TSMC (TSM) Stock: Surges on Landmark U.S.–Taiwan Trade Deal and Massive U.S. Expansion Plans
Yasmin Werner / parameter - TLDR TSMC jumps 4.44% as U.S.–Taiwan trade deal reshapes global chip strategy New trade pact cuts tariffs to 15% and boosts TSMC’s U.S. fab ambitions $500B investment framework positions TSMC for massive U.S. expansion Semiconductor trade deal reduces unc…
Back to Top / Thursday, January 15, 2026, 8:20 pm / permalink 17976 / 10 stories in 7 wks
DDR5 RAM prices now over 4x higher since September 2025
/u/signed7 / reddit - submitted by /u/signed7 [link] [comments]
Back to Top / Thursday, January 15, 2026, 7:21 pm / permalink 17972 / 4 stories in 7 wks
Open ISA champ SiFive leaps aboard Nvidia's proprietary interconnect bandwagon
Tobias Mann / theregister - You might call it a RISC-V/NVLink Fusion ... or a bad day for UALink RISC-V champion SiFive has joined a growing number of chip companies by throwing its weight behind Nvidia's proprietary NVLink Fusion interconnect tech, a move that casts doubt on the vi…
Back to Top / Thursday, January 15, 2026, 7:21 pm / permalink 17971 / 2 stories in 7 wks
TSMC's $56 Billion Bet Says the AI Bubble Hasn't Popped
Harkaram Grewal / implicator - TSMC's Q4 profit jumped 35% to a record $16 billion. CEO C.C. Wei declared "AI is real" and backed it with $56 billion in 2026 capex, the largest semiconductor investment in history. Intel and Samsung are scrambling to catch up. They're not close.
Back to Top / Thursday, January 15, 2026, 5:21 pm / permalink 17957 / 6 stories in 7 wks
Taiwan Pledges $250 Billion in U.S. Spending in Exchange for Lower Tariffs
Amrith Ramkumar / wsj - Under the agreement, Taiwan Semiconductor Manufacturing will add new factories to its cluster in Arizona as part of a $250 billion investment in the U.S., the Commerce Department said.
- Controversial details and disputed figures (2)
- Standard $250B chip investment deal (10)
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Controversial details and disputed figures
Standard $250B chip investment deal
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Back to Top / Thursday, January 15, 2026, 3:20 pm / permalink 17937 / 14 stories in 7 wks
Gamers face another crushing blow as Nvidia allegedly slashes GPU supply by 20%, leaker claims — no new GeForce gaming GPU until 2027
tomshardware - Hardware leaker MEGAsizeGPU claims Nvidia has reportedly slashed graphics card supply to its AIC partners by 15% to 20%, and there won't be any new GeForce graphics cards until 2027.
Back to Top / Thursday, January 15, 2026, 12:35 pm / permalink 17912 / 3 stories in 7 wks
Apple is Fighting for TSMC Capacity as Nvidia Takes Center Stage
msmash / slashdot - Apple, which spent years as TSMC's undisputed top customer and helped the Taiwanese foundry become the semiconductor industry's most important manufacturer, is now fighting for production capacity as Nvidia's AI chip orders consume an ever-larger share of…
Back to Top / Thursday, January 15, 2026, 12:21 pm / permalink 17909 / 5 stories in 7 wks
The RTX 5070 Ti is effectively dead, and the GPU market is worse for it
techspot - The headline story is that Nvidia has essentially killed off the GeForce RTX 5070 Ti from the market. Asus, the largest Nvidia AIB partner, explicitly told us this model is currently facing a supply shortage and, as a result, has been placed into end of l…
Back to Top / Thursday, January 15, 2026, 12:21 pm / permalink 17907 / 5 stories in 7 wks
TSMC fourth-quarter profit beats estimates, soaring 35%, as AI chip demand stays strong
cnbc - TSMCy delivered another estimate-beating quarter, with profit up 35% from a year ago as advanced chip orders tied to AI continued to dominate its business.
Back to Top / Thursday, January 15, 2026, 1:20 am / permalink 17888 / 12 stories in 7 wks