こりゃお仕置きされそうだな

2025-04-22 NVIDIAのCEOがまた北京を訪問！NVIDIAの業績・株価と中国の関係は？
https://www.youtube.com/watch?v=_h6k-nDCv-U

NVIDIA100もたんか(´・ω・｀)

Amid Trump’s tariffs, TSMC has been stepping up its investment in the U.S. According to Economic Daily News, the company is accelerating the timeline for its second Arizona fab. In addition, TSMC is reportedly set to introduce its latest fan-out panel-level packaging (FOPLP) technology in the U.S. to meet rising demand from customers seeking chips manufactured in the U.S.

The report highlights that, following major clients such as Apple, NVIDIA, and AMD announcing plans to expand their investments in the U.S., TSMC has accordingly adjusted its strategies.

TSMC is currently in its quiet period ahead of its earnings call and is unable to comment, as the report notes.

TSMC Advances FOPLP Technology

Citing Nikkei, the report states that TSMC is finalizing the specifications for its FOPLP technology in an effort to accelerate its mass production timeline. The first-generation version is expected to adopt a 300mm x 300mm panel size—smaller than the previously tested 510mm x 515mm format. According to the report, TSMC is currently building a pilot production line in Taoyuan, Taiwan, with limited trial production anticipated to begin as early as 2027.

The report also notes that TSMC initially explored partnering with panel makers such as Innolux but ultimately opted to develop the technology in-house, as the current precision and technical capabilities of the panel industry were deemed insufficient to meet TSMC’s standards.

As noted by the report, FOPLP offers improved heat dissipation compared to 3D stacking techniques such as wafer-on-wafer (WoW), CoWoS, and SoIC. However, its production efficiency is lower than that of existing 3D stacking methods. The report adds that AI customers are still expected to be the primary adopters of this packaging technology.

Tech Giants Fuel TSMC’s U.S. Manufacturing Expansion

Notably, on April 15, AMD CEO Lisa Su confirmed that the company is ramping up U.S. production. According to Reuters, AMD’s flagship chips will soon roll off TSMC’s new Arizona line—marking the first time its products will be manufactured in the U.S.

Meanwhile, NVIDIA recently also revealed plans to invest up to USD 500 billion in U.S.-based AI server production over the next four years and confirmed that its Blackwell chips are now being produced at TSMC’s Phoenix plant, as Reuters notes.

As noted by Economic Daily News, sources indicate that in response to requests from major clients such as AMD and Apple, TSMC has reportedly informed suppliers that equipment move-in for its second Arizona fab will begin as early as September this year—one full year ahead of schedule.

In other words, the fab’s 3nm production is now expected to begin by the end of 2027, while the second-phase line for 2nm is projected to enter mass production in 2028 as the report points out.

NVIDIAのジェンスン・フアンと石破首相(´・ω・`)
https://pbs.twimg.com/media/GpCqRhIbYAAa9yR.jpg

NVIDIA CEO、日本の首相とAIロボティクス、AIエネルギー需要について議論

nvidia革ジャン氏も中国と関係継続望むゆうてるしトランプ何のために

nvidiaはAIよりドライバどうにかしないと50売れんぞ(´・ω・｀)

ノートパソコンのゲーミングPC買う資金できたわ
https://i.imgur.com/A5mMDK4.jpeg

おすすめ教えて、22万円までなら出せる
基本、エミュレータぐらいしかやらんけど
Ryzen7、またはインテルCore7
グラボはNVIDIA 4060がいい感じ？

>>480
ASML決算　NVIDIA製品中国輸出禁止

NVIDIA特損マジか

>>33
半導体ETFがっつり下がったのはそのせいか
午前中だけ見てるとnVidiaの下げ影響ないやんって油断してたわ(´・ω・｀)

欧州市場オープン：NVIDIAの輸出ライセンス、ASMLの収益、関税の最新情報に市場が反応し、リスク回避の動きが見られる

あぶないよ　今夜の半導体
米国の半導体株は夜間取引でも下落を続け、NvidiaとAMDは7.5%以上、BroadcomとASMLは5%以上、TSMCは4%近く下落した。

>>659
Cramer’s Lightning Round: ‘You have to trim’ Nvidia（CNBC）
クレーマーのライトニング・ラウンド：Nvidiaを「切り捨てるべきだ」

オッチャンが言い出しているけど、どうなんだろう・・・(´・ω・`)

今日なんでこんなに下げてるの？

NVIDIAショック？

アドバン
なぜか底堅い
なんでや
NVIDIA落ちるのに

nvidia で良くないニュース有ったみたいだし(´・ω・`)

【対中半導体規制】NVIDIA、２～４月期決算、７９００億円の損失見込み [507895468]
https://greta.5ch.net/test/read.cgi/poverty/1744760551/

エ○ビデオオワタ

NVIDIA指数あるから半導体は無理ゲー

【AFP速報】Nvidia、米国の半導体輸出規制強化により55億ドルの影響を予想(AI訳)

こんなの言われなくても知ってそうだけど(´・ω・｀)

nvidiaのH20チップの輸出許可のために55億ドル政府に納めなきゃ駄目なんだな

NVIDIAショックきてんね
これは半導体厳しい

Nvidia 米国で初めて AI スーパーコンピューターを製造(´・ω・｀)

NVIDIA、AI半導体やサーバーを米生産　4年で72兆円計画
2025年4月15日　日経新聞

AIに金は入ってくるぞ。関税精査までは1か月〜2か月かかる。買っておけ

NVIDIA Blackwell chips have started production at TSMC's chip plants in Phoenix, Arizona.
エヌビディア・ブラックウェル・チップは、アリゾナ州フェニックスにあるTSMCのチップ工場で生産を開始した。

だそうです(´・ω・｀)