台积电日本厂，带来新启示

Core Viewpoint - Japan is shifting its semiconductor strategy from focusing on advanced processes to collaborating with TSMC to meet market demand for mature processes, marking a significant change in national consciousness [1][3]. Group 1: Industry Strategy - Japan's decision to partner with TSMC and establish a factory in Kumamoto reflects a pragmatic approach to international collaboration, moving away from a previously closed-off mindset [1][3]. - The establishment of Japan Advanced Semiconductor Manufacturing (JASM) aims to produce 22/28nm and 12/16nm semiconductors, indicating a focus on mature technology rather than cutting-edge advancements [1][7]. - The Japanese government has reportedly set up a fund of 600 billion yen to support the new factory, demonstrating strong governmental backing for this initiative [1]. Group 2: Historical Context - Historically, Japan's semiconductor technology was dominant in the 1980s and 1990s, but it has since been surpassed by countries like South Korea, Taiwan, and China [2]. - There has been a long-standing perception in Japan of superiority over other Asian nations, which has contributed to a reluctance to acknowledge technological lag [2]. Group 3: Market Demand - The demand for 22/28nm semiconductors is currently higher than anticipated, driven by increased needs in personal computers, tablets, and automotive electronics [8][9]. - Despite the focus on older technology, the decision to produce these semiconductors reflects a significant shift in Japanese companies' awareness of market needs and customer demands [9].