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.

In a major discovery, scientists using the James Webb Telescope found the strongest signs yet of possible life beyond our solar system — gases in a planet’s atmosphere that, on Earth, come only from living things https://reut.rs/4juq4Q2
ジェイムズ・ウェッブ望遠鏡を使用する科学者たちは、太陽系外に生命が存在する可能性を示す、
これまでで最も強力な兆候を発見した。

えらいこっちゃ(´・ω・｀)

FinancialJuice
@financialjuice
China appoints Li Chenggang as Vice Minister of Commerce
中国、李成剛氏を商務次官に任命

FinancialJuice
@financialjuice
China removes Wang Shouwen from Commerce Vice Minister position
中国、王守文氏を商務次官から解任

機械翻訳なので、漢字が合っているか分らんけど、今の状況で・・・(´・ω・｀)

graduate from hololiveｷﾀ━━━━(ﾟ∀ﾟ)━━━━!!

三代目 J SONGIRI BROTHERS from ZATUGI TRIBE奴ｗｗｗｗｗ

>>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・`)

The NY Fed survey shows one-year ahead inflation expectations rose to 3.6% in March from 3.1% in February
Three-year ahead inflation expectations held steady at 3%
Five-year ahead inflation expectations ticked down to 2.9% from 3%.
NY連銀の調査によると、3月の1年先のインフレ期待は3.6％と2月の3.1％から上昇
3年先のインフレ期待は3％で横ばい
5年先のインフレ期待は2.9％と3％から小幅に低下した。

NY民のインフレ観測は低いね(´・ω・｀)

Vice President Vance, Speaker Johnson, Senator Thune, Chief Justice Roberts, justices of the United States Supreme Court, President Clinton, President Bush, President Obama, President Biden, Vice President Harris and my fellow citizens:
The golden age of America begins right now. From this day forward, our country will flourish and be respected again all over the world. We will be the envy of every nation. And we will not allow ourselves to be taken advantage of any longer.

きたあああああああああああ

I say from SEYA

www.nomura-am.co.jp/sodateru/common/images/stepup/history/learning-from-the-crash/talk12.png

ダウ上昇率（上位5日）
1 2008/10/13 11.6%
2 2008/10/28 10.8%
3 2020/03/24 9.4%
4 2020/03/13 9.3%
5 2009/03/23 7.1%

ダウ下落率（上位5日）
1 2020/03/16 -12.0%
2 2020/03/12 -9.5%
3 2008/10/15 -9.0%
4 2008/12/01 -8.9%
5 2008/09/29 -8.8%

Trump exempts phones, computers, chips from new tariffs（CNBC）
トランプ大統領、携帯電話、コンピューター、チップを新たな関税対象から除外

週明けの半導体関連が面白そうな展開になりそう　(´・ω・`)

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）。

tps://www.bloomberg.com/news/articles/2025-04-12/trump-exempts-phones-computers-chips-from-reciprocal-tariffs
早速先走り汁飛ばして来たぞ

>>499
China responds by selling another $50BN in TSY (treasuries)
Oh btw, the yield on 10Ys is now almost unchanged from Liberation Day!
- Zerohedge

ps://news-pravda.com/world/2025/04/07/1217195.html?ysclid=m999reqxyc827473155

TK from 凛として時雨　unravel 変え歌
unkoravel

教えて 教えてよ
その仕組みを 株の中に誰がいるの？
ぼうらく ぼうらくだ
この下落で 買い煽りで 何も見れずに

壊れた僕なんてさ 息を止めて
上げれない もう 上げれないよ
維持率さえ freeze

上げれる 上げれない 狂える 狂えない
ポジ男を見つけて 揺れた

歪んだ世界にだんだん株は買い煽って見えなくなって
ぶつけないで 売りの株を ぶつけないで
誰かが描いた世界の中で
あなたを傷つけたくはないよ
憶えていて 僕のことを 鮮やかなまま

I am Gunnery Sergeant Hartman, your Senior Drill Instructor.
From now on, you will speak only when spoken to,
and the first and last words out of your filthy sewers will be "Sir!"
Do you maggots understand that?

訓練教官のハートマン先任（ガナリー）軍曹である
話し掛けられた時以外口を開くな
口でクソたれる前と後に“サー”と言え
分かったか　ウジ虫ども

>>669
U.S. Bureau of Labor Statistics（米国労働統計局）
Consumer Price Index News Release
消費者物価指数のニュースリリース
https://www.bls.gov/news.release/archives/cpi_04102025.htm
「The index for energy fell 2.4 percent in March, as a 6.3-percent decline in the index
for gasoline more than offset increases in the indexes for electricity and natural gas.
The food index, in contrast, rose 0.4 percent in March as the food at home index
increased 0.5 percent and the food away from home index rose 0.4 percent over the month.」

3月のエネルギー指数は2.4％低下したが、これはガソリン指数の6.3％低下が、電力および天然ガス指数
の上昇を相殺○たためである。対照的に、食品指数は0.4％上昇した。
家庭内食品指数は0.5％上昇、家庭外食品指数は0.4％上昇した。

トランプ「ドリル・ドリル・ドリルや！」・・・なんて　(´・ω・`)

アメリカやりたい放題ですやんｗ

米アマゾン、中国製品の発注を一部キャンセル　関税受け
https://jp.wsj.com/articles/amazon-is-cancelling-some-merchandise-orders-from-china-976d3d98
米アマゾン・ドット・コムが政府による関税発表後、中国の取引業者の注文をキャンセルしていたことが分かった。アマゾンの取引業者や他の販売業者と協力する電子商取引（Eコマース）のコンサルタントらが明らかにした。

もうそうしろ　そしてさらなる大暴落をーーー

*ベッセント財務長官、米株式市場からの「中国株排除」も選択肢として排除せず

*BESSENT DECLINES TO RULE OUT CHINA STOCK REMOVAL FROM US BOURSES

Trump triples tariff that affects packages from Shein, Temu（AXIOS）
トランプ大統領が関税を3倍に引き上げ、シェインとテムの荷物に影響

インド株助かりそう

https://www.yomiuri.co.jp/economy/20250405-OYT1T50116/?from=yhd&ref=yahoo

先モモンガ　オーマイガッ　＼(^o^)／


https://www.tiktok.com/@roguearcher1/video/7228351065240898859?is_from_webapp=1

Trump: Countries all over are talking to us. It all has to change, especially China
Here is the latest message on Truth Social:

Countries from all over the World are talking to us. Tough but fair parameters are being set. Spoke to the Japanese Prime Minister this morning. He is sending a top team to negotiate! They have treated the U.S. very poorly on Trade. They don’t take our cars, but we take MILLIONS of theirs. Likewise Agriculture, and many other “things.” It all has to change, but especially with CHINA!!!

Yuto Haga ?? @Yuto_Headline
11秒
*中国、対米報復関税へ＝4/10から全製品に34%

*CHINA TO IMPOSE 34% TARIFFS ON ALL US GOODS FROM APR 10

多分これはまだ周知されていないしな

NVIDIAもやばいんだよな

[ Nvidia GB300 Reference Design Has Not Been Finalized, High Likelihood of Delay ]

It is highly likely that the GB300 will be delayed for a release by the end of this year or next year.
? Nvidia is set to officially announce its high-end AI server, the GB300, at GTC 2025.
? The initial target is a Q3 2025 release.
? The current market anticipates a release delay?expected from late 2025 to early 2026?due to unresolved design decisions and supply chain issues.
? It is presumed that the design for the power-related solution has not yet been finalized.
? Considering that both JPM and Taiwanese media are reporting similarly, the potential delay is high and warrants close monitoring.