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NYSE:TSM News 27 June 2025 - 22 August 2025

AI Stock Frenzy Hits Turbulence: Tech Titans Tumble, Chip Wars Heat Up (Aug 21–22, 2025 Roundup)

AI Stock Frenzy Hits Turbulence: Tech Titans Tumble, Chip Wars Heat Up (Aug 21–22, 2025 Roundup)

During Aug 21–22, 2025, the Nasdaq Composite and the S&P 500 tech sector each fell roughly 2% by Wednesday. Ahead of Fed Chair Jerome Powell’s Jackson Hole address, traders de-risked amid hopes of rate cuts. An MIT study found 95% of companies see no returns on AI spending, and OpenAI CEO Sam Altman cautioned investors may be overexcited. Tech stocks traded at about 30× forward earnings, a one-year high, prompting profit-taking and rotation into defensive names. Palantir Technologies entered a six-day losing streak, erasing about 17% of its value and becoming the S&P 500’s worst performer for the week. Nvidia
22 August 2025
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AI News Blast: Generative AI Surges, Chip Wars Intensify, and Robots Rise (21–22 August 2025)

AI News Blast: Generative AI Surges, Chip Wars Intensify, and Robots Rise (21–22 August 2025)

OpenAI announced it will open its first India office in New Delhi and launched a ₹380/month ChatGPT plan in India. OpenAI Chief People Officer Julia Villagra departed on August 22, 2025, amid an unprecedented AI talent war. Nvidia paused production of its H20 AI chip for China on August 21, 2025, instructing Amkor Technology, Samsung, and Foxconn to halt related work. Nvidia CEO Jensen Huang visited Taiwan on August 22, 2025, meeting with TSMC leadership in Taipei. South Korea announced a 2026 R&D budget boost to ₩35.3 trillion (about $25.2 billion), a nearly 20% increase targeting AI. Google expanded its
22 August 2025
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August 2025 Tech Tsunami: AI Breakthroughs, Hardware Surprises & Security Shocks

August 2025 Tech Tsunami: AI Breakthroughs, Hardware Surprises & Security Shocks

OpenAI released GPT-5 on August 7 with a 256,000-token context window. OpenAI released open-weight GPT-OSS models GPT-OSS 120B and GPT-OSS 20B under the Apache 2.0 license on August 5. Anthropic expanded Claude’s context window to 1,000,000 tokens in August. NVIDIA announced the GH200 Grace Hopper Superchip, a CPU+GPU combo designed for AI workloads and set to ship soon. NVIDIA allowed sales of its H20 AI chips to China only if the U.S. government takes a 15% cut of those sales. Apple pledged $600 billion in U.S. investment over five years to boost domestic manufacturing, including TSMC’s Arizona chip fab for
21 August 2025
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AI’s Wild 48 Hours: Bold $34B Bids, Breakthrough Bots & High-Stakes Showdowns (Aug 12–13, 2025)

AI’s Wild 48 Hours: Bold $34B Bids, Breakthrough Bots & High-Stakes Showdowns (Aug 12–13, 2025)

MolmoAct 7B, unveiled by Seattle’s Allen Institute for AI (Ai2), is a 7‑billion‑parameter open‑source model that lets robots plan 3D trajectories before execution and achieved 72%+ success on simulated benchmarks. Beijing‑based Zhipu AI released GLM‑4.5V, a 106B‑parameter open‑source visual reasoning model (12B active) with 64K context, 41 multimodal benchmarks, and 3D RoPE encoding, alongside a companion desktop assistant that analyzes your screen in real time. AI identified 12,000 archaeal antimicrobial peptides called archaeasins using the APEX tool on 230+ species, with 80 peptides tested showing a 93% inhibition rate against drug‑resistant bacteria. YouTube began a U.S. AI age‑gate pilot that
13 August 2025
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Rocket Launches, Ransomware, and a Solar-Powered Vatican: This Weekend’s Top Tech News (Aug 2–3, 2025)

Rocket Launches, Ransomware, and a Solar-Powered Vatican: This Weekend’s Top Tech News (Aug 2–3, 2025)

Apple forecast higher revenue for the upcoming quarter after a tariff-driven early surge in iPhone purchases aimed at beating U.S. import tariffs. Nintendo said its Switch 2 sold over 6 million units in the first seven weeks after the June debut and kept its full-year forecast at 15 million Switch 2 consoles through March 2026. TSMC reported a 60.7% year‑over‑year jump in Q2 net profit to NT$398.3 billion, a record, helped by demand for advanced chips across data centers and smartphones. AMD began shipping the Ryzen Threadripper PRO 9000 series, featuring up to 96 cores on Zen 5, with rollout
3 August 2025
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Shockwaves in Silicon: Global Chip Industry’s Two-Day Upheaval (July 23–24, 2025)

Shockwaves in Silicon: Global Chip Industry’s Two-Day Upheaval (July 23–24, 2025)

SK Hynix plans to double its sales of high-bandwidth memory chips this year to meet surging AI demand and will boost CAPEX, especially for HBM production. Intel’s new CEO Lip-Bu Tan is shifting from the 18A process to the 14A process to make Intel Foundry Services more competitive and catch up to TSMC. Nvidia’s high-end H20 AI chips sales to China were allowed to resume by the U.S. government, a win that bolsters demand for TSMC’s most advanced manufacturing lines. SK Hynix posted a record Q2 with operating income up 69% to ₩9.2 trillion ($6.7 billion) and revenue up 35%
24 July 2025
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Space Triumphs, EV Turmoil & Cyber Shocks: Global Tech News Roundup (July 23–24, 2025)

Space Triumphs, EV Turmoil & Cyber Shocks: Global Tech News Roundup (July 23–24, 2025)

Google released a 13-second teaser of the Pixel 10 Pro ahead of its August 21 launch, showing a “10” morphing into a camera bar and revealing a new third rear telephoto lens with a gray-blue finish. A federal appeals court rejected a class-action claim against Apple over iCloud storage, ruling users received exactly 200GB when paying for a 200GB upgrade. Texas Instruments warned that new U.S. tech tariffs could distort buying patterns after its stock fell 11% on a markedly cautious earnings outlook. TSMC reported Q2 2025 net profit of about $13.5 billion, a 60% year-over-year rise, while raising its
24 July 2025
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Tech Turmoil: Crypto Hits $4 Trillion, SpaceX’s 8,000 Satellites & More Non-AI Bombshells (July 18–19, 2025)

Tech Turmoil: Crypto Hits $4 Trillion, SpaceX’s 8,000 Satellites & More Non-AI Bombshells (July 18–19, 2025)

In July 2025, Defense Secretary Pete Hegseth ordered Microsoft to halt China-based engineering on Pentagon cloud work, with Frank Shaw saying no China-based teams will provide technical assistance and the involvement ending immediately. Blackstone withdrew from the TikTok US sale bid led by Susquehanna and General Atlantic, a consortium that could have given US owners an 80% stake, as the forced divestment deadline was pushed to Sept. 17. On July 21, 2025, India’s Enforcement Directorate summoned Google and Meta executives for questioning in a probe into illicit online betting ads and whether the platforms accepted payments to promote them. Nvidia
19 July 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

TSMC posted a 60% year-on-year jump in quarterly profit, its highest ever, as AI chip demand surged, with Nvidia allowed to resume selling H20 AI chips to China and up to 40% sales growth forecast next quarter. Nvidia’s market value recently touched $4 trillion, making it the world’s most valuable semiconductor firm. Google is adding Gemini-powered Duplex agent calls to Search, enabling the AI to call local businesses in the US to check pricing, announce itself as an AI, relay results via text, and it includes Gemini 2.5 AI Mode, Gemini 2.5 Pro, plus an AI Deep Search feature. Delta
17 July 2025
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Chiplet Technology 2025: Design Tools, Yield Challenges, and Market Adoption

Chiplet Technology 2025: Design Tools, Yield Challenges, and Market Adoption

Chiplet architecture splits monolithic chips into multiple dies in a single package, improving wafer yields and reducing cost, with AMD reporting up to 70% cost reduction in EPYC servers versus a comparable single-die design. Chiplets enable mixing of process nodes, for example high-density cores on 5 nm while I/O dies run on 16 nm, maximizing performance-per-cost. Chiplet designs decouple innovation paths, allowing CPU cores and memory/I/O to advance on separate timelines. The Universal Chiplet Interconnect Express (UCIe) defines a universal die-to-die interface with data rates from 8 to 32 GT/s, and UCIe 1.0 launched in 2022. 2.5D/3D packaging approaches such
13 July 2025
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July 7th, 2025 AI Brief: Agents Transform Work, Half Million Tech Jobs at Risk & Global Policy Moves / Updated: 2025, July 7th, 12:00 CET

July 7th, 2025 AI Brief: Agents Transform Work, Half Million Tech Jobs at Risk & Global Policy Moves / Updated: 2025, July 7th, 12:00 CET

Telefónica Tech’s AI and Data Director predicts AI agents will automate internal processes and boost productivity, signaling a transformative, long-term impact on organizations. US tech giants have laid off nearly 94,000 IT workers to reallocate resources for AI development, with Microsoft planning 15,000 layoffs by 2025. <liMIT research found that using ChatGPT reduces brain activity and memory, with the best results when individuals think independently first. Microsoft’s MAI-DxO diagnostic system achieved 85.5% accuracy on complex clinical cases, four times higher than human doctors. The Velvet Sundown, an AI-generated band, surpassed 1 million monthly Spotify listeners, and Deezer reports the music
7 July 2025
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Global Semiconductor Industry Trends and 2025 Outlook: AI Boom, Advanced Nodes, and Geopolitics (Report: June 27th, 2025)

Global Semiconductor Industry Trends and 2025 Outlook: AI Boom, Advanced Nodes, and Geopolitics (Report: June 27th, 2025)

Global semiconductor revenue reached $626 billion in 2024, up 18.1% from 2023, with Gartner projecting about $705 billion in 2025. Data-center AI chip sales rose to $112 billion in 2024, up from $64.8 billion in 2023, making generative AI workloads the second-largest semiconductor market after smartphones. Memory revenue jumped about 72% in 2024 and accounted for roughly 25% of total market, with HBM revenues expected to grow 66% in 2025 to $19.8 billion. TSMC’s 2nm node (N2) is in pilot production with high-volume manufacturing planned for 2H 2025, aiming for about 50,000 wafer starts per month by end-2025, with Apple
27 June 2025
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