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NewsTopic · TOTO半导体陶瓷扩产Material2 min readDisconfirmAI Editorial

Japanese Ceramic Giant TOTO Announces ¥60 Billion Investment in New Semiconductor Equipment Component Plant

TOTO will build a new facility in Buzen, Fukuoka, to mass-produce next-generation electrostatic chucks and AD components, with production expected to start in H1 FY2029.

2026-11-05 22:30 GMT+8

Japanese ceramic manufacturer TOTO announced on October 30, 2026, that it will construct a new production facility within its TOTO Fine Ceramics Buzen plant in Buzen City, Fukuoka Prefecture. The facility is dedicated to mass-producing next-generation electrostatic chucks and Aerosol Deposition (AD) components. The project involves an investment of approximately ¥60 billion, with production scheduled to begin in the first half of fiscal year 2029.

Electrostatic chucks are critical components used to secure silicon wafers in semiconductor manufacturing equipment, while AD components are installed in etching process tools. TOTO positions these ceramic materials for semiconductor equipment as a growth segment within its "Ceramics Business." The company states that its plasma-resistant electrostatic chucks and AD components contribute to the multilayering of memory and the miniaturization of logic semiconductors, trends driven by surging demand for AI chips.

The new production building is a three-story steel structure with a construction area of approximately 12,000 square meters and a total floor area of about 36,000 square meters, making it the largest production facility in the company's ceramics business to date. Additionally, TOTO is constructing a sintering building at the same plant to increase electrostatic chuck production, scheduled for completion in January 2027. This ¥60 billion investment is separate from the approximately ¥30 billion capital expenditure plan announced in April 2026 for the Chigasaki, Nakatsu, and Buzen plants, and is described as a "large-scale investment plan for further production enhancement."

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Sources

  • eetimes.itmedia.co.jpEE Times Japan↗
Topic

TOTO半导体陶瓷扩产

日本陶瓷巨头TOTO宣布投资约600亿日元,在福冈县丰前市的TOTO Fine Ceramics工厂新建生产设施,用于量产下一代静电吸盘(Electrostatic Chucks)和气溶胶沉积(AD)部件,预计于2029财年上半年投产。这一…

4 steps1 piecesUpdated 2026-11-05 16:12

How it got here

  1. 2026-04-30TOTO宣布在茅崎、中津和丰前三大工厂进行约300亿日元的设备投资计划,以扩大现有产品产能。note.com ↗
  2. 2026-05-04据日经新闻及TrendForce报道,TOTO先进陶瓷部门营业利润率预计超过40%,主要受NAND和AI芯片需求驱动。trendforce.com ↗
  3. 2026-06-03彭博社报道,TOTO首席技术官林良介表示,未来几年芯片相关业务资本支出将占总投资的一半以上,股价当日一度上涨11%。business-standard.com ↗

What is still unsettled

  • 新工厂投产后,TOTO在全球半导体设备陶瓷部件市场的份额具体变化如何?
  • 除了现有的静电吸盘和AD部件,TOTO在Chiplet集成等新兴领域是否有具体的商业化时间表?
  • 面对地缘政治和供应链波动,TOTO在美国和中国已完成的大规模扩张计划是否会影响其后续在日本本土的投资优先级?
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