Subject


Rapidus


2025-03-11

[News] Rapidus’ Costly Bet on Cutting-Edge Nodes Raises Concerns, as Japanese Expert Calls for a Plan B

Japan’s Rapidus is making waves with its 2nm chip push, positioning itself against foundry giants like TSMC, Intel, and Samsung. But questions loom over its hefty investments and the absence of major client orders. A recent Asahi Shimbun report argues that Rapidus’ focus on extreme semiconductor...

2025-02-10

[Insights] Exploring Rapidus’ Path to 2nm Mass Production: 3 Key Challenges Ahead

Japan’s Rapidus has gained attention for its progress on 2nm chips, a market supposedly dominated by foundry giants like TSMC, Intel, and Samsung. According to Nikkei, the company plans trial production in April and aims to provide 2nm samples by June. To fully understand Rapidus’ potential a...

2025-02-08

[News] Full-Speed Construction of 2nm Fabs in 2025

Following ChatGPT, DeepSeek’s emergence, the AI boom has been further fueled. Driven by AI, the demand for advanced process chips continues to surge. While 3nm chips have already entered mass production, multiple manufacturers are actively investing in 2nm fabs to meet future market needs, targeti...

2025-01-28

[News] Rapidus Reportedly to Install 10 EUV Machines, Aiming for Early Mass Production

While foundry giant TSMC plans to raise its 2025 capex to USD 38-42 billion, marking an up to 40% year-on-year increase, Japan’s Rapidus is also making strides in expansion. With government support backing it up, the company reportedly aims to introduce a total of 10 extreme ultraviolet (EUV) lith...

2025-01-13

[News] Foundry Giants’ Advanced Node Expansion Efforts Beyond 2025: TSMC, Intel, Rapidus and More

Foundry giants, as well as ambitious newcomers, have been making strides in capacity expansion as soon as 2025 kicks start. According to SEMI, the semiconductor industry is set to begin 18 new fab construction projects in 2025. Notably, this trend seems to be most evident in advanced nodes. SEMI ...

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