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TEXXR

Chronicles

The story behind the story

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Sources: TSMC and Sony are planning a semiconductor factory in Japan, opening in 2024 and costing ~$7B, half of which will come from the Japanese government

Toyota group parts maker Denso considers signing up  —  TOKYOTaiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker …

Nikkei Asia

Discussion

  • @dnystedt Dan Nystedt on x
    Note: If Japan ends up pledging subsidies/incentives valued up to half the project, then we have truly entered a new era in government support for the global semiconductor industry. Chip makers with the size, technology and financial strength will be big winners.
  • @dnystedt Dan Nystedt on x
    TSMC and Sony plan to build an 800 billion yen (US$7.18 billion) joint venture #semiconductor fab in Kumamoto, Japan, with help from Japan's government, Nikkei reports. $TSM $SONY https://finance.yahoo.com/...
  • @mit_obe Mitsuru Obe on x
    Renesas is one of the companies that would stand to benefit from TSMC's investment in Japan. It was also nice to see two of Japan's best semiconductor names — Sony and Denso — step up to the plate and take on the task of producing chips in Japan. https://asia.nikkei.com/...
  • @kennedycsis Scott Kennedy on x
    Chips industrial policy arms race is taking off. Congress's “big” support for the sector may end up appearing pedestrian or even small. US & others need to speed up consultations & coordination. https://twitter.com/...
  • @pareekhjain Pareekh Jain on x
    Sony to join TSMC on a $7 billion chip plant in Japan. 50% funding is by the Japanese Government. Why can't we have a similar model in India? A big group (Tata, Reliance or ), TSMC & Indian government coming together. #EIIRTrend #semiconductor https://asia.nikkei.com/...
  • @debjani_ghosh_ Debjani Ghosh on x
    Good move by Japan. Interesting to note that the total investment in the project is estimated at 800 billion yen ($7 billion), with the Japanese government expected to provide up to half the amount. https://twitter.com/...
  • @dnystedt Dan Nystedt on x
    The Sony-TSMC factory stands to win government subsidies from Japan valued up to half the amount of the (reportedly 800 billion yen) investment, or 400 billion yen (US$3.56 billion), Taiwan media report, citing Japan media. 1/2 $SONY $TSM #semiconductor