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

we are YOSHIKI

UNITEDHEALTH SHARES EXTEND DECLINE TO 21%

とんでもなく下がっとる(´・ω・｀)

UNITEDHEALTH SHARES SINK 11% AFTER CUTTING FY PROFIT OUTLOOK
ユナイテッドヘ○ス、通期利益見通しを下方修正し株価11％下落

これかな(´・ω・｀)

アサカ理研の連れ上げ期待でARE(前・アサヒ)買いました😀

こういう世界があと５年もすれば。。。

https://www.youtube.com/shorts/xxXJTCm-mnc?feature=share

【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

US chipmakers outsourcing manufacturing will escape China's tariffs（ロイター）
製造委託する米チップメーカーは中国の関税から逃れられるか

記事内
「"For all integrated circuits, whether packaged or unpackaged, the declared country of origin
for import customs purchases is the location of the wafer fabrication plant," 」
「包装されたすべての統合サーキットについては、包装されているか、梱包されていないかにかかわらず、
輸入税関の購入のために宣言された原産国は、ウェーハ製造工場の場所です。」

3日前の記事だけど、こう言う関税回避の手段って、トランプ政権内に睨まれているんだろうな　(´・ω・`)

>>686
Zero-day options are fueling the unprecedented volatility on Wall Street amid tariff chaos（CNBC）
ゼロデイ・オプションが、関税の混乱の中、ウォール街の空前のボラティリティに拍車をかけている

記事内
「The trading volume of 0DTE options tied to the S&P 500 surged to 8.5 million in April, a 23% jump since
the beginning of the year and accounting for roughly 7% of the total volume in U.S. option markets,
according to data from JPMorgan.」
JPモルガンのデータによると、S&P500に連動する0DTEオプションの4月の取引量は850万枚に急増し、
年初から23%急増し、米国オプション市場全体の取引量の約7%を占めた。

働くより、ギャンブルで一儲けや！　・・・なんて(´・ω・`)

Altman: GPT-4.1 (and -Mini and -Nano) are now available in the API - X Post
アルトマン：GPT-4.1（および-Miniと-Nano）がAPIで利用可能に - X Post

ろーんち(´・ω・｀)

いまヒマだからYoutubeショートみてたんだけどスゲーの見つけた！
これやばくね？長年のわずらわしさが一瞬で解決したわ(´・ω・｀)
いま猛烈に感動して意味もなくスエットからジーンズに履き替えてる

https://www.youtube.com/shorts/0ha8FRrxTGQ?feature=share

＞China suspends exports of certain rare earth minerals crucial for the car, semiconductor and aerospace industries.
これ世界終わるレベルの破壊力だよな？

>>167
SUNDAY SHOWS: President Trump’s America First Trade Policies in Action
サンデー・ショー トランプ大統領のアメリカ・ファースト通商政策の実行
The White House
April 13, 2025
https://www.whitehouse.gov/articles/2025/04/sunday-shows-president-trumps-america-first-trade-policies-in-action/
ルトニック商務長官の発言についての中で・・・
「On tariffs for certain electronics: “Those products are going to be part of the semiconductor sectoral tariffs,
which are coming … We need to have these things made in America.”」
特定の電子機器に対する関税について： 「これらの製品は、半導体の分野別関税の一部になる予定だ。

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・`)

https://www.windowscentral.com/hardware/laptops/trump-drops-tariffs-on-pcs-laptops-smartphones-and-gaming-consoles
ノートパソコン、PC、ゲーム機、スマートフォンは145%の関税（輸入すら不可能）の対象にならないだけでなく、
他のすべての国に課せられている、一時的ではあるが依然として厳しい10%の関税の対象にもなりません。

任天堂張り付くんかな

これが本当ならサンダウ弱いのも納得
ちょい上げで止まった


The Trump administration has exempted smartphones and consumer electronics from the tariffs (which it has claimed are paid for by the exporting nation)

トランプ政権はスマートフォンと家電製品を関税の対象から除外した（関税は輸出国が負担していると主張している）。

88歳でも20億稼いでるのにお前らときたら…(´・ω・｀)
https://www.youtube.com/shorts/KMNOV_EJzcM?feature=share

「本当の話なんだ、この国々は我々に
連絡を取って来ていて、私のケツにキスしているんだ
（I'm telling you these countries are calling us up, kissing my ass.）」

「彼らは取引しようと必死だ、
『お願いです、お願いです
旦那様、取引をしてください、
何でもします、旦那様、何でもします』

(They are dying to make a deal.
”Please, please sir, make a deal,
I will do anything,
I will do anything sir")

この７０か国を超える
国々の中には当然日本も含まれ、
というか「日本は一番最初に
取引を願い出て来た」

(´・ω・｀)

>>133
こんだけSHOGUN OF ABARENBOしといて不満なのかよ(´・ω・`)

https://www.youtube.com/live/Z439BvpL7Hk?feature=shared

SCOOP: People close to the Trump White House say you can expect an announcement of some sort about formal negotiations over trade and tariffs with Japan, Vietnam, and possibly the UK as early as today. Im not sure how much this moves the needle if it does go down (I always hedge w Trump who is unpredictable and these are inherently unpredictable times). Japan and Vietnam were already moving in this direction; UK is a long-time trading partner. But it's better than the alternative. And it does change the market narrative of doom and gloom. Story developing

>>540
お前やんけｗｗ

984 キラキラ37万スライム ノルマ:残り4日で23万 ◆i6DiHTaREeOr 2025/02/18(火) 23:26:44.82 ID:Qwl4fIU7
977
？
積立投資って知ってる？おらの半導体日本株知ってる？
マイナスだったのが1年の積立でプラ転したけど？
オールド貯金の本質知らないの？

ちなみにペニー株だから下手すると来年15万が1500万になる可能性を孕んでるの理解してる？