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.

Barchart

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

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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

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

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

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

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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

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

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

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

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

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

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

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Tom’s Hardware

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

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

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

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.”

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The Conversation

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

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

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

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

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

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

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.

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