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Tariff woes dent TSMC’s seasonal surge
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Chip giant’s fourth quarter could fizzle despite AI buzz

Tariff tantrums from the US have started to rattle TSMC’s booming run, with signs that the Christmas consumer rush might be more of a limp than a sprint.

ARM wants to build is own silicon
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SoftBank-backed firm taking on AMD and Intel

ARM is apparently tired of flogging CPU blueprints and wants to play with the big boys by building its own chips. That means going head-to-head with Troubled Chipzilla and AMD in the high-stakes silicon game.

UMC warns peak season might be a flop despite Intel 12nm tie-up
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Taiwanese foundry reckons 2025 growth nothing to write home about

Wafer baker UMC has warned that its third quarter might not deliver the usual seasonal sparkle, despite a slight bump in shipments.

Microsoft hits $4 Trillion market cap
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Redmond rides GenAI gold rush

Software King of the world, Microsoft's share price briefly cracked the $4 trillion mark on Thursday, making it only the second outfit in history to do so, before it promptly slid back to $3.96 trillion.

Intel's Ohio dream teeters without 14A customers
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Intel threatens shutdown if no buyers emerge for new manufacturing tech

Troubled Chipzilla has once again waved the warning flag over its $28 billion chipmaking venture in Ohio, saying it may stop all work unless it can land external customers for its 14A process node.