The Chip Boom Is Back: 3 Stocks Positioned for Huge Gains Semiconductor expert Marc Chaikin breaks down why Credo Technology, Lam Research and Taiwan Semiconductor could benefit from strong chip demand. MarketBeat · Dec 11, 2025
TSMC ponders upgrading 2nd Japan fab to 4nm — could pave the way for more advanced chips for Japanese customers (Updated) TSMC reportedly mulls making 4nm chips in Japan amid putting construction of Fab 23 phase 2 on pause. Tom’s Hardware · Dec 11, 2025
Nvidia RTX 60-series in early 2027? The leak sounds huge, but the numbers don’t add up According to Red Gaming Tech, Nvidia looks set to launch the next generation RTX 60 Series GPUs in Q1 2027. But with the RTX 50 SUPER Series supposedly postponed (not cancelled) and the RAM pricing crisis, I have doubts. Tom’s Guide · Dec 11, 2025
Nvidia, Google, Amazon And MediaTek Demand Is Making TSMC Turn To Partners: Report Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is reportedly facing overwhelming demand for its Chip on Wafer on Substrate or CoWoS advanced packaging technologies as companies including Nvidia Corp. (NASDAQ:NVDA), Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, Amazon.com Inc. (NASDAQ:AMZN) and MediaTek race to secure capacity for next-generation AI chips. Benzinga · Dec 8, 2025
TSMC could be inching closer to making 'all American' chips — report says it is accelerating an advanced packaging facility in Arizona TSMC may be accelerating its advanced packaging facility in Arizona to package the first processors as early as 2028, ahead of its partner Amkor. Tom’s Hardware · Dec 6, 2025
TSMC claims 4.2X efficiency gain over a decade from N7 to A14 fabrication process TSMC clarifies A14 specifications: Even more performance, but better tools might be needed to extract the full potential of the latest process technologies. Tom’s Hardware · Dec 6, 2025
Intel admits it needs more Core Ultra 200-series wafers — 'If we had more Lunar Lake wafers, we would be selling more Lunar Lake' Intel needs more Core Ultra 200-series 'Arrow Lake' and 'Lunar Lake' wafers from TSMC as demand exceeds supply. Tom’s Hardware · Dec 5, 2025
M5 MacBook Air: Leaked Benchmarks Predict 36% Faster GPU Performance The M5 MacBook Air is launching in March 2026 with a predicted 36% faster GPU, based on leaked benchmarks. International Business Times UK · Dec 3, 2025
Wall Street Is Betting on a Major Intel-Apple Chip Deal. Should You Buy INTC Stock Here? Intel’s rally rides on Apple rumors, while profits remain fragile and expectations run ahead of proof. Barchart · Dec 2, 2025
Taiwan hits Japanese firm with indictment in TSMC data theft saga — Tokyo Electron charged with failing to prevent its staff from stealing trade secrets Taiwanese prosecutors are seeking financial compensation from Japanese semiconductor company, Tokyo Electron, claiming that it didn't take appropriate measures to prevent staff from trying to steal sensitive data from TSMC. Tom’s Hardware · Dec 2, 2025
Taiwan Files Charges Against Tokyo Electron Unit In Taiwan Semiconductor Technology Theft Probe Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) sits at the center of a widening legal battle over alleged theft of its trade secrets. Benzinga · Dec 2, 2025
Morgan Stanley Just Named This Stock a Top Semiconductor Pick. Should You Buy Shares Now? ASML wins top-pick status as AI drives demand, but its premium value leaves little room for mistakes. Barchart · Dec 1, 2025
Industry's first TSMC COUPE-based optical connectivity solution for next-gen AI chips displayed — Alchip and Ayar Labs show future silicon photonics device Alchip and Ayar Labs team up to build optical connectivity solution based on TSMC's COUPE framework that lets fabless chip designers to easily add optical connectivity to their designs. Tom’s Hardware · Dec 1, 2025
Intel moves closer to building Apple’s entry-level M-series chips on 18A from 2027 — insider claims chipmaking deal could be close at hand Apple is preparing to qualify Intel’s 18A process for its lowest-end M-series processor, according to a post on X from analyst Ming-Chi Kuo. Tom’s Hardware · Nov 30, 2025
Benzinga · Nov 30, 2025 Weekend Round-Up: TSMC Trade Secrets Lawsuit, Google Deepmind Scientist's Market Slam, Baidu Layoffs, Amazon's Court Victory And More There was a whirlwind of tech news this week, with stories ranging from allegations of trade secret leaks at Taiwan Semiconductor Manufacturing Co. to layoffs at Baidu Inc. Here’s a quick recap of the top stories that made headlines.
International Business Times UK · Nov 28, 2025 iPhone 18 Set to Get More Expensive: Memory Shortages Push Apple Toward Another Price Hike Rising memory costs may force Apple to increase iPhone 18 Pro prices, though the tech giant hopes custom silicon savings will mitigate the impact in 2026.
PC Gamer · Nov 28, 2025 In a major plot twist, Intel could soon be making chips for Apple once again, only this time, it'll be the Arm-based M-series This wasn't on my 2025 bingo card. But then neither was the Nvidia collab.
Benzinga · Nov 28, 2025 Chipmaker Intel's Momentum Jumps As Investors Look Past TSMC Legal Drama Amid Rate Cut Bets Intel Corp. (NASDAQ:INTC) is witnessing a notable strengthening in market sentiment, with its Benzinga Edge’s Stock Rankings‘ momentum score climbing from 88.53 to 90.51 week-over-week.
International Business Times · Nov 28, 2025 Trump Pursues Taiwan Trade Agreement to Expand US Chipmaker Operations The deal would encourage major Taiwanese chipmakers, including TSMC, to expand their US operations and help train American workers in high-tech manufacturing.
Benzinga · Nov 28, 2025 TSMC Ex-VP's Home Raided As Chip Giant Alleges Intel Recruit Leaked Trade Secrets On Thursday, Taiwan prosecutors searched the homes of a former Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) vice president after the chipmaker accused him of passing confidential information to Intel Corp (NASDAQ:INTC).
Tom’s Hardware · Nov 27, 2025 Ex-TSMC executive’s homes raided in Intel trade-secret lawsuit — Taiwanese prosecutors seize digital devices in ongoing investigation Taiwanese prosecutors have searched the homes of former TSMC Senior Vice President Lo Wen-jen, days after the company filed a civil lawsuit alleging that Lo may have leaked trade secrets to Intel.
Tom’s Hardware · Nov 27, 2025 Intel fully backs its controversial new hire that TSMC alleges took company secrets with him — CEO Lip-Bu Tan highlights Team Blue's strict ethics policy in internal memo amid high-stakes lawsuit A new legal battle is taking shape in the semiconductor industry, with TSMC suing its former employee, Wei-Jen Lo, after he joined Intel following his retirement at the Taiwanese firm. Intel CEO Lip-Bu Tan argues that TSMC's claims of trade-secret theft are unwarranted and that Lo has the company's full…
Benzinga · Nov 27, 2025 Trump Pressures Taiwan To Train US Workers As TSMC Struggles In Arizona: Report The Donald Trump administration is reportedly pushing Taiwan to ramp up U.S. investments and train American workers in chipmaking as part of a broader trade deal.
Benzinga · Nov 27, 2025 Jensen Huang Once Said TSMC Learned To 'Dance With 400 Partners' While Intel Has 'Always' Danced Alone: Did The Nvidia CEO Hit The Nail On Its Head? Morris Chang, the longtime leader of Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), once pointed back to Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang's famous analogy to explain why Intel Corp (NASDAQ:INTC) faces an uphill climb in its push to become a world-class chip foundry.
Tom’s Hardware · Nov 26, 2025 TSMC confirms September power outage at Fab 21 in Arizona — loss of wafers and financial impact unclear A supplier power fault briefly stopped TSMC’s Fab 21 in Arizona and led to some wafer losses. But TSMC has learnt from the occurrence, says the company.