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・`)

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.

ドル円が後60pipsで140割れてしまうやん

>>928
ホルヘ・マリオ・ベルゴリオ→ローマ教皇

https://ja.m.wikipedia.org/wiki/%E3%83%AB%E3%83%BC%E3%83%81%E3%82%A7_(%E3%83%9E%E3%82%B9%E3%82%B3%E3%83%83%E3%83%88)

IP銘柄を狙うならね。
他の人が注目してない株を狙ってほしい。
例えばね。
光通信を参考にする方法もある。
銘柄書けないけど、IP関連銘柄を鬼買いしてる。

IP銘柄は値動きクソやばくなり過ぎ(T_T)
アナリストも割高言い始めてるから、成長期待ゼロや悪材料出まくってるやつは利確したほうが良いと思う。

やっとiPhoneが安く買えそう

>>655
Wikipediaをwikiって言う奴の事は信用するなってのが家訓なんだわ

明日のIPOは上場成功しそうね(´・ω・｀)

IPOや仕手株や新興を買わんと大儲けはできんな
しかし確かにこの手の株を買うのは勇気がいる
適当に売買してたらあっという間に大損

トヨコーからのIPO全面高かね

ダイナミックとかアイストラベルとかもきてるな
IPOか

おまえらIPO筆頭と連動したときのクソ株の値動き覚えてへんのかｗ

早くiPhone16e 5万で売れや

>>525

ネクストウェアS高からのゼンムS高で頼む
440
山師さん
04/21(月) 10:41:42.55
ID:XuAXS6Bt

ネクウェア高値更新で値上がりランキング一位きたーｗ
462
山師さん
04/21(月) 10:45:03.84
ID:XuAXS6Bt

ネクストウェア175円きたーｗ
472
山師さん
04/21(月) 10:46:44.19
ID:XuAXS6Bt

ネクウェア不正注文の押し目で買えた人おめだなｗ
489
山師さん
04/21(月) 10:48:35.91
ID:XuAXS6Bt

ネクウェアう○こきたなｗ
496
山師さん
04/21(月) 10:49:36.07
ID:XuAXS6Bt

ネクウェア銀座煽りｗ
501
山師さん
04/21(月) 10:50:19.79
ID:XuAXS6Bt

てかゼンムも11000きそうやん
507
山師さん
04/21(月) 10:50:49.07
ID:XuAXS6Bt

ネクウェア銀座パワーきたーｗ
525
山師さん
04/21(月) 10:52:27.17
ID:XuAXS6Bt

既出とか関係ねーだろｗ
今のスターIPO関連なんだからｗ

既出とか関係ねーだろｗ
今のスターIPO関連なんだからｗ

住ファよえー　IPS細胞の実力はこんなものか(´・ω・｀)

ゼンム次第だがこれまではIPOのスター銘柄と関係ある認定されたとこはその後連動してるイメージ

IPS細胞よえー(´・ω・｀)どんだけ期待されてないんだよ

当たりIPOに乗れるとでかいね
9割ハズレだけど(´・ω・｀)

テンシャルもいいね
IPOつよいな

IPO強すぎる

SBI　FIDOこれどこの端末と国IPとか表示してくれねえかな
うっかり認証許可しそうなときありそうで怖いわ

IPO当選したのでクリックしてください
多分これが一番引っかかる奴多いと思うよw

これか、

>Donald J. Trump
>
>@realDonaldTrump
>
>NON-TARIFF CHEATING:
>
>1. Currency Manipulation