In Brief:
- Sony (60%) and TSMC (40%) plan to spend ~1 trillion yen ($6.32B).
- Production in Kumamoto, Japan, targeted for 2029.
- Manufacture next-gen image sensors combining Sony's design and TSMC's chip production.
- Applications: Smartphones, automotive systems, and robotics/physical AI.
- Sony declined to comment; TSMC has not responded.
Sony Group and Taiwan Semiconductor Manufacturing Co (TSMC) plan to invest approximately 1 trillion yen ($6.32 billion) to establish a joint venture in Japan's Kumamoto prefecture that will produce next-generation microchips for image sensors, according to a report by the Nikkei business daily.
Under the proposed structure—owned 60% by Sony and 40% by TSMC—commercial production could launch as early as 2029, combining Sony's leadership in image sensor design with TSMC's world-leading contract chip manufacturing strengths.
The partnership aims to supply advanced image sensors across multiple sectors, including smartphones, automotive systems, and emerging physical AI applications such as robotics; however, Sony declined to comment on the report, and TSMC did not immediately respond to requests for comment.