Where is Panasonic Industry investing the 92 billion yen?

The investment is split across Suzhou, China; Ayutthaya, Thailand; Uji, Japan; Batam, Indonesia; and Yokkaichi, Japan.

What are MEGTRON and SP-Cap used for?

MEGTRON is a high-performance multilayer circuit-board material for high-speed, large-capacity transmission, and SP-Cap is a conductive polymer aluminum electrolytic capacitor for stable power supply in GPU circuits of AI servers.

When will the new production capacity start operating?

New MEGTRON buildings are scheduled for August 2028 in Suzhou and April 2029 in Ayutthaya, while the SP-Cap building in Batam is set for April 2029.

Top Companies' AI MovesAI Business & IndustryTop Companies AI11m agoOct 31, 2026, 06:30 JST

Panasonic Industry bets 92 billion yen on AI materials

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3 Key Points

What happened
Panasonic Industry is investing about 92 billion yen in AI-related operations: roughly 67 billion yen for MEGTRON production in Suzhou and Ayutthaya, about 17 billion yen for SP-Cap capacitors, and about 8 billion yen for a new R&D building in Yokkaichi.
Why it matters
The spending adds production capacity for materials used in AI servers, aiming to meet growing demand from data centers, with Panasonic Industry positioning its materials and process businesses as growth drivers.
What to watch
New MEGTRON and SP-Cap capacity is scheduled to start operating between August 2028 and April 2029 at the Suzhou, Ayutthaya, and Batam sites.

WHO IT HITSThis investment affects electronics materials suppliers and manufacturers of AI servers and data-center equipment, as Panasonic Industry expands capacity for components used in AI server power circuits and high-speed communications.

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Where is Panasonic Industry investing the 92 billion yen?: The investment is split across Suzhou, China; Ayutthaya, Thailand; Uji, Japan; Batam, Indonesia; and Yokkaichi, Japan.
What are MEGTRON and SP-Cap used for?: MEGTRON is a high-performance multilayer circuit-board material for high-speed, large-capacity transmission, and SP-Cap is a conductive polymer aluminum electrolytic capacitor for stable power supply in GPU circuits of AI servers.
When will the new production capacity start operating?: New MEGTRON buildings are scheduled for August 2028 in Suzhou and April 2029 in Ayutthaya, while the SP-Cap building in Batam is set for April 2029.

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