Home › Headlines › ReportHeadlines · ReportTSMC's next AI chip move sends Intel stock soaring - Yahoo FinanceTrade pressSlicast · July 30, 2026 at 19:53 UTC · US · Source: Yahoo Financeimportance 50Read the originalShareCompanies in this storyTSMCCapex history →IntelCapex history →In-depth analysisCommentaryWhy OpenAI Is Dual-Sourcing Next-Gen AI Chips at TSMC and Samsung, September 2026CommentaryTSMC's Advanced Packaging Becomes AI's Binding Constraint as AMD Commits $10 BillionRelated reportsHeadlinesTSMC announced an incremental $100 billion US investment, expanding total committed US capex to $265 billion for advanced semiconductor manufacturing.2026-07-17Chips & HardwareIntel stock crashes 40% following disappointing Q2 earnings; x86 CPU vendor facing margin pressure and competitive headwinds2026-07-30Chips & HardwareUncle Sam awards GlobalFoundries $300 million in CHIPS Act funding to pursue silicon photonics, taking a 1% strategic equity stake.2026-07-30Chips & HardwareIntel touts its U.S. advanced packaging capabilities for next-generation AI semiconductors, positioning itself as a geopolitically-backed domestic alternative to TSMC.2026-07-30Chips & HardwareAdvanced chip packaging capacity (CoWoS) is becoming critical bottleneck as market demand doubles; pricing power shifting to packaging providers (TSMC, Intel).2026-07-29