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Asahi Kasei will double its production capacity for PIMEL?? photosensitive polyimide by 2030, investing approximately ¥16 billion. This material is crucial for the semiconductor industry, used in buffer coatings, passivation layers, and redistribution layers. The expansion aims to improve supply resilience for semiconductors, which are expected to reach a revenue of over $1 trillion by the mid-2030s.

Diversified global manufacturer Asahi Kasei has announced plans to double its production capacity for PIMEL™ photosensitive polyimide (PSPI) by 2030. This move, which involves an investment of approximately ¥16 billion, aims to bolster the supply resilience of a key material in the global semiconductor industry.

PIMEL™ PSPI is a crucial component used in various semiconductor applications, including buffer coatings, passivation layers, and redistribution layers. These materials help protect delicate semiconductor devices from mechanical stress and contamination, and they are essential for enabling high-density circuit designs. The demand for next-generation semiconductor interlayer insulation is projected to grow rapidly at an average annual growth rate of 8%, driven by the anticipated revenue of the semiconductor industry to surpass US$1 trillion by the mid-2030s [1].

Asahi Kasei has already constructed a new plant for producing PIMEL™ PSPI in Fuji City, Shizuoka Prefecture, Japan, in December 2024. The company has now decided to expand this facility further, doubling its 2024 capacity by 2030. This expansion is expected to significantly enhance the supply resilience of essential materials used in semiconductor manufacturing. The investment in this expansion underscores Asahi Kasei's commitment to growing its Electronics business and reinforcing its position as a key supplier in the global semiconductor industry.

Nobuko Uetake, Senior Executive Officer of Asahi Kasei and leader in the company’s electronics materials business, commented, “The rapid growth of generative AI and other advanced technologies is driving unprecedented demand for semiconductor materials like PIMEL™ PSPI. This investment positions Asahi Kasei to capture that growth by enhancing our supply capability and reinforcing our role as a reliable partner to global semiconductor manufacturers. It supports our broader strategy to build long-term value in high-growth, high-impact sectors” [1].

Asahi Kasei’s electronics business is categorized as a “First Priority” driver for future company growth. The company has received numerous accolades for its contributions to the semiconductor industry, including the TSMC Excellent Performance Award in 2024 for “Excellent Technology Collaboration and Production Support in Advanced Packaging” [1].

In April 2025, Asahi Kasei announced its new medium-term management plan, “Trailblaze Together,” which continues the path of structural transformation and focuses on strategic investments in high-growth sectors. By doing so, the company aims to maximize profitability and company value by 2030 and beyond [1].

References:
[1] https://www.morningstar.com/news/business-wire/20250821070831/asahi-kasei-to-double-production-capacity-for-pimel-photosensitive-polyimide-by-2030
[2] https://www.stocktitan.net/news/AHKSY/asahi-kasei-to-double-production-capacity-for-pimeltm-photosensitive-gz28ue84x2vj.html