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1.
Leaker claims AMD Zen 6 will feature 48MB of L3 cache — keeping L3 cache-to-core ratio the same as Zen 5 with Zen 6's 12-core CCD (tomshardware.com)
2.
Rumor claims AMD Zen 6 will feature 48MB of L3 cache — keeping L3 cache-to-core ratio the same as Zen 5 with Zen 6's 12-core CCD (tomshardware.com)
3.
Nvidia set to supplant Apple as TSMC's top customer, signaling chip industry's 'changing dynamic' (cnbc.com)
4.
TSMC says AI demand is “endless” after record Q4 earnings (arstechnica.com)
5.
Apple forced to ‘fight’ for chip capacity, pay higher TSMC prices: report (9to5mac.com)
6.
TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment 'would be a disaster for TSMC for sure,' company will invest $52-$56 billion in capex (tomshardware.com)
7.
'TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment 'would be a disaster for TSMC for sure,' company will invest $52-$56 billion in capex (tomshardware.com)
8.
Apple is fighting for TSMC capacity as Nvidia takes center stage (news.ycombinator.com)
9.
Apple Is Fighting for TSMC Capacity as Nvidia Takes Center Stage (news.ycombinator.com)
10.
SK hynix to build first U.S. packaging plant for HBM — plugs critical hole in U.S. supply chain, $3.9B investment challenges TSMC and reshapes AI supply chains (tomshardware.com)
11.
Apple might turn to Intel for its upcoming M-series chips, per report (9to5mac.com)
12.
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 (tomshardware.com)
13.
TSMC sues former executive over defection to Intel, says it's highly likely he stole trade secrets — chipmaker claims Wei-Jen Lo broke non-disclosure and non-compete agreements (tomshardware.com)
14.
Intel CEO rejects reports the company is obtaining TSMC secrets from former executive — Taiwan's investigation into Intel's controversial recent hire continues (tomshardware.com)
15.
High-ranking TSMC executive faces Taiwan legal investigation over murky return to Intel — report alleges employee took technical documents with him (tomshardware.com)
16.
Nvidia's Jensen Huang upstaged at TSMC annual Sports Day by TSMC-branded sneakers — CEO's 'Made In Taiwan' footwear is the talk of the town (tomshardware.com)
17.
CPUs and GPUs to Become More Expensive After TSMC Price Hike in 2026 (news.ycombinator.com)
18.
OpenAI's recent chip deals heap more pressure on TSMC (engadget.com)
19.
NVIDIA shows off its first Blackwell wafer manufactured in the US (engadget.com)
20.
TSMC profit surges 39% to beat estimates and hit yet another record on AI chip demand (cnbc.com)
21.
The U.S. makes it harder for TSMC, SK Hynix and Samsung to produce chips in China (cnbc.com)
22.
Apple to secure nearly half of TSMC’s 2nm production (report) (9to5mac.com)
23.
14-year prison term sought over theft of trade secrets on iPhone 18 chip process [U] (9to5mac.com)
24.
US Intel (news.ycombinator.com)
25.
Trump administration official says some CHIPS Act companies won't need to give up equity (engadget.com)
26.
Nvidia’s Huang says TSMC among all-time greats: Buying its stock is ‘very smart’ (cnbc.com)
27.
Taiwan’s “silicon shield” could be weakening (technologyreview.com)
28.
Six arrests over attempted theft of trade secrets on iPhone 18 chip process [U] (9to5mac.com)
29.
Apple chipmaker TSMC says it too is exempt from US tariffs (9to5mac.com)
30.
US reportedly forcing TSMC to buy 49% stake in Intel to secure tariff relief (news.ycombinator.com)
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