Panasonic will invest about ¥92bn in circuit-board materials, capacitors and chip-packaging research for AI servers

Panasonic Industry, part of the Panasonic Group, said on 30 October that it will invest about ¥92bn in businesses tied to AI servers.

Most of the money, about ¥67bn, goes on MEGTRON multi-layer circuit-board materials, which AI servers use to move data at high speed. It pays for a Phase II building in Suzhou, China (about ¥30bn) and one in Ayutthaya, Thailand (about ¥37bn). About ¥17bn expands production of SP-Cap capacitors, which steady the power supply to GPU circuits, at Uji in Kyoto and on Batam in Indonesia. About ¥8bn pays for a new research building at its Yokkaichi South Factory in Mie, for packaging materials for larger AI chips and chiplets.

The release gives this timetable:

• Suzhou Phase I starts mass production in December 2026. • Ayutthaya Phase I starts operating in November 2027, and Suzhou Phase II in August 2028. • Batam construction starts in May 2027, and Batam and Ayutthaya Phase II start operating in April 2029.

Panasonic says the investment answers growing demand from generative AI for high-speed data transmission and stable power in AI servers. The release gives no sales target for it. Panasonic Holdings published its first-half results the same day; their figures were not visible from here.

• Confirmed Total investment of about ¥92bn: about ¥67bn for MEGTRON circuit-board materials, about ¥17bn for SP-Cap capacitors and about ¥8bn for packaging research. Panasonic newsroom
• Confirmed The MEGTRON money pays for Phase II buildings in Suzhou (about ¥30bn) and Ayutthaya (about ¥37bn). Panasonic newsroom
• Claimed Panasonic says the investment answers generative-AI demand for high-speed data transmission and stable GPU power in AI servers. Panasonic newsroom