INSANE: 9 - The Real Truth

Trump Just Sent Intel Stock Soaring. Here's Why.

Intel stock rallies as President Donald Trump says Apple has partnered with its foundry division to make chips domestically. But Wall Street remains cautious on INTC shares.

Barchart · Jun 18

TSMC, Amkor sign 10-year deal to boost advanced chip packaging in US

Taiwan Semiconductor Manufacturing Company and Amkor Technology have inked a decade-long deal. This partnership will boost advanced chip packaging and testing capabilities within the United States. The collaboration aims to strengthen the semiconductor supply chain in Arizona. This move supports growing demand for AI and high-performance computing technologies. It ensures…

The Economic Times · Jun 18

Trump says Apple has agreed to 'build' chips with Intel — neither company confirms deal as Intel share price rockets

President Donald Trump said on Thursday that Apple has agreed to work with Intel to “design and build” chips in the United States.

Tom’s Hardware · Jun 18

Chinese fab SMIC's 7nm metal pitch beats Intel 18A but lags 38% on density, teardown finds — Huawei's sanctions-beating HiSilicon Kirin 9030 is the first subject of SemiAnalysis's new teardown lab

SemiAnalysis has published the first teardown from its new in-house lab, focusing on the minimum local metal pitch on SMIC’s third-gen 7nm at 32.5nm.

Tom’s Hardware · Jun 16

3 AI Stocks With Moats That Could Outlast Summer Volatility

AMD, TSMC, and Analog Devices each posted strong Q1 2026 results, reflecting durable structural positions in the AI supply chain that go beyond momentum.

MarketBeat · Jun 16

TSMC says panel packaging won't replace CoWoS anytime soon for the largest future AI processors — wafer-level tech can scale to 58 massive dies in one package

TSMC is exploring panel-level packaging and is working on its CoPoS technology, but the company's Kevin Zhang says wafer-level packaging technologies is considerably more advanced than panel-level packaging.

Tom’s Hardware · Jun 16

TSMC Revenue Surges 30% in May on Relentless AI Demand. TSM Stock Is Still Undervalued Here.

The world's most important chipmaker just gave investors another reason to believe the AI boom is far from over.

Barchart · Jun 13

Republican lawmakers urge federal agency to block imports of infringing TSMC chips as patent ruling nears — five asserted U.S. patents come from United Microelectronics Corporation

Four Republican members of Congress have urged the U.S. ITC to block imports of foreign-made chips found to infringe U.S. patents

Tom’s Hardware · Jun 12

Nvidia CEO Jensen Huang Calls AI ‘Insanely Profitable’ for TSMC. How to Play TSM Stock Here.

Jensen Huang’s “insanely profitable” comment underscored TSMC’s central role in the AI chip boom and strengthened investor confidence in its growth outlook.

Barchart · Jun 12

Google Explores Samsung Role In Next-Generation AI Chip As Demand Reshapes Global Semiconductor Supply Chain

Google is discussing plans with Samsung Electronics to manufacture part of its next-generation artificial intelligence chip, according to a new report.

International Business Times · Jun 11