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.

相場と戦うおまんら(´・ω・`)

https://www.instagram.com/p/DIlhf1aS8uy/

夫は妻との間に子供が欲しかったとかかな(´・ω・｀)
https://pbs.twimg.com/media/Go_X9n8aEAEvQSr?format=jpg&name=900x900

【悲報】大阪万博、客が警備員に土下座させる😨 [616817505]
https://greta.5ch.net/test/read.cgi/poverty/1745226111/

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豊和工業（6203）買ｰいｰ(^o^)／

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

>>212
こっから探せ
海外展開してなきゃ為替関係ない
https://s.kabutan.jp/themes/%E9%98%B2%E8%A1%9B/?direction=asc&market=all&order=pbr

中国が警告、アメリカの「機嫌を取る」べきではないと　関税交渉で各国に
中国の国益を損なう取引をアメリカとした国に対しては、報復措置を取るとした。
https://wedge.ismedia.jp/articles/-/37355

中国はめちゃめちゃ日本をdisってるな

>>928
ホルヘ・マリオ・ベルゴリオ→ローマ教皇

https://ja.m.wikipedia.org/wiki/%E3%83%AB%E3%83%BC%E3%83%81%E3%82%A7_(%E3%83%9E%E3%82%B9%E3%82%B3%E3%83%83%E3%83%88)

BBC: Vatican says Pope Francis has died(´・ω・｀)

豊和工業（6203）買ｰいｰ(^o^)／

NVIDIAのジェンスン・フアンと石破首相(´・ω・`)
https://pbs.twimg.com/media/GpCqRhIbYAAa9yR.jpg

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
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>>655
Wikipediaをwikiって言う奴の事は信用するなってのが家訓なんだわ

ブラジルコーンは2月、6月が収穫期(´･ω･｀)
やはり想定通り中国はアメリカから買わなくなって余りだしたな
これ日本に押しつけられるやつだよ
～～～
中国が1月中旬から米国産の大豆やトウモロコシの買い付け予約を停止していることが21日わかった。農産物や資源の対米輸入を減らしつつ、安定供給へブラジルなどからの調達を増やす。中国に高関税を課すトランプ米政権に対抗し、その支持基盤である米農家などに打撃を与える狙いだ。

米農務省が発表する外国企業による大豆やトウモロコシの購入予約を調べた。中国の購入はトランプ米大統領が就任する直前の1月16日以降ゼロ...
https://i.imgur.com/EDiWGqf.jpeg

フィッシングメールがやってくる人は
ここでメールアドレス入力して漏れていないか確認したほうがいいで

アルソック公式サイトも紹介している
アカウント情報の漏えい有無をチェックできる無料ツール３選
https://www.digitalsales.alsok.co.jp/col_id-check
薦めはやはりここ
https://haveibeenpwned.com/

ヤギだってDr Pepperが好きなんだよ(´・ω・`)

https://www.instagram.com/reel/DIm0TA0Rwtk/

JDI17円で売れたラッキー(´・ω・｀)

15円台で仕入れたJDI引け売で＋0.3円か＋1.3円になるか楽しみ(´・ω・｀)

お立ち台(´･ω･`)
https://pbs.twimg.com/media/EYUBVI2U8AM1tZx.jpg

死んでた・・・(´・ω・｀)
https://pbs.twimg.com/media/Go5yeFnbMAADp0F?format=jpg&name=small

億ったら、斜面の住宅の上の方に住んで、ジェットスーツで上まで行き来する生活をしたい（´・ω・｀）

https://archive-image.lifullhomes-index.jp/original/104321/b50b65df279bc109a0d4c41314f34bc2.jpg
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「投資を勧めた政府に怒り」「NISAで買った銘柄を全部損切り」「投資は悪」。株価急落でSNSに広まる混乱、怒り [838847604]
https://greta.5ch.net/test/read.cgi/poverty/1745205523/

https://media.finasee.jp/articles/-/15923