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マーケットチャット:JSRが台湾に半導体材料工場を建設へ

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-- 日経アジアは月曜日、JSR(東証:4185)が台湾に半導体材料の初生産拠点を建設する計画だと報じた。 同報道によると、この工場はシリコンウェハー上に回路パターンを形成するために使用される高度なフォトレジストを台湾積体電路製造(TSMC、TPE:2330)に供給する予定だ。 同報道によると、この日本の化学メーカーは4月に台湾のパートナー企業と合弁会社を設立し、このプロジェクトに注力している。 日経アジアによると、JSRはこの工場に数千万ドルを投資し、早ければ2028年の稼働開始を目指している。 同報道によると、この動きは、中国企業との競争激化の中で、日本のメーカーが台湾市場でのシェア維持を目指す中で起こった。 同報道によると、日本のメーカーは世界のフォトレジスト市場で80%のシェアを占めており、JSRは第2位のサプライヤーである。 同報道によると、JSRは台湾工場でフォトレジスト以外の製品の製造も検討している。 (マーケットチャッターのニュースは、世界中の市場専門家との会話から得られた情報に基づいています。この情報は信頼できる情報源に基づいていると考えられますが、噂や憶測が含まれる場合もあります。情報の正確性は保証されません。)

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