12.2 Billion Dollars Invested in 3 Nanometers! Japan and Taiwan Join Forces, Hiding a Big Chess Game
On February 5, the Singapore-based "Lianhe Zaobao" reported: "TSMC Chairman Wei Chaojia met with Asaoka Hayami, announcing that the second wafer plant in Kumamoto will be adjusted from the original 6-12 nanometers to directly layout 3-nanometer advanced process technology to meet the needs of the AI industry. The project originally invested 12.2 billion US dollars, and the Japanese side will provide support based on economic security considerations. This move will help Japan gain its first domestic 3-nanometer chip manufacturing capability."
TSMC's Kumamoto factory is jumping to 3 nanometers, which is both a strategic adjustment by the company to follow the AI trend and reflects the global semiconductor supply chain restructuring trend. Japan is using huge subsidies to attract advanced production capacity, aiming to strengthen its high-end manufacturing shortcomings and ensure industrial security. Historical experience shows that competition in advanced process technology relies on technology, ecosystem, and long-term investment. Simply relying on policy incentives cannot build a complete competitiveness. The global chip division is accelerating reshaping, regionalization and localization have become the mainstream. Technology iteration and supply chain security are key to sustainable development of the industry!
Original article: toutiao.com/article/1856274683554828/
Statement: This article represents the views of the author.