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

OpenAI Prepares to Add Data Centers, Robotics and Consumer Devices

PYMNTS / pymnts - OpenAI is reportedly lining up suppliers to support a major product expansion over the next few years. The artificial intelligence (AI) startup has put out a request for proposals from companies that manufacturer in the United States and offer components …

Back to Top / Thursday, January 15, 2026, 3:21 pm / permalink 17939 / 7 stories in 7 wks

Amazon Just Secured the First New American Copper in a Decade. Bacteria Did the Work.

Maria Garcia / implicator - AWS just became the first buyer of American-mined copper in over a decade. The source? Bacteria eating rock in an Arizona desert. As AI data centers consume 47 tonnes of copper per megawatt, Amazon is securing supply chains before the squeeze hits.

Back to Top / Thursday, January 15, 2026, 1:20 pm / permalink 17916 / 2 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

The US imposes 25% tariff on Nvidia’s H200 AI chips headed to China

Rebecca Szkutak / techcrunch - The Trump administration formalized its 25% cut of H200 chip sales in China with a tariff that applies to certain semiconductors.

Back to Top / Thursday, January 15, 2026, 11:21 am / permalink 17905 / 4 stories in 7 wks

London’s Cyb3r Operations raises €4.6 million led by Octopus Ventures to tackle third-party cyber risk

Rahul Raj / eu-startups - London-based cybersecurity startup Cyb3r Operations has today announced that it has raised €4.6 million ($5.4 million) to help organisations tackle third-party cyber risk. The round was led by Octopus Ventures, with follow-on investment from Pi Labs. With…

Back to Top / Thursday, January 15, 2026, 2:21 am / permalink 17891 / 6 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