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Japan could get TSMC’s 3-nanometer chips under new plan

Reporter TVBS News Staff
Release time:2026/02/06 08:00
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Taiwan to keep top tech despite Japan move (TVBS News) Japan could get TSMC’s 3-nanometer chips under new plan
Taiwan to keep top tech despite Japan move (TVBS News)

TAIPEI (TVBS News) — TSMC Chairman C.C. Wei (魏哲家) met with Japanese Prime Minister Sanae Takaichi Thursday (Feb. 5) to discuss upgrading the chipmaker's Kumamoto fab to produce 3-nanometer chips.

Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC, 台積電) confirmed it is considering upgrading the Kumamoto facility's process technology to 3 nanometers, driven by artificial intelligence demand. Taiwan's Minister of Economic Affairs Kung Ming-hsin (龔明鑫) responded that TSMC's shift addresses increasing client demand, adding that the most advanced techniques still remain in Taiwan.

 

The move marks Japan's entry into advanced chip manufacturing, a significant development for the global semiconductor industry. Kung emphasized that Taiwan will retain its most advanced technology domestically, ensuring the island's global leadership in cutting-edge semiconductor processes.

The Ministry of Economic Affairs (MOEA, 經濟部) Department of Investment Review (投審會) has yet to receive a revised application from TSMC. The application concerns the investment increase to US$17 billion (around NT$538.6 billion) and the transition to 3-nanometer technology for the Kumamoto plant.

 
Kung called the U.S. goal for a 40% market share in advanced semiconductor manufacturing unrealistic in the short term, responding to U.S. Commerce Secretary Howard Lutnick's comments on Monday (Feb. 3). Kung highlighted Taiwan's ongoing advantage in global advanced chip processes, noting that Japan's expanded production will minimally affect Taiwan's overseas market share.

In related news, Micron announced a US$18 billion (around NT$570.2 billion) cash acquisition of Powerchip's Tongluo plant. Kung welcomed Micron's expansion and technology transfer in Taiwan, saying it will help fill supply chain gaps. ◼ 

Taiwan Business

#TSMC# Taiwan Semiconductor Manufacturing# 3-nanometer chips# semiconductor investment# advanced process technology# AI demand# Kumamoto facility# TSMC investment in Japan# Japan semiconductor market# Taiwan semiconductor leadership

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