TSMC

South Korean AI chip startup FuriosaAI has deployed its RNGD AI accelerators at Equinix's Lisbon datacenter, targeting European demand for sovereign AI compute. The RNGD cards offer 48 GB HBM3, 1.5 TB/s bandwidth, and 512 teraFLOPS of FP8 performance with an 180W TDP, while Furiosa collaborates with Broadcom on a next-gen chip using HBM4 memory.

India is investigating a Tata data leak that exposed Apple iPhone secrets. Tata has hired a global consultant to conduct a forensic audit after documents from Tesla, Qualcomm, and TSMC were also posted on the dark web.

Nvidia and TSMC are collaborating to integrate AI into chip manufacturing processes, utilizing Nvidia's accelerated computing tools in lithography, defect inspection, and factory scheduling.

India is investigating a data breach at Tata Electronics that exposed sensitive documents related to Apple’s unreleased iPhone 18 Pro, including component lists and supplier details. The leaked files, obtained by a ransomware group, were posted on the dark web, with additional documents from Tesla, Qualcomm, and TSMC also compromised.

World shares were mixed as South Korea's Kospi index fell nearly 8% due to a sell-off in chip stocks, with SK Hynix and Samsung Electronics dropping significantly. Concerns over potential supply gluts in AI and tech sectors weighed on markets, while European benchmarks rose. Oil prices declined amid Iran-U.S. negotiations.

Asian stocks declined due to a sell-off in computer chip shares, with South Korea's Kospi index falling 5.1% and major chipmakers like SK Hynix and Samsung Electronics dropping over 6%. U.S. chip stocks also fell, with Micron Technology down 10.6% and Intel losing 9%, amid concerns about potential supply gluts from heavy industry investments.

Asian stocks declined due to a sell-off in chip shares, with South Korea's Kospi and Japan's Nikkei 225 falling sharply. U.S. chip stocks also dropped amid concerns about potential supply gluts despite earlier AI-driven gains. Oil prices fell as negotiations between the U.S. and Iran raised hopes for improved crude supplies.

IBM has developed a 0.7 nm (7 Angstroms) chip technology with a path to 0.1 nm, enabling up to 100 billion transistors on a fingernail-sized die. The technology uses a 3D nanostack architecture with staggered transistors and single dielectric bonding, offering 50% higher performance or 70% greater efficiency than 2 nm chips. Competitors like Intel and Huawei have explored similar 3D stacking concepts.

US House members welcomed Taiwan’s Legislative Yuan president Han Kuo-yu to Washington, affirming bipartisan support for the island amid a Trump administration review of a $14 billion arms sales package. Lawmakers emphasized Taiwan’s importance to peace and commerce, while criticizing delays in the arms package. Han’s visit followed a stop in Arizona, where TSMC is expanding chip production.

Elon Musk warned President Trump and tech CEOs in March 2025 about the US's vulnerability to a Chinese invasion of Taiwan, which produces 70% of global semiconductors. He urged moving chip manufacturing out of conflict zones to prevent economic collapse, as detailed in a new book by Maggie Haberman and Jonathan Swan.

ASML's new $400 million extreme-ultraviolet (EUV) lithography machine, developed by Jos Benschop, achieves an 8-nanometer resolution, enabling advanced chip production critical for AI and Moore's Law. The machine uses laser-generated EUV light to pattern silicon wafers with atomic precision.

Rising chip demand is boosting secondary players like Samsung as TSMC operates at production capacity. Google is expanding its AI chip design efforts, challenging Nvidia's dominance in the sector.

US President Donald Trump announced that Apple has agreed to partner with Intel to design and manufacture chips in the United States, aiming to diversify Apple's manufacturing base away from TSMC. The Trump administration previously invested $10 billion in Intel to build US factories and holds a 10% stake, part of broader efforts to secure US semiconductor supply chains.

ASML, based in the Netherlands, is the sole manufacturer of extreme ultraviolet lithography machines critical for advanced semiconductor production. These machines are essential for foundries like Taiwan Semiconductor Manufacturing Company (TSMC), and their strategic importance may influence deterrence dynamics in the Indo-Pacific.

TSMC, the world's largest chipmaker, is considering potential price increases due to rising costs. A senior executive discussed the impact of the AI boom and geopolitical factors on chip pricing and electronics costs in a rare interview.

Asian shares were mixed as tech stocks rebounded from recent sell-offs, with indices like Japan's Nikkei and South Korea's Kospi rising significantly. Oil prices declined amid heightened tensions between Israel and Iran, which threaten regional stability. Tech companies such as Tokyo Electron, SK Hynix, and TSMC saw notable gains.

Google is ordering millions of AI chips from Intel as TSMC struggles to meet demand. This has led major tech companies to seek alternative manufacturers.

Fund managers who have profited significantly from top-performing emerging market stocks like TSMC, Samsung, and SK Hynix are now forced to seek diversification due to market saturation. The article highlights a shift in investment strategies as these funds explore new opportunities beyond their previous high-performing positions.

South Korea’s Kospi stock market has hit record highs driven by AI-related demand, but experts warn of boom-bust risks due to heavy reliance on two trillion-dollar chipmakers. SK Hynix and Samsung Electronics, alongside Taiwan’s TSMC, have joined the trillion-dollar valuation club amid explosive chip demand for AI.

TSMC's local investors are narrowing the valuation gap between the company's stock and Wall Street's valuation. This suggests a convergence in how local and international investors assess TSMC's worth.

China's space sector has growing doubts about the success of SpaceX's Starship rocket. A former TSMC chip prodigy is returning to the industry.

Huawei Technologies claims to have developed a method to produce high-end semiconductors comparable to the best worldwide, bypassing US sanctions that restrict access to advanced chipmaking equipment. The company aims to achieve 1.4-nanometer chip production by 2031, as stated by He Tingbo, president of its semiconductor business, during a conference in Shanghai.

Micron Technology's $1 trillion market valuation and TSMC's rally propelled global stock markets to new highs, with Taiwan surpassing India as the fifth-largest equity market. However, emerging markets are underperforming when excluding Asia's top chipmakers, and AI-driven chip demand is creating geopolitical tensions, particularly as US firms avoid China's chip sector due to export controls.

Huawei introduced the 'Tau Scaling Law' as a successor to Moore's Law at a 2026 IEEE conference, claiming it enables higher transistor density via signal propagation optimization and LogicFolding technology. However, industry analyst Manoj Sukumaran criticized the claims, arguing the advancements rely on packaging techniques rather than true transistor shrinking, unlike TSMC or Intel's 1.4nm processes.

Chip prodigy Da Bo, who developed core components for TSMC’s 3nm production line in Japan, has returned to China and joined the University of Science and Technology of China as a chair professor.

Huawei has introduced a new scaling law and chip architecture, the Tau (τ) Scaling Law, aiming to achieve 1.4-nanometre process node performance without relying on advanced lithography tools. This development is part of Huawei's strategy to build a self-reliant semiconductor ecosystem.

Huawei has introduced a new scaling law and chip architecture, the Tau (τ) Scaling Law, designed to achieve 1.4-nanometre transistor performance without relying on advanced lithography tools. This development aims to bridge the gap with semiconductor leaders like TSMC and Samsung, advancing Huawei's self-reliant semiconductor ecosystem.

The article outlines three critical reasons why the U.S. cannot afford a Chinese takeover of Taiwan: its role in global semiconductor supply chains, its strategic geographic position in the First Island Chain, and its symbolic value as a democracy near China. Losing Taiwan would empower Beijing economically, militarily, and diplomatically, destabilizing U.S. alliances in the Pacific.

Asian stock markets surged on Thursday, led by South Korea's Kospi jumping 8%, as oil prices fell and Wall Street rebounded following easing bond market pressure. Nvidia's stronger-than-expected quarterly earnings with over 200% profit growth boosted technology stocks across the region, particularly chipmakers like Samsung Electronics and SK Hynix.

Cerebras Systems raised $5.55 billion in an initial public offering, making the company worth over $66 billion on its first day of trading. The company's success is attributed to its radically different approach to chipmaking, including the development of wafer-scale AI accelerators. Cerebras' unique architecture has allowed it to achieve high performance in AI training.

Emerging-market stocks are rising with Alibaba and TSMC joining the AI hot streak. This increase is driven by the growing interest in artificial intelligence. The rise in emerging-market stocks is a notable trend in the current market.

Intel's shares have increased due to a reported deal with Apple for chip manufacturing, signaling a significant shift in the chipmaking industry. This development involves Intel, Samsung, and TSMC, which are the only companies capable of producing advanced chips needed for AI. The deal suggests a major pivot for Intel.

Sony is teaming up with TSMC to build a new facility for making image sensors. The partnership aims to increase production capacity. This collaboration will help Sony to improve its market position.

Taiwanese chipmaker TSMC has signed a 30-year corporate power purchase agreement for wind power from the Hai Long offshore wind project to help Taiwan develop energy alternatives amid a global energy crisis. The deal covers over 1 gigawatt of power capacity and will power over 1 million households. TSMC is investing in renewable energy as it experiences record profits during the AI boom.

Samsung has reached a valuation of $1 trillion due to high demand for AI-driven chips. This makes it the second Asian company to achieve this milestone, after TSMC. The surge in shares led to Samsung crossing the $1 trillion mark.

Samsung has reached a valuation of $1 trillion, joining an elite club that includes TSMC. This milestone marks a significant achievement for the company. Samsung's valuation is a testament to its success in the technology industry.

A Taiwan court sentenced an ex-Tokyo Electron employee to 10 years in prison for a TSMC trade secrets case. Four other defendants received sentences ranging from 10 months to six years.

TSMC shares surged following Taiwan's decision to lift the single-stock investment limit for funds, allowing greater flexibility in portfolio allocations. The regulatory change is expected to boost demand for TSMC's stock, which is among the most heavily weighted in the market.

Taiwan is easing restrictions on active funds' investments in TSMC. The policy change could boost investments in TSMC's factory located in the Nanzih district of Kaohsiung.

The US and Iran are engaged in a tense standoff in the Hormuz Strait, while ASML's newly announced equipment is deemed too costly for semiconductor manufacturer TSMC.