来源：环球网 【环球网科技综合报道】2月5日消息，据日本《读卖新闻》消息，台积电计划于今日正式向日本政府提 交通知，对其在日控股子公司JASM的第二晶圆厂规划进行重大调整，将原定主要生产的6nm逻辑半导 体工艺升级为3nm，项目总投资额也将从原定的122亿美元提升至170亿美元。 据悉，此次制程工艺升级是台积电优化海外产能布局的重要举措，3nm工艺作为当前先进半导体制造技 术的代表，其量产落地将进一步提升全球高端芯片供应能力。 对于此次调整，日本政府方面已明确表态，认为JASM第二晶圆厂转产3nm工艺后，不会与该国企业 Rapidus正在推进的2nm项目形成市场竞争，双方将在不同技术节点形成互补发展格局。（纯钧） ...

Core Viewpoint - The company, Saiwei Electronics, has confirmed its ownership of independent intellectual property and mastery of core semiconductor manufacturing technologies related to MEMS [1] Group 1 - The chip wafer foundry prices are negotiated based on specific cooperation backgrounds, including particular users, order quantities, products, industry practices, and supply-demand relationships [1]

Core Viewpoint - The article discusses the historical context and current status of Planar (KB-TEM), a Belarusian semiconductor equipment manufacturer, highlighting its significance in the semiconductor industry and the challenges it faces in a competitive landscape. Group 1: Historical Background - The Soviet Union made significant contributions to semiconductor technology, including the development of contact lithography machines, but lagged behind Western advancements [7][10]. - Planar, established in 1963, became a key player in the Soviet semiconductor industry, focusing on lithography equipment and precision instruments [4][5]. - After the dissolution of the Soviet Union, Planar transitioned to a market-oriented operation while maintaining its technological heritage [4][5]. Group 2: Technological Development - Planar's core advantage lies in its low-cost, high-reliability semiconductor manufacturing equipment, which is widely used in research institutions in Russia and Belarus [5]. - The company has developed competitive technologies in contact and proximity lithography, although it has not kept pace with advancements made by companies like ASML and Nikon [5][10]. - Planar's laser direct-write lithography machines are utilized for research and small-scale chip production, providing an alternative to traditional lithography methods [14]. Group 3: Market Position and Challenges - Planar's lithography equipment is considered one of the few "advanced" options available to countries in the CIS region, despite being outdated compared to global standards [10][14]. - The company faces increasing competition as geopolitical dynamics shift, with both China and Russia striving for independent semiconductor manufacturing capabilities [14][19]. - Planar's efforts to market its products, such as participating in trade shows, have not yet translated into a strong competitive position against more established players like V-Technology [19].

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].