デジグリ to the moon🌠🚀

>>80
iPhoneは中国から日本に輸出だから関税の影響なし

おまいら次期iPhoneどうする？
関税の影響が軽減されてて円高に触れてる今が逆にチャンスだと思うんだけど
投資と電子機器に詳しいぽまいらの意見を聞かせてクレソンのバターソテー

キャプテンはiPhoneが買えないAndroidだからお前らの仲間www🤣🤚

>>926
Revolution

高速道路で女子大生3人即死～シャオミ製EVが中国スマートカー業界へ与えた大打撃
https://diamond.jp/articles/-/363423

DHL to suspend global shipments of over $800 to US consumers（ロイター）
DHL、米国消費者への800ドル以上のグローバル発送を停止へ

一応置いておきます(´・ω・`)

>>1
https://www.samsonvideo.tv/product/thumb/H-388/h-388pic09.jpg

連休短い？(´･ω･`)
https://pbs.twimg.com/media/Go7wOnja8AA7fw9.jpg

捨て金でこれを買えば、世界は救われると思う。
日本が交渉を有利に進められると思う。
農林中央金庫？世界のために人柱になってもらうのが良いと思う。

://imonar.com/PYDRyKr.png
://imonar.com/6eh8OHq.png

Monday,Tuesday,Wednesday,MyMoney
いつも株NG～(´・ω・｀)

>>562
https://www.samsonvideo.tv/product/thumb/H-400/h-400pic10.jpg

i don t like mondays

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.

Trump: There can be a SLOWING of the economy unless Mr. Too Late, a major loser, lowers interest rates, NOW.
トランプ遅すぎた大負け組が今すぐ金利を下げない限り、経済は減速する可能性がある。

こいつに恨まれたら一生続くみたいだ(´・ω・｀)

ABON(´・ω・｀)

>>364
読んだ？
https://imonar.com/Fg2vJyG.png

>>212
こっから探せ
海外展開してなきゃ為替関係ない
https://s.kabutan.jp/themes/%E9%98%B2%E8%A1%9B/?direction=asc&market=all&order=pbr

円高が結構きつくて−32万−3.75%
4/24までにもう140割れるよね
為替関係ない防衛銘柄なにがある？
https://i.imgur.com/ZlmRONL.png

やっとiPhoneが安く買えそう

海外勢の国内債買い越し、３月に過去最大　国内勢との対照鮮明（QUICK Money World）

さて、今後どうなるか　(´・ω・`)

トランプ氏、株式より債券を多く保有／ウォール街、S&P500上昇率２％の予想【世界メディア拾い読み】
https://moneyworld.jp/news/05_00171635_news

株、ガチで終わる…トランプおやびん、株式より債券を多く保有していたと判明ｗｗ [357222248]
https://greta.5ch.net/test/read.cgi/poverty/1745214563/

有能なやつおったか？
cloudfront-ap-northeast-1.images.arcpublishing.com/sankei/XVYI22PGD5O4NKAUO2SXCLT6KA.jpg

>>23
https://www.samsonvideo.tv/product/thumb/H-400/h-400pic09.jpg

中部国際空港GW予約状況　海外派が大幅増　出国ピークは26日
ゴールデンウィーク期間に中部国際空港を発着する国際線の予約数が、コロナ禍前の75％まで回復しました。

中部国際空港によりますと今年のゴールデンウィークの国際線の予約数は、16万3039人で去年の同じ時期と比べて37％増加しました。
https://news.ntv.co.jp/category/economy/ctaaf33103b378439a8cde65c57787abc3