2024/2/23 21:37 (updated at 2/23 22:16)
(Central News Agency reporter Zhang Jianzhong, Hsinchu, 23rd) TSMC’s Kumamoto plant will open on the 24th. Market research agency TrendForce said that Japan is taking advantage of the upstream advantages of the semiconductor industry and plans to reshape the new future of semiconductors. TSMC’s Kumamoto plant will affect Japan’s semiconductor industry in the next 10 years. Industrial Development.
TSMC is the world’s leading wafer foundry. According to TrendForce statistics, TSMC’s market share will be approximately 60% in 2023, and it is expected that TSMC’s market share will further increase to 62% in 2024.
TrendForce stated that TSMC has chosen to establish advanced process wafer fabs in the United States and special process wafer fabs in Japan and Germany. Among them, Japan has the fastest progress.
TSMC’s Kumamoto fab will officially open on the 24th. TrendForce pointed out that the monthly production capacity of the first fab is about 40,000 to 50,000 wafers. The process technology is mainly 22nm and 28nm, with a small amount of 12nm and 16nm. , to prepare for the subsequent Kumamoto Second Factory.
TrendForce stated that Japan has advantages in the fields of upstream semiconductor materials, gases and equipment, such as TEL, JSR, SCREEN, SUMCO and Shin-Etsu, which all have oligopoly or leading positions.
TrendForce predicts that Kyushu, Tohoku and Hokkaido may be Japan’s three major semiconductor bases in the future; among them, Kyushu is the most active and is also the location of TSMC’s Kumamoto factory.
TrendForce pointed out that Japan’s current semiconductor companies are mainly concentrated in Kyushu and the Tohoku region. The Tohoku region has more semiconductor talents, and Tohoku University focuses on the development of the semiconductor field.
The Kyushu region has the most critical water resources for the semiconductor industry. Its underground water content is the highest in Japan, and the purity of the water is conducive to the development of the semiconductor industry.
TrendForce stated that the main base of silicon wafer fab SUMCO is in the Kyushu region, and SONY, ROHM and Mitsubishi Electric also have factories. Water resources should be one of the main reasons why TSMC chose Kyushu to build its factory.
TrendForce pointed out that local governments in Japan are competing for TSMC’s third wafer fab that has not yet been finalized. It is currently rumored that in addition to Kumamoto Prefecture, Fukuoka Prefecture in Kyushu and the Kansai Osaka region are possible locations, because it is still in the early stages. During the planning stage, there are variables.
TrendForce stated that TSMC’s third wafer fab is currently temporarily planned to focus on 6nm and 7nm processes. However, in the future, as TSMC’s process technology advances to 2nm or 1.4nm, the third fab in Japan will not The use of 5nm or 3nm processes is excluded.
In addition, TSMC has established a 3DIC R&D center in Ibaraki Prefecture. TrendForce pointed out that TSMC plans to establish an advanced packaging factory in Japan and establish its complete layout in Japan from front-end manufacturing plants to back-end packaging and testing plants. (Editor: Zhang Junmao) 1130223
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