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.

一目惚れの仕組みを説明(´・ω・｀)
https://www.youtube.com/shorts/mkDWo-NcQzc

明日のおまえら(´・ω・｀)
https://youtube.com/shorts/Ih49dMVZ-_M?si=423WFxGC9WFCcJjy

住友ファーマ、なんでPTS高いの？

https://x.com/TrendForceJP/status/1914220057057702379?t=PQ7u66x8bVIdcn4n_Y3XrA&s=19

TSMCは動きが早いな
そしてついに半導体パッケージ技術はFOPLP全盛期に向かうことになりそうだね

今日のptsなんかイカ臭いな

ティッシュPTSでマイテン狙えるやろ😀🫵

犯人側の儲けてる口座って日本じゃないんだろ
だからPTSも使えない
それじゃないとPTSで操作したほうが簡単だもんな
日本の口座は被害者しかいないんだよ
ちがう？

ローマ教皇うわああああああああああああああああああああああああああ
https://jp.reuters.com/world/us/L3GL7HNHDJOB7K5FALFVKRTS3I-2025-04-20/

>>985
PTS売買代金1位で大人気です

金曜に住友ファーマーPTSで買った人の嘆きはありましたか？

まだ懲りずにPTSで買うアホが多いのか
元気やな

合法的に幼○に触れる最適解が見つかった

://youtube.com/shorts/7Y3hIa3lkRI?si=meLEwHgs3tqFBVB7

【UberEats 13歳から注文可能に】
い○らしいい○らしい(*ﾉωﾉ)ｷｬｰ

ゼンム買ってPTSのギャップアップで売ればいいのか

Uber Eats、13歳から注文可能に　「Uber Teens」

住友ファーマ金曜PTS高値で買うたドアホｗｗｗｗｗｗｗｗｗｗ

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😡

>>530
485 たまおじ ◆IxcOpKibtsIm sage 2025/03/10(月) 09:39:15.80 ID:OOrwazyp
カバー既に15%上昇🫵😆
余裕すぎるwwww

489 たまおじ ◆IxcOpKibtsIm sage 2025/03/10(月) 09:39:37.03 ID:OOrwazyp
ホロアース来たら4000いくなコレ🤭

588 たまおじ ◆IxcOpKibtsIm sage 2025/03/10(月) 09:49:48.88 ID:OOrwazyp
🦛下げた時に買ってない香具師wwww🤣
取得平均2500wwwwwww
今年は1500万いくぞ🫵🤣

住友ファーのpts民全滅で草

ファーマPTSやつおりゅ?

住友PTS800円以上で数十万株も出来高あったんだな

住友PTS883円wwwwwwwwwwww

住友ファって夜のPTS何円だったの？ｗ

住友ファーPTSJCガイジ息してるかー？