Taiwan: 9 semiconductor-related companies expand into Japan

Taiwan: 9 semiconductor-related companies expand into Japan

・Partnership with TSMC, PSMC, Rapidus

・Alchip, GUC, eMemory are in operation

We provide a summary of articles published by Reuters.

Taiwanese semiconductor-related companies:

Against the backdrop of the US-China conflict, Japan is experiencing a semiconductor boom.

A Taiwanese semiconductor-related company is expanding into new business in Japan.

Nine Taiwanese companies expand into Japan:

In the past two years, at least nine Taiwanese semiconductor companies have expanded into Japan.

This time, Reuters reported on the operations of nine leading Taiwanese companies.

Alchip Technologies: Custom Semiconductor Design

One of those companies is Alchip Technologies.

We are involved in the design business for custom semiconductors that vary by application.

The company opened a Japanese branch in October 2003.

It deals with Renesas Electronics and the manufacturing of automotive semiconductors.

We are currently increasing the number of semiconductor design personnel in Japan.

Start of relocation outside China:

In 2022, Alchip’s engineers were working in China.

Currently, we have started relocating outside of China, and most of the transfers are to Japan.

Recruitment activities are conducted in Japan, North America, and Taiwan.

Alchip・Japan: General Manager

Japan’s semiconductor market can be expected to grow.

1. The Japanese government fully supports post-5G, AI, etc.

2. Participated in many excellent projects in Japan.

Semiconductor companies expanding into Japan:

From 2022 onwards, the number of Taiwanese semiconductor companies expanding into Japan will increase.

There are at least nine major operators other than TSMC.

Global Unichip (GUC):

TSMC will hold 35% of Global Unichip’s shares.

Reason for GUC’s expansion into Japan:

Global Unichip Japan pointed out ‘Japan’s highly capable engineers and expanding business opportunities.’

eMemory: Memory semiconductor circuit design

eMemory supports the design and development of memory semiconductor circuits.

1. eMemory Japan was established in April 2022.

2. We have opened an office near JR Shin-Yokohama Station in Kanagawa Prefecture.

TSMC engineer: Michael Ho CEO

After opening an office in Japan, the number of conversations I have with customers has increased.

Currently, we have a design and sales team of 11 people.

Japan’s semiconductor share:

Japan’s global semiconductor market share has plummeted from 50% in 2019 to 10%.

Currently, demand for semiconductors in Japan is increasing.

1. The Japanese government has positioned semiconductors as a strategic material due to tensions between the United States and China.

2. A huge amount of subsidies will be provided to strengthen semiconductor production in Japan.

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Japan’s advantages:

The United States will also attract cutting-edge technology TSMC to Arizona.

1. Japan has a weak yen and procurement costs are relatively low.

2. The Japanese government’s support is accurate and substantial.

3. The infrastructure, including materials and manufacturing equipment, is in place.

Success in attracting TSMC to Japan:

TSMC will hold its opening ceremony on February 24th.

finesse technology: manufacturing equipment

Finesse Technology will build its own factory in Kyushu.

Arrangements for delivery of manufacturing equipment to TSMC Kumamoto factory.

Material analysis technology: Analysis of contracted materials

Material analysis technology for contract material analysis.

A new research institute was opened in Kyushu at the end of 2023.

Marketech International: Semiconductor design

Marketech International for semiconductor design.

We will keep pace with TSMC’s production capacity expansion.

PSMC in Taiwan:

Japan’s SBI Holdings plans to establish a new factory in Miyagi Prefecture with Taiwan’s PSMC.

Musha Research: Representative Ryoji Musha

1. The yen’s depreciation progressed in parallel with the US’s ‘China decoupling’ initiative.

2. Japan’s importance as a host for the semiconductor industry increases.

”The only country that can replace China’s production is Japan.”

Taiwan’s direct investment in China:

In 2023, the amount of direct investment into China decreased by 39.8% compared to the previous year.

According to JETRO’s survey results, it was 3,036,810,000 dollars (455,700,000,000 yen).

Taiwan’s direct investment in Japan:

Japan’s Ministry of Finance announced the amount of Taiwan’s direct investment in Japan.

The amount of investment in Japan increased by 46.9% from the previous year to 269.7 billion yen.

 

Trends in the number of semiconductor employees in Japan:

According to a survey by Marubeni China, the number of employees in Japan’s semiconductor industry in 1999 was 230,000.

The current number of employees is 180,000. It has decreased by about 20% over 20 years.

Number of employees needed in Japan in the future:

JEITA has calculated the number of personnel required for the semiconductor industry over the next 10 years.

It is estimated that the eight Japanese companies alone will require 40,000 people.

If Taiwanese companies such as TSMC are included, the number of personnel will further increase.

https://news.yahoo.co.jp/articles/55d3af2ca2eb4904c0ac8fd18a68bc22106df887