DHL to suspend global shipments of over $800 to US consumers（ロイター）
DHL、米国消費者への800ドル以上のグローバル発送を停止へ

一応置いておきます(´・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.

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

>>778
【読売新聞】「簡単に取れる」日本のビザ、中国人からの相談殺到　食い物にする「移民ブローカー」の存在 [4/21] [昆虫図鑑★]
https://lavender.5ch.net/test/read.cgi/news4plus/1745220495/-100

下野したとしても、他の党が、こう言った事に対応出来るかな　(´・ω・`)

GENDAさようなら～

おっとGENDA上がってたｗ

今日はGENDAすごい強い(´・ω・｀)

GENDAまだ上がるんか!!

GENDAとグニで取れたわ
あひるにするか、オツカレー

「日本企業で働き続ければよかった」「日本は桃源郷」　努力しても報われない《ブラック化する中国企業》で働く中国人の本音 [4/18] [昆虫図鑑★]
https://lavender.5ch.net/test/read.cgi/news4plus/1744933000/

もし、モームリが中国で事業展開出来たら・・・(´・ω・`)

9166GENDA↑4680ラウンドワン↑

GENDA弱かったからグングンくるな

GENDAええやん

GENDAが強い！

GENDAｷﾀ━━━━(ﾟ∀ﾟ)━━━━!!

UNITEDHEALTH SHARES EXTEND DECLINE TO 21%

とんでもなく下がっとる(´・ω・｀)

今日はGNI買いで取れたけど売りで少しヤラれた
GENDAは売りで取れた、カバーも売りで少し
オツカレー

お前らのアドバイス通りwindowsdifender頼みで行きますか

>>21
windows defenderで十分

>>21
Windows Defenderだけで十分
怪しいメールリンクとエ○ダウンロードだけは絶対しないけど

ファティマの聖母と秋田の聖母マリア
https://lavender.5ch.net/test/read.cgi/min/1741019662/
NHKドラマ「あんぱん」と10月13日についての考察などまとめ
https://pbs.twimg.com/media/GoArmebaAAAYawd.jpg

東京奠都とマリア皇后について
https://rio2016.5ch.net/test/read.cgi/psy/1716375290/333-334

GENDA安値割れかもーんｗｗｗｗｗｗｗｗｗｗｗ

トランプが「軍事支援のコスト」と言ったら米軍の費用でしかないだろう
なぜこれで日本の企業が買われることになるのよ

Japan is coming in today to negotiate Tariffs, the cost of military support, and “TRADE FAIRNESS.” I will attend the meeting, along with Treasury & Commerce Secretaries.

グロコアV字回復でグニ利確！飯くうわ
GENDA売り取れた
カバー売り少し取れたショボ
おつ

圧倒的(´･ω･｀)
アメリカのハンバーガーショップのランキングは、様々な基準や調査によって異なる結果が出ています。ここでは、いくつかのランキングとそれぞれの特徴をまとめました。
売上高ランキング (2023年)
QSR Magazineの調査によると、2023年のアメリカのハンバーガーショップの売上高ランキングは以下のようになっています。
* McDonald's: 531億3500万ドル
* Wendy's: 122億8500万ドル
* Burger King: 109億5700万ドル
* Sonic Drive-In: 55億3400万ドル