TSMC's Kumamoto plant plans to start production in April 2024, and is expected to achieve large-scale mass production in Q4, reaching a monthly production capacity of 55,000 12-inch wafers.

The No. 1 factory in Kumamoto Prefecture under construction by TSMC is scheduled to hold an opening ceremony in late February next year, and plans to enter the final stage of production preparations in the second quarter (April to June)

According to Nikkei Shimbun , Yuichi Hota, president of TSMC’s Japanese subsidiary (JASM), said that the construction of TSMC’s factory in Kumamoto is progressing smoothly and is about to be completed. They plan to start equipment import and installation in October. It is expected that TSMC’s Kumamoto factory will be put into production in April 2024 and mass production will begin in the fourth quarter. The monthly production capacity will reach 55,000 12-inch wafers

When referring to supply chain partners, he pointed out that in addition to TSMC’s existing suppliers, 120 Japanese companies have joined the cooperation. Currently, the procurement proportion of Japanese companies in the supply chain is about 25%, and it is expected to increase to 50% by 2026, and further increase to 60% in 2030

The construction work of TSMC’s JASM Kumamoto factory is progressing at an alarming rate speed. According to Yuichi Hotta, the project that originally took three years to complete was successfully completed in one and a half years. He revealed that at its busiest time, about 6,000 workers were involved in the construction of the factory at the same time. Public information shows that the major shareholders of TSMC’s Japanese subsidiary include TSMC, which holds 71% of the shares, and TSMC, which holds nearly 20%. Sony, as well as Japan Denso (DENSO), which holds about 10% of the shares. The Kumamoto Factory No. 1 plans to produce semiconductors with mature processes such as 12/16 nm and 22/28 nm. Most of the initial production capacity will be used for digital image processors (ISPs) used in Sony's OEM CMOS image sensors, and the remaining capacity will be used for automotive electronic microcontrollers (MCUs) manufactured by Denso. Denso can obtain a production capacity of about 10,000 pieces per month

TSMC CEO Wei Zhejia revealed when releasing the financial report in October that the factory plans to start mass production at the end of next year. To this end, the Japanese government has decided to provide subsidies of up to 476 billion yen (approximately 23.61 billion yuan) to the No. 1 factory. In addition, TSMC also plans to build a second factory in Kumamoto Prefecture for the production of 5-nanometer chips

According to previous reports, Bloomberg pointed out that TSMC has conveyed a message to its supply chain partners that it is considering manufacturing 5-nanometer chips in Kumamoto Prefecture. The county is building a third chip factory to produce advanced 3-nanometer chips. The codename of this project is TSMC Fab-23 Phase 3

According to people familiar with the matter, there is currently no exact timetable for the construction of the third factory. However, if you wait until the new factory starts mass production, 3 nanometer technology may already be 1-2 generations behind the latest technology

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According to the news, TSMC’s Kumamoto factory in Japan The number of employees has exceeded 1,000, and mass production is planned to start next year

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