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Land, water supply now biggest issue for building new wafer fabs in Japan

TSMC’s wafer fab under construction in Kumamoto aligns with the purpose of the Economic Security Promotion Act (ESPA) legislated by the Japanese government in 2022, which highlights Japan’s self-sufficiency in the supply of semiconductors and other specific critical technologies and materials. It appears that the foundry’s Kumamoto Fab 2 investment project is under negotiation, but there are concerns whether the infrastructure there is sufficient to support this project, especially land and water supply.