· It is reported that Toshiba will expand power semiconductor production capacity through new production facilities. This time, Toshiba has added power semiconductors for vehicles and announced a new plan to achieve a 1.5-fold increase in power semiconductor production capacity in 2024.
· TOSHIBA, Japan's largest semiconductor manufacturer and the second largest integrated motor manufacturer, belongs to the Mitsui Group.
· At the beginning of this year, Toshiba built a new 12-inch 300mm fab manufacturing building. After the plant is put into production, it will double the production capacity of the first phase by 2.5 times! At that time, Toshiba was exposed to spend 830 million US dollars to expand the power semiconductor production capacity . In addition, Kioxia's investment in flash memory chips is said to be balancing Toshiba's shift to power semiconductors.
· Obviously, power semiconductors are facing a new round of production expansion opportunities, and IGBT, SiC, and GaN have become the direction of concentrated efforts!
· But on the other hand, as the only flash memory chip in Japan, Toshiba will be privatized for more than 110 billion, and its JIP will be privatized for 16 billion! Has Toshiba become the prey of European and American capital?
· As early as March this year, Toshiba was revealed to have let an American company buy its century-old brand. Bain Capital had planned to privatize Toshiba at that time. Toshiba also held a special meeting in the near future to discuss the acquisition offer of the JIP consortium. Now that the acquisition negotiations are in progress, Toshiba said the goal is to reach an agreement with potential partners as soon as possible.
· Toshiba also has its sights on the automotive market, and plans to increase the production of photocouplers for EV electric vehicles by 20% within two years. And Toshiba still deserves the title of "Father of Color TV". Its recent major TV move is to launch the 70th anniversary 100-inch limited 100-inch giant-screen TV with eye-catching prices. The TV is a 4K 120Hz Z870 series. The giant screen finally ushered in a new member!
· In terms of power semiconductors, as major chip manufacturers have expanded their production capacity, the industry continues to maintain a high prosperity pattern. There are more and more opportunities for expansion in the field of power semiconductors. Due to the growing demand for power semiconductors and full orders, Rohm also increased investment in SiC production capacity in the front-end time. ROHM's SiC power semiconductor production capacity has increased by 6 times, and it strives to become the global market leader in 2025. JS Foundry, a Japanese semiconductor foundry, also plans to expand production to 2.5 times its capacity.
· In the near future, the supply shortage of power semiconductors will continue, and silicon carbide is destined to set sail.
