TSMC Kumamoto's main factory is purchasing in Japan and will reach 60% by 2030
TSMC Chairman Wei Zhejia announced that Kumamoto's local procurement rate will reach 60% by 2030, driving Japan's semiconductor industry to regain its glory and adding luster to TSMC's technology forum held in Yokohama on the 28th. Despite Japan's lack of overseas wafer foundry opportunities, it still holds a leading position in the semiconductor equipment and materials industry, as well as in important processes and OSAT packaging and testing equipment. For example, Tokyo Electronics (TEL) is the leader in coating/developing and cleaning equipment, while Tokyo Yinghua is the world's largest photoresist manufacturer. With the strong cooperation of Taiwan and Japan, the glory of Japanese semiconductors is just around the corner.
The first stop of TSMC Technology Forum in Japan will be held in Yokohama, and on October 25th, it will be transferred to Tokyo for the second session in Japan. Gathering vertical integration of upstream and downstream supply chains, TSMC's layout in Japan is gradually improving at Kumamoto's 12 inch wafer fab (JASM), Yokohama and Osaka IC design centers, and Ibaraki's 3DIC advanced packaging research and development center.
According to the industry analysis, compared with the continuous concentration of production lines in Taiwan, China, China, and the decentralization and expansion of investment in Japan, TSMC may be the next step; Osaka and Yokohama, which already have IC design centers, will be popular choices. It is reported that TSMC Design Center (JDC) has partnered with numerous Fabless customers in Japan to develop advanced processes at 5 and 7nm and below, including cutting-edge technology development such as collaborative optimization and APR (chip back end design).
Localization cannot do without Japanese supply chain support. In Japan, there are well-established companies such as IBIDEN and Resonac Holdings that have advantages in advanced packaging. In addition, Japan has a complete supply chain and each has its own strengths. Among them, Tokyo Electronics (TEL) has the most outstanding performance in coating/developing and cleaning equipment, Ebara stands out in grinding, and Canon and Nikon dominate the yellow light equipment industry; In addition, Tokyo Tokai (TOK) accounts for over 50% of the advanced process photoresist market. With the assistance of existing supply chains, Japan aims to regain its advantage in regional competition as a major semiconductor manufacturing country. Research institutions even predict that Japan's advanced processes will not only "grow from scratch", but also have the potential to capture about 3% of the global market share by 2027.
According to the industry analysis, compared with the continuous concentration of production lines in Taiwan, China, China, and the decentralization and expansion of investment in Japan, TSMC may be the next step; Osaka and Yokohama, which already have IC design centers, will be popular choices. It is reported that TSMC Design Center (JDC) has partnered with numerous Fabless customers in Japan to develop advanced processes at 5 and 7nm and below, including cutting-edge technology development such as collaborative optimization and APR (chip back end design).
Localization cannot do without Japanese supply chain support. In Japan, there are well-established companies such as IBIDEN and Resonac Holdings that have advantages in advanced packaging. In addition, Japan has a complete supply chain and each has its own strengths. Among them, Tokyo Electronics (TEL) has the most outstanding performance in coating/developing and cleaning equipment, Ebara stands out in grinding, and Canon and Nikon dominate the yellow light equipment industry; In addition, Tokyo Tokai (TOK) accounts for over 50% of the advanced process photoresist market. With the assistance of existing supply chains, Japan aims to regain its advantage in regional competition as a major semiconductor manufacturing country. Research institutions even predict that Japan's advanced processes will not only "grow from scratch", but also have the potential to capture about 3% of the global market share by 2027.