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.

kangnamtimes
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暗号資産の専門家が警告「ビットコイン、4万ドルまで急落する可能性」

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

赤沢　駄目じゃん　ｗｗ　


Akazawa, Japan’s tariff czar, jets to Washington for Mission Impossible
https://www.japantimes.co.jp/business/2025/04/16/economy/akazawa-tariff-washington/

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>>991
元朝日新聞の記者で、現在はオンラインメディア「ArcTimes」代表の尾形聡彦さん。

Warning lights flash for US consumer strength as credit defaults rise （THE FINANCIAL TIMES）
クレジット・デフォルトの増加で米消費者の強さに警告灯が点滅

ヒタヒタと、目立たずに近づいて来るものが・・・(´・ω・`)

ABEMA TIMESでテスタ氏は元手300万円から、純利益100億円を叩き出したカリスマ投資家。
元芸人で、2005年から投資の世界に飛び込むと、初期はデイトレード中心、現在は中長期的な投資で利益を出し、累計では100億円以上を稼いでいる。

って紹介されてる

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・`)

PRTIMESすごない？

ＰＲ　ＴＩＭＥＳ超絶ｗ

Its time to buy nikkei
by ヅランプ

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・｀)

Paid Time Off

インドの日刊紙、The Times of Indiaがインド政府高官に確認したところによると、
ドナルド・トランプ大統領の「相互関税」が実施される直前のわずか3日間で、
AppleがiPhoneやその他製品を満載した飛行機を5機も飛ばしていたことが明らかになりました。

草(´・ω・`)

🔴 Fox Source on X: White House Press Secretary says 104% additional tariffs went into effect at noon eastern time because China has not removed its retaliation. The 104% additional tariff will be collected starting tomorrow April 9th

🔴 Fox Source on X: ホワイトハウス報道官は、中国が報復措置を撤回していないため、東部時間正午に104%の追加関税が発効したと述べた。104%の追加関税は明日4月9日から徴収される。

前スレｗｗｗｗｗｗ

このスレッドは１０００を超えました。
新しいスレッドを立ててください。
life time: 47分 52秒

Lunch time~

松田元　　実業家＆投資家　GFA（9793）新社長　1984年生まれ
https://venturetimes.jp/cms/wp-content/uploads/2018/05/OKWAVE-Matsuda-10-1024x682.jpg

https://ja.wikipedia.org/wiki/%E6%9D%BE%E7%94%B0%E5%85%83_(%E5%AE%9F%E6%A5%AD%E5%AE%B6)

経歴

株式会社オウケイウェイヴ 元代表取締役社長
ビート・ホールディングス・リミテッド元取締役会議長CEO
ピクセルカンパニーズ株式会社 取締役
GFA株式会社 代表取締役


何こいつ、怖い怖い怖いGFA来ないでｗｗｗ