TSMC(US:TSM) 半导体芯闻·2025-10-21 10:43Group 1 - TSMC's second wafer fab in Kumamoto, Japan, has made significant progress with the location agreement set to be finalized on October 24 [1] - The agreement involves TSMC's Japanese subsidiary JASM and local government entities, indicating the official start of construction for the second fab [1] - Kumamoto Governor Kimura expressed joy over the commencement of the second factory's construction, alleviating previous uncertainties regarding the project timeline [1] Group 2 - The construction of the second fab was initially planned to start by March 2025 but has been postponed to before the end of 2025 due to traffic congestion issues [1] - To address the traffic problems affecting the first fab, the Kumamoto government has initiated two key infrastructure projects aimed at improving local transportation and connectivity, expected to be completed by 2028 [2]