JSR expands EUV photoresist production to Taiwan near TSMC
Japanese chemical giant JSR has announced plans to build its first EUV photoresist manufacturing plant in Taiwan, locating it near TSMC's main campus. The move addresses a critical supply-chain bottleneck: EUV materials production has historically lagged chipmaking demand, forcing foundries to wait on Japanese suppliers.
JSR's Taiwan expansion closes a geographic and logistical gap in the semiconductor ecosystem, reducing lead times for next-node scaling. As TSMC ramps 2nm and pushes toward sub-1nm research, securing photoresist supply adjacent to fabs becomes a key competitive advantage for foundries competing with Samsung and Intel in advanced nodes.