Since April 2026, electronic component makers have announced a succession of new factory construction projects and expansions of existing factories in Japan and overseas. They are stepping up investment in growth fields, including components for AI servers and data centers.
Electronic component makers are stepping up investment to expand production capacity in Japan and overseas in response to strong demand. New factory construction and expansions of existing facilities are being announced in succession, as companies continue efforts to capture demand for related components.
Growth fields include components for AI servers and data centers, HDDs, semiconductors, next-generation vehicles and robotics, driving the expansion of manufacturing capacity. Specific new facility plans by Japanese manufacturers have been concentrated in the ASEAN region since the 2010s, but investment in Japan and overseas is expected to accelerate going forward.
As illustrated by the Kyocera Nagasaki Isahaya Plant, which was completed in September, investment in facilities in specific regions is progressing, with reported examples of efforts to strengthen supply systems. Announcements of new factory openings and expansions may continue, and the expansion of the industry's overall production base is attracting attention.
The remainder of this article is available to paid members. Details of specific investment amounts and timing cannot currently be confirmed from publicly available information.