Looking Outside Japan to Ramp Up Chip Production: Renesas CEO

The video discusses the current state of the chip supply chain, highlighting challenges in meeting demand and inventory management. It explores potential M&A strategies, emphasizing the importance of strategic and cultural fit. The discussion also covers plans for factory expansion, particularly in Japan, and the associated challenges such as high utility costs and earthquake risks. Finally, the video addresses geopolitical concerns, including reliance on TSMC and export controls affecting the semiconductor industry.

What are the potential challenges Japan faces in expanding its chip manufacturing capacity?

How does the company view its reliance on TSMC and what strategies are suggested?

What concerns are raised regarding the export controls on advanced chip machinery?