tsmc

Apple is reportedly testing iPhone, iPad, and Mac processors with Intel's advanced chip manufacturing process, marking a potential shift after a decade. While tsmc remains the dominant supplier, this move signals Apple's strategy to diversify and cultivate new partners amidst growing demand for AI chips. Intel faces significant challenges in meeting Apple's stringent requirements.

Sony and tsmc are joining forces in Japan to develop cutting-edge image sensors, with Sony retaining majority control. This strategic partnership, leveraging Sony's design expertise and tsmc's manufacturing might, aims to dominate future markets like AI-driven cars and robotics. The move signals Sony's shift towards a 'fab-light' model, focusing on intellectual property while facing increasing competition.

Taiwan Semiconductor and Sony Semiconductor Solutions are joining forces in Japan to develop and manufacture cutting-edge image sensors. This new venture, majority-owned by Sony, will leverage Sony's design prowess and tsmc's manufacturing expertise. The partnership aims to explore applications in areas like automotive and robotics, signaling a significant step in advanced chip development.

Apple has reportedly reached a preliminary agreement with Intel to manufacture some of its chips, potentially easing supply chain constraints. This deal would mark a significant shift, with Intel's 18A-P node being the likely target for Apple's lower-end M processors. The agreement could boost Intel's foundry business and provide Apple with a crucial second manufacturing source.

Apple is reportedly exploring manufacturing options beyond its long-time partner tsmc, holding preliminary talks with Intel and Samsung for its iPhone, iPad, and Mac processors. This move stems from current chip supply shortages, exacerbated by the AI boom. While discussions are exploratory and no orders are placed, Apple's caution remains due to the technological gap with its potential new partners.

In a surprising move, the Trump administration announced in August 2026 that the U.S. government acquired a 10% stake in chipmaker Intel, valued at approximately $11 billion. This equity was reportedly secured in exchange for federal grants, with President Trump expressing satisfaction with the deal, which he believes strengthens American technological leadership.

Apple may discontinue the base 256GB MacBook Neo model within months due to rising production costs and supply constraints. This move would effectively increase the starting price, encouraging buyers towards higher-priced configurations. The decision is influenced by strong demand for the A18 Pro chip and limited manufacturing capacity.

All eyes in Beijing from tomorrow as Xi, Trump navigate trade, tech and geopolitical whirlpools

Foreign investors are exiting Indian stocks, with outflows reaching Rs 60,847 crore in April, following a massive Rs 1,17,775 crore sell-off in March. This trend signals sustained weakness in overseas investor sentiment, as global capital shifts towards Asian economies benefiting from the AI investment boom, particularly South Korea and Taiwan.

Anthropic's paper outlines two scenarios for US-China AI leadership by 2028. In one, the US maintains its compute advantage through tightened export controls, leading to democratic AI norms. The other sees China overtaking the US if policymakers fail to act, resulting in authoritarian AI dominance.

Apple posted its best March quarter ever in Q2 FY2026—$111.2 billion in revenue, up 17% year over year, with iPhone sales jumping 22% to $57 billion and Services hitting an all-time high of $31 billion. Every product category and every geographic region grew. The catch: memory costs are rising fast, Mac supply can't keep up with demand, and Tim Cook is handing the CEO role to John Ternus on September 1.

AMD's new Ryzen 9 9950X3D2 processor is here, boasting 3D V-Cache on both its chiplets for a massive 208MB of cache. This powerful 16-core chip, priced at $899, promises significant speed boosts for developers and creators working with large datasets. Existing AM5 users can upgrade without a new motherboard, with early adopters like Alienware already featuring it.

Elon Musk's ambitious 'Terafab' project, a massive AI chip factory involving Tesla and SpaceX, is reportedly underway. Musk's team is contacting major chip equipment suppliers and manufacturers like Intel and Samsung to secure the necessary technology. The goal is to produce Tesla's advanced AI chips, including those for Full Self-Driving, by 2029, ensuring a self-sufficient supply chain.

Technology stocks surged following President Trump's announcement of a two-week ceasefire with Iran, leading to a broad market rally. Major tech companies like Meta, Amazon, and Google-parent Alphabet saw significant gains as investors returned to the market. This recovery follows weeks of losses for the sector, exacerbated by rising energy prices and supply chain concerns.

Japanese tech firm Rapidus aims to revolutionize semiconductor manufacturing, targeting mass production of cutting-edge 2nm chips next year. Led by Atsuyoshi Koike, the company is exploring ambitious plans for lunar chip fabrication by the 2040s, leveraging the Moon's unique environment. Rapidus also plans to offer express chip production, significantly reducing manufacturing time.

Apple is reportedly planning to absorb rising component costs for the upcoming iPhone 18 series, leveraging its financial strength to maintain stable pricing. This strategy aims to secure supply and gain market share amidst global component shortages and price volatility, potentially impacting competitors' availability and pricing.

In a bold move reaffirming its commitment to European manufacturing, Intel is set to acquire the 49% stake in its Fab 34 facility from Apollo Global Management for a staggering $14.2 billion.

Fifty years since a hand-soldered circuit board sold for $666.66, Apple has gone from a Los Altos garage to the most valuable company on earth. Its story isn't one of products built—it's of how every single product redrew the boundaries of what technology could be. The Apple II, Macintosh, iPhone, and eight others didn't just open new markets. They made the old ones obsolete.

OpenAI has alerted potential investors about its significant reliance on Microsoft for funding and computing power, a risk highlighted in its IPO prospectus. Despite this deep partnership, Microsoft also lists OpenAI as a competitor. The AI giant is diversifying cloud providers and faces other challenges including high capital needs and legal battles as it eyes a potential IPO.

Arm has launched its first-ever data centre CPU, the Arm AGI CPU, designed for autonomous Agentic AI. This marks a significant shift from Arm's traditional licensing model to producing its own silicon. Meta is a key co-developer, with numerous other tech giants also adopting the new processor for their AI infrastructure.

Elon Musk announced Tesla's ambitious Terafab semiconductor project in Austin, Texas, a massive chip fabrication facility to be jointly operated with SpaceX and xAI. This "gigafactory, but way bigger" aims to produce Tesla's fifth-generation AI chip, AI5, to meet anticipated demand for robotics and autonomous driving, as current supplier output is deemed insufficient.

Elon Musk announced Tesla's Terafab project will launch within seven days, aiming to build a massive AI chip manufacturing facility. This ambitious endeavor will focus on producing Tesla's fifth-generation AI chip, the AI5, crucial for its autonomous driving and robotics systems. Partnerships with tsmc and Samsung are confirmed, with potential discussions involving Intel.

Speaking at Tesla’s annual general meeting last year, Musk said that even the most optimistic projections for chip supply from existing partners may not meet the company’s future demand. He added that Tesla may need to build its own large-scale chip manufacturing facility, which he described as a “terafab”, to reach the required production volumes.

tsmc halted chip shipments to a customer after identifying their chips in Huawei products, possibly breaching US sanctions.

Taiwanese authorities are investigating a former tsmc executive's move to Intel, amid allegations of trade secret theft. The 75-year-old, who previously held a key strategy role, reportedly joined Intel after retiring from tsmc. Intel's CEO has dismissed the claims as speculation, emphasizing respect for intellectual property.

Taiwan Semiconductor Manufacturing Company (tsmc) has secured an annual US license for its Nanjing facility, ensuring continued operations and product deliveries. This exemption from export restrictions allows the import of crucial chip manufacturing equipment. Meanwhile, tsmc has also commenced mass production of its cutting-edge 2nm chips, promising enhanced performance and power efficiency for mobile devices and AI.

tsmc has proposed a joint venture to manage Intel's foundry division, targeting US chip designers Nvidia, AMD, and Broadcom as partners with a minority stake.

tsmc acknowledges that U.S. tariffs have a slight impact, but robust AI chip demand continues to exceed supply. CEO C.C. Wei mentioned ongoing discussions with U.S. officials regarding tariff concerns. Despite committing $165 billion to U.S. factories, tsmc faces challenges due to tariffs on Asian-made equipment.

Intel denies tsmc's allegations that former executive Wei-Jen Lo leaked trade secrets regarding its 2nm fabrication process. tsmc filed a lawsuit claiming Lo, who recently joined Intel after 21 years at tsmc, likely disclosed confidential information. Intel maintains its rigorous policies prohibit such actions and views talent movement as normal.

Google is reportedly extending its partnership with tsmc to secure Tensor chipset supply for Pixel devices until 2030, potentially reaching the Pixel 14 series. The shift from Samsung to tsmc, starting with the Tensor G5, aims to enhance competitiveness through tsmc's advanced manufacturing processes.