台积电在日本建厂，基建跟不上

Group 1 - TSMC's first factory in Japan has begun mass production, leading to increased logistics demand in Kumamoto Prefecture as the semiconductor industry gathers [1] - Nissin plans to build a new logistics warehouse in Kumamoto, with an investment of approximately 4 billion yen (about 198 million RMB), aimed at supporting semiconductor manufacturing [1] - Construction delays for Nissin's logistics warehouse are attributed to labor shortages and difficulties in obtaining necessary construction equipment [1] Group 2 - The concentration of the semiconductor industry in the Kyushu region, including Kumamoto, is increasing, but construction delays for factories and warehouses are becoming common due to material and labor shortages [2] - Air Water's logistics center related to semiconductor manufacturing has faced delays, pushing its operational start from summer 2024 to May of this year [2] - TSMC's expansion plans in Kumamoto are slightly delayed due to severe traffic congestion, highlighting challenges faced by semiconductor manufacturing projects in Japan [2]