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.

「DMM動画プレイヤーアプリ」がApp Storeで配信停止に　成人向けEC「FANZA」運営が発表

非関税障壁だぞリンゴ締め上げろ

https://i.imgur.com/uMmZCPa.png

>>510
＞エクソンモービル社 南米ガイアナ Hammerhead 向け FPSO プロジェクトを受注

summerでも聞くか(´・ω・｀)

のんはDMMTVのドラマがヒットしたからでしょ

パナの電動マユシェーバーで4mmに揃えた
やっぱ男も身だしなみに気を使わなきゃね(　・ω・　)ｂ✨

MMOもやり尽くして飽きた

並ばない万博すごいね(´・ω・`)
https://www.youtube.com/live/MkAVMmJA9uQ

住友ファーマうめえ
今日の晩飯代浮いたは

https://i.imgur.com/6Mm270x.jpeg

三馬鹿トリオもう逃げられんMMMMMMMM

三馬鹿ー二バル殿方MMMMMMMMM

産婆に騙される殿方MMMMMMMM

1日天下のキラスラどこ行った？w
https://i.imgur.com/3XvmmdF.png
↓
https://i.imgur.com/khE8FcP.png

ノートパソコンのゲーミングPC買う資金できたわ
https://i.imgur.com/A5mMDK4.jpeg

おすすめ教えて、22万円までなら出せる
基本、エミュレータぐらいしかやらんけど
Ryzen7、またはインテルCore7
グラボはNVIDIA 4060がいい感じ？

トランプが「軍事支援のコスト」と言ったら米軍の費用でしかないだろう
なぜこれで日本の企業が買われることになるのよ

Japan is coming in today to negotiate Tariffs, the cost of military support, and “TRADE FAIRNESS.” I will attend the meeting, along with Treasury & Commerce Secretaries.

カバーナンピンで含み損カバーしる殿方MMMMM

中国ＴｅｍｕとＳＨＥＩＮが値上げへ、米関税政策受け
https://jp.reuters.com/business/D5F44MMAQBOVLE2OZQUR4ADO5I-2025-04-17/

>>402
今日はダメダメですね
アンバンも買値まで届かなかった
https://i.imgur.com/mmusoRd.png
https://i.imgur.com/pjekfoe.png

何これ？　楽しそう

https://x.com/hommashirankedo/status/1912367002876015081

ファンドマネジャー、記録的なペースで米国株売却＝ＢｏｆＡ
https://jp.reuters.com/markets/commodities/6EUQ42VYNBJ6DNF5D27MNCGYJE-2025-04-15/

FinancialJuice
@financialjuice
China appoints Li Chenggang as Vice Minister of Commerce
中国、李成剛氏を商務次官に任命

FinancialJuice
@financialjuice
China removes Wang Shouwen from Commerce Vice Minister position
中国、王守文氏を商務次官から解任

機械翻訳なので、漢字が合っているか分らんけど、今の状況で・・・(´・ω・｀)

？
何が起きてるんだ。

https://i.imgur.com/D4je8mM.jpeg

7041wwwwwwwwwmm

「介護を頑張っていた」「カッとなってやった」 息子（51）が父親（80）の顔を殴り…その後死亡　埼玉・越谷市
https://news.yahoo.co.jp/articles/a0168ec597eb625bac95e0d5d03bccc1150acdaa/comments


明日は我が身(´・ω・｀)