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HISTORICAL FACTS: Tsmc - The Untold Story

iPhone 18 Pro Max cost predictions are here; Why it could be Apple's most expensive standard iPhone yet

Apple's iPhone 18 Pro Max, expected in September 2026, could be significantly more expensive than its predecessor, according to reports. A shift to 2-nanometer chip technology, rising RAM costs, and battery upgrades are among the factors being cited. No pricing has been confirmed by Apple.

The Economic Times

Chris Wood’s big warning: The specific risk that will finally trigger the end of AI trade

Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot generate adequate returns on massive AI investments. He warns that concerns over capital misallocation, rather than supply, could trigger a prolonged pause in the AI trade.

The Economic Times

ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen Dongare

As Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, according to Niteen Dongare of Anand Rathi International Ventures. He recommends allocating 20-30% of portfolios to global markets through ETFs, direct stocks and GIFT City funds to enhance diversification and returns.

The Economic Times

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Japan cancels over 200 flights as double storm threat grows

Japan faces severe transport chaos and landslide threats as two tropical storms, Mekkhala and Higos, converge with a seasonal rain front. Over a million people are under evacuation orders, with hundreds of flights and train services cancelled. Meanwhile, Taiwan experienced significant disruptions, including flooding and evacuations, though its crucial chip…

The Economic Times

Apple supplier Tata Electronics tightens internal controls after data breach

Tata Electronics is investigating a massive data leak on the dark web, reportedly exposing thousands of secret client files from Apple and Tesla. The company has restricted internal system access, hired a global consultant for a forensic audit, and informed authorities and clients. Apple's security team is actively collaborating with…

The Economic Times

Typhoon forces Japan to evacuate over two million people while heavy rain shuts down parts of Taiwan

Typhoon Mekhhala expected to make landfall over weekend

The Independent UK

Don't delay that MacBook upgrade — Apple's laptop price hikes could be much worse than the iPhone 18 Pro, analysts predict

We know price hikes are inbound for all major Apple products, but MacBooks could potentially come off worst.

TechRadar

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Why Wedbush Says This Overlooked Chip Stock Could Be 2026’s Biggest Winner

A major deal with CoreWeave is reshaping the outlook for Backblaze as AI demand boosts interest in low-cost data storage.

Barchart

Business Brief (June 25): China Unveils Rules for Supply Chain Security Probes

ByteDance launches paid tier for its AI assistant Doubao, TSMC reportedly plans to hike prices across all advanced process nodes

Caixin Global

One memory to rule them all? Key partner to Nvidia, ASML and TSMC brings next-gen RAM and NAND replacements even closer

IMEC has demonstrated two advances in ferroelectric memory research that could make next-generation memory possible.

TechRadar

Apple-Intel chip deal makes strategic sense but production is years away

Apple is reportedly turning to Intel for chip manufacturing, a move driven by TSMC's inability to meet surging AI demand and Apple's need for more capacity. This partnership, however, faces significant hurdles, with analysts predicting it could take two to three years for advanced chips to be ready. Intel's past…

The Economic Times

TSMC is reportedly hiking prices for 'all advanced nodes,' accounting for 74% of the company’s wafer business — Nvidia, AMD, Apple, Qualcomm, and others will face higher wafer costs

TSMC has reportedly told customers to prepare for 5% to 10% price hikes across advanced chip nodes, extending beyond 3nm to include 7nm and some legacy processes.

Tom’s Hardware

Oil, AI and chips: The new resource race redrawing markets and nations

The leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of global economic prowess, akin to oil in previous centuries. With nations such as Taiwan and South Korea emerging through powerhouses like TSMC and Samsung, the future prosperity relies heavily…

The Economic Times

Intel Will Design and Manufacture Chips for Apple. What This Really Means for INTC Stock Investors.

Investors continue to wait for official announcements from Intel and Apple, but that hasn't stopped them from trading and believing in INTC's turnaround strategy.

Barchart

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The Economic Times

3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bells

Two Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentration poses significant risk. In contrast, India's market offers diversification across sectors like BFSI, consumption, and infrastructure, presenting a potentially more resilient investment opportunity. Experts highlight India's growing AI infrastructure…

Barchart

Why TSMC Doesn’t Even Need to Win the AI Race

TSMC's biggest strength may be that its customers are also its competitors.

International Business Times UK

M6 MacBook Pro, M6 MacBook Air Release Date, Specs, Features, Price, Design and Update

Apple is preparing sweeping changes for its next-generation M6 MacBook Pro, M6 MacBook Air range, from 2nm chips and OLED touchscreens to possible 5G connectivity and higher prices.

Tom’s Hardware

Rare ASML Special Edition Monopoly board unearthed in social media trade — enthusiast swaps 2007 employee gift for High-NA EUV Lego kit

We just witnessed a significant semiconductor industry related non-cash trade deal take place on Twitter/X.

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Barchart

Amkor Soared on a Taiwan Semi Deal. How to Play AMKR Stock Here.

Amkor Technology has ignited a powerful rally after securing a transformative 10-year TSMC partnership. What should be your move now?

PC Gamer

The US is worried China could have a top-spec chipmaking machine despite export restrictions, but the machine maker ASML denies it

All I know is you can't hide a 150+ ton EUV machine in MY house.

PC Gamer

AMD is said to be holding talks with Samsung about making some of its future chips to offset TSMC's constrained supply of cutting-edge wafers

If true, my money would be on low-end laptop APUs or Ryzen IO chiplets.

Barchart

Trump Just Sent Intel Stock Soaring. Here's Why.

Intel stock rallies as President Donald Trump says Apple has partnered with its foundry division to make chips domestically. But Wall Street remains cautious on INTC shares.

The Economic Times

TSMC, Amkor sign 10-year deal to boost advanced chip packaging in US

Taiwan Semiconductor Manufacturing Company and Amkor Technology have inked a decade-long deal. This partnership will boost advanced chip packaging and testing capabilities within the United States. The collaboration aims to strengthen the semiconductor supply chain in Arizona. This move supports growing demand for AI and high-performance computing technologies. It ensures…

Tom’s Hardware

Trump says Apple has agreed to 'build' chips with Intel — neither company confirms deal as Intel share price rockets

President Donald Trump said on Thursday that Apple has agreed to work with Intel to “design and build” chips in the United States.

The Economic Times

Donald Trump says Apple to partner with Intel on US chip design, production

A partnership with Intel helps Apple diversify its manufacturing base as it seeks additional ‌chip capacity. The ⁠iPhone ⁠maker relies heavily on TSMC, whose advanced production lines are in high demand from AI chipmakers such as Nvidia and AMD.

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