Japan's JSR to build photoresist plant in Taiwan to supply TSMC

JSR's investment in Taiwan is a clear indication of close technology cooperation between Japan and Taiwan. Photoresist is a critical material in advanced chip manufacturing, used in the initial stages of the production process. Supplying directly to a player like TSMC strengthens JSR's technological position.

This facility's construction in Taiwan should be viewed within the context of global supply chain restructuring due to Middle East tensions. Chips are the backbone of the global economy, and their uninterrupted production is vital for economic stability. Japan is strengthening its presence in Taiwan to ensure supply security in this critical sector.

JSR's move comes at a time of intensifying technology competition between China and the US. Japanese companies are positioning themselves on the side of Western alliances that prioritize democracy and security, attempting to shift technology chains in that direction.