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US President Trump says Apple to work with Intel to manufacture chips in US

Apple is set to collaborate with Intel for chip design and manufacturing within the United States. This move aims to diversify Apple's production base, reducing its heavy reliance on TSMC. The partnership follows extensive discussions and a preliminary deal. Intel's involvement could boost its manufacturing business and reputation.

The Economic Times

First official details of AMD's next-gen 'Mustang Peak' Threadripper CPUs come into view — chips feature DDR5, PCIe 6.0, and a new socket

First official details of AMD's next-gen 'Mustang Peak' Threadripper CPUs come into view — chips feature DDR5, PCIe 6.0, and a new socket

We now have the first confirmed details about AMD's Zen 6-based Threadripper CPUs, code-named Mustang Peak.

Tom’s Hardware

Intel’s performance-enhanced 18A-P process enters risk production — drop-in 18A upgrade promises 9% performance improvement at iso-power, cuts thermal resistance by 40%

Intel’s performance-enhanced 18A-P process enters risk production — drop-in 18A upgrade promises 9% performance improvement at iso-power, cuts thermal resistance by 40%

Intel's enhanced 18A-P has entered risk production, laying the groundwork to ramp the node into full production in the coming months.

Tom’s Hardware

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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

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

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.

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.

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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

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

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

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.

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

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

Google in talks with Samsung to make part of next-gen chip: Report

Google in talks with Samsung to make part of next-gen chip: Report

Google is reportedly in talks with Samsung Electronics for manufacturing a component of its upcoming AI processor. This collaboration could boost Samsung's chip manufacturing business. The processor, codenamed "Icefish", is still in development with mass production potentially starting in 2028. This move suggests Google's effort to diversify its chip manufacturing…

The Economic Times

The BBC quizzed chip maker TSMC on the possibility of increased prices and you're really not going to like the answer

The BBC quizzed chip maker TSMC on the possibility of increased prices and you're really not going to like the answer

Inflation and TSMC's "value" looks set to push prices ever higher.

Taiwan weighs criminal ban on AI chip exports to all of China — stricter measures beyond blacklisted firms would make smuggling servers a crime

Taiwan weighs criminal ban on AI chip exports to all of China — stricter measures beyond blacklisted firms would make smuggling servers a crime

Taiwan is considering far stricter export controls that would restrict AI chip sales to every customer in China.

Tom’s Hardware

Intel Shares Soar on Google Deal To Build TPUs. Here's What It Means for INTC Stock.

Intel Shares Soar on Google Deal To Build TPUs. Here's What It Means for INTC Stock.

Intel reportedly has bagged a massive order to make Google's TPUs.

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Intel Becomes Plan B for the Semiconductor Industry. Here's How That's a Winning Strategy

Intel is rising sharply after reports the chipmaker may have secured new orders that add to its growing hyperscaler partner list. If true, Intel could become the semiconductor industry's preferred backup supplier.

New rumour claims with '100%' confidence that AMD's next-gen Zen 6 desktop CPU will run at over 6.5 GHz

However fast it is, AMD says Zen 6 is coming later this year.

Google reportedly orders at least three million chips from Intel to arrive in 2028, as TSMC struggles to keep up with the AI boom

Could Intel's Foundry efforts be starting to pay off?

This Hidden Growth Story in Taiwan Semi Could Cause TSM Stock to Skyrocket

TSMC's 2nm process node is progressing well and may not yet be priced into its future earnings.

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International Business Times

AI Chip Rally Leaves Asia's Fund Managers Struggling To Keep Pace

The dominance of Taiwan and South Korean chipmakers has intensified concentration risks across Asian equity markets and altered how professional investors build portfolios.

The Economic Times

Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 list

Indian companies are no longer in the top 10 of the MSCI Emerging Markets Index. A surge in AI stocks has shifted global capital. Taiwan and South Korea's chipmakers now dominate the index. Reliance Industries and HDFC Bank have fallen in global rankings. India's market weight has hit a six-year…

Tom’s Hardware

Chinese startup claims photonic chip production without DUV lithography, says nanoimprint process cuts costs by 90% — 8-inch wafers produced without conventional optical lithography

Chinese startup Prinano claims it produced 8-inch photonic chip wafers without DUV lithography, using nanoimprint technology that cuts costs by 90%.

Technology Stocks Just Got Cheaper—Here Are 5 Mega-Caps Worth a Closer Look

A major market-wide selloff on Friday compressed valuations across several mega-cap technology stocks, creating potential long-term opportunity.

The Economic Times

Intel Foundry comeback! Is a bigger Intel stock surge ahead? INTC shares surge 9.16% today as Google’s 3 million TPU order and Nvidia testing fuel Intel’s AI revival

Intel stock is back in focus. INTC shares surged 9.16% after reports that Google ordered more than 3 million TPU AI chips from Intel for 2028. Nvidia is also testing Intel’s advanced 18A process. As TSMC faces capacity pressure, Intel Foundry is emerging as a serious AI manufacturing contender.

International Business Times

Intel Refocuses On Core Chip Business As AI Demand Brings CPUs Back Into Spotlight

Intel's turnaround efforts gained fresh visibility at Computex 2026, where executives highlighted growing demand for CPUs as AI applications expand beyond model training.

The Economic Times

US stocks | Alphabet taps Intel to make three million in-house chips: Report

Nvidia has not placed an order with Intel yet, but has been evaluating whether the company's technology can be used to make a processor that combines four graphics ⁠chips into ‌a single unit, the report said.

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