[Weekly Taiwan Business News] Japanese companies in Taiwan concerned about logistics and costs; Nishimatsuya opens in Tainan; TSMC may start 3nm mass production in the US in 2027; Open to next-gen nuclear power; Agriculture Ministry develops sake rice [2026/03/30 Issue]

Y's Consulting Group (HQ: Taipei, Taiwan; Representative: Yasushi Yoshimoto), which publishes the 'Weekly Taiwan Business News' covering market trends and industrial information in Taiwan, highlights the results of an emergency survey by Y's Research on 'Impact and Response to the Hormuz Strait Blockade' in the March 30, 2026 issue. Other topics include the observation of TSMC's accelerated mass production at its Arizona plant, the development of Taiwan's first sake rice, and the opening of Nishimatsuya's first overseas direct store. [Highlights] ■ [Emergency Survey] 90% of Japanese companies in Taiwan are not considering evacuating expatriates despite the Hormuz Strait blockade. Y's Research conducted an emergency survey (March 4-17, 2026; 69 valid responses) as Middle East tensions escalate. [Survey Highlights] - Evacuation Policy: 81% answered they are not considering the return of Japanese staff or families. Combined with 9% who are considering it but maintaining stay, 90% plan to maintain current operations. - Trigger for Evacuation: 85% cited 'rising military crisis' as the stage for considering full withdrawal. - Stockpiling: 46% have taken no specific measures for water or food, highlighting BCP challenges. [Business Topics] 1. TSMC Arizona Fab 2 may start 3nm mass production in H2 2027. 2. Ministry of Economic Affairs is open to next-gen nuclear power. 3. Taiwan's first sake rice 'Tainan No. 21 Nanzang' developed. 4. Nishimatsuya opens its first overseas direct store in Tainan.