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.

>>149
this is a great time to buy!!!!

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6857 this is zatsugidan

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

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・｀)

ハワード・ラトニック商務長官は日曜、今月初めに導入された関税の対象から一連の電子機器を除外するという政府の金曜夜の決定は一時的な猶予に過ぎず、これらの製品は「１、２カ月」以内に導入される可能性のある「半導体関税」の対象となるだろうと長官が発表したと述べた。

「これらの製品はすべて半導体に該当し、確実に国内に取り込まれるよう、特別な関税が課されることになる。半導体、チップ、フラットパネルなど、これらの製品はアメリカ製でなければならない。私たちの事業を支えるすべてのものを東南アジアに依存することはできない」と、ルトニック氏は「This Week」の共同アンカー、ジョナサン・カール氏に語った。

同氏はさらに、「つまり、（ドナルド・トランプ大統領が）やっていることは、相互関税の適用除外と言っているということだが、半導体関税には含まれており、おそらく1、2カ月後に発動される。つまり、これらはもうすぐ発動されるということだ」と述べた。

https://abcnews.go.com/Politics/commerce-secretary-lutnick-tariff-exemptions-electronics-temporary/story?id=120752319&s=09

https://pbs.twimg.com/media/GoPMwg8a0AABBIb.jpg
THIS IS A GREAT TIME TO BUY（絶好の買い時だ）!!!

トランプ信じるだけや！

Welcome to this crazy time
このふざけた相場へようこそ(´・ω・`)

In private talks hrs before China announced new retaliatory tariffs the Trump admin warned China against such a move & again told them to request a Xi-Trump call, a source tells me. Still this AM no trade talks w/ China Trade Rep Greer tells @alaynatreene

中国が新たな報復関税を発表する数時間前の私的な会談で、トランプ政権は中国にそのような動きを警告し、習近平とトランプ大統領の会談を要請するよう再度伝えたと、ある情報筋が教えてくれた。この午前中も中国との通商協議は行われなかったと、グリア通商代表は@alaynatreeneに伝えている。

ヅラのほうが袖にされている感じやね(´・ω・｀)

🔴 Fed's Collins: Would expect inflation well over 3% this year due to tariffs.
FRBのコリンズ：関税の影響で今年のインフレ率は3％を大きく超えると予想する

ヅラのせいって言うてるがな(´・ω・｀)

60227077 (OP)
Honestly at this point i just want the obese faggot to tariff all countries at 150 to 300%, fuck it if the world will be destroyed, i just cant bear this faggotry of "tariff yes tariff no" every day
American here. This doesn't seem bad.


60227077 (スレ主)
正直なところ、今の時点では、あの肥満したホモ野郎にすべての国に150%から300%の関税をかけてほしい。世界が滅びようが知ったことか、毎日毎日この「関税賛成関税反対」というくだらない騒ぎに耐えられない。
アメリカ人です。これはそんなに悪くないように思います。

SCOOP: People close to the Trump White House say you can expect an announcement of some sort about formal negotiations over trade and tariffs with Japan, Vietnam, and possibly the UK as early as today. Im not sure how much this moves the needle if it does go down (I always hedge w Trump who is unpredictable and these are inherently unpredictable times). Japan and Vietnam were already moving in this direction; UK is a long-time trading partner. But it's better than the alternative. And it does change the market narrative of doom and gloom. Story developing

トランプとかいう買い煽り屋

*トランプ大統領：「絶好の押し目買いチャンスが到来している」

*TRUMP: THIS IS A GREAT TIME TO BUY

Trump: This is a great time to buy.
トランプ今が買い時だ。

何度か聞いたような(´・ω・｀)

No one knew that a bubble would come after this. Trump will be the president of the world. Congratulations.

これがフェイクニュースだったなんて嘘ぺこでしょ…？
https://imgur.com/a/Hiohi4D

コミュノ
No source provide by the author,

this is a bad interpretation of this video : https://x.com/atrupar/status/1909222878244979085
where Hassett didn't answer the question
による翻訳
著者は情報源を提供していない。

これはこのビデオの悪い解釈です: https://x.com/atrupar/status/1909222878244979085
ハセット氏は質問に答えなかった

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!!!

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.

　彡⌒ ミ　
　( ´･ω･)　This is a pen

>>239
This is my Ford～♪
This is my WORST Ford♪
Oh yeah～♪(´・ω・｀)