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.

メニコン値上がりか
https://www.menicon.co.jp/company/news/vol1177.html

オリックス・クレジットがドコモ・ファイナンスへ社名変更　本格的にドコモ経済圏入りし、さらなるシナジー効果を発揮
2025.04.18 企業
https://biz-journal.jp/company/post_387595.html

ざっと聞いてるけどdisagreement of company directionとか言ってるから少なくとも友好的な辞め方じゃないっぽいな

>>768
な、なにじん・・・

ZenmuTechのオンリーワン煽りはハメコミだぞ
秘密計算の企業なんてちょっとググるだけでこんなにあるからな
騙されるなよ

秘匿マルチパーティ計算（SMPC）市場| 市場規模 市場調査 予測 2029年まで
https://www.gii.co.jp/report/mama1497428-secure-multiparty-computation-smpc-market-by.html

主要参入企業
MICROSOFT
IBM
GOOGLE
FIREBLOCKS
BLOCKDAEMON
QREDO
PENTA SECURITY
ZENGO
INPHER
CYBAVO
LIMINAL CUSTODY
SPATIUM
SILENCE LABORATORIES
KRAYON DIGITAL
ATATO
WEB3AUTH
PARTISIA BLOCKCHAIN
OROCHI NETWORK
BINANCE
PYTE
ROSEMAN LABS
MPCVAULT
DUOKEY
LINKSIGHT
HYPERBC

秘密計算に取り組む企業まとめ（MPC編）
https://acompany.tech/privacytechlab/companies-work-on-multi-party-computation

海外企業： inpher、Partisia、 Sepior、 TNO、 Unbound Tech

国内企業： Acompany、NEC、 NTT

【 AI解析×秘密計算のEAGLYS】Microsoft for Startupsに採択 | EAGLYS 株式会社のプレスリリース

１０万人分の口座が闇サイトで流通してるとかニュースあったから資金のストックは無尽蔵にあるんだろうな雑技団
マジで証券会社は一刻も早く対策しろよ

https://www.nikkei.com/nkd/company/article/?DisplayType=1&ng=DGKKZO87959500Q5A410C2CM0000&scode=8473&ba=1

ZenmuTechのオンリーワン煽りはハメコミだぞ
秘密計算の企業なんてちょっとググるだけでこんなにあるからな

秘匿マルチパーティ計算（SMPC）市場| 市場規模 市場調査 予測 2029年まで
https://www.gii.co.jp/report/mama1497428-secure-multiparty-computation-smpc-market-by.html

主要参入企業
MICROSOFT
IBM
GOOGLE
FIREBLOCKS
BLOCKDAEMON
QREDO
PENTA SECURITY
ZENGO
INPHER
CYBAVO
LIMINAL CUSTODY
SPATIUM
SILENCE LABORATORIES
KRAYON DIGITAL
ATATO
WEB3AUTH
PARTISIA BLOCKCHAIN
OROCHI NETWORK
BINANCE
PYTE
ROSEMAN LABS
MPCVAULT
DUOKEY
LINKSIGHT
HYPERBC

秘密計算に取り組む企業まとめ（MPC編）
https://acompany.tech/privacytechlab/companies-work-on-multi-party-computation

海外企業： inpher、Partisia、 Sepior、 TNO、 Unbound Tech

国内企業： Acompany、NEC、 NTT

【 AI解析×秘密計算のEAGLYS】Microsoft for Startupsに採択 | EAGLYS 株式会社のプレスリリース

秘密計算に取り組む企業まとめ（MPC編）
https://acompany.tech/privacytechlab/companies-work-on-multi-party-computation

海外企業： inpher、Partisia、 Sepior、 TNO、 Unbound Tech

国内企業： Acompany、NEC、 NTT

まとめ
秘密計算のMPCに取り組む企業と主な事例について概要をまとめました。

海外企業： inpher、Partisia、 Sepior、 TNO、 Unbound Tech

国内企業： Acompany、NEC、 NTT

秘密計算に取り組む企業まとめ（MPC編）
https://acompany.tech/privacytechlab/companies-work-on-multi-party-computation

商社は英語でtrading company
トランプ関税下で貿易会社買ってるアホおる？
東京海上はディスカウントTOBで商事全部売りますけど…ｗ

エニッシュ
https://en-hyouban.com/company/10105921920/

平均年収530万ならマシな会社だよな
俺らの金で育ててる企業、親近感持つわぁ

ワイハウ超絶IR出したわ

THE WHY HOW DO COMPANY 株式会社（本社：東京都新宿区、代表取締役社長：岩尾俊兵、証券コード：3823、以下「ワイハウ社」という）の子会社
Pavilions 株式会社（東京都港区、代表取締役：小室哲哉）および SOUND PORT 株式会社（東京都港区、代表取締役：小室哲哉）は、
小室哲哉氏プロデュースによる新曲「Party of Monsters」の制作が完了し、2025 年 4月 6 日（日）より放送開始のテレビアニメ
「ゲゲゲの鬼太郎 私の愛した歴代ゲゲゲ」のエンディングテーマに決定したことをお知らせいたします。

ホテル事業捨てたぁ～　　＼(^o^)／ｵﾜﾀ


Simon Gerovich @gerovich
49s
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