TSMC and Sony have jointly built a semiconductor factory in Kumamoto Prefecture, Japan, and TSMC Wei Zhejia said at a law conference in January this year that he is considering building a second factory in Japan. Sony said in this regard that the two parties have not yet discussed the matter of TSMC’s “Second Factory in Japan”.
TSMC’s Kumamoto plant is under construction in Kikuyo-cho, Kumamoto Prefecture. It is planned to open in December 2024. It will be operated by Japan Advanced Semiconductor Manufacturing (JASM), a foundry service subsidiary of Kumamoto Prefecture, Sony’s semiconductor solutions company and Toyota Motor Group. , Denso have investment.
Teruji Shimizu, president of Sony Semiconductor Business Company, said in an exclusive interview with Reuters that the two sides have not discussed the matter at this stage, and have not grasped TSMC’s “Japan Second Factory” plan. TSMC should be based on demand assessment. If you take advantage of the effect, you are very welcome.
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Regarding the U.S. ban, Teruji Shimizu said that export controls began in October last year, and sensors for monitors were included in the target, but the amount of impact on performance was billions of yen, accounting for less than 1% of revenue.
In addition, Sony stated that it will increase its global market share of image sensors (in terms of sales) in 2025 from 53% in 2019 to 60%, and Terushi Shimizu said that progress is going well.
According to the plan, the Kumamoto plant, which is scheduled to start production at the end of 2024, will be responsible for the production of 22/28nm and 12/16nm process chips, with a monthly production capacity of 55,000 pieces. TSMC President Wei Zhejia said at the law conference on January 12 that he is considering building a second fab in Japan, as long as customer demand and government support levels are reasonable.
