TSMC(US:TSM) 日经中文网·2025-12-12 02:34Core Viewpoint - TSMC is considering changing its plans for the second factory in Kumamoto, Japan, to produce advanced semiconductors, specifically 4nm chips for AI applications, due to low utilization rates at the first factory and global EV sales decline [2][8]. Group 1: TSMC's Operations in Japan - TSMC's first factory in Kumamoto has started production of 12-28nm products, but the utilization rate has not met initial expectations due to the sluggish global EV market [2][8]. - The second factory, originally planned to produce 6-40nm products, is now being adjusted to potentially include 4nm production equipment for mainstream AI semiconductors [2][6]. - The construction site for the second factory is currently halted, and if plans are adjusted, the expected production start date of 2027 may be delayed [8]. Group 2: Importance of AI Semiconductors - AI semiconductors are fundamental to technological innovation, making the establishment of a domestic supply chain crucial for enhancing industry competitiveness [6]. - The demand for AI semiconductors is increasing globally, with companies like NVIDIA facing competition for supply [4][6]. - Japan's government is supporting semiconductor initiatives, including a significant investment in TSMC's projects and the establishment of a new factory by Micron Technology for AI memory chips in Hiroshima [9]. Group 3: Economic and Strategic Implications - The total investment for TSMC's projects in Japan is approximately $22.5 billion (about 3.5 trillion yen), with the Japanese government providing around 1.2 trillion yen in funding support [8]. - Japan's efforts to reduce dependence on imported semiconductors are becoming increasingly important from an economic security perspective [8]. - Rapidus, a company supported by the Japanese government, plans to start mass production of 2nm products in 2027, indicating a push towards advanced semiconductor manufacturing in Japan [8].