According to Bloomberg News, Teruji Shimizu, CEO and President of Sony Semiconductor Solutions, said today that Sony’s semiconductor demand is much higher than the capacity of TSMC’s fab in Kumamoto, Japan.
According to the report, Sony Semiconductor Solutions is a joint venture partner of TSMC’s first fab in Kumamoto. The Nikkan Kogyo Shimbun once reported that because TSMC’s planned second factory in Kumamoto will introduce advanced EUV technology, the construction cost will be high, and the total investment will exceed 1 trillion yen.
According to reports, Wei Zhejia, president of TSMC, said at a financial meeting in January this year that he is considering building a second fab in Japan, but only if there is demand from customers and the support of the Japanese government is reasonable.
The report also said that TSMC has notified Sony that it is considering the possibility of building a second fab in Japan, while Sony has not yet decided whether to invest. Teruji Shimizu pointed out that Sony’s demand for semiconductors is much higher than the capacity of TSMC’s Japanese fab. Sony will first purchase further factory land in Kumamoto for its own CMOS image sensor business this year. Sony currently operates five twelve-inch fabs in Japan.
▲ Source: TSMC
It was previously reported that Sony Semiconductor had bought 270,000 square meters of land in Kumamoto in the first half of this year alone, an area equivalent to five Tokyo Dome stadiums.