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Semiconductors
JAPAN, U.S. TO DEEPEN COOPERATION IN CUTTING-EDGE CHIPS
Eyeing China, allies aim to push beyond 2-nanometer technology
Japan and the U.S. are planning to work closer together in building a chip
supply chain to cut dependence on Taiwanese and other producers. (Source photo
by AP)
Nikkei staff writersMay 2, 2022 18:00 JST | Japan
CopyCopied
TOKYO -- Japan and the U.S. will deepen cooperation in building supply chains
for cutting-edge semiconductor devices, amid growing rivalry between Washington
and Beijing.
The two governments are close to agreeing on cooperation in producing chips more
advanced than 2 nanometers, Nikkei has learned. They are also working on a
framework to prevent technology leaks, with China in mind.
Japan's Minister of Economy, Trade and Industry Koichi Hagiuda will visit the
U.S. from Monday to meet Commerce Secretary Gina Raimondo. They are expected to
announce the chip cooperation during the visit.
Both countries are worried about their dependence on Taiwanese and other
suppliers and seek to diversify sources.
Taiwan Semiconductor Manufacturing Co. is the leading development of the
2-nanometer technology, while IBM also completed a prototype in 2021.
The Japanese government has invited TSMC to build a plant on the southwestern
island of Kyushu to increase domestic chip production. This plant, however, will
only produce less-advanced 10- to 20-nanometer chips. The new Japan-U.S.
cooperation, which focuses on cutting-edge developments, is positioned as the
next step after the invitation to TSMC.
In Japan, chipmaking equipment suppliers such as Tokyo Electron and Canon are
developing manufacturing technologies for advanced lines at the National
Institute of Advanced Industrial Science and Technology, in which IBM is also a
participant. Japan and the U.S. hope to catch up with Taiwanese and South Korean
companies in the production of 2-nanometer chips and eventually leading the
industry in even more advanced semiconductors.
Intel is lagging behind TSMC and others in miniaturizing circuit line width,
which determines the performance of semiconductors. Japan has fewer chipmakers
but is strong in semiconductor production equipment and materials used in chip
production.
In addition to the 2-nanometer technology, "chiplets" -- made by connecting
semiconductor chips on a single substrate -- could also be an area of
cooperation, particularly as Intel has the production method.
Japan's move to strengthen chip cooperation with the U.S. is driven by concerns
about waning domestic development and production in the industry.
Japan had about 50% of the global semiconductor market of about 5 trillion yen
($38 billion at current rates) in 1990. But that market share has shrunk to
about 10%, although the industry size has ballooned to about 50 trillion yen.
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