[Weekly Taiwan Business News] Japanese Companies in Taiwan Concerned about Logistics and Cost Increases, Nishimatsuya Tainan Store Opens, TSMC to Mass Produce 3nm in US by 2027?, Positive on Introducing Next-Gen Nuclear Power, Ministry of Agriculture Develops Sake Rice [March 30, 2026 Issue]

Y's Consulting Group (Headquarters: Taipei, Republic of China; Representative: Yasushi Yoshimoto), which publishes "Weekly Taiwan Business News" delivering Taiwan's market trends and industry information, is pleased to present the latest business information from Taiwan. The March 30, 2026 issue of "Weekly Taiwan Business News" highlights the results of an urgent survey conducted by Y's Research for Japanese companies in Taiwan titled "Impact and Response to the Strait of Hormuz Blockade." Additionally, we report on notable topics such as observations of TSMC's Arizona factory accelerating mass production, the development of Taiwan's first sake rice, and the opening of Nishimatsuya's first overseas directly managed store.

【Highlights】

■ 【Urgent Survey】90% of Japanese Companies in Taiwan "Not Considering Evacuation of Expatriates" Even Under Strait of Hormuz Blockade

As tensions in the Middle East escalate and the Strait of Hormuz is virtually blockaded, Y's Research conducted an urgent survey (survey period: March 4-17, 2026; valid responses: 69 companies) targeting Japanese companies in Taiwan.

【Survey Results Highlights】

・Expatriate Evacuation Policy: 81% responded that they "are not considering the return of Japanese expatriates and their families." Combined with "under consideration, but currently continuing to stay (9%)," 90% of companies plan to maintain their current operational structure.

・Triggers for Evacuation Consideration: 85% cited "escalation of military crisis" as the stage at which they would consider complete withdrawal or evacuation.

・Company Stockpiling Status: Regarding physical stockpiles such as drinking water and food, 46% of companies responded that they "have not taken any particular measures," highlighting challenges in BCP (Business Continuity Plan) (more than half of manufacturing and retail companies have not taken measures).

《2026 Impact and Response of Japanese Companies in Taiwan to the Strait of Hormuz Blockade》

Over 60% of Japanese companies in Taiwan concerned about logistics and rising costs (1)

https://www.ys-consulting.com.tw/news/127479.html

33% of Japanese companies in Taiwan undecided on response to power restrictions (2)

https://www.ys-consulting.com.tw/news/127511.html

■This Week's Featured Business and Economic Topics

1. TSMC's U.S. Arizona Fab 2 May Accelerate 3nm Mass Production to H2 2027 

Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest foundry, is expected to accelerate the start of 3-nanometer process mass production at its U.S. Arizona Fab 2 from the original 2028 plan to the second half of 2027. The company is rushing to expand production capacity both domestically and internationally to meet the robust demand for AI semiconductors.

2. Ministry of Economic Affairs Positive on Introducing Next-Gen Nuclear Power 

Minister of Economic Affairs Kung Ming-hsin stated on the 24th that he wants to "keep pace with global trends" regarding the introduction of next-generation nuclear power, showing an open stance. Meanwhile, Premier Cho Jung-tai said there are no current discussions on an emergency order to restart existing nuclear power plants in response to the Middle East situation.

3. Taiwan's First Sake Rice "Tainan No. 21 Nankura" Developed, Taiwanese Sake to Emerge by Year-End 

The Tainan District Agricultural Research and Extension Station of the Ministry of Agriculture spent eight years developing Taiwan's first sake rice, "Tainan No. 21 Nankura," and signed technology transfer agreements with six organizations, including Taiwan Tobacco & Liquor Corporation (TTL). This rice is suitable for highly polished sake like Daiginjo, and it is expected that sake made with new rice will be available as early as the end of this year or next spring.

4. Nishimatsuya Opens First Overseas Directly Managed Store in Tainan, Taiwan 

Nishimatsuya Chain, a specialty store for maternity and baby products, grand opened its first overseas directly managed store in "Mitsui Outlet Park Tainan" on the 20th. Aiming to become a childcare infrastructure in Taiwan, the company plans to expand to 20 stores within the next five years.

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