The Circuit Episode 124: The State of The Japanese Semiconductor Industry
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Jul 1, 2025 John Metzler, a Continuing Lecturer at UC Berkeley, shares insights from his recent explorations of Japan’s semiconductor landscape. He discusses the innovative developments around TSMC and Rapidus, emphasizing Japan's unique tech strategies. The conversation unveils the challenges of talent acquisition and the need for a diverse workforce in this sector. Metzler also highlights emerging technologies like AI and photonics, and the critical shift needed in Japan's approach to remain competitive in the global semiconductor market.
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Metzler's Japan Semiconductor Trips
- John Metzler made two trips to Japan in 2024 to assess the semiconductor industry, visiting government and industry leaders.
- He traveled to Kumamoto and Hokkaido, including visits to TSMC and Rapidus fabs and local stakeholders.
TSMC's Strategic Location Choice
- TSMC's Kumamoto fab is strategically located for resource availability, customer proximity, and existing ecosystem support.
- The choice benefits from local clean groundwater and proximity to key Japanese tech companies.
Rapidus Fab Progress and Design
- Rapidus fab construction in Hokkaido shows significant progress, but staffing is lower than peak construction.
- The project includes green roofing for environmental efficiency, reflecting a modern, sustainable approach.