TSMC's Kumamoto factory will open tomorrow. Organization: The catfish effect will drive the expansion of Japan's semiconductor landscape in the next decade.

News from this site on February 23. According to TrendForce, TSMC’s factory JASM in Kumamoto, Japan, plans to officially open tomorrow (February 24). This is TSMC’s first factory in Japan ( Fab 23).

Source: JASM

The agency reported that Japan’s Kumamoto factory is expected to have a total production capacity of 40~50Kwpm In terms of scale, its process will be mainly 22/28nm, with a small amount of 12/16nm, to prepare for the subsequent main process of Kumamoto Factory 2.

TrendForce said that global foundry revenue in 2023 will be approximately US$117.47 billion, with Taiwan Semiconductor Manufacturing Company (TSMC) accounting for approximately 60% of revenue. It is estimated to be approximately US$131.65 billion in 2024, accounting for 62%.

In addition to having a higher revenue share than any other company, TSMC currently selects the United States, Japan, and Germany as the bases for advanced and mature factories. Japan has the fastest progress, and the completion schedule is even ahead of schedule.

Japan takes advantage of its supply advantages in the upstream semiconductor materials, gases and equipment fields, such as TEL, JSR, SCREEN, SUMCO and Shin-Etsu, which all have oligopoly or leading positions.

TrendForce TrendForce believes that Japan will likely form three major semiconductor bases in the future, located in Kyushu, Tohoku and Hokkaido. Among them, the Kyushu region is the most active, which is where TSMC’s Kumamoto plant is currently located.

In Hokkaido, Rapidus is expected to directly attack the 2nm process and hopes to promote the development of surrounding economies. With the active investment of industry, government and academia, Japan is expected to establish a complete ecological chain of semiconductor manufacturing.

Judging from the current distribution of semiconductor companies in Japan, they are mainly concentrated in the two major regions of Kyushu and Tohoku. The Tohoku region has more Japanese semiconductor talents, and Tohoku University focuses on the development of the semiconductor field.

At the same time, various local governments in Japan are also fighting for the third TSMC power plant that has not yet been finalized. It is currently reported that in addition to Kumamoto Prefecture, Fukuoka Prefecture in Kyushu and even the Kansai Osaka area may also be selected. One of the locations, but since it is in the early planning stages, there are still variables.

In terms of manufacturing process, the third fab is currently planned to be based on 6/7nm process. However, if the completion time of the factory is announced, TSMC's most advanced process has been promoted to 2nm or even 1.4nm, and it does not rule out the use of 5nm or 3nm. As the main force of the third factory.

In addition to setting up a 3DIC R&D center in Ibaraki Prefecture, TSMC also plans to establish an advanced packaging plant in Japan and establish its complete layout in Japan from front-end manufacturing plants to back-end packaging and testing plants.

The original address of the report is attached to this website. Interested users can read it in depth.

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