According to foreign media reports, in response to the arrival of TSMC's factory in Japan and the era of electric vehicles, Japanese semiconductor manufacturers are expanding to build new factories and strengthening the production system in Japan.
V Technology recently started full operation in a factory and research center in Yokosuka, with a total investment of about 2 billion yen. It is understood that V Technology is a semiconductor equipment company, including the inspection of the mask equipment, but it has never had its own factory before, but has outsourced the production. Hengxuhe Factory is the first factory of the company.
Shigeto Sugimoto, President of V Technology, said, "Although the demand for chips of PCs and other consumer products may decline, there is no doubt that in the long run, the popularity of servers and electric vehicles will create more demand.
According to the data of Japan's Ministry of Economy and Industry, the global semiconductor market is expected to reach about 100 trillion yen in 2030, twice the size of 2020. Japan's semiconductor manufacturing equipment market is expected to double during this period, reaching more than 4 trillion yen.
In addition to V Technology, Kokusai Electric, a manufacturer involved in semiconductor wafer film forming equipment and other businesses, will also spend 24 billion yen to build a factory in Libo City, Fuji County. It is reported that Kokusai Electric's customers include TSMC and Intel. Although Kokusai Electric's factories in South Korea and Japan have been fully loaded, the supply cannot keep up with the demand. Therefore, it is planned to increase the production capacity to about twice that of the fiscal year 2020 through the new factories completed in 2024 and the enhancement of the equipment of the existing factories.
In addition, Canon, a Japanese optical giant, will also build a semiconductor equipment factory in Yudugong, Yumu County. It is planned to start in the spring of 2025, which is expected to double the capacity. Hiroaki Takeishi, senior executive of Canon, said that this investment would improve production efficiency, shorten delivery time and bring stable supply.
It is reported that TSMC Kumamoto Factory is expected to start in 2024. According to the official data of Kyushu, since TSMC announced the plan of Japanese factory in 2021, at least 14 new projects have been launched to build new semiconductor facilities or expand existing factories in Kumamoto County.