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.

Trump: There can be a SLOWING of the economy unless Mr. Too Late, a major loser, lowers interest rates, NOW.
トランプ遅すぎた大負け組が今すぐ金利を下げない限り、経済は減速する可能性がある。

こいつに恨まれたら一生続くみたいだ(´・ω・｀)

せめてイヌに生まれたかった(´；ω；｀)
https://www.instagram.com/reel/DIbV9fTNoWa/?igsh=NnhyenZlOGtxZThy

有能はいないことは皆知っているでしょ
You know(´･ω･`)

面材死○よ

Qちゃん @MZM33487636
now
7524 マルシェ

アトランタ連銀のGDPNow、-2.4％から-2.2％へ上昇(´・ω・｀)

【速報】 米国、中国に245％の関税　中国以外の国の高関税は一時停止 ★3
https://asahi.5ch.net/test/read.cgi/newsplus/1744805008/1
1: お断り ★ 2025/04/16(水) 21:03:28.69 ID:8nf12XOb9
Today, President Donald J. Trump signed an Executive Order launching an investigation into the national security risks posed by U.S. reliance on imported processed critical minerals and their derivative products.
本日、トランプ大統領は米国が加工された重要鉱物とその派生製品の輸入に依存していることがもたらす国家安全保障上のリスクについて調査開始する大統領令に署名を行った。

As a result, the individualized higher tariffs are currently paused amid these discussions, except for China, which retaliated.
報復措置を取った中国を除き、個別の高関税の導入は協議が続く中で現在一時停止している。

China now faces up to a 245% tariff on imports to the United States as a result of its retaliatory actions.
中国は報復措置の結果、米国への輸入品に最大245％の関税を課す。

ホワイトハウス公式 (現地時間)2025/4/15 ソース英語『Fact Sheet: President Donald J. Trump Ensures National Security and Economic Resilience Through Section 232 Actions on Processed Critical Minerals and Derivative Products』
https://www.whitehouse.gov/fact-sheets/2025/04/fact-sheet-president-donald-j-trump-ensures-national-security-and-economic-resilience-through-section-232-actions-on-processed-critical-minerals-and-derivative-products/

The White House announces that China is now facing a 245% tariff as a result of its retaliatory actions against the U.S.
速報：ホワイトハウスは、中国が米国に対する報復措置の結果として245%の関税に直面していると発表した。

これだろうけど、買いなのか？(´・ω・｀)

BREAKING: China now faces up to 245% tariffs due to retaliatory actions, per White House briefing

ｗ

cis@株 先物 FX 新信長の野望 @cissan_9984
now
ASMLそりゃ見通し強気に出せないだろうに、、、

Altman: GPT-4.1 (and -Mini and -Nano) are now available in the API - X Post
アルトマン：GPT-4.1（および-Miniと-Nano）がAPIで利用可能に - X Post

ろーんち(´・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

フィッシング詐欺NOW

>>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

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

旧譜勝つNow勢(´・ω・｀)

Nick Timiraos
@NickTimiraos
·
1分
Trump said he's temporarily lowering tariffs for 90 days, except for China, which now faces a 125% tariff
トランプ大統領は、125％の関税を課す中国を除き、90日間関税を一時的に引き下げると発表した。

こういうことらしい(´・ω・｀)

BTC　７５０００ドル　now

US APPEALS COURT REINSTATES AGENCY HEADS FIRED BY TRUMP FOR NOW
*米控訴裁、トランプ大統領が解任した政府機関のトップをひとまず復職させる

ダメ出しされてやがんのーｗ(´・ω・｀)

You didn't know what a tariffs was 3 months ago faggot, don't worry the government is still paying for your estrogen pills so you won't have to pay more. But your snap benefits won't go as far if you buy non us food products.

最近SixTONES新番組の番宣でよく見かけるな(´・ω・｀)
Snow Manにちょっと差つけられたイメージ

アメリカのGDPNOWが酷いことになってる(´・ω・｀)

ｗｗｗ

cis@株 先物 FX 新信長の野望 @cissan_9984
now
ひさびさに買い出動、最長関税おじいちゃんの人気終わるまでの辛抱だし、企業の価値はそんなに変わらない

( ･`ω･´) あっ　あっ　あっ　
1－3月期GDPNowは-3.7％と前回の-2.8％から引き下げられた。

たけぞうをディスるなよ　お前もたいがいだろ　ｗ

Akatsuki Racing @kiminojissen
now
株クラにもアイコンとこんぐらいギャップある奴いるぞう