Subject


JASM


2026-02-05

[News] TSMC Reportedly to Upgrade Kumamoto 2nd Plant to 3nm, Boosting Japan’s Chip Capabilities

While TSMC’s Japan operations have been suffering from lackluster automotive chip demand, the company is now mulling to make a bold pivot in its process strategy to capitalize the AI opportunity. According to Yomiuri Shimbun, the foundry giant has finalized plans to mass-produce Japan’s first 3n...

2025-12-22

[News] TSMC’s Bold Pivot: Kumamoto Fab 2 Reportedly Leaps from 6nm to 2nm amid JASM Losses

While TSMC’s Arizona expansion races ahead, its Japan operations are moving at a slower pace, drawing close attention. Plans for Kumamoto Fab 2, however, may be shifting. A Nikkei report had suggested a move to 4nm—originally planned for 6nm and 7nm—but Mirror Media now reports a bolder plan: ...

2025-04-14

[News] TSMC’s Kumamoto Fab 2 Reportedly Delayed Again Amid Weak Auto Demand and Strategic U.S. Shift

As TSMC ramps up its investments in the U.S., progress at its Taiwan facilities is also steadily advancing. However, according to Economic Daily News, citing NHK, the company’s second fab in Kumamoto, Japan, has reportedly faced another delay. TSMC had originally scheduled the groundbreaking fo...

2024-12-18

[News] TSMC’s Kumamoto Plant to Secure Initial Orders from Sony and Denso as Mass Production Nears

TSMC's first fab in Kumamoto, Japan, is set to commence mass production by the end of 2024. According to a report from Commercial Times, citing Nikkei, the initial orders are expected to be supplied to Sony Group and Denso Corporation. According to Yuichi Horita, President of Japan Advanced Semic...

2024-09-03

[News] TSMC to Build Third Fab in Japan? The Timing May Be Reportedly after 2030

Taiwanese Minister of Economic Affairs J.W. Kuo, who was invited to visit Japan, attended a forum on August 30 organized by the Taiwan-Japan Research Institute and delivered a keynote speech. As reported by Kyodo News citing the interview with Kuo, he indicated that TSMC plans to build a third f...

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