Micron Technology, Kyocera and Samsung are investing billions of dollars in building and expanding chip factories in Japan. In return, Fujifilm will spend $110 million to build factories in Taiwan.
US memory maker Micron announced it will invest $3.6 billion to introduce EUV lithography technology at its Hiroshima facility to produce 1γ (1 gamma) DRAM chips. The investment is scheduled for several years and includes close support from the Japanese government. Micron expects to put EUV technology into production at the 1γ node in Taiwan and Japan by 2025. The Hiroshima facility is already mass-producing 1β, the most advanced DRAM process to date. The company said it supplies about a third of all DRAMs used in critical industries such as automotive, medical devices, data centers and 5G infrastructure in Japan.
The Japanese electronics manufacturer Kyocera is also investing billions in its AI chip production facilities. The company released its report for the fourth quarter of fiscal 2023 on Tuesday reportedthat it will invest $2.9 billion in semiconductor companies by the end of March 2026 in preparation for long-term demand growth. The investment includes $450 million for a new facility in Nagasaki, to be built by March 2024 and to start producing thin ceramic components in three years. As the company continues to focus on the growing AI chip industry, President Hideo Tanimoto said it will scale down its less profitable smartphone business segment as the industry matures.
Not to be forgotten: Samsung will build a new semiconductor research center in Japan’s second largest city Yokohama. The $221 million facility, which is expected to come online in 2025, will receive an additional $72 million in Japanese semiconductor subsidies.
Meanwhile, the Japanese company Fujifilm will not bend to the trend and is following the chosen path. The company announced on Tuesday that it would invest $110 million in a new plant and expansion of existing facilities in Taiwan. The Hsinchu facility will produce CMP slurries and photolithographic materials and will be operational in spring 2026. The existing plant in Tainan City will also be expanded to include the production of CMP slurries and is expected to go on stream in spring 2024.