NVIDIA and Broadcom are running manufacturing tests with Intel and its new 18A process node, with AMD still thinking about using Intel's 18A process.

Chip designers Nvidia and Broadcom are running manufacturing tests with Intel , two sources familiar with the matter told Reuters, demonstrating early confidence in the struggling company's advanced production techniques.

NVIDIA says TSMC's new $100 billion semiconductor fab investment will be the new 'foundational pillar' of new tech supply chain centered in the USA.

TSMC today said it will expand its investment in advanced semiconductor manufacturing in the U.S. by an additional $100 billion. Building on the company’s ongoing $65 billion investment in its advanced chip fabs in Phoenix,

Taiwan Semiconductor Manufacturing will again expand its Phoenix complex, to a new $165 billion stake. The move aims to avoid tariffs.