SMCIサウジ案件の関連銘柄って富士通かニデック？
どちらもピンとこないし違うか

SMCで儲かったのに、カバーでぼろ負けや(´；ω；`)

SMC　コンセンサス未達なので売り。今日もウナギ食べれる♪

SMCなんかあったの？(´・ω・｀)

SMCキターーー

6273SMC↑8％

6273SMC↑

TSMC駆け込み需要

TSMCの4月の売上高は3,495.7億台湾ドルで、前年同月比48.1%増、前月比22.2%増となった。
1〜4月の累計売上高は1兆1,900億台湾ドルで、前年同期比43.5％増加した。

トランプ米大統領　USMCAの再交渉を開始する可能性がある

一瞬喜んだ(´・ω・｀)

キターーー

Investing.com — エヌビディア（NASDAQ:NVDA）株は火曜日の時間外取引で1.7%下落した。これは主要顧客であるSuper Micro Computer Inc（NASDAQ:SMCI）が予想を大幅に下回る第3四半期の予備的業績を発表したことを受けたものである。Super Microはエヌビディアのチップを搭載した先進的AIサーバーを製造している。

Super Micro Computer Inc
SMCI:NASDAQ
After Hours: Last | 4:38 PM EDT
29.94 quote price arrow down-6.06 (-16.83%)

Super Micro shares dive after server maker issues weak preliminary financials（CNBC）
スーパーマイクロ株、サーバーメーカーが低調な仮決算発表で急落

一応置いておきます(´・ω・`)

半導体はファーウェイのAI向けGPU　＆　TSMCの下半期成長率で悪い材料２つ出ているのがな

半導体はTSMCの下半期成長率が5.7％まで落ち込むってのがな
過去5年と比較するとピークすぎたような
https://pgw.udn.com.tw/gw/photo.php?u=https://uc.udn.com.tw/photo/2025/04/28/2/31938629.jpg

はま寿司、吸水シートの天ぷらを客に提供 [256556981]
https://greta.5ch.net/test/read.cgi/poverty/1745391624/

http://newsdig.ismcdn.jp/mwimgs/c/9/860mw/img_c9903843561a8d21ff59bbc779bda8d1218002.jpg

アメリカ→TSMC業績絶好調でも寄り天大暴落
日本→アメリカ暴落してもぶち上げｗｗｗｗｗｗｗｗｗｗｗｗｗｗｗｗｗ

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.

https://x.com/TrendForceJP/status/1914220057057702379?t=PQ7u66x8bVIdcn4n_Y3XrA&s=19

TSMCは動きが早いな
そしてついに半導体パッケージ技術はFOPLP全盛期に向かうことになりそうだね

SMCずっと下がってんな(´・ω・｀)

SMC遡ったらコロナショック安に近いじゃねえかｗ

SMCェ・・・

SMCどうすんのこれ

SMC
安川
資生堂

今日も年安猫

TSMC
インテル提携を否定

今週の大手テック決算はほぼ終わりました

半導体「前工程」の技術革新は限界だが、「後工程」は進化の余地…設備投資加速「ＴＳＭＣ進出はチャンス」
2025/04/18 15:38

　半導体の組み立てや検査といった「 後あと 工程」と呼ばれる分野の企業が、設備投資を積極的に進めている。「 前まえ 工程」で世界を代表する台湾積体電路製造（ＴＳＭＣ）の熊本進出などで商機が広がっているためだ。技術革新に向けて連携する動きもある。

日本が関税ヘイブンみたいな国になってもおもしろそうだなー
そのときは九州がブツの玄関になったりしてな
中国韓国近くて熊本にTSMCもあるし
(´・ω・`)と思うワイであった