Taiwan opens Phoenix office as $265 billion chip investment in Arizona grows, over China’s objections
Taiwan is turning Phoenix into a bigger hub for its chip industry with a new office and TSMC's investments
TSMC
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TSMC stock hits record high as AI chip demand lifts Taiwan market
TSMC's stock surge underscores the transformative impact of AI demand on global markets, highlighting potential shifts in tech investment strategies.
CryptoBriefing•Diego Almada Lopez5 OctMusk hints TSMC may join his mega chip venture, and Intel’s stock is taking a hit
Intel shares are taking a hit on Monday after a report that TSMC may help with Elon Musk’s Terafab factory.
TSMC in early talks with Musk’s Terafab on Texas chipmaking, Intel shares slide 4%
Musk's talks with TSMC could reshape the semiconductor landscape, impacting global chip supply dynamics and intensifying competition.
CryptoBriefing•Diego Almada Lopez5 OctTSMC weighs multibillion-dollar Texas campus for chipmaking expansion
TSMC's potential Texas expansion could significantly boost U.S. chipmaking capabilities, contingent on tax incentives and strategic approvals.
CryptoBriefing•Diego Almada Lopez1 Oct- favorable toward TSMC · 72%
TSMC’s October 15 earnings call puts Nvidia, Broadcom and AMD investors on watch
TSMC's earnings call will reveal AI chip demand trends, impacting investor confidence and strategic decisions for Nvidia, Broadcom, and AMD.
CryptoBriefing•Diego Almada Lopez30 Sept- neutral toward Nvidia · 98%
Alphabet stock rises as TPU demand outruns TSMC’s supply
Alphabet's strategic shift into AI hardware sales could reshape the tech landscape, but supply constraints may delay realizing its full potential.
CryptoBriefing•Diego Almada Lopez30 Sept- neutral toward TSMC · 96%
iPad Mini 8 to Offer These 10 New Features
Last week, our exclusive leak revealed that the next-generation iPad mini will feature Apple's latest A20 Pro chip, a landscape front camera, and a redesigned speaker system, but that is not all, as plenty of other upgrades have been rumored.
TSMC reportedly eyes massive second US chip-making site in Texas
TSMC's Texas expansion could significantly alter the US semiconductor landscape, intensifying competition and diversifying supply chains.
CryptoBriefing•Diego Almada Lopez29 Sept- neutral toward TSMC · 95%
Here’s where TSMC is reportedly eyeing a second U.S. site for a chip-making hub
Taiwan Semiconductor Manufacturing Co., the Taiwanese contract chipmaker that makes semiconductors for Nvidia among others, is reportedly eyeing a second site in the U.S.
- neutral toward TSMC · 99%
Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent
U.S. semiconductor manufacturing faces a historic worker shortage as demand soars. Here’s how chipmakers and U.S. universities aim to fix it.
- neutral toward Samsung Electronics · 96%
MediaTek Dimensity 9600 Pro goes official with 2nm process and performance gains
MediaTek has unveiled its latest flagship chipset in the Dimensity 9600 Pro, a chip built on TSMC’s latest 2nm process. more…
9to5Google•Ben Schoon15 SeptTSMC executive calls AI a ‘three-year-old superman’ as chipmaker takes cautious internal stance
TSMC's cautious AI stance highlights the tension between rapid tech adoption and safeguarding proprietary processes in high-stakes industries.
CryptoBriefing•Editorial Team15 SeptMediaTek is using TSMC's cutting edge 2nm process for its latest chip
You may not hear much about MediaTek these days, but it's still going strong.
MediaTek launches Dimensity 9600 Pro on TSMC’s 2nm process, taking direct aim at Qualcomm
MediaTek's aggressive entry into the premium segment could intensify competition, potentially driving innovation and price shifts in the market.
CryptoBriefing•Editorial Team15 SeptApple and TSMC unveil A20 Pro chip built on 2nm process for iPhone 18 Pro lineup
Apple's A20 Pro chip signifies a leap in on-device AI capabilities, potentially reshaping smartphone innovation and consumer expectations.
CryptoBriefing•Editorial Team12 SeptASML and TSMC launch initiative to transition EUV masks to 12-inch format
The transition to 12-inch EUV masks will drive innovation in chip design, impacting the entire semiconductor supply chain and boosting productivity.
CryptoBriefing•Editorial Team8 SeptASML and TSMC achieve breakthrough in 2D material transistors, signaling post-silicon semiconductor era
This breakthrough in 2D material transistors could revolutionize semiconductor manufacturing, paving the way for more efficient, scalable chips.
CryptoBriefing•Editorial Team8 SeptTSMC’s demand for chipmaking tools nearly doubles amid AI expansion
TSMC's rapid expansion highlights the escalating demand for advanced semiconductors, potentially reshaping global tech supply chains and economies.
CryptoBriefing•Editorial Team2 Sept
Billionaire Abruptly Dumps Fastest-Growing U.S. Stock While Dramatically Boosting AI Exposure
Appaloosa Management under David Tepper overweighted AI holdings at 77% of assets in top names like Amazon, TSMC, and Nvidia while fully exiting SanDisk after its massive 2026 rally.
The Daily Hodl•Daily Hodl Agent1 Sept