TSMC’s second Japanese fab maintains production timeline for 2027 despite possible construction delay

JASM, TSMC’s Japan subsidiary, plans to build a second wafer fab in Kumamoto. The firm states that construction will begin in 2025, possibly later than the initially stated first quarter. Despite this, production is still set to start by the end of 2027, according to RKK Kumamoto Broadcasting and Kumamotonichinichi Shimbun.

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Asus and Gigabyte secure major AI server orders from Nvidia, advancing US manufacturing initiatives

Supply chain operators state that due to tariffs and a surge in orders, server manufacturers are accelerating their plans to establish factories overseas, including in the US. In addition to well-known assembly contractors such as Quanta, Foxconn, Wistron, and Inventec, both Gigabyte and Asus have also been proactive in their preparations.

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