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TSMC ups revenue guidance and CapEx, buoyed by 'multiyear AI megatrend' — warns Middle East conflict may impact profitability as costs increase (tomshardware.com)
2.
TSMC warns of Intel Foundry's growing prowess during the company's latest earnings call — 'We view Intel as our formidable competitor and do not underestimate them' (tomshardware.com)
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Nvidia rival tells CNBC it's seeking at least $100 million in funding as European AI chip market booms (cnbc.com)
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TSMC and ASML post-earnings stock moves could be a sign of what's to come from chip companies (cnbc.com)
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Chip Maker TSMC Is More Bullish Than Ever on AI, Despite Iran War (feeds.content.dowjones.io)
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TSMC first-quarter profit rises 58%, beats estimates as AI demand fuels record run (cnbc.com)
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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 (tomshardware.com)
8.
Wacli – WhatsApp CLI (news.ycombinator.com)
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Wacli – WhatsApp CLI: sync, search, send (news.ycombinator.com)
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Peter Steinberger – WhatsApp CLI: sync, search, send (news.ycombinator.com)
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TSMC Shows Where AI Demand is Headed (feeds.content.dowjones.io)
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Why opinion on AI is so divided (technologyreview.com)
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TSMC posts 35% jump in revenue to new record high as AI chip demand stays strong (cnbc.com)
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Intel's EMIB-T packaging technology set for fab rollout this year — as TSMC CoWoS capacity remains limited,EMIB-T is preparing for advanced AI accelerator designs (tomshardware.com)
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This rumored chip could help 2027’s flagship phones get closer to 5GHz mark (androidauthority.com)
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AI's next bottleneck: Why even the best chips made in the U.S. take a round trip to Taiwan (cnbc.com)
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China intensifies efforts to poach semiconductor talent from Taiwan, claims report — international restrictions motivate illicit efforts to obtain talent and equipment (tomshardware.com)
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Apple Faces 'Massive Dilemma' With Success of the MacBook Neo (slashdot.org)
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Elon Musk's $25 Billion Terafab Project Gets a Helping Hand From Intel (cnet.com)
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Apple faces supply chain problem as MacBook Neo demand exceeds expectations (9to5mac.com)
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More threats to Apple’s chipmaker through attempted theft of TSMC technology (9to5mac.com)
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Why TSMC grew four times faster than its foundry rivals in 2025 — price hikes, vertical integration, and commanding technology lead pay dividends (tomshardware.com)
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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 (tomshardware.com)
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Global semiconductor foundry market hit a record $320 billion in 2025 as TSMC pulled further ahead (tomshardware.com)
25.
The global helium storage is a direct threat to the chipmaking supply chain — disruption impacts critical processes, high-capacity HDDs, and alternative supplies are plagued by delays (tomshardware.com)
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How marketing leaders at Clinique and ScottsMiracle-Gro are meeting consumers where they are online—and in AI (feeds.feedburner.com)
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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 (tomshardware.com)
28.
A Helium Shortage Is About to Hit the Chip Industry. Here’s Why That’s a Huge Problem. (feeds.feedburner.com)
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TSMC's 3nm capacity is now reserved for its biggest customers only (techspot.com)
30.
Start your AM5 build off right with an incredible deal on a Ryzen 9 9900X processor — get $185 off and walk away with the centerpiece of your new or upgraded PC for only $314.99, an all-time low (tomshardware.com)
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