Rapidus has made a significant splash in the semiconductor world as the first Japanese company to venture into the trial production of 2nm chips, incorporating state-of-the-art EUV technology from ASML. This bold move places Rapidus in a favorable position to join NVIDIA’s supply chain.
Expanding Horizons: Rapidus Sets Sights on 2nm Production by 2025, Aims for Full Scale by 2027, Following TSMC’s Lead
In the realm of semiconductors, TSMC currently reigns supreme, its dominance underscored by its collaborations with tech behemoths. As Intel Foundry and Samsung grapple with internal challenges, TSMC’s advantage becomes even more pronounced. Yet, Rapidus emerges as a formidable contender, integrating ASML’s advanced EUV scanners in its Japanese facility, signaling its readiness to compete in the 2nm space.
Nikkei Asia reports that by the end of December, Rapidus will have installed ASML’s cutting-edge equipment, marking a pivotal moment for Japan’s semiconductor sector. The rarity of ASML technology outside specific regions further underscores the importance of this development. Looking ahead, Rapidus plans to kick off its trial production phase by April 2025, with commercial manufacturing anticipated to begin by 2027.
Rapidus’ strategic advancements have caught the attention of NVIDIA, which has long sought an additional semiconductor partner alongside TSMC. Known as Team Green, NVIDIA has been eyeing alternative suppliers and considers Rapidus a strong candidate, drawn by its impressive chip yield and performance metrics. Given NVIDIA’s strategic need to broaden its supply chain, Rapidus emerges as a viable partner that could meet the company’s demanding standards.
Already, Rapidus is experiencing interest in its 2nm technologies, with IBM leading the charge. Several other companies are also keen to explore partnerships with Rapidus for their semiconductor needs. Observers are keenly watching how Rapidus navigates these initial stages, as its potential to rival established powerhouses like TSMC becomes increasingly apparent.
