TSMC announces second Kumamoto fab with Sony, Denso and Toyota; JASM investment to top $20B

TSMC/JASM Kumamoto fabs

TSMC, Sony Semiconductor Solutions, Denso and Toyota agreed to invest further in JASM to build a second fab in Kumamoto, Japan, with construction from end-2024 and operations by end-2027. Total investment in JASM was to exceed $20B with Japanese government support.

• Stakes: TSMC ~86.5%, Sony ~6.0%, Denso ~5.5%, Toyota ~2.0%.
• Both fabs together planned at over 100,000 300 mm wafers a month.
• Nodes from 40 nm to 6/7 nm for car, industrial, consumer and HPC chips.
• More than 3,400 direct high-tech jobs expected.