中国BYD、日本で軽自動車のEVを発売へ [123322212]
https://hayabusa9.5ch.net/test/read.cgi/news/1745244952/

DHL to suspend global shipments of over $800 to US consumers（ロイター）
DHL、米国消費者への800ドル以上のグローバル発送を停止へ

一応置いておきます(´・ω・`)

パカライト今の基準じゃ作れないのはわかってるんだけどなんだか・・
tps://youtu.be/dzSzYgsD0Ig?si=lUsMuFat6JqXa14d

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.

米卸大手、大儲け！！売上100億増、純利益が18億から28億に爆上げ！ [754019341]
https://hayabusa9.5ch.net/test/read.cgi/news/1745232449/

https://x.com/TrendForceJP/status/1914220057057702379?t=PQ7u66x8bVIdcn4n_Y3XrA&s=19

TSMCは動きが早いな
そしてついに半導体パッケージ技術はFOPLP全盛期に向かうことになりそうだね

カバー超絶w
https://x.com/Holoearth_JP/status/1914242717825319326

ローマ教皇うわああああああああああああああああああああああああああ
https://jp.reuters.com/world/us/L3GL7HNHDJOB7K5FALFVKRTS3I-2025-04-20/

ローマ教皇死去 ★2 [どどん★]
https://asahi.5ch.net/test/read.cgi/newsplus/1745226049/

>>966
ローマ教皇はアニヲタっぽかった
https://blog-imgs-171.fc2.com/k/a/i/kaigainohannoublog/20241029125111422.png

https://x.com/arukime01/status/1415413743471665152/photo/1

次スレ立てました(´・ω・｀)

【速報】急騰・急落銘柄報告スレ18267
https://hayabusa9.5ch.net/test/read.cgi/livemarket1/1745225201/

ローマ教皇死去 [どどん★]
https://asahi.5ch.net/test/read.cgi/newsplus/1745222607/

ローマ恐慌ショックくるで

【コメ高騰】スーパーの米価格が15週連続で値上がり　４２１７円に [シャチ★]
https://asahi.5ch.net/test/read.cgi/newsplus/1745222382/

【コメ高騰】日本が韓国産の米を輸入、一般消費者向けとしては統計開始以来初　オンラインサイトでは10キロ9000円で販売…10日で売り切れ [煮卵★]
https://asahi.5ch.net/test/read.cgi/newsplus/1745219205/

【日テレ】「ダウンタウンDX」放送終了　 [Ailuropoda melanoleuca★]
https://hayabusa9.5ch.net/test/read.cgi/mnewsplus/1745219558/

ダウンタウンDX、6月で終了 [782460143]
https://greta.5ch.net/test/read.cgi/poverty/1745219665/

うわあ545倍(´・ω・｀)
https://x.com/boukoku0609/status/1913891894163329413?t=RrV3P0QOPILHLj4iL4BjJw&s=19

>>778
【読売新聞】「簡単に取れる」日本のビザ、中国人からの相談殺到　食い物にする「移民ブローカー」の存在 [4/21] [昆虫図鑑★]
https://lavender.5ch.net/test/read.cgi/news4plus/1745220495/-100

下野したとしても、他の党が、こう言った事に対応出来るかな　(´・ω・`)

ヘアヌ○ドじゃないの？

https://x.com/1960kuno/status/1914192144207909271

https://twitter.com/i/status/1910875492317880684
https://twitter.com/thejimwatkins

ひろゆきやらかしたか、どうせ間違いを認めて謝らないだろうけど(´・ω・`)
x.com/hirox246/status/1913028835593114085?t=bxGDadkh77bfQ0SSt0AQFQ&s=19

東大教授「日本人に多文化共生は無理。このまま平和的に衰退していくしかない。移民嫌でしょ？」 [271912485]
https://hayabusa9.5ch.net/test/read.cgi/news/1745198848/

ノムマイ、KOKUSAI↑

【日米貿易】ボウリング球落として検査?　トランプ氏、日本の非関税障壁に難癖 [牛乳トースト★]
https://asahi.5ch.net/test/read.cgi/newsplus/1745208300/

アベジャ
https://x.com/daken_in_market/status/1912803581536989450

リーマン円相場 1ドル＝140円台まで値上がり 約7か月ぶり [178716317]
https://hayabusa9.5ch.net/test/read.cgi/news/1745207102/

楽しそう

https://x.com/roriyatu/status/1913790223672349044