ファーウェイのAIチップそんな強いのかな(´・ω・｀)

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.

こんなやつおるの？

https://pbs.twimg.com/media/Go-51slaYAAq6cp.jpg
https://pbs.twimg.com/media/Go-51n3bsAAvi-G.jpg
https://pbs.twimg.com/media/Go-51thaIAAjGoS.jpg
https://pbs.twimg.com/media/Go-51ugbYAABoql.jpg

>>966
ローマ教皇はアニヲタっぽかった
https://blog-imgs-171.fc2.com/k/a/i/kaigainohannoublog/20241029125111422.png

https://x.com/arukime01/status/1415413743471665152/photo/1

止まらぬ“銅泥棒” 98億円被害　AIブームで需要急増し高騰
ブロンズセイントの時代が来た(´；ω；｀)ﾌﾞﾜｯ

【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/

NVIDIA CEO、日本の首相とAIロボティクス、AIエネルギー需要について議論

https://pbs.twimg.com/media/Go-51slaYAAq6cp.jpg
https://pbs.twimg.com/media/Go-51n3bsAAvi-G.jpg
https://pbs.twimg.com/media/Go-51thaIAAjGoS.jpg
https://pbs.twimg.com/media/Go-51ugbYAABoql.jpg

稚魚 ◆ENE/5a1nu. のプロファイリング
5chの株板荒らし
本名ゆうき
居住地　宮崎
学歴は高卒で株をやっている
趣味は筋トレでベンチ100kg持てるようになった
エニタイムフィットネスに在籍
一時期ギターに手を出していたが挫折
実家暮らしで家に入れてる金は15000円
2025年で満30歳
三交代制の工場勤務
職場の雰囲気は緩い
自称ワキガ
禁酒中
たまに友人と福岡へ遊びに行く
マッチングアプリのpairsに登録しているが現在まで彼女はできず

おー面白い
https://haveibeenpwned.com/
このサイトでGmail入力したらTelegramで漏れていたｗ
Google公式のダークウェブ検索使ったらどのパスワードで漏れているのかも分かったのでびっくりだぜ

>>299
関税AI関連は許されるかもな

ノムマイ、KOKUSAI↑

GMOつよいわ

AIロボさらにリバ

AIロボリバいいね

【速報】ボウリング球試験を批判
https://pbs.twimg.com/media/GpB3T61bkAAISfg?format=png&name=900x900
(´・ω・`)

機械やAIが生み出す利益を分配できないと、機械を持ってる資本家と貧民しかいない世の中になちゃうね(´・ω・｀)

サピートはAIエージェントをCTCと開発か

45 名前：山師さん[sage] 投稿日：2025/04/08(火) 02:10:18.77 ID:IWiCv84A [1/25]
>>43
関税で円安になってるだけだろバカ

54 名前：山師さん[sage] 投稿日：2025/04/08(火) 02:18:08.53 ID:IWiCv84A [3/25]
関税で円安になるのを理解できてない大バカコロコロ笑
大損してそう笑

56 名前：山師さん[sage] 投稿日：2025/04/08(火) 02:21:49.45 ID:IWiCv84A [4/25]
関税したらドル高になる
常識だろバカ笑
こんな頭悪くてよく株やってんな大損したか笑笑

59 名前：山師さん[sage] 投稿日：2025/04/08(火) 02:25:04.88 ID:IWiCv84A [5/25]
AIに聞いても円安になると答える
IDコロコロバカ大損したが笑笑
大損ざまああああああああああ







【たまキラ魚の関税知識】
関税発動でドル高確定らしいのでメモをとってね()

これAIで作った画像？リアルだったら誰がスポンサードよ？(´・ω・｀)
https://pbs.twimg.com/media/Go7Q9-0bQAA0MgW?format=jpg&name=medium

AIフュージョンそろそろ集める

AI関連は連帯感ないな

AIロボひどい事に．．．
見てたらやられてたなアブナイ

売れるネット後発ワロタｗ

ttps://好みの服は似合う服？～AIが導く、理想のコーディネート
投稿日: 2024-09-27rp.kddi-research.jp/atelier/column/archives/5330

売れるネットたくさんあるねｗ

【2025年最新版】AI でファッションをコーディネートできるアプリおすすめ 7選
https://jp.cyberlink.com/blog/photoeditor-app/2500/best-apps-for-fashion-coordination-with-ai

Aiロボ4500薄い
簡単に抜けるな