The rumour mill has kicked into high gear this week about TSMC planning a second fab in Japan. The original source is the Nikkan Kogyo newspaper (via Reuters), based in Tokyo, although it's unclear where the actual fab would be located, if it's indeed even happening. According to the paper, the new fab would be focusing on 5 and 10 nanometer chips, but production isn't expected to start until sometime in the second half of this decade. This suggests that these would be mainstream nodes by then, which points to yet another fab for either the vehicle industry or something similar.

The fab is said to cost more than a trillion yen, or over US$7.4 billion to build. TSMC's CEO C.C. Wei was asked about the potential fab during TSMC's latest earnings call, but simply said that the company had nothing further to add. TSMC is of course busy building a fab in Japan on Kyushu island, but as it'll have a node capacity for 12 to 16 nm parts, it makes sense that TSMC would already be planning for an extension of said fab that can produce on more advanced nodes as its customers will be moving to more advanced nodes over time.

Razer, the leading global lifestyle brand for gamers, today announced an all-new collaboration with the iconic, Japanese denim brand, EVISU. Founded in Osaka, Japan, in 1991, EVISU is known for its famous seagull logo and is one of the ultimate denim must haves, embraced by both collectors and hipsters alike. The collection is one of Razer's many forays into streetwear as a lifestyle brand with the aim of bringing more collaborative collections catering to gamers worldwide. The brands will be launching a limited Razer | EVISU capsule collection, featuring EVISU's iconic apparels and Razer's award-winning peripherals.

"Razer has launched collaborations with fashion and lifestyle partners that are best in class to great success. This time, we're extremely excited to work with the team at EVISU that is known for their commitment to quality and craftsmanship for our next capsule collection," said Addie Tan, Associate Director of Business Development at Razer. "With our knowledge on gaming lifestyle and EVISU's expertise on denim and streetwear fashion, Razer and EVISU have reimagined what it means to be a gamer."

iBUYPOWER, a leading manufacturer of high-performance custom gaming PCs, today announced the new RDY Ouro Kronii system featuring the special edition Y60 Ouro Kronii PC case.

"It's been an incredible journey collaborating with Kronii and hololive Engish," said King Perez de Tagle, Marketing Executive Producer of HYTE and iBUYPOWER. "It's about time The Warden of Time gets a high-performance gaming PC and the RDY Ouro Kronii limited edition systems are ready to ship. stay tuned for even more!" The RDY Ouro Kronii will boast the latest Intel Core i9 13900K or KF CPU, NVIDIA RTX 4070 Ti GPU, Z790 motherboard, and the custom Y60 Ouro Kronii PC case. The RDY Ouro Kronii will provide users with maximum performance in virtually any application with reliable components and iBUYPOWER's expert assembly.

Antec Inc., leading provider of high-performance computer components and accessories for the gaming, PC upgrade and Do-It-Yourself market, broadens its Gold series with three models offering 650 W, 750 W or 850 W. The 80 PLUS GOLD rating and modular cabling make the Neo Eco Gold Modular a great and affordable choice to Antec's range of industry-leading power supplies. They are now commercially available from 109 € (suggested retail price including VAT).

The brand-new NeoECO Gold Modular series was born ready for the best DIY-PC experience, and it also serves exceptional performance and outstanding stability. Featuring 100% full modular design and 80 PLUS Gold certification, the NeoECO Gold Modular series keeps the PC hardware installation convenient and clean. It provides highly efficient power to your system and reduces your electricity bills.

According to Bloomberg, Japan and the Netherlands are getting ready to join the US in limiting access to advanced semiconductor manufacturing equipment for China. The three nations are currently in talks—that might end as soon as today—over how they can impose joint limits on what kind of equipment and tools can be exported to China. Apparently there will be no official announcement if a deal is struck, instead the restrictions will simply be implemented as required.

Bloomberg states that the Netherlands will expand export restrictions that ASML is already under, which according to the publication means stricter export rules around DEUV machines, which are used in cutting edge semiconductor nodes. Japan is said to implement similar export restrictions for Nikon as well as Tokyo Electron, with the US already having implemented restrictions for Applied Materials. The export restriction deal is in part being done to appease US equipment makers, who have complained that their international competitors haven't been under the same export restrictions when it comes to China, as they have. The question is if the export restrictions will hinder China in the long run, or if the nation will simply push ahead and develop its own, competing semiconductor manufacturing tools.

Update Jan 28th: Japan and the Netherlands reached an agreement with the US on Friday and the two countries are said to be making individual announcements with regards to their individual agreements with the US.

According to a report from Bloomberg, Western Digital and Kioxia are holding new talks about a potential merger of both companies' flash production businesses. The merger appears to be quite complex, as not only does it involve Western Digital spinning off its flash production business unit, which is then said to be merged with Kioxia, into what will be a publicly traded company in the US, but there will also be a second listing in Japan for the company.

Considering that Kioxia came out of Toshiba's DRAM and NAND flash manufacturing business, in which Western Digital was a partner until Toshiba divested its business into Kioxia. This caused quite some tension between the two companies, but Western Digital and Kioxia kept producing NAND flash in the shared facilities. The report by Bloomberg suggests that a management team from Western Digital will be running the combined company, which could potentially lead to future issues between the US and Japanese sides of the company. Time will tell if a merger will actually take place or not, as the two companies failed to come to an agreement in 2021, but it's possible that something has changed since then. Back in 2021, the merger was valued at US$20 billion plus.

TrendForce's recent analysis of the foundry market reveals that demand continues to slide for all types of mature and advanced nodes. The major IC design houses have cut wafer input for 1Q23 and will likely scale back further for 2Q23. Currently, foundries are expected to maintain a lower-than-ideal level of capacity utilization rate in the first two quarters of this year. Some nodes could experience a steeper demand drop in 2Q23 as there are still no signs of a significant rebound in wafer orders. Looking ahead to the second half of this year, orders will likely pick up for some components that underwent an inventory correction at an earlier time. However, the state of the global economy will remain the largest variable that affect demand, and the recovery of individual foundries' capacity utilization rates will not occur as quickly as expected. Taking these factors into account, TrendForce currently forecasts that global foundry revenue will drop by around 4% YoY for 2023. The projected decline for 2023 is more severe when compared with the one that was recorded for 2019.

According to news out of Taiwan, TSMC will hold a ceremony to mark the official mass production start of its 3 nm node on the 29th of December. This is said to help "shatter doubts about de-Taiwanization" or in simpler terms, that Taiwan will lose its golden goose as TSMC invests abroad. The 3 nm fab—known as fab 18—is based in southern Taiwan's Tainan and the ceremony also marks the start of an expansion of TSMC's most advanced fab. TSMC is said to be kicking off its N3E node production sometime in the second half of 2023, followed by its N3P node in 2024, all of which should take place at fab 18, which also produces 5 nm wafers.

In related news, according to Reuters, a Japanese lawmaker from the ruling party has said that TSMC is considering a second plant in Japan, in addition to its current joint venture that is already under construction. TSMC's response to Reuters was that the company isn't ruling out Japan for future fabs, but that the company doesn't have any current plans. At the same time, TSMC is said to be sending executives to Dresden, Germany in early 2023, for a second round of talks about building a fab to help support the European auto industry, although this would be a 28/22 nm fab, which is far from cutting edge these days, although a lot more advanced than most fabs making chips for the auto industry.

Global market intelligence firm TrendForce states that Chinese memory manufacturer YMTC is now at risk of exiting the market for 3D NAND Flash products by 2024 following its formal placement on the Entity List of the US Commerce Department on December 15. From this point forward, the Commerce Department will be reviewing and approving individual transactions related to the exportation, re-exportation, and sales of equipment, technologies, and other related goods from the US to YMTC. With acquisitions of equipment parts and technical support from its US partners becoming very difficult and prolonged, YMTC is going to be severely constrained from raising its bit output. Hence, its foothold on the market for 3D NAND Flash products is expected to weaken as time goes by.

TrendForce points out that without the support of the key equipment providers, YMTC is now facing a huge technical obstacle in the development of its latest 3D NAND Flash technology known as Xtacking 3.0. In particular, raising yield rate for the 128L and 232L processes is going to be extremely challenging for the Chinese memory manufacturer. Taking account of this latest escalation in the US-China trade dispute, TrendForce has further corrected down its projections on YMTC's supply bit growth rate and the total NAND Flash supply bit growth rate for next year. YMTC supply bits were initially forecasted to grow by 60% YoY for 2023. However, there was a massive downward correction that put its growth rate at just 18%. Now, YMTC is forecasted to post a YoY decline of 7%, which is a complete reversal from the earlier projections.

Global sales of total semiconductor manufacturing equipment by original equipment manufacturers are forecast to reach a new high of $108.5 billion in 2022, rising 5.9% from the previous industry record of $102.5 billion in 2021, SEMI announced today in its Year-End Total Semiconductor Equipment Forecast - OEM Perspective at SEMICON Japan 2022. The record high caps three consecutive years of record revenue. The global total semiconductor manufacturing equipment market is expected to contract to $91.2 billion next year before rebounding in 2024 driven by both the front-end and back-end segments.

"Record fab constructions have driven total semiconductor manufacturing equipment sales to cross the $100 billion mark for a second straight year," said Ajit Manocha, SEMI president and CEO. "Emerging applications in multiple markets have set expectations for significant semiconductor industry growth this decade, which will necessitate further investments to expand production capacity."

The worldwide semiconductor industry is projected to invest more than $500 billion in 84 volume chipmaking facilities starting construction from 2021 to 2023, with segments including automotive and high-performance computing fueling the spending increases, SEMI announced today in its latest quarterly World Fab Forecast report. The projected growth in global factory count includes a record high 33 new semiconductor manufacturing facilities starting construction this year and 28 more in 2023.

"The latest SEMI World Fab Forecast update reflects the increasing strategic importance of semiconductors to countries and a wide array of industries worldwide," said Ajit Manocha, SEMI president and CEO. "The report underscores the significant impact of government incentives in expanding production capacity and strengthening supply chains. With the bullish long-term outlook for the industry, rising investments in semiconductor manufacturing are critical to laying the groundwork for secular growth driven by a diverse range of emerging applications."

HYTE, the PC components, peripherals, and lifestyle brand of iBUYPOWER, today, unveiled the new limited edition Ouro Kronii Y60 PC Case, in collaboration with hololive English team, represented by the COVER Corporation from Japan.

In HYTE's second collaboration with hololive English and illustrator Rosuuri, the beloved Ouro Kronii of holoCouncil comes to life along the tempered glass side panels of the uniquely designed Y60 PC Case. The famous VTuber is depicted on the main side panel holding up one of her blades while clock cogs appear to float in the background. On the corner glass, Kronii's white snake, Boros, sits atop a cog floating above a golden clock while a chibi version of Kronii embracing her Kronies plushie is depicted on the front glass panel.

The 60th edition of the TOP500 reveals that the Frontier system is still the only true exascale machine on the list.

With an HPL score of 1.102 EFlop/s, the Frontier machine at Oak Ridge National Laboratory (ORNL) did not improve upon the score it reached on the June 2022 list. That said, Frontier's near-tripling of the HPL score received by second-place winner is still a major victory for computer science. On top of that, Frontier demonstrated a score of 7.94 EFlop/s on the HPL-MxP benchmark, which measures performance for mixed-precision calculation. Frontier is based on the HPE Cray EX235a architecture and it relies on AMD EPYC 64C 2 GHz processor. The system has 8,730,112 cores and a power efficiency rating of 52.23 gigaflops/watt. It also relies on gigabit ethernet for data transfer.

Kioxia Corporation and Western Digital Corporation today celebrated the opening of the state-of-the-art semiconductor fabrication facility, Fab7, at the Yokkaichi Plant in Mie Prefecture, Japan. Production capacity at Fab7 will ramp up in stages over time, in line with market trends. Total investment in phase one of Fab7 is expected to be approximately one trillion yen. Part of the capital investment in phase one of the Fab7 facility will be funded by a government subsidy that promotes cutting-edge semiconductor production facilities and ensures the stable production of semiconductors in Japan.

Fab7 has the capability to produce sixth-generation, 162-layer flash memory and future advanced 3D flash memory, is scheduled to start shipping 162-layer flash memory in early 2023. The facility uses artificial intelligence for enhanced production efficiencies and employs a space-efficient facility design that enlarges the space available for manufacturing equipment in its clean rooms. Fab7 is built for safety and sustainability, capable of absorbing earthquake shocks and implements the latest energy-saving manufacturing equipment.

Semiconductor manufacturers worldwide are forecast to expand 300 mm fab capacity at a nearly 10% compound average growth rate (CAGR) from 2022 to 2025, reaching an all-time high of 9.2 million wafers per month (wpm), SEMI announced today in its 300 mm Fab Outlook to 2025 report. Strong demand for automotive semiconductors and new government funding and incentive programs in multiple regions are driving much of the growth.

"While shortages of some chips have eased and supply of others has remained tight, the semiconductor industry is laying the groundwork to meet longer-term demand for a broad range of emerging applications as it expands 300 mm fab capacity," said Ajit Manocha, SEMI President and CEO. "SEMI is currently tracking 67 new 300 mm fabs or major additions of new lines expected to start construction from 2022 to 2025."

Last year Cooler Master unveiled a milestone in the history of contemporary technology: the very first small form factor power supply in the market with 850 W, V SFX Gold series. Today, Cooler Master takes the successor and pushes the limit to the maximum. Introducing V SFX Platinum, a series of small form factor power supply focused on high density and maximum power. While increasing the efficiency rate from Gold to Platinum, we also added ATX 3.0 and PCI-e Gen 5 connector so even with the Mini-ITX build; this will be your last stop when choosing the right power supply.

High Density / Performance-Focused
The V SFX Platinum comes with 2 different wattages: 1100 W and 1300 W targeting Mini-ITX system builders who wants to go bold with their setup, but doesn't have enough juice from the power supply. It also comes with a free SFX-ATX bracket that unlocks the limitations between each form factors, giving end-users more freedom and potential builds in the future. The V SFX Platinum are built with Full Bridge LLC design, quiet 92 mm silent fan and 100% Japanese capacitors. By adding PCIe Gen 5 connector, V SFX Platinum can unlock it's true potential and power up all Nvidia RTX 40 series GPU in the future.

Ever wondered why optical disc drives and floppy drives are still a thing in Japan? Turns out that government forms require Japanese citizens and businesses to mail in their data (forms, electronic attachments, etc.,) in physical media such as floppy disks, CD-ROMs, or MD cards (a floptical memory card)! They could also submit USB flash drives, but why would you give away a $5 flash drive when you could keep an optical- or floppy drive handy for when you have any business with your government? Rather use cheaper consumable storage media? Sharing information with the government over the Internet is forbidden for security reasons. Japan is finally changing this policy. Under the new policy, every citizen gets a unique identification number, called MyNumber, and can fill up online forms. Electronic attachments can finally be securely uploaded to an online database.

SNK CORPORATION (Corporate HQ: Suita-city, Osaka, Japan, Company President & CEO：Kenji Matsubara) is pleased to announce development for the latest title in the FATAL FURY/GAROU series, a series that can be called the starting point of SNK's long history of fighting games, has been green-lit!¨SNK's popular FATAL FURY fighting game series, which spearheaded the fighting game boom in the 90's with its release in 1991, has been greenlit for a new title, the last of which was GAROU: MARK OF THE WOLVES way back in 1999. The teaser art for the new game has been unveiled today! FATAL FURY / GAROU will mark a new turning point in the history of fighting games, so please look forward to the continuation of this legendary series!

VAIO, the premier Japanese computer brand known for exceptional quality notebooks equipped with the latest technology, expands its FE Series to offer new high-performance laptops with an impressively long battery life to work, create, game, and watch entertainment from anywhere, for longer. Equipped with 12th Gen Intel Core processors, Windows 11, and THX Spatial Audio, the new VAIO FE laptops deliver maximum performance and immersive entertainment experiences in a slim, portable design. With powerful computing capabilities and up to 10 hours of battery life, the VAIO FE Series laptops are perfect for on-the-go lifestyles. Priced affordably, VAIO is available at Walmart and Walmart.com and coming soon to Sam's Club.

With a sleek, elegant design and new vibrant colors, VAIO FE laptops have Full HD anti-glare screens, wider viewing angles, and a crisp, clear display for impeccable picture quality. VAIO FE notebooks come fully equipped with two built-in speakers, front-facing camera, fingerprint scanner for extra security, and a precision touchpad. This power packed feature set, along with the THX Spatial Audio technology brings a near-cinema quality experience to enjoying music, movies, streaming or gaming.

With the course of the COVID-19 pandemic constantly changing, China is sticking with its "Dynamic Zero-COVID Policy" and has been slow to lift the lockdown on its cities that have been recently affected by the outbreaks of the disease. Hence, the manufacturing industries of the major Chinese cities are facing delays in the resumption of normal operation, and a production gap has emerged in 2Q22. For the electronics ODMs, this production gap will be difficult to bridge in 2H22. Additionally, the ongoing global inflation is keeping prices of goods at a very high level, and this trend will dampen the peak-season demand surge during the second half of the year. The effect of the inflationary pressure has been especially noticeable in the demand for consumer electronics such as smartphones, notebook computers, and tablet computers. This, in turn, is also impacting the MLCC market in terms of demand and inventory. Currently, the general inventory level has risen above 90 days for MLCCs of all sizes. Therefore, TrendForce forecasts that prices of consumer-spec MLCCs will fall further by 3-6% on average in 2H22.

On the other hand, demand remains fairly strong in application segments such as high-performance computing solutions (which include servers), networking equipment, industrial automation solutions, and energy storage systems. Furthermore, IDMs in the semiconductor industry will be adjusting the allocation of production capacity as the market for consumer electronics continues to experience a slowdown in 2H22. As a result, the undersupply situation for certain ICs will ease. Moreover, demand will be propped up in the high-end segment of the MLCC market and other application segments (e.g., automotive electronics and industrial equipment). All in all, thanks to the demand related to automotive electronics, servers, networking equipment, etc., TrendForce forecasts that the annual total MLCC shipments will increase by 2% YoY to around 2.58 trillion pieces for 2022.

Based on a report by the Nikkei, Japan and the US have joined forces to speed up the development of semiconductor production at 2 nm nodes in Japan by 2025. It's not exactly clear how this is going to happen, but the two nations are said to have signed a bilateral chip technology partnership. The heavy lifting is said to be done by private companies from both nations, but in terms of research and actual chip production. Part of the reason for the move, is that Japan wants to be able to manufacture cutting edge ICs domestically for next-generation chips.

The research is said to be kicking off as soon as this summer, although no decisions have been made with regards to the manufacturing structure, with the Nikkei suggesting two alternatives, based on information from the Japanese Ministry of Economy. There will either be a joint partnership between Japanese and US businesses, or it could be a wholly Japanese owned setup. It appears that one major reason for this project is the production of ICs for the Japanese defence industry, as advanced electronics are needed in a lot of related products, ranging from fighter jets and missiles, to radar systems and communication systems. However, the article also suggests that the 2 nm node is suitable for everything from components for quantum computers to smartphones. Japan already makes advanced silicon wafers and many other parts and components used in semiconductor manufacturing, but the nation has fallen behind in the actual manufacturing of leading edge semiconductors over the past few years.

PowerColor is readying a Japan-specific Pink Edition variant of the Radeon RX 6600 XT Hellhound graphics card. For the most part, this is a Spectral White color-scheme variant of the RX 6600 XT Helhound, but with pink replacing the blue bits, to match the colors of the Japanese Spring. We're not sure what's the design message PowerColor is trying to convey with its combination of a butch, violent branding of a predator and "Hellhound" name, combined with flowers and petals, but here's one for those who can find meaning. It's possible that the two 100 mm fans of the cooler light up in pink, out of the box. VideoCardz theorizes that this could even the RX 6650 XT Hellhound Pink Edition, but there's no way of telling, for now.

According to TrendForce, Taiwan is crucial to the global semiconductor supply chain, accounting for a 26% market share of semiconductor revenue in 2021, ranking second in the world. Its IC design and packaging & testing industries also account for a 27% and 20% global market share, ranking second and first in the world, respectively. Firmly in the pole position, Taiwan accounts for 64% of the foundry market. In addition to TSMC possessing the most advanced process technology at this stage, foundries including UMC, Vanguard, and PSMC also have their own process advantages. Under the looming shadow of chip shortages caused by the pandemic and geopolitical turmoil in the past two years, various governments have quickly awakened to the fact that localization of chip manufacturing is necessary to avoid being cut off from chip acquisition due to logistics difficulties or cross-border shipment bans. Taiwanese companies have ridden this wave to become partners that governments around the world are eager to invite to set up factories in various locales.

Kyocera Corporation (hereinafter "Kyocera;" President: Hideo Tanimoto) today announced a plan to build the largest manufacturing facility it has ever operated in Japan, expanding production capacity for components including organic semiconductor packages and crystal device packages. A signing ceremony held April 20, 2022 was attended by Kagoshima Governor Koichi Shiota, Satsumasendai City Mayor Ryoji Tanaka, and Kyocera officials. Construction is scheduled to begin next month at the company's Sendai Plant Campus in Kagoshima.

Three converging factors are creating strong demand for Kyocera's organic semiconductor packages and crystal device packages. Smart vehicles are expanding the need for automotive cameras and high-performance processors used in Advanced Driver-Assistance Systems (ADAS) and autonomous driving. New communications infrastructures, including fifth-generation (5G) base stations and datacenters, are being deployed worldwide. In addition, the rising trend toward digitalization is expanding demand for electronic products ranging from personal computers and smartphones to consumer goods, industrial automation, and others. Kyocera will open the new facility in October 2023 to serve these growing trends, aiming for a 4.5-fold increase in production capacity for organic packages at the Sendai Plant Campus, as well as a substantial increase in capacity for crystal device packages. Kyocera will contribute to the community by stimulating economic development in Kagoshima, creating new employment opportunities through expanded production of semiconductor components in response to global demand.

Kioxia Corporation, the world leader in memory solutions, today held a groundbreaking ceremony for its state-of-the-art semiconductor fabrication facility (Fab2) at its Kitakami Plant in Iwate Prefecture, Japan. Utilizing AI-based cutting-edge manufacturing, the new facility will contribute towards possible expansion of production of its proprietary 3D flash memory BiCS FLASH at the Kitakami Plant. Construction of the Fab2 facility is scheduled to be completed in 2023. The Fab2 facility will have an earthquake-absorbing structure and environmentally friendly design that utilizes advanced energy saving manufacturing equipment and renewable energy sources. In addition, an administration building will be constructed to accommodate the control management and technical departments in response to the increased staff.

"As a leader in memory, this Fab2 facility will become Kioxia's key manufacturing hub to produce our memory products at scale. We are planning to introduce automated in-facility transfers and advanced production control to make Fab2 a truly world-class smart fabrication facility," said Nobuo Hayasaka, President and CEO, Kioxia. "Fab2 will be able to intelligently coordinate and optimize its production with Fab1 at Kitakami Plant as well as our fabs in the Yokkaichi Plant, enabling the company to seize opportunities in the growing memory market in a timely manner." Under its mission of uplifting the world with memory, Kioxia is focused on developing initiatives to strengthen the competitiveness of its memory and SSD business, which it has developed over the past 35 years since inventing NAND flash memory in 1987. Kioxia remains committed to creating consistent and sustainable growth through timely capital investments that meet growing market demand.