TSMC plant spurs Japan chip material makers to boost U.S. output

JX Advanced Metals and Mitsubishi Gas Chemical expand capacity in Arizona

20250121 JX Advance Materials US

JX Advanced Metals built a plant on a newly acquired plot of land in Mesa, Arizona. (Photo by Takako Fujiu)

TAKAKO FUJIU

TOKYO -- Japanese chip material makers are bolstering U.S. production in Arizona to supply a new Taiwan Semiconductor Manufacturing Co. plant, a trend that could be further fueled by potential tariffs under President Donald Trump.

JX Advanced Metals has invested about 18 billion yen ($116 million) in a plant in Mesa, Arizona, which will become fully operational early this year. The facility will nearly double the company's U.S. supply capacity of sputtering targets, a thin metal component in which it holds a 60% share of the global market.

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