[News] Fujitsu Taps TSMC for 2nm CPU, But Flags Rapidus as Key to Supply Chain Diversification

According to MoneyDJ, citing Nikkei, Fujitsu is developing a 2nm CPU named “MONAKA” based on designs from Arm. The chip is scheduled for commercialization in 2027 and is intended for AI and data center applications. A higher-performance successor is planned for the next-generation supercomputer Fujitsu is co-developing with RIKEN. The report highlights that Fujitsu plans to outsource manufacturing of these chips to TSMC.

Meanwhile, Fujitsu President Takahito Tokita also expressed support for Japanese foundry Rapidus, stating that increasing the number of advanced semiconductor suppliers would significantly enhance the company’s supply chain stability, as cited in the report. Tokita’s comments suggest that if Rapidus were able to handle manufacturing, it could further reinforce Fujitsu’s semiconductor supply chain. The report also notes that Fujitsu is planning to invest in Rapidus.

Honda Reportedly Eyes Rapidus Investment to Bolster Chip Supply Beyond TSMC Partnership

In addition to Fujitsu, Japanese automaker Honda is reportedly considering investing in Rapidus to secure access to advanced semiconductors and mitigate potential geopolitical risks, according to MoneyDJ, citing Nikkei.

As Nikkei notes, Honda plans to design its own chips for autonomous vehicles while outsourcing production to external foundries. The company signed a strategic collaboration agreement with TSMC in 2023 to procure automotive chips. TSMC is expected to begin mass production of 2nm chips in the second half of 2025, Nikkei adds.

Rapidus Reportedly Pursues Broad Client Base, From Giants to Startups

Rapidus launched its 2nm pilot production line on April 1, as noted by MoneyDJ, citing Nikkei. The company expects to complete its prototype chips by July 2025.

Citing Rapidus President Atsuyoshi Koike, the report notes that the company aims to gain a clearer picture of its customer base within the year. Koike also stated that some level of prototype validation is expected between mid- and late July.

Rapidus has also been actively engaging with potential clients. According to its press release, the company is in discussions with a wide range of prospects—from major established firms to emerging AI startups. While no specific customers were disclosed, GAFAM companies were cited as examples of the types of firms Rapidus is currently in talks with.

Read more

• [News] Honda Reportedly Plans Rapidus Investment to Secure Advanced Chips Beyond TSMC Deal
• [News] Rapidus Reportedly to Begin 2nm Trial Production in April, Chip Prototypes Expected by July

(Photo credit: Fujitsu)