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TSMC’s 2nd fab in Kumamoto will open in December, 2028 and use 3nm production technology instead of the 6/12nm nodes originally planned, media report, adding the new 3nm production plan calls for 6,000 wafer per month (wpm) for phase 1 capacity. -TSMC’s total capex investment in Fabs 1 & 2 in Kumamoto is now seen over US$23 billion, up from a US$20B estimate from 2024. -A Japan govt subsidy for the 1st phase of investment has been set at ¥645.15 billion yen (US$4.1B), while total government support could meet or exceed the original ¥732 billion approved by Tokyo. -TSMC also modified the 1st fab production plan to focus solely on 22/28nm (drop 12/16nm) at 45,000 wpm output, from 55,000 originally. $TSM #semiconductors #Japan