Japan’s semiconductor materials vendors keen to expand capacity

Japan-based semiconductor materials vendors face lower sales in the second half of the year amid weaker demand for consumer applications, but many continue to increase their capabilities in Taiwan and Japan, according to industry sources.

Mitsubishi Gas Chemical has seen shipments of basic BT resins for IC substrates needed to process low-end smartphone and TV chips fall month-on-month since May this year, and another manufacturer JSR has seen shipments decline. in the second quarter due to logistical stagnations resulting from COVID lockdowns in China and a reversal in demand for memory and CMOS image sensor applications are also putting pressure on its annual revenue performance, the sources said. , citing news reports in Japan,

Mitsui Chemicals saw sales of back-of-wafer grinding protection tapes little affected in the second quarter, but are expected to fall in the second half due to customer inventory adjustments, the sources said.

Despite short-term fluctuations in semiconductor demand, many Japanese semiconductor materials makers continue to carry out capacity expansion investment projects as they remain optimistic about longer-term demand.

Toppan Printing’s subsidiary, Toppan Photomask, has decided to invest 20 billion yen ($150 million) in capacity expansions in Taiwan and Japan in fiscal year 2023 (April 2023-March 2024), primarily for photomasks used in the manufacture of 5-10nm logic chips and 10nm DRAM chips, seeks to increase the capacity of sub-40nm photomasks by 20% over 2020 levels. Its photomasks have been adopted by large foundries in Taiwan and the United States.

Dai Nippon Printing (DNP) also announced plans to invest about 10 billion yen to expand photo mask production lines in Taiwan, Japan and China.

As a supplier of high dielectric materials, Adeka is building a new factory at its manufacturing complex in South Korea, with the aim of doubling its production capacity there. The Japanese manufacturer has also just started building a new factory in southern Taiwan at a total cost of 2.5 billion yen to produce silicon wafer wiring materials for use in sub-5nm chips. , with the new plant expected to enter commercial production in April. 2024.

Mitsubishi Chemicals has also increased the production capacity of high-purity sulfuric acid at its Taiwan plant by 1.5 times, and the new Taiwan plant in Tokuyama has also entered in 2022 the volume production of isopropyl alcohol (IPA). ) with a purity greater than 99.99% for platelets. cleaners.

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