台積電在熊本建3奈米廠 日本批准補助資格 | 熊本縣 | 人工智慧 | TSMC
TSMC's new 3nm fab in Kumamoto adds semiconductor manufacturing capacity in Japan.
Source →The trace
How it reaches your house.
Starting from Taiwan Semiconductor Manufacturing Company (TSMC), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Taiwan Semiconductor Manufacturing Company (TSMC) →supply upAdvanced Logic Wafer (TSMC N3/N4)
The Kumamoto 3nm fab directly expands TSMC's advanced-node wafer output, and this edge is highly concentrated and hard to substitute.
97% confidenceTaiwan Semiconductor Manufacturing Company (TSMC) →supply upAdvanced Logic Chips (CPU/SoC ≤5nm)
More 3nm capacity should increase availability of sub-5nm logic chips, which this edge identifies as a core TSMC output.
95% confidenceTaiwan Semiconductor Manufacturing Company (TSMC) →Stands to benefitAdvanced Micro Devices, Inc.AMD
AMD discloses that all wafers for its microprocessor and GPU products at 7nm or smaller nodes come from TSMC, so additional TSMC advanced-node capacity should benefit its supply.
94% confidenceTaiwan Semiconductor Manufacturing Company (TSMC) →Stands to benefitCerebras says TSMC is its sole source of wafers, so incremental TSMC capacity should directly improve its manufacturing supply.
93% confidenceTaiwan Semiconductor Manufacturing Company (TSMC) →Stands to benefitAstera Labs says TSMC is its sole manufacturing partner and it has not qualified another source, making it highly exposed to TSMC capacity additions.
93% confidenceAdvanced Logic Wafer (TSMC N3/N4) →Stands to benefitTaiwan Semiconductor Manufacturing Company (TSMC)TSM
TSMC is the dominant 90% share, sole-qualified supplier of this wafer node, so adding Kumamoto 3nm capacity should directly raise its output and commercial benefit.
91% confidenceAdvanced Logic Wafer (TSMC N3/N4) →supply upThis node has a near-total dependency on advanced logic wafers, so the added N3 capacity should make GPUs and AI accelerators more available.
83% confidenceSumco Corporation →Stands to benefitTSMC's Kumamoto 3nm expansion should raise demand for 300mm wafers, and Sumco's 27% share with a 24-month replacement lead time makes this supply line a likely beneficiary.
68% confidenceSUMCO →Prices riseTSMC's Kumamoto 3nm expansion increases demand for 300mm wafers, and SUMCO's 23% market share plus 36-month replacement lead time suggest a relatively tight wafer market with firmer pricing.
66% confidenceHop 2
Advanced Logic Chips (CPU/SoC ≤5nm) →supply upTSMC's added 3nm capacity raises the availability of advanced logic chips, a critical input for computers and laptops.
96% confidence300mm Silicon Wafers →Stands to benefitJapan accounts for 55% of this input's supply in the graph, so added wafer demand from the Kumamoto fab should disproportionately benefit Japanese producers.
88% confidence300mm Silicon Wafers →Stands to benefitShin-Etsu ChemicalSHECY
Hop 3
ABF Substrate Film (Ajinomoto Build-up Film) →Stands to benefitTSMC’s new Kumamoto 3nm capacity should lift demand for ABF substrate film, and the graph marks Ajinomoto Fine-Techno as the dominant sole-qualified supplier with 95% share and a 60-month replacement lead time, so it stands to benefit strongly.
88% confidenceTaiwan Semiconductor Manufacturing Company (TSMC) →Stands to benefitAdvanced Micro Devices, Inc.AMD
AMD discloses that TSMC makes all wafers for its microprocessor and GPU products at 7nm or smaller nodes, so added 3nm capacity at TSMC should directly improve AMD's advanced-node supply.
87% confidenceShin-Etsu Chemical →Prices riseHop 4
EUV Photoresist →Stands to benefitTSMC's new Kumamoto 3nm fab should increase local procurement of EUV photoresist, and Japan accounts for 83% of the supply share on this edge.
86% confidenceEUV Photoresist →Stands to benefitHigher EUV photoresist demand from the new fab should benefit JSR, the largest supplier on the edge at 32% share.
82% confidence
Where it lands
What you buy, and what you own.
Goods you buy
GPUs and AI accelerators · Computers and laptops
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