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.

トランプ大統領の経済政策支持率、関税・インフレ反発で最低に – CNBC調査（Investing.com)
元ネタ(´・ω・`)
Trump’s approval rating on the economy drops to lowest of his presidential career, CNBC Survey finds（CNBC）
トランプ大統領の経済政策に対する評価低下、大統領就任以来最低に CNBC調査結果

BofA cuts TSMC stock target on increased tariffs-driven uncertainty（Investing.com)
BofA、関税引き上げによる不透明感増大でTSMCの株価目標を引き下げ

まぁ・・・そうなるか　(´・ω・`)

RIMGとNathanの資金力の差

RING 🇯🇵 #Investor #Trader @xRINGx
日製鋼
三菱重
三菱電
川重
新明和
IHI
豊和

高値↑

Nathan @Nathan9983
三菱重工・IHI・川重　高値

https://x.com/ShinjiInvests
猪狩慎二＠厳選銘柄

このスパムアカウントに困ってんやけど、どうしたらいいんか
このアカウントに誘導する返信、DMばっかりくんねん
なんか詐欺っぽくないか

【速報】 米国、中国に245％の関税　中国以外の国の高関税は一時停止 ★3
https://asahi.5ch.net/test/read.cgi/newsplus/1744805008/1
1: お断り ★ 2025/04/16(水) 21:03:28.69 ID:8nf12XOb9
Today, President Donald J. Trump signed an Executive Order launching an investigation into the national security risks posed by U.S. reliance on imported processed critical minerals and their derivative products.
本日、トランプ大統領は米国が加工された重要鉱物とその派生製品の輸入に依存していることがもたらす国家安全保障上のリスクについて調査開始する大統領令に署名を行った。

As a result, the individualized higher tariffs are currently paused amid these discussions, except for China, which retaliated.
報復措置を取った中国を除き、個別の高関税の導入は協議が続く中で現在一時停止している。

China now faces up to a 245% tariff on imports to the United States as a result of its retaliatory actions.
中国は報復措置の結果、米国への輸入品に最大245％の関税を課す。

ホワイトハウス公式 (現地時間)2025/4/15 ソース英語『Fact Sheet: President Donald J. Trump Ensures National Security and Economic Resilience Through Section 232 Actions on Processed Critical Minerals and Derivative Products』
https://www.whitehouse.gov/fact-sheets/2025/04/fact-sheet-president-donald-j-trump-ensures-national-security-and-economic-resilience-through-section-232-actions-on-processed-critical-minerals-and-derivative-products/

Many investors will exit the market.
It will be a veritable sea of ​​blood.
Institutional speculation around the world is fleeing the stock market.
The real crash is yet to come!! Run!! The Death Cross has appeared!!

Institutional investors are increasing their cash ratios; the real crash may be delayed

JPモルガン：株式買いの機会は来るが、まだその時ではない（Investing.com)

一応置いておきます(´・ω・`)

Investors are growing concerned about a U.S. asset exodus as Treasuries and the dollar decline（CNBC）
国債とドルの下落で、投資家は米国資産流出への懸念を強めている

遅きに失した関税一時停止、米国離れが既に進行中－ＭＬＩＶ調査（ブルームバーグ）

一応置いておきます(´・ω・`)

Jim Cramer says a recession is likely but investors shouldn’t panic sell（CNBC）
ジム・クレイマー氏、景気後退の可能性は高いが投資家はパニック売りをすべきではないと語る

確か、以前言っていたブラックマンデーとかの話は・・・(´・ω・`)

>>910
https://jp.investing.com/news/stock-market-news/article-1071150

米国市場の下落は、トランプ政策ではなく中国のAIツールに関連：財務長官（Investing.com)

そうですか・・・(´・ω・`)

速報　トランプから全世界の投資家へ

「私のポリシーは絶対に変えない。株が暴落しようと気にしない。」
TRUMP: TO INVESTORS: MY POLICIES WILL NEVER CHANGE

https://www.reuters.com/world/us/trump-investors-my-policies-will-never-change-2025-04-04/

ソフトバンク・グループ・キャピタル、レモネードの株式$1,570,000相当を売却（Investing com)