NuAxiSemiconductor trade intelligence
PSMC eyes Taiwan, Japan, Singapore for 3D AI foundry expansion
What happened
Powerchip Semiconductor Manufacturing (PSMC) is urgently expanding its 3D AI foundry business, evaluating new plants in Taiwan, Singapore, and Japan, while exploring strategic joint ventures with customers. Its product portfolio includes integrated passive devices (IPDs), interposers, wafer-on-wafer (WoW) technology, and post-wafer finish (PWF) services; as AI server power consumption rises, demand for IPDs is expected to remain visible through 2028. The expansion is at the planning stage, with no construction or volume-production facts reported.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
3D AI foundryintegrated passive devices (IPDs)interposerswafer-on-wafer (WoW) technologypost-wafer finish (PWF) services
Powerchip Semiconductor Manufacturing (PSMC)
3D AI foundrycapacity expansionTaiwanSingaporeJapanjoint venture
Source and time
Source: DigiTimes Asia · 10/22/2026 · View original source
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