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TSMC announces second Kumamoto fab, construction to start by year’s end

TSMC announces second Kumamoto fab, construction to start by year’s end

2024-02-07

TSMC has formally announced a second semiconductor plant in Japan’s Kumamoto prefecture. Construction is expected to start by the end of the year, with operations slated for 2027. The fab will produce chips for automotive, industrial, consumer and high performance computing-related applications. The investment will have backing from Japanese companies including Sony Semiconductor Solutions, Denso, and Toyota Motor.

TV-Kumamoto
Taiwan semiconductor firm TSMC has officially announced a second plant in Kumamoto.

At 6:30 p.m. on Tuesday, TSMC made an announcement that was immediately picked up by TV-Kumamoto.

TV-Kumamoto
It has been revealed that the second fab will be located close to the first one.

A company statement said that TSMC, along with partners Sony Semiconductor Solutions, Denso Corporation, and Toyota Motor, will expand investment into Japan Advanced Semiconductor Manufacturing, TSMC’s majority-owned subsidiary in Kumamoto. The plan was to build a second fab scheduled to start operations by the end of 2027.

The press release said that, in response to rising customer demand, construction on the second fab will start this year. TSMC’s two fabs are projected to offer monthly production capacity of more than 100,000 12-inch wafers, starting from 40, 22/28, 12/16 and 6/7 nanometer process technologies for automotive, industrial, consumer and high performance computing-related applications.

Nobunaga Chai
Semiconductor industry expert
Based on our current observations, it’s very likely that the second chip fab will be right next to the first, creating twin fabs. TSMC will likely continue to grow its investments and production capacity in Japan.

Construction on the second fab is set to start by the end of 2024. With the new investment, TSMC will hold equity stakes of 86.5% in JASM. Sony Semiconductor Solutions will hold 6.0%; Denso, 5.5%; and Toyota Motor 2.0%.

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熊本廠開幕前夕 再傳擴廠消息! 台積電拍板興建二廠

2024-02-07

台積電赴日本熊本設廠,一廠位於菊陽町,在2/24開幕前夕,再度傳出消息,台積電拍板興建二廠,包含SONY、電裝株式會社,新投資人豐田汽車也加入投資,預計在今年年底動工,2027年開始營運,目標為汽車、工業和高效能運算提供製程技術。

[[日本熊本電視台]]
“台灣半導體製造商TSMC剛剛正式宣布,第二個工廠也將在熊本縣建設”

台積電晚間六點半一發布重磅消息,熊本電視台火速報導。

[[日本熊本電視台]]
“消息人士透露,第二家工廠預計將位於第一家工廠附近”

台積電新聞稿指出,包含索尼半導體解決方案公司(Sony Semiconductor Solutions Corporation, SSS)、電裝株式會社(DENSO Corporation),以及豐田汽車公司(Toyota Motor Corporation)進一步投資台積公司於日本熊本縣擁有多數股權之晶圓製造子公司Japan Advanced Semiconductor Manufacturing, Inc.(JASM),以興建第二座晶圓廠,並計畫於2027年底開始營運。

為了回應客戶需求成長,JASM在日本的第二座晶圓廠計畫於2024年底開始興建。藉由這兩座晶圓廠,JASM熊本晶圓廠的每月總產能預計超過10萬片12吋晶圓,為汽車、工業、消費性和高效能運算(HPC)相關應用提供40奈米、22/28奈米、12/16奈米和6/7奈米的製程技術。

[[光電協進會特約顧問 柴煥欣]]
“目前我們的觀察,第二座晶圓廠很可能跟第一座晶圓廠在一起,會構成一個雙子星廠,台積電本身的話,很可能未來還是會持續在日本擴大投資,以及擴加產能”

熊本二廠計畫於2024年底開始興建,在股權分配中,台積電佔超過86.5%、索尼佔6.0%、電裝株式會社佔5.5%,豐田汽車持有2%。

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