TSMC Announces Second Fab for Japan Advanced Semiconductor Manufacturing
TSMC and its partners will build a second JASM fab in Kumamoto to produce 6/7 nm and automotive nodes, bolstering regional chip supply.
Executive briefing: On February 6, 2024 Taiwan Semiconductor Manufacturing Company announced that Japan Advanced Semiconductor Manufacturing (JASM) will construct a second fabrication plant in Kumamoto. The expansion—supported by Sony Semiconductor Solutions, Denso, and Toyota—will introduce 6/7 nm capacity and automotive-grade processes by 2027, diversifying advanced node supply chains.
Key supply signals
- Advanced nodes. The new fab targets 6/7 nm, 12/16 nm, and 22/28 nm processes with EUV capability, supporting AI accelerators and automotive controllers.
- Partnership model. Toyota will acquire a minority stake in JASM, joining Sony and Denso to secure long-term capacity.
- Workforce and ecosystem. TSMC projects total headcount in Kumamoto to exceed 3,400 employees, with supplier clusters expanding across Kyushu.
Control alignment
- Supplier diversification. Update semiconductor sourcing strategies to include JASM’s advanced node capacity for regional redundancy.
- Automotive compliance. Coordinate with automotive and industrial teams on PPAP and functional safety qualification timelines for the new nodes.
- Logistics planning. Monitor Japanese government incentives and infrastructure upgrades supporting the Kumamoto cluster.
Action checklist
- Engage JASM and partner OEMs on capacity reservation discussions for 2027–2029 production.
- Incorporate the new fab’s ramp schedule into risk assessments for AI accelerator and automotive silicon programs.
- Track workforce development partnerships to anticipate engineering talent availability in Kyushu.
Sources
- TSMC — TSMC Announces JASM to Construct Second Fab in Japan (February 6, 2024)
- Toyota — Investment in JASM Second Fab
Zeph Tech maps new advanced-node capacity into semiconductor resilience strategies for critical infrastructure programs.