【速報】トランプ氏、利下げを再要求
https://pbs.twimg.com/media/GpENOfmawAADQe2?format=png&name=900x900
(´・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.

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

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

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
https://media.loom-app.com/gizmodo/dist/images/2018/07/25/20180725-gravity-jet-suit-for-sale-01.jpg

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

新小岩　超絶来たぁ


https://pbs.twimg.com/media/GpBl3DzaEAALPwA?format=jpg&name=medium

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

>>152
違う
超絶材料出てる

Nathan @Nathan9983
10:02:23

2025年04月21日
国産技術を用いた次世代ドローン・セキュリティの実証試験に成功
zenmutech.com/information/ne…
式会社ZenmuTechとネクストウェア株式会社（以下「ネクストウェア」、代表取締役社長：豊田 崇克、本社：大阪市中央区、証券コード：4814）および株式会社アイ・ロボティクスによる共同チーム

ガチの超絶きた

Nathan @Nathan9983
10:02:32

4814　ネクストウェア

Nathan9983's avatar
Nathan @Nathan9983
10:02:23

2025年04月21日
国産技術を用いた次世代ドローン・セキュリティの実証試験に成功
zenmutech.com/information/ne…
式会社ZenmuTechとネクストウェア株式会社（以下「ネクストウェア」、代表取締役社長：豊田 崇克、本社：大阪市中央区、証券コード：4814）および株式会社アイ・ロボティクスによる共同チーム

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

氷河期世代(´；ω；｀)
https://pbs.twimg.com/media/Go4dDsyagAAdfR8?format=jpg

耳たぶが for you(´・ω・`)

三笘さんベンチスタートや(´・ω・`)
ttps://vipleague.im/football/brentford-vs-brighton-hove-albion-streaming-link-3

もらいまくりだ！s://article-image-ix.nikkei.com/https%3A%2F%2Fimgix-proxy.n8s.jp%2FDSXZQO6285218018042025000000-1.jpg?ixlib=js-3.8.0&w=1276&h=852&auto=format%2Ccompress&fit=crop&bg=FFFFFF&s=1d71ff501bc4c6ea82c088c55e2f380b

【速報】日米合意「急いでいない」
https://pbs.twimg.com/media/GoygQEdbUAAbgUw?format=png&name=medium
急げよ(´・ω・`)

CNBC:PRESIDENT TRUMP HAS SPOKEN WITH FORMER FED GOVERNOR WARSH ABOUT REPLACING POWELL - WSJ(´・ω・｀)

FinancialJuice
@financialjuice
China March survey-based jobless rate for 16-24 years old, excluding college students
at 16.5% vs 16.9% in previous month - Stats Bureau.
中国3月の調査に基づく16～24歳の失業率（大学生を除く）は16.5％で、
前月の16.9％から低下した - 国家統計局。

低下したとしても、公表数字でこの数字だと、日本の就職氷河期の頃より悪いのね　(´・ω・`)

イーロン・マスクの子どもは14人以上、「日本人女性にも精○提供」と報道（Forbes JAPAN）

君たちはまだPC張り付いてるの？s://pbs.twimg.com/media/GosWfvfbkAAthWQ?format=jpg&name=small

赤沢　駄目じゃん　ｗｗ　


Akazawa, Japan’s tariff czar, jets to Washington for Mission Impossible
https://www.japantimes.co.jp/business/2025/04/16/economy/akazawa-tariff-washington/

FORD TELLS DEALERS IT MAY RAISE PRICES IN MAY IF TARIFFS CONTINUE - AUTOMOTIVE NEWS
フォード、関税継続なら5月に値上げの可能性をディーラーに通告 - 自動車ニュース

ギブアーーーーップ(´・ω・｀)

【要人発言】FRB議長 「市場は秩序を維持しつつ想定通りの機能果たしている」
https://pbs.twimg.com/media/GorOb-CacAI8UAa?format=png&name=900x900
まだしゃべってた(´・ω・`)

【要人発言】FRB議長 「貿易政策の影響で目標達成が遠ざかる可能性が高い」
https://pbs.twimg.com/media/GorK_zWakAAKPeC?format=png&name=900x900
よくわかんないけどダメってことか(´・ω・`)