Yuichi Horida, president of JASM, a subsidiary of TSMC in charge of the Kumamoto plant in Japan, said in a local speech that the new plant in Kumamoto, Japan will be planned in April this year. Construction will start in September 2023 and will be completed in September 2023. It is expected to start shipping in December 2024.
According to the report, due to new investors and support from the Japanese government, the plant's capital expenditure will be raised from about 7 billion US dollars to 8.6 billion US dollars, and the monthly production capacity will also be increased from the original target of 45,000 pieces to 55,000 pieces.
The factory will be TSMC's first chip manufacturing plant in Japan, and 4.7% of TSMC's revenue in 2020 will come from Japanese companies. This move also means that TSMC's factory building strategy has undergone a major change. For decades, TSMC has maintained most of its production in its hometown.
TSMC controls more than 50% of the global chip foundry services market, and its customers include Apple, Qualcomm, Nvidia, Broadcom, Amazon, and Google, among others. In addition, TSMC is also an important automotive chip maker for suppliers such as Sony, NXP Semiconductors, Renesas Electronics and Infineon.
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