Taiwan TSMC: planning 4 factories in Japan
・Constructed 2nd, 3rd, and 4th factories in Kyushu
・Taiwanese 3rd place PSMC advances to Miyagi in Tohoku
We bring you a summary of Hisashi Katsumata’s World View article.
US becomes dependent on Japanese semiconductors:
China’s geopolitical risks will continue to increase.
The United States has no choice but to depend on Japanese semiconductors.
The fall and revival of Japanese semiconductors:
1. In the past, Japan was forced into decline due to the wishes of the United States.
2. However, it has now once again been a fortunate turn of events that it has been revived with American aid.
Semiconductor manufacturing equipment and materials share:
Japan holds the number one or two share in the world for semiconductor manufacturing equipment and materials.
This potential will push Japanese semiconductors onto the world stage.
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Taiwan’s 1st and 3rd largest companies expand into Japan:
The United States is not the only country paying attention to Japanese semiconductors.
Taiwanese semiconductor companies are actively expanding into Japan.
TSMC, the world’s number one semiconductor company:
A factory is currently under construction in Kumamoto Prefecture. Completion date is February 2024.
This was significantly postponed from the original schedule. It is said to be the world’s fastest semiconductor factory construction.
According to reports, TSMC will also build its second, third, and fourth factories in Kyushu.
PSMC ranks 3rd in Taiwan semiconductor industry.
Memory semiconductor manufacturer PSMC also announced the construction of a factory in Miyagi Prefecture.
PSMC mainly produces automotive semiconductors.
The reason why Taiwanese companies are expanding into Japan one after another is because there is no room to expand semiconductor factories in Taiwan.
Taiwan’s power and water shortage issues
1. Semiconductor production requires enormous amounts of electrical energy and water.
2. However, Taiwan has so many semiconductor factories that it has already reached its limit.
It is impossible to expand business in Taiwan any further.
Japan is rich in water resources:
Japan, with fewer restrictions, will become the optimal semiconductor production base.
1. TSMC’s Kumamoto factory is located at the foot of Mt. Aso and has abundant water.
2. PSMC’s Miyagi factory is also blessed with abundant water sources.
Japan, with its abundant water resources, has the optimal conditions for semiconductor production.
In the future, Taiwanese semiconductor companies will move to Japan en masse.
https://hisayoshi-katsumata-worldview.com/archives/34320011.html
TSMC: Kumamoto factory to start operations in February next year
We bring you a summary of Hisashi Katsumata’s World View article.
Yonhappo news article:
TSMC CEO Wei Zhejia and Japanese government officials will attend the ceremony.
It appears that TSMC will officially announce its ’second factory plan in Kumamoto Prefecture’at the ceremony.
The second factory is expected to produce cutting-edge semiconductors with a circuit line width of 6 nm.
TSMC’s first factory:
The purpose was to ‘manufacture 28nm semiconductors, which are in high demand in Japan.’
This was clearly intended for supply to the Japanese market.
Nikkan Kogyo Shimbun Online (July 12th)
An article entitled ‘TSMC Kumamoto 2nd Factory Plan’ was published.
Scale of second factory
The first factory is being built in Kikuyo Town by TSMC in a joint venture with Sony and Denso.
The second factory will be of similar size. The building will be completed around fall 2025.
The second factory is planned to produce 12nm to 16nm.
Bloomberg (November 23)
An article entitled ‘TSMC considering third factory’ was published.
Scale of the 3rd factory:
The third factory will begin production of cutting-edge 3 nanometers.
Relationship with Rapidus:
In this field, Japan’s Rapidus will start operations in 2022.
1. Rapidus took care not to compete with TSMC in 3nm.
2. Rapidus is developing a manufacturing method to produce 7 small orders at low cost.
The candidate site for the fourth factory is Kitakyushu City, Nade, and outside Kumamoto Prefecture.
Japan will definitely transform into a “semiconductor archipelago.”
Taiwan’s Economic Minister: Wang Meika, Minister of Economic Affairs
TSMC’s Japanese factory was constructed at the fastest pace in the world.
This indicates that semiconductor factory construction in Japan will proceed smoothly in the future.
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