日本芯片,难搞了
TSMCTSMC(US:TSM) 半导体芯闻·2025-09-15 09:59

Group 1 - The southwestern region of Japan, known as "Silicon Island," is facing a land shortage as it seeks to build a semiconductor-focused economy [2] - Kyushu aims to create a technology research and manufacturing cluster similar to Taiwan's Hsinchu Science Park, but finding sufficient land for such a development is challenging [2] - As of March, Kyushu has 15 industrial sites available for development, totaling approximately 340 hectares [2] Group 2 - Oita Prefecture has identified 85 potential flat and accessible sites for development, covering a total area of 1,120 hectares, with 28 sites exceeding 15 hectares [3] - There are concerns that even if these sites are prepared, manufacturers may not invest in Kyushu due to past experiences of losing tenants during economic downturns [3] - The semiconductor industry is showing signs of losing momentum, with weak demand for electric vehicles and uncertainties from U.S. tariff policies affecting its outlook [3][4] Group 3 - A semiconductor equipment supplier in Kyushu predicts that the recovery of the market will be delayed until around 2027 [4] - Local governments are facing challenges in securing sufficient funding for land development, with budget constraints being a significant concern [4] - Development officials argue that inaction could lead to the decline of their towns, emphasizing the need for proactive measures [4]

日本芯片,难搞了 - Reportify