NuAxiSemiconductor trade intelligence
Fujifilm expands South Korean capacity to meet AI chip demand
What happened
Fujifilm Electronic Materials is planning to expand its advanced semiconductor materials capacity in South Korea, specifically increasing extreme ultraviolet (EUV) photoresist capacity in Pyeongtaek and expanding chemical mechanical polishing (CMP) slurry production in Cheonan. The investments will deepen local support for customers including Samsung Electronics, which the source attributes to growing AI and advanced-process demand. This expansion is in a planned status; the source gives no specific investment amount or timeline.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
extreme ultraviolet (EUV) photoresistchemical mechanical polishing (CMP) slurry
Fujifilm Electronic Materials
EUV photoresistCMP slurrySouth KoreaPyeongtaekCheonancapacity expansion
Source and time
Source: DigiTimes Asia · 10/26/2026 · View original source
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