BYDが軽自動車販売か。アメリカもこれくらい売り込めよ(´・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.

こんなやつおるの？

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BYDが日本向けに軽のEV作るのはすごいな、日本のEV補助金は中國にも適用されるし日本のEVは終わりの始まり(´・ω・｀)

地方民はBYDの軽出たら買うんか

NVIDIAのジェンスン・フアンと石破首相(´・ω・`)
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EVで格安カテゴリーはBYDが独占してんもんなー

下請けは乾いたぞうきん
それを絞って値下させるｗ
by　アキオ

この偽メールはうっかり踏むやついるだろうな

ひろゆっきー＠webコンサルティング
@HIROYUKKKKY
SBI証券のフィッシングのレベルが高すぎる・・
さすがにリンクは踏んでないが取引履歴を確認しに行ってしまった
https://pbs.twimg.com/media/Go4Tco1bYAA_BwJ.jpg

https://x.com/HIROYUKKKKY/status/1913488339468247089

DENA空売りと買いの往復で8万円弱取れた🤗
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BYDは百度(´・ω・｀)

旅してきたよ(´・ω・｀)
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ノーポジ煽ってたスクショ貼れないスライム悔しそう

ID:Fn+byHYi

ID:Fn+byHYi

スクショ貼れなくてイライラしてるな
スライムアピールかわいそう

こういう色してたりするの？(´・ω・｀)
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ミスった。
高級ブランド品は買わないほうがいい。

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高級ブランド品はこの程度なんだよね。
多額のお金を払わせてるんだから、自国で一から十まで製造しろと言いたい。
スーパーコピー品じゃなくて、同じ業者が同じものをつくってるだけだろと言いたい。
粗利でかくして日本人を🦆るのをやめろと言いたい。


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生まれてしまったから仕方なく生きる
そんな生きた方オレには耐えられない
byグリフィス

備蓄米放出を続けるなんて
ポーズだよｗ　米価がゲロ下げしたらやばいじゃんｗ
by　農水相

毎月備蓄米放出って言ってるのは
ポーズだからｗ　米価ゲロ下げしたら
ＪＡに怒られんじゃん　by　農水相

Welbyの雑技団
万株単位の見せ板出したり消したりやりたい放題だな

Welby
雑技団

やるじゃんＢＹＤ