JScope

TSMC says it is working to bring up new Japan fab as fast as possible

Semiconductors & electronicsKumamotosemiconductor-supply-chainAI-infrastructurereshoring

On its Q2 2026 earnings call, TSMC chairman and CEO C.C. Wei said the company is trying to bring up its new fab in Japan (Kikuyo, Kumamoto) as fast as possible, citing a large gap between AI-driven chip demand and supply. TSMC separately said it is executing a global plan to add three more 3-nanometer fabs, one each in Taiwan, Arizona and Japan. The transcript does not name a specific fab number, investment amount or completion date for the Japan facility.

Company
Taiwan Semiconductor Manufacturing Company
Location
Kumamoto, Kikuyo
Announced
Jul 16, 2026
Phase
construction
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Murata to build new EMI filter production building in Thailand

Semiconductors & electronicsThailandPlanned¥6.2B

Murata Electronics (Thailand), a production subsidiary of Murata Manufacturing, will invest approximately ¥6.2 billion to build a new production building on its existing site in Thailand. Construction is scheduled to start in September 2026 and the building is expected to be completed in November 2027, including production equipment to meet rising demand for EMI noise-removal filters.

Tamagawa Electronics to build second factory in Ayase, Kanagawa

Semiconductors & electronicsKanagawaPlanned¥1.5B

Tamagawa Electronics, a subsidiary of Tamagawa Holdings, plans to build a second factory near its headquarters in Ayase, Kanagawa, to expand production capacity for telecommunications and electronic equipment serving social infrastructure demand. JFE Conform has been selected as the planned construction contractor, with handover scheduled for December 2027.

Kioxia to build new K3 flash-memory manufacturing building at Kitakami Plant

Semiconductors & electronicsIwatePlanned

Kioxia Corporation plans to construct K3, a new manufacturing building at its Kitakami Plant in Iwate, Japan. The project expands the company's domestic 3D flash-memory manufacturing capacity; the disclosure does not state an investment amount, capacity, contractor, or schedule.

Sekisui Chemical opens laminated-glass interlayer design center in Shanghai

Semiconductors & electronicsChinaCompleted

Sekisui Chemical opened a design center in Shanghai in July 2026, operated by Sekisui Interlayer (Suzhou) Co., Ltd., to support automotive manufacturers with CMF design, simulations, sample production and prototype evaluation. The center combines the group's laminated-glass interlayer technology with Chinese mobility design trends and is intended to support development from concept through mass-production studies.