TSMC: It is evaluating the second chip factory in Japan, which is still mainly mature in Kumamoto
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Update time : 2023-06-07 17:23:53
On June 6, it was reported that TSMC has currently set up a factory in Kumamoto, Japan, and is expected to produce it in 2024. Chairman Liu Deyin said that it is currently evaluating the establishment of a second factory, and the location of the factory will be Kumamoto. It is mainly based on mature processes, and there is no plan to introduce advanced processes.
TSMC held a regular meeting of shareholders today. In an interview after the meeting, Liu Deyin said that at present, the land purchased by TSMC is only the land for the first factory, and the land for the second factory is still being expropriated, and the location is still in Kumamoto. Because many customers feel TSMC's mature process production capacity is not enough, the second plant in Japan will be evaluated in the direction of mature process, and there is currently no plan to introduce advanced process. In February this year, Japanese media reported that TSMC plans to build a second chip manufacturing plant in Kikuyang Town, Kumamoto Prefecture, Japan, and the investment scale is expected to exceed 1 trillion yen (note: currently about 50.90 billion yuan).
Last year, TSMC, together with Sony Group and others, invested about 7 billion US dollars (note: currently about 48.30 billion yuan) to build a semiconductor factory in Kumamoto Prefecture, and Japan decided to provide subsidies of 476 billion yen (currently about 24.228 billion yuan) for the factory. Currently, TSMC has started construction on its first plant in Kumamoto and aims to start production in 2024. The plant is operated by Japan Advanced Semiconductor Manufacturing (JASM), a foundry service subsidiary of Kumamoto Prefecture. Sony's semiconductor solutions company, Toyota Motor Group Corporation and Denso have invested. The new plant is said to be the same size or larger as the first plant, and may introduce advanced 5-10nm processes (according to the plan, Kumamoto plant, which is scheduled to start production at the end of 2024, will be responsible for the production of 22/28nm and 12/16nm process chips, with a monthly capacity of 55,000 pieces), and is expected to start operations after 2025). The company emphasizes the ability of the two plants to share human resources and equipment, and plans to decide on details within 2023.
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