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TSMC to Open Kumamoto Fab 1 on February 24, Fab 2 to Begin Operations in 2027

AleksandarK

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Taiwan Semiconductor Manufacturing Company (TSMC) is set to open its new semiconductor fabrication plant in Kumamoto Prefecture, Japan, on February 24. This facility, known as Japan Advanced Semiconductor Manufacturing (JASM), represents a significant milestone for Japan's semiconductor industry. JASM spans 52 hectares and is designed to produce mature 40, 22/28, and 12/16 nm fabrication technologies in the Fab 1. The Fab 1 has an initial monthly capacity of 40,000 300 mm wafers, scalable to 50,000 wafers per month in the near term. However, TSMC is set to expand the Kumamoto facility with Fab 2, which will produce 7 nm and 6 nm nodes and is scheduled to begin operations at the end of the 2027 calendar year. The Japanese government is set to subsidize the Fab 2 expansion with around $5 billion in aid. Combining Fab 1 and Fab 2, the JASM Kumamoto facility could produce 100,000 300 mm wafers per month once the production of Fab 2 starts. According to market research firm TrendForce, JASM provides significant additional capacity for TSMC amid a global chip shortage. It also boosts Japan's domestic chipmaking capabilities, reducing reliance on imports.

JASM is the first brand-new foreign-operated fab built in Japan. The Japanese government provided grants and tax breaks to incentivize Kumamoto Fab 1 construction as part of a national strategy to re-shore more semiconductor production and is now doing it again with Fab 2. TSMC also received subsidies from customers like Sony, SSS, DENSO and Toyota. Dr. CC Wei, CEO of TSMC, stated that JASM will "shape Japan's semiconductor landscape over the next decade." TrendForce analysts echo this sentiment, noting that JASM's advanced nodes will enable cutting-edge chip designs from Japanese automotive and consumer electronics brands. The inauguration ceremony on February 24 will be attended by TSMC partners, customers, and government representatives. JASM is expected to ramp up production over the coming year. TSMC has other non-Taiwan investments, like the facility in construction in Phoenix, Arizona, which will start mass production of chips by the end of 2027 or early 2028. At that point, the global semiconductor capacity constraints will ease significantly.



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Before someone who didn’t read the article asks - no, it would not affect or help with the GPU or CPU chip production. This is strictly for older nodes, which are still plenty useful for mostly anything that doesn’t have to be cutting edge.
And no, this also won’t magically provide the main TSMC facilities with more allocation for new nodes. Not how this works.
 
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Also, before anyone goes on telling a Swahili speaking person Kumamoto! it's a word especially the ladies won't take kindly.
 
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Before someone who didn’t read the article asks - no, it would not affect or help with the GPU or CPU chip production. This is strictly for older nodes, which are still plenty useful for mostly anything that doesn’t have to be cutting edge.
And no, this also won’t magically provide the main TSMC facilities with more allocation for new nodes. Not how this works.
Actually this will free up some 3nm able fabs in Taiwan who now are not working at 100% due to orders for older nodes. For example the car industry or card type industry that requires small embedded chips could be advantaged for having dedicated fabs in Japan.
 
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Actually this will free up some 3nm able fabs in Taiwan who now are not working at 100% due to orders for older nodes. For example the car industry or card type industry that requires small embedded chips could be advantaged for having dedicated fabs in Japan.
This is true, but “able” won’t mean “instantly capable”, will it? Those fabs will need new machines for production of newer nodes installed. To my understanding, not all TSMC fabs have been equipped with latest and greatest from ASML.
 
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JASM spans 52 hectares

That is a crap ton of land!!!
 
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TSMC will place the cutting-edge 3, 2 and 1nm machinery that it will buy from ASML in its Taiwanese factories, while, at the same time, will pass its aging machinery to the increasingly decadent Japan.

This old machinery that will be transported to Japan is only useful to manufacture trinkets, it is not suitable for any cutting-edge technology chips.

JASM spans 52 hectares

That is a crap ton of land!!!
52 hectares must be a very large area for Japan. Here in Brazil, that is the backyard of any small house.
 
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