Long-Term Expansion of the Semiconductor Market
First written in FY2024. 5 of 6 entries say "Advanced", first in FY2025-H1. Latest entry: 2026-10-15.
The whole theme swung hardest in 2023: 6 of 23 companies on the "Worse" side.
4 other companies' latest entry also says "Advanced".
- FY2026-H1AdvancedAnnual report
「Industrial concentration in Kyushu is advancing further, with TSMC announcing in February 2026 its policy of introducing advanced 3nm semiconductors at its second Kumamoto plant. With government support, Rapidus is steadily advancing toward starting volume production of 2nm-generation chips in the second half of fiscal 2027, including completing large-scale public- and private-sector fundraising and launching a back-end process pilot line. Expectations for the medium- to long-term growth of Japan’s semiconductor industry are therefore increasing further.」
Additional developments in Japan’s semiconductor industry were disclosed, including TSMC’s policy of introducing 3nm technology at its second Kumamoto plant, Rapidus’s completed fundraising and launch of a back-end process pilot line. - FY2025AdvancedAnnual report
「The global semiconductor market as a whole is expected to grow to ¥150 trillion (US$1 trillion, calculated at ¥150 to US$1) by 2029 and to approximately ¥750 trillion (US$5 trillion, calculated at ¥150 to US$1) by 2050.」
The long-term semiconductor market outlook was presented using a new time frame and scale: ¥150 trillion in 2029 and ¥750 trillion in 2050. In Japan, the Company also cited the start of construction of TSMC’s second Kumamoto plant and Rapidus’s plan to begin volume production of 2nm chips in 2027. - FY2025-H1AdvancedAnnual report
「In Japan, TSMC’s Kumamoto plant began volume production in December 2024, and construction of the second plant also began, with operations scheduled to start at the end of 2027. At Rapidus, the installation of equipment for volume production of next-generation semiconductors has also accelerated since December 2024. With government support to strengthen the supply chain serving as a tailwind, expectations for growth in Japan’s semiconductor industry are increasing further.」
Describes specific progress in the expansion of Japan’s semiconductor market, including the start of volume production at TSMC’s Kumamoto plant, construction of its second plant and the acceleration of equipment installation at Rapidus. - FY2024First statedAnnual report
「The global semiconductor market as a whole is expected to grow to ¥160 trillion (US$1 trillion, calculated at ¥160 to US$1) by 2030.」
Stated as the market outlook referenced by the Company.