Panasonic Industry Co., Ltd. is actively investing in AI-related businesses to support the growing demand in the generative AI market. The Company will expand its production capacity for MEGTRON high-performance multi-layer circuit board materials and SP-Cap conductive polymer aluminum electrolytic capacitors—materials used in AI servers and other data center equipment—at multiple production sites both in Japan and overseas. The Company will also strengthen its R&D capabilities for next-generation materials for semiconductor packaging*1, enhancing its supply capacity to meet growing demand while advancing technological development to drive competitiveness over the medium to long term.
Panasonic Industry is an operating company within the Panasonic Group. With a mission, “We will open the way to a better future and continue to contribute to an affluent society through a variety of device technologies,” the Company provides a wide range of electronic components and materials for automotive applications, information and communications infrastructure, and many other sectors. Positioning this year as the first year of the growth phase, the company is accelerating its shift toward value-added “Materials and Processes Businesses*2,” where it can leverage its unique strengths, while also stepping up its focus on AI-related areas.
To respond to these circumstances and support the rapidly growing AI demand, the Company will invest a total of approximately 67 billion yen to expand production capacity for MEGTRON high-performance multi-layer circuit board materials, which support high-speed, high-capacity communications of AI servers, at its plants in Suzhou, China and Ayutthaya, Thailand. The Company will also invest a total of approximately 17 billion yen in its plants in Uji, Kyoto and Batam, Indonesia, to increase production capacity for SP-Cap conductive polymer aluminum electrolytic capacitors, which help ensure stable power supply for GPU power circuits in AI servers. In addition, the Company will invest approximately 8 billion yen in its plant in Yokkaichi South, Mie, to build a new R&D facility, with the aim of strengthening R&D for next-generation materials for semiconductor packaging that will support future semiconductor technologies.
Panasonic Industry will continue to contribute to the advancement of AI technology and the development of a sustainable society through devices and materials that combine its distinctive materials and process technologies.