[Opinion] Adding 3nm to the Kumamoto site is more than altruism, it's a pragmatic adjustment to a changing market. The timing was no mistake, either.
Nice post. Thank you.
I read the announcement to mean that Fab23 (JASM) P2 would be N3, rather than the originally announced 6nm/7nm.
I didn’t think what was announced in the meeting with PM Takaichi would be a new P3 for the JASM fab. Or did I misread?
I was interpreting the 2021 and 2024 announcements as both being for Fab23 P1.
When I visited in May 2025, there was definitely only one fab.
Thanks for reading.
Yes. Kind of. 6/7nm should be theoretically available, but it’ll come down to a) timing and b) what clients actually want.
Nice post. Thank you.
I read the announcement to mean that Fab23 (JASM) P2 would be N3, rather than the originally announced 6nm/7nm.
I didn’t think what was announced in the meeting with PM Takaichi would be a new P3 for the JASM fab. Or did I misread?
I was interpreting the 2021 and 2024 announcements as both being for Fab23 P1.
When I visited in May 2025, there was definitely only one fab.
Thanks for reading.
Yes. Kind of. 6/7nm should be theoretically available, but it’ll come down to a) timing and b) what clients actually want.