TSMC(US:TSM) 国芯网·2026-02-05 13:13Core Viewpoint - TSMC plans to invest $17 billion in a new factory in Japan to produce advanced 3nm chips, responding to the rising demand for AI chips [2][4]. Group 1: Investment and Production Plans - TSMC's investment in Japan has increased from an initial $12.2 billion aimed at 6-12nm chip manufacturing to $17 billion for 3nm production [4]. - The new factory will position Japan as a key player in the global high-end 3nm chip production market, which is crucial for high-performance computing and AI servers [2]. Group 2: Government Support and Strategic Importance - The Japanese government is supportive of TSMC's investment, recognizing its importance for domestic semiconductor manufacturing and economic security [4]. - Japan has previously provided subsidies for TSMC's expansion projects and is considering additional support for the new investment plan [4]. - The government is also backing local chip manufacturer Rapidus, which will produce advanced process chips in Hokkaido, indicating a strategic approach to bolster the semiconductor industry without direct competition [4].