https://asia.nikkei.com/Spotlight/Supply-Chain/TSMC-Intel-and-other-top-chipmakers-slow-Japan-Malaysia-expansions

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Supply Chain

TSMC, Intel and other top chipmakers slow Japan, Malaysia expansions

Deceleration driven by weak demand for older chips and Trump tariff
concerns

20250327 TSMC Kumamoto

TSMC's first chip plant in Japan, in Kumamoto. The facility's
utilization rate is lower than expected due to sluggish demand for
mature chips. (Photos by Mizuho Miyazaki)

CHENG TING-FANG and LAULY LI
March 28, 2025 11:05 JST

TAIPEI -- Leading chipmakers and packagers including Taiwan
Semiconductor Manufacturing Co. and Intel have slowed the pace of
their expansions in Japan and Malaysia due to lackluster demand for
older chips and tariff uncertainties, Nikkei Asia has learned.

Chip packagers Advanced Semiconductor Engineering and Siliconware
Precision Industries (SPIL) are also among those taking their foot
off the gas of their Malaysian expansions, sources briefed on the
matter said, as numerous chip suppliers shift their investment
strategies to "wait and see" mode.

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