>>447
たれww

>>538
エクソダスの先

>>538
関税合戦で一番得をするのが日本だからだよ。
中国の富裕層はビジネスと株で儲けようとしてるはず。

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・｀)

>>512
上がってんーだと思ってたわｗ

>>510
中村超硬が上がるやつ

>>508
基本的に北欧かな

>>504
キックザカンクルーのマルシェじゃないの？

>>501
わかんねえなｗ
ボラもちっせえし

>>464
天才で草

>>474
底で買ってれば1.5倍くらいになってるからな

>>484
上がってるー！！

>>494
うわっ、おもんなっ

>>472
双六

>>464
？

>>477
今さらかよｗｗｗ

>>464

もしかして気がついた？

>>464
遂に気づいてしまったのか…

>>464
もうこのボケ老人なんとかしろよ

>>465
趣味はなんですか？

したらばStormにしてみたがなんか使いにくいな

>>440
こういう予測立てが出来る人が株で稼げるんだろうなって
すごく勉強になるし自分も思考を変えていかなきゃと思いました
御教授ありがとうございます

>>445
頻尿ジジイwwwwww

>>422
147円に戻るだけで日経+1800円
トランプについてはこれ以上の悪材料は作れない
今後はトランプ自らが創った悪材料を好材料にしてくだけ
米中首脳会談と90日白紙撤回はお約束
90日って6月だからな
全部まるっとお見通しだよ♡