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.

お前らってU-NEXT買わないの？
この下げ相場の中誰にも気付かれずにコッソリと最高値更新してるんやけど

NEXT雑技団たのむ

9418U-NEXT↑上場来

u-nextつえーな
かなり上がったので優待分のつなぎ売りしてみたら余裕で踏み上げられとる

証券口座乗っ取り相次ぐ、中国株大量購入で「株価操縦」か…数百万円被害の投資家も
https://www.yomiuri.co.jp/national/20250415-OYT1T50196/

金融取材メモ〉口座乗っ取り株不正売買、ようやく対策着手　日証協 本人確認、個人任せに限界
https://www.nikkei.com/article/DGKKZO88091380W5A410C2EE9000/

知らない間に 1400万円の損失が… 乗っ取り証券口座で不正売買 対策は？【NIKKEI NEWS NEXT】
https://www.youtube.com/watch?v=iLBjIhsDHXE

今日の不正売買まとめ(´・ω・`)

ASML Netherlands: Euronext Amsterdam
ASML Holding N.V.
Open
€576.00 -29.20 -4.82%

4月15日(火) 21:00〜22:00
ＢＳテレ東
日経NEXT【泣き寝入り?証券口座乗っ取りで大金損失!対策どうする】

OPEC cuts oil demand forecast this year and next amid trade war.
OPEC、貿易戦争の中、今年と来年の石油需要見通しを下方修正。

あんまり下がってない(´・ω・｀)

万博が高いの高くないのでなく
税金使って金儲けって言う思想がそもそも先進民主国の汚職よね(´・ω・`)
それも行政役人が裏で全て決定したことでさ

マスク氏「選挙で選ばれてもいない官僚が実権を握る国は民主主義国家ではない」 霞が関に激震が走る
https://next2ch.net/test/read.cgi/poverty/1739502452/

UNEXTお

3048ビック亀↑7522ワタミ↑9418U-NEXT↑

u-nextプラテンした
決算翌日はいつも弱いが今回は頑張ってるな

内緒だけど昨晩日経NEXTで
ピロキが日経27000ありますとか
言ってたぞ

まだまだ全然マイナスじゃねーか
何また下がってんだよ

iFreeNEXT FANG+インデックス　58,906　前日比+7,604(+14.82%)
ニッセイ SOXインデックスF(米国半導体株)　14,980　前日比+2,479(+19.83%)
eMAXIS Slim米国株式(S&P500)　29,099　前日比+2,803(+10.66%)
eMAXIS Slim全世界株式(オール･カントリー)　23,930　前日比+1,625(+7.29%)

U-NEXT音楽サブスク(980円)やる予定なんだな
ポイント使えるのは良いかも
優待1000株で貰えるポイントでこっちもタダで行けるんだろうか

優待のサイバーとUNEXTも寄った
ちょっと買いたい気もする

>>76
U-NEXTあんま下がらないんだよねぇ🙄

お前ら何でU-NEXT買わないんだい？
1000株主優待が優秀過ぎて下げないし円高になれば外国のコンテンツ安く仕入れるし顧客は日本人メインでサブスクやから安定感的に収入得られるんやで

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.

俺株U-NEXTだけ元気であとは死亡
まーU-NEXTもすぐしぼむだろうが

日経NEXTで上場基準やるぞー

QKするか

https://images.entamenext.com/articles/16000/16980/478x850/76f41704e60e9a98c1db3068c8237bf7.jpg

今日のお前ら(´･ω･`)
https://www.youtube.com/shorts/GSBUmNnEXtM