Komori
SBI Holdings (8473) · InitiativeReframed

Construction of a semiconductor foundry in Japan and entry into the business

First written in FY2024. 1 of 2 entries say "Reframed", first in FY2025-H1. Latest entry: FY2025-H1.

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ProgressHeldSoftenedWorseFirst statedFY20242024: 22024
Same theme, other companies
Entry into Japan's Domestic Semiconductor Foundry Business and Construction of an Operating BaseA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

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  1. FY2025-H1ReframedAnnual report

    「このような環境下で、当企業グループは台湾企業との合弁による半導体ファウンドリの建設を検討しておりましたが、協業を予定していた台湾企業からの要請に基づき、当該台湾企業との共同事業を解消することとなりました。しかしながら、当企業グループとしては、半導体事業は日本経済、そして日本のものづくり産業にとって極めて大きな社会的意義がある事業であるとの考えのもと、半導体ファウンドリだけでなく半導体後工程工場の展開、生成AIデータセンターの立ち上げ等について、複数の事業パートナー候補と引き続き協議・検討しております。」

    台湾企業との共同事業を解消した一方、半導体ファウンドリに加えて後工程工場や生成AIデータセンターまで対象を広げ、複数の候補先と協議・検討する計画へ整理し直している。
  2. FY2024First statedAnnual report

    「In October 2023, the Group selected Ōhira Village in Miyagi Prefecture as the planned site for a semiconductor foundry. It is steadily preparing for construction, including starting boring surveys at the site in March 2024, with SHIMIZU CORPORATION serving as the general contractor responsible for design and construction, construction scheduled to begin in 2025 and foundry operations scheduled to start in 2027.」

    First states the policy of entering Japan's semiconductor foundry business, with Ōhira Village in Miyagi Prefecture selected as the site and construction and operations targeted for 2025 and 2027, respectively.
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SBI Holdings's next results are scheduled for 2026-11-02. Read the earnings preview
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