By investing in expanding production capacity for semiconductor back-end processes and AI data center components in the Philippines, MinebeaMitsumi has made it clear that the AI boom is spreading beyond GPUs to include peripheral components and the entire analog semiconductor market.
- 🟧 MinebeaMitsumi to Invest an Additional 25 Billion Peso in the Philippines to Increase Production of Analog Semiconductors and Data Center Components Supporting the AI Era
- 🟧Growing AI demand drives a sharp rise in the importance of ‘peripheral components’—driven by strengthening the semiconductor supply chain.
- 🟧 Conclusion
🟧 MinebeaMitsumi to Invest an Additional 25 Billion Peso in the Philippines to Increase Production of Analog Semiconductors and Data Center Components Supporting the AI Era
MinebeaMitsumi announced an additional investment totaling 25 billion Philippine pesos (approximately 65 billion yen) in the Philippines to expand production capacity for semiconductor back-end processes and AI data center components. This investment is being carried out as part of strengthening economic cooperation between Japan and the Philippines, and is expected to create approximately 3,000 new jobs.
- Expanding the semiconductor back-end process business, increasing analog semiconductor production capacity at the Cebu factory from 2027
- Approximately 5 billion pesos invested in Battery battery protection modules for hyperscale data centers
- Approximately 10 billion pesos invested to expand optical image stabilization (OIS) manufacturing capacity for smartphones
MinebeaMitsumi has already invested approximately 53 billion pesos (about 138 billion yen) in the Philippines, playing a key role as a manufacturing base for semiconductors, precision motors, electronic components, and more.
🟧Growing AI demand drives a sharp rise in the importance of ‘peripheral components’—driven by strengthening the semiconductor supply chain.
The background to this investment is the rapid growth of AI and cloud computing. In recent years, Nvidia’s GPUs and HBMs have been attracting attention, but to actually operate AI servers, a large number of power control circuits and analog semiconductors are required.
For example, in data centers, battery protection modules that safeguard expensive GPUs and memory from power failures are indispensable. Additionally, with the rising power consumption of AI servers, demand for analog semiconductors such as power management ICs and sensors is rapidly expanding.
🟧 Conclusion
MinebeaMitsumi will invest an additional 25 billion pesos in the Philippines to expand production capacity for semiconductor back-end processes, analog semiconductors, power supply components for data centers, and OIS products. This announcement is a symbolic example showing that the growth of the AI market is expanding beyond GPUs and HBM to peripheral fields such as power management and analog semiconductors.
Going forward, as demand for AI infrastructure expands, component manufacturers like MinebeaMitsumi will become even more prominent, and “semiconductors supporting AI” will become a new growth theme.
