https://jp.reuters.com/world/us/2L52WAESZBJXVHBDP27FHHZSRE-2025-04-22/
「米教育省、学生ローン延滞者から回収再開　5月から
2025年4月22日午前 9:42 」

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.

ロイター@ReutersJapan
トランプ氏は17日、「私は（関税を）これ以上高くしたくないかもしれないし、（予定している）水準まで引き上げたくないかもしれない。もっと低い水準にしたいかもしれない。なぜなら人々には買ってもらいたいし、ある時点を超えると買ってもらえなくなるからだ」と語った。

ローマ教皇うわああああああああああああああああああああああああああ
https://jp.reuters.com/world/us/L3GL7HNHDJOB7K5FALFVKRTS3I-2025-04-20/

EUとBRICSが両方アメリカ見限ったら(´・ω・｀)歴史が動くね

【日テレ】「ダウンタウンDX」放送終了　 [Ailuropoda melanoleuca★]
https://hayabusa9.5ch.net/test/read.cgi/mnewsplus/1745219558/

ダウンタウンDX、6月で終了 [782460143]
https://greta.5ch.net/test/read.cgi/poverty/1745219665/

むかついたからトライアルで買ってきた殻付きホタテ（799円）を食ったる
https://i.imgur.com/QTeuPs5.jpeg

トランプ、ボケだ？日本の輸入車のありえない試験を問題視 [194767121]
https://hayabusa9.5ch.net/test/read.cgi/news/1745201529/

トランプ氏は2次政権でも、欧州連合（EU）がボウリング球を使った自動車の安全検査をしていると公言しており、架空の検査がトランプ氏の頭の中にすり込まれてしまっている可能性がある。

>>870
今日EU圏復活祭で休みらしいよ

塩焼きそば出来たお(´・ω・｀)いただきます
https://i.imgur.com/AeUVjzo.jpeg

https://pbs.twimg.com/media/Go4weuZaEAAlhQV.jpg
トランプ爆上げｗ

https://i.imgur.com/pptxXZG.png
https://i.imgur.com/xXtD6xl.jpeg
https://i.imgur.com/bPRhOBB.jpeg
https://i.imgur.com/HWJeU0p.jpeg
https://i.imgur.com/ZdXguLH.jpeg
https://i.imgur.com/wT0Xpft.jpeg
https://i.imgur.com/kjY9unI.jpeg
https://i.imgur.com/Nq0seVV.png
https://i.imgur.com/S1TJwnD.jpeg
https://i.imgur.com/M93n4af.jpeg
https://i.imgur.com/ZXqSoaE.jpeg
https://i.imgur.com/h48BYl9.jpeg

今年は株も調子良いけど特に今週は競馬でたんまり稼がせて貰ったのがデカいわ
特に穴場の地方競馬とか皆見る隙すらないから以外とオッズ美味い複勝コロガシがどハマりして種銭も315万まで回復したw

最近は逆に重賞とか嵌め込み金搾取される傾向あるから皐月賞のクロワデュノールとか危なすぎてよう突っ込めんわw
https://i.imgur.com/qEq3Lg4.jpeg
https://i.imgur.com/eBdRXUZ.png
https://i.imgur.com/nlnMrtP.png
https://i.imgur.com/lwZy8ht.png
https://i.imgur.com/EUjjzet.jpeg

みんなほっぺに入れすぎだな(´・ω・｀)
https://pbs.twimg.com/media/GoqEUPpWkAAEuiF.jpg

ウクライナの支援はEUだけでやってくださいね(´・ω・｀)

>>576
トランプさんがイキりまくると債券価格が下げるんだけどな…
農林中央金庫は損失隠しで債券のハイレバ取引してるはずなんだよね。
ゆうちょ銀行も、チャンスだと思ってハイレバ取引してるはず。
EUと中国が鬼のように債券売りしたら、時間外で大暴落して、債券のパニック売りが始まるんだけどな…

>>866
これはありがたいやん
天下り官僚がなんとか機構を作って、訳のわからん規制を作ってるだけ
EU規格でええのに

これはエアロエッジにウ○コが降ってくるパ○ティーだ(´・ω・`)
https://jp.reuters.com/markets/global-markets/K6XPTVERDBO6DLKEH6R4NMQMUQ-2025-04-18/

よしんばEUが報復関税したとしたら？(´・ω・｀)

Trump: very confident on trade deal with European Union
トランプ大統領：EUとの貿易協定に非常に自信あり

相場動いたと思ったらこの程度の話か(´・ω・｀)

>>832
https://ipv6buddy.com/shop/
25EUR(´・ω・｀)

自閉症、原因は「環境毒素」　米厚生長官が主張
https://jp.reuters.com/world/us/5DZV2HMNJFL5BLL2PNC6RIPYG4-2025-04-17/

In a major discovery, scientists using the James Webb Telescope found the strongest signs yet of possible life beyond our solar system — gases in a planet’s atmosphere that, on Earth, come only from living things https://reut.rs/4juq4Q2
ジェイムズ・ウェッブ望遠鏡を使用する科学者たちは、太陽系外に生命が存在する可能性を示す、
これまでで最も強力な兆候を発見した。

えらいこっちゃ(´・ω・｀)

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/

>>211
日本は日本人にしか増税しないからね。トランプや習近平、EUみたいに中国やアメリカ、世界に増税しないと。

日本から中国産が迂回して来るとトランプに警戒されている。