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://connected-robotics.com/products/softcream-robot/
これ、一般に売り出して欲しいわ(´・ω・`)
>>13

【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/

なんかすてきなのがでてきた(´・ω・｀)
https://www.ykbaking.co.jp/products/charlotte_roll_coffee/

>>167
SUNDAY SHOWS: President Trump’s America First Trade Policies in Action
サンデー・ショー トランプ大統領のアメリカ・ファースト通商政策の実行
The White House
April 13, 2025
https://www.whitehouse.gov/articles/2025/04/sunday-shows-president-trumps-america-first-trade-policies-in-action/
ルトニック商務長官の発言についての中で・・・
「On tariffs for certain electronics: “Those products are going to be part of the semiconductor sectoral tariffs,
which are coming … We need to have these things made in America.”」
特定の電子機器に対する関税について： 「これらの製品は、半導体の分野別関税の一部になる予定だ。

一応置いておきます(´・ω・`)

CSMS # 64724565 - UPDATED GUIDANCE Reciprocal Tariff Exclusion for Specified Products; April 5, 2025 Effective Date
https://content.govdelivery.com/accounts/USDHSCBP/bulletins/3db9e55
https://pbs.twimg.com/media/GoV3k3sXEAAbIE6.png

もう原材料高騰ってレベルじゃねーぞっ(´・ω・｀)

EXPO2025 ミャクミャク バウムクーヘン　1,296 円 (税込)

https://www.naniwa-ya.com/products/detail487.html

たっけぇ～～～
EXPO2025 ミャクミャク バウムクーヘン　1,296 円 (税込)

https://www.naniwa-ya.com/products/detail487.html

これにバニラアイス浮かべたら幸せになれるかなって考えてる(´・ω・`)
https://products.suntory.co.jp/d/4901777412743/

>>896
そうなったらもうぼくはおわりだ(´・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.

セブンのごはん万博メニュー美味しくなかった(´；ω；｀)

【セブン】「バインミー」パクチーとナマスが美味しいバインミー
https://news.yahoo.co.jp/expert/articles/f1a9bb80b3eaac7c4f5f34e876d21aa74a4be08c
https://www.sej.co.jp/products/a/item/052909/

セブンのごはん万博メニュー買ってみた(´・ω・`)美味しそう
起きたら食べるね…おやすみ

【セブン】「バインミー」パクチーとナマスが美味しいバインミー
https://news.yahoo.co.jp/expert/articles/f1a9bb80b3eaac7c4f5f34e876d21aa74a4be08c
https://www.sej.co.jp/products/a/item/052909/