カバーIN

https://dec.2chan.net/up2/src/fu4928739.png

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.

ゴトちゃんこんな子のいるパチ屋行ってたんでしょ(´・ω・`)ゴトちゃんのエ○チ
tps://video.twimg.com/ext_tw_video/1765947345039171585/pu/vid/avc1/720x1280/ifUP3TRzApjhvIkn.mp4

下値支持戦を割るか割らないかの攻防
一度反発するのが定石だが果たしてどうなるか
個人的には買い推奨

https://dec.2chan.net/up2/src/fu4925790.png

むかついたからトライアルで買ってきた殻付きホタテ（799円）を食ったる
https://i.imgur.com/QTeuPs5.jpeg

335 たまおじ ◆IxcOpKibtsIm sage 2025/04/16(水) 16:29:34.06 ID:gupqeEcm
カバー買い増したかったのに🥺
2000割れたら買うか😆

530たまおじ ◆IxcOpKibtsIm 2025/04/21(月) 13:04:05.60
カバー下げたら⚪︎⚪︎ぞ😡

フィスコもちゃんと最近は忖度や顔色伺いしないで「株価操作」の記事出すようになったんだなhttp://up.mugitya.com/img/Lv.1_up195393.png

昔は無理やり材料無しでも材料ひねりだしてたアホな会社だったのに変わったな

今日のお前ら
https://x.com/puppies_video/status/1808111193988440212

＞自分が「ひきこもり」とは思っていなかった――約40年間の自宅生活から就労した男性を変えた「縁」 ＃老いる社会
https://news.yahoo.co.jp/pickup/6536127
落ち着いてこれでも読め(´・ω・`)

小学生の将来の夢にVTuberが上位
着実に一般化がすすんでる

https://dec.2chan.net/up2/src/fu4921827.png

旅してきたよ(´・ω・｀)
https://i.imgur.com/hrA8ked.jpeg
https://i.imgur.com/SL9nxuP.jpeg
https://i.imgur.com/invZpbY.jpeg

＞ウ大統領 露の砲撃止まっていない
＞北朝鮮の自走砲 ウ国境近くの露に
https://news.yahoo.co.jp/pickup/6536059
もう世界大戦は始まってる(´・ω・`)

億るまでは、キャンプみたいな別荘で我慢じゃ

https://www.resort-glamping.com/wp-content/uploads/2021/12/keburikawa_ex_morning.jpg

いただきます(´,,・ω・,,｀)
玄米茶漬け+いつもの豚肉もやし炒めのオムレツ
https://i.imgur.com/zFyuppJ.jpeg

http://2ch-matomenews.com/wp/wp-content/uploads/2023/01/a5MW.mp4

億ったら、こういう建物の上層階に住んで地上を見下したい(´・ω・｀)

https://book.gakugei-pub.co.jp/wp/wp-content/uploads/85027ffbf58942615d6e915b3c09c8a8-1.png

ミスった。
高級ブランド品は買わないほうがいい。

https://i.imgur.com/LUP2jCk.jpeg
https://i.imgur.com/EBYL5qr.jpeg

>>382
RYZEN5800X3d
メモリ32g
RTX4070super
m.2SSD 500g+2t

みんなほっぺに入れすぎだな(´・ω・｀)
https://pbs.twimg.com/media/GoqEUPpWkAAEuiF.jpg

「中国系民泊」急増 移住が目的か

4/18(金) 12:13
https://news.yahoo.co.jp/pickup/6535865

日本に移住する中国人が急増している。
特に目立っているのが、経営者向けの在留資格「経営・管理ビザ」を取得して移住する中国人だ。
経営・管理ビザは資本金500万円以上を用意し、事業所などを確保すれば取得できる。
中国のSNSでは「年齢、学歴、言葉の厳しい要件はない」などと手軽さを強調し、日本への移住を指南する投稿があふれている。
大阪では経営・管理ビザを使って民泊を経営する中国人が相次ぎ、住民からは不安の声が聞かれる。
その実態と背景に迫る。

億ったら、斜面の住宅の最上階に住んで、空飛ぶスーツで出入りしてみたい

https://getnavi.jp/wps/wp-content/uploads/2021/11/20211130_kubo01.jpg
https://www.a-crafts.co.jp/wp-content/uploads/2021/12/000010-5.jpg

アイスペ買うのはやめとけ

https://dec.2chan.net/up2/src/fu4910675.webp

＞今週末はまるで夏　関東など真夏日レベルの暑さに　熱中症や強い紫外線への対策を
https://news.yahoo.co.jp/pickup/6535866
エアコンの準備しなきゃ(´・ω・`)

石破と松井　　まじ？

https://news.yahoo.co.jp/pickup/6535856

>>680
犬up(´・ω・｀)