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Feb 6
Commentary: Why TSMC is upgrading Japan's Kumamoto fab from 6nm to 3nm
TSMC has made a significant change in its process plan for the Kumamoto second fab, confirming an upgrade from the initially planned 6/7nm node to 3nm. This facility will become Japan's first 3nm wafer fab, while Japan-backed Rapidus advances toward 2nm development.
TSMC's decision to bring 3nm manufacturing to Japan is often explained in terms of subsidies and diversification. A better explanation sits in a book written five years ago by Prime Minister Sanae Takaichi—one that C.C. Wei chose to endorse in public when the deal was finally unveiled. That book offers a useful guide to why TSMC's 3nm future is being built in Kumamoto.

Driven by a broad demand recovery and the gradual effect of price increases, Chang Wah Technology (CWTC) reported both month-on-month and year-on-year growth in consolidated revenue in January 2026, reaching the highest monthly level in nearly 40 months and the second-highest for the same period on record.

South Korea is moving ahead with plans to develop what it bills as the world's largest semiconductor cluster in Yongin, Gyeonggi Province, where SK Hynix and Samsung Electronics plan to build up to 10 advanced wafer fabs. Infrastructure issues that once drew intense scrutiny, particularly power supply, have eased after authorities adopted an unconventional approach that integrates power grids into road construction.

The RISC-V ecosystem is making steady progress across various application fields, from cloud high-performance computing to automotive electronics. Industry players are launching solutions targeting these areas while actively expanding into future-oriented sectors like robotics and space exploration.

South Korean President Lee Jae-myung recently convened a meeting at the Blue House titled the "Corporate Roundtable on Youth Employment and Expanded Regional Investment," bringing together leaders from the country's 10 largest conglomerates, including Samsung Electronics, Hyundai Motor and LG Group, along with representatives from the financial sector. Lee urged companies to work with the government to promote youth employment, entrepreneurship and more balanced regional development.

AMD's next-generation MI450 AI accelerator remains on schedule for launch and volume production in the second half of 2026, with CEO Lisa Su signaling confidence that supply capacity will not constrain deliveries as the company steps up its push in high-end AI chips.

MetaOptics drives heat-resistant metalenses into CPUs
Feb 6

At the Asia Photonics Expo (APE 2026) in Singapore, DIGITIMES interviewed MetaOptics, the first planar lens company listed on the Singapore Exchange's Catalist board. Aloysius Chua, the company's deputy CEO, outlined MetaOptics' latest technological advances and global footprint, with a particular focus on its progress in co-packaged optics (CPO).

India's Union Budget for fiscal year 2026–27, unveiled on February 1, 2026, emphasizes manufacturing, semiconductors, and AI-linked infrastructure as central pillars of economic growth. The measures aim to strengthen supply chains, reduce import dependence, and institutionalize compliance frameworks for both domestic and foreign investors.
Memory module maker Transcend Information reported a record high monthly consolidated revenue of NT$4.76 billion (US$150.4 million) in January 2026, driven by soaring demand for AI servers, large-scale industrial control shipments, and steadily rising memory prices.
Samsung Electronics' foundry business is reportedly preparing price increases for certain process technologies, including 4nm and 8nm nodes, with hikes reportedly around 10%. Despite the adjustment, Samsung is expected to maintain a pricing advantage over TSMC as TSMC continues to raise its own wafer prices.
To meet the surging demand driven by AI, TSMC is upgrading its second wafer fab under construction in Kumamoto, Japan, to use more advanced 3nm process technology. This development was personally conveyed by TSMC chairman C.C. Wei to Japanese Prime Minister Sanae Takaichi.