TSMC(US:TSM) 3 6 Ke·2025-12-12 03:43Group 1 - TSMC's first factory in Kumamoto has started production of 12-28nm products, but the operating rate has not met initial expectations due to low global EV sales [2][6] - TSMC is considering changing the plans for its second factory, originally set to produce 6-40nm products, to instead focus on producing 4nm chips for AI semiconductors [2][4] - The second factory's construction site is currently halted, and if plans are adjusted, the expected production start date of 2027 may be delayed [6] Group 2 - The total investment for TSMC's project is $22.5 billion (approximately 3.5 trillion yen), with the Japanese government providing about 1.2 trillion yen in funding support [6] - The establishment of a domestic supply network for semiconductors is crucial for enhancing industrial competitiveness, especially as AI semiconductors are in high demand globally [4][6] - Other companies, such as Micron Technology and Hon Hai Precision Industry, are also expanding their AI semiconductor production capabilities in Japan [7]