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.

売れるネットたくさんあるねｗ

【2025年最新版】AI でファッションをコーディネートできるアプリおすすめ 7選
https://jp.cyberlink.com/blog/photoeditor-app/2500/best-apps-for-fashion-coordination-with-ai

CNBC:PRESIDENT TRUMP HAS SPOKEN WITH FORMER FED GOVERNOR WARSH ABOUT REPLACING POWELL - WSJ(´・ω・｀)

Trump: very confident on trade deal with European Union
トランプ大統領：EUとの貿易協定に非常に自信あり

相場動いたと思ったらこの程度の話か(´・ω・｀)

エヌビディア垂直落下式ブレーンバスターwwwwwwwith

🔴 Had a very productive call with the President of Mexico yesterday. Likewise, I met with the highest level Japanese Trade Representatives. It was a very productive meeting. Every Nation, including China, wants to meet! Today, Italy! - Trump Truth Social

🔴 昨日、メキシコ大統領と非常に有意義な電話会談を行いました。同様に、日本の通商代表部のトップクラスの方々とも会談しました。非常に有意義な会合でした。中国を含め、すべての国が会談を望んでいます！今日はイタリア！ - Trump Truth Social

トランプが「軍事支援のコスト」と言ったら米軍の費用でしかないだろう
なぜこれで日本の企業が買われることになるのよ

Japan is coming in today to negotiate Tariffs, the cost of military support, and “TRADE FAIRNESS.” I will attend the meeting, along with Treasury & Commerce Secretaries.

No, with an exclamationって言い方カッコいいな(´・ω・｀)

U.S. PLANS TO USE TARIFF NEGOTIATIONS TO ISOLATE CHINA-WSJ || U.S. OFFICIALS PLAN TO USE NEGOTIATIONS WITH MORE THAN 70 NATIONS TO ASK THEM TO DISALLOW CHINA TO SHIP GOODS THROUGH THEIR COUNTRIES-WSJ
米国、関税交渉で中国を孤立化させる計画-WSJ｜｜米国政府高官は、70カ国以上との交渉を利用し、中国が自国を経由して商品を出荷することを認めないよう求める計画だ-WSJ

ケンカだケンカだー(´・ω・｀)

米トランプ政権が“テキサス新幹線”の補助金を撤回 「費用拡大で非現実的」 JR東海が協力
https://newsdig.tbs.co.jp/articles/withbloomberg/1856818?display=1

EU's Trade Chief Sefcovic left the meeting with little clarity on the US stance,
struggling to determine the American side’s aims, according to people familiar
with the talks. He met for about two hours with US Commerce Secretary
Lutnick and USTR Greer in Washington Monday.

欧州連合（EU）のセフコビ○チ通商部長は、アメリカ側の狙いを見極めるのに苦慮し、
アメリカ側の姿勢をほとんど明確にしないまま会談を終えた。
月曜日にワシントンでルトニック米商務長官、グリア米通商代表部（USTR）と約2時間会談した。

EU破談かもしれないってよ(´・ω・｀)

俺の母校がトランプの野郎許さん


HARVARD HIT WITH $2.2 BLN FUNDING FREEZE AFTER DEFYING TRUMP

夢　with You

Forget tariffs — Beijing is already choking off US exports on the sly
China juices trade war with nontariff barriers targeting MAGA-friendly U.S. export sectors.（POLITICO）

関税は忘れよ - 北京はすでに密かに米国の輸出を締め出している
中国はMAGAに友好的な米国の輸出部門を標的にした非関税障壁で貿易戦争を仕掛けている。

そう言う事でしたか・・・(´・ω・`)

>>623
避雷針ファッションおすすめ(´・ω・`)

https://ja.m.wikipedia.org/wiki/%E3%83%95%E3%82%A1%E3%82%A4%E3%83%AB:Umbrella_fitted_with_lightning_conductor.jpg

SCOOP: People close to the Trump White House say you can expect an announcement of some sort about formal negotiations over trade and tariffs with Japan, Vietnam, and possibly the UK as early as today. Im not sure how much this moves the needle if it does go down (I always hedge w Trump who is unpredictable and these are inherently unpredictable times). Japan and Vietnam were already moving in this direction; UK is a long-time trading partner. But it's better than the alternative. And it does change the market narrative of doom and gloom. Story developing

GameWithマン即死？

Jim Cramer says the market can’t keep up with President Trump（CNBC）
ジム・クレイマー氏、市場はトランプ大統領についていけないと語る

悲観的になっているオッチャン　(´・ω・`)

https://newsdig.tbs.co.jp/articles/withbloomberg/1838581?display=1
過去３番目の下落
↓
https://www3.nhk.or.jp/news/html/20250408/k10014773011000.html
過去３番目の上昇幅


ユダヤマジッコ

Trump: "if China does not withdraw its 34% increase above their already long term trading abuses by tomorrow, April 8th, 2025, the United States will impose ADDITIONAL Tariffs on China of 50%, effective April 9th"
トランプ"中国が明日2025年4月8日までに、すでに長期にわたって行ってきた貿易の乱用を上回る34％の関税引き上げを撤回しない場合、米国は4月9日から中国に50％の追加関税を課す"

おうふ(´・ω・｀)

Trump: Countries all over are talking to us. It all has to change, especially China
Here is the latest message on Truth Social:

Countries from all over the World are talking to us. Tough but fair parameters are being set. Spoke to the Japanese Prime Minister this morning. He is sending a top team to negotiate! They have treated the U.S. very poorly on Trade. They don’t take our cars, but we take MILLIONS of theirs. Likewise Agriculture, and many other “things.” It all has to change, but especially with CHINA!!!

Japan’s Ishiba Aims for Broad Deal With US Over Tariffs: BBG

CBP already collecting ‘Liberation Day’ tariffs, pulling in over $200M per day in additional revenue
CBP says it’s working closely with other agencies as the tariffs roll out（FOX NEWS)

CBPはすでに「解放の日」の関税を徴収しており、1日あたり2億ドル以上の追加収入を引き出している
CBPは、関税が展開するにつれて他の機関と緊密に連携していると言います

まぁ、フォックスニュースなので、そこん所ヨロシク　(´・ω・`)

🔴 Trump: Vietnam's Lam told me that Vietnam wants to cut their tariffs down to zero if they are able to make an agreement with the US.

トランプ氏：ベトナムのラム長官は私に、ベトナムは米国と合意できれば関税をゼロにしたいと語っていた。

Canada's PM Carney: We need to reset our overall relationship with the United States.
カナダのカーニー首相　米国との関係全体をリセットする必要がある

ヅラとケンカすると支持率上がる模様ｗ(´・ω・｀)