Compared to ESMC in Europe, although they are all mature nodes, TSMC's investment in JASM in Japan costs less and has more capacity. What makes setting up a factory in Japan more cost-effective?
Dr. Karl Breidenbach leads Boston Consulting Groups (BCG) semiconductor procurement consulting activities globally
and is a core member of BCG’s Operations practice, as well as an adjunct member of BCG’s Semiconductor practice.
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ijiweiTalk Ep 315:From FinFET to GAA: Japan's missout and the leapfrog
ijiweiTalk EP314: Is Rapidus on track to land major 2nm clients?
ijiweiTalk Ep 313 ：EU is in a quandary:where are the top fabless semiconductor companies?
ijiweiTalk EP310: How to build a local talent pipeline? An inspiration from Samsung
ijiweiTalk Ep 311：The role of semiconductor consulting firms in global IC value chain
ijiweiTalk Ep 309:A Roadmap for SiC Power Devices：Twisted but Prosperous
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