Panasonic announced a total investment of ¥92 billion, including increased production of AI-related materials, to meet growing demand in the generative AI market. It will strengthen its production and research and development systems in China, Thailand, Indonesia and Japan.
Panasonic Industry will invest ¥92 billion in total to increase its supply capacity for AI-related materials. It will strengthen its production systems for electronic materials and capacitors used in AI servers across 5 locations worldwide, and plans to establish a production system aligned with demand trends.
Of the investment, ¥67 billion will be allocated to expanding production capacity for MEGTRON, a high-performance multilayer board material. The company will build a Phase 2 facility at its Suzhou plant, targeting operations in August 2028. It will also invest ¥37 billion in the Ayutthaya plant in Thailand and plans to begin operations at its Phase 2 facility in April 2029.
The company will invest ¥17 billion in SP-Cap, a conductive polymer aluminum electrolytic capacitor for AI servers. It will expand production capacity at the Uji plant and the Batam plant in Indonesia, and plans to build a new approximately 50,000-square-meter building in Batam. Construction is scheduled to begin in May 2027, with operations scheduled to start in April 2029.
At the Yokkaichi-Minami Plant in Yokkaichi, Mie Prefecture, the company will invest ¥8 billion to build a new research and development facility for next-generation semiconductor materials. It aims to shorten development timelines by integrating the processes from material design through prototyping and evaluation.