日本加速重振半导体产业体系

Core Insights - Rapidus, a key player in Japan's semiconductor revival strategy, has recently welcomed new shareholders, including major companies and local banks, increasing the total number of shareholders to approximately 30. This move helps the company achieve its private funding target of 130 billion yen for the fiscal year 2025, laying the financial groundwork for mass production of 2-nanometer advanced process semiconductors in Chitose, Hokkaido [1][2] Group 1 - Rapidus was established in 2022 by leading Japanese companies such as Toyota, NTT, Sony Group, SoftBank, NEC, Denso, and Kioxia, aiming to rebuild domestic manufacturing capabilities in advanced processes [1] - The Japanese Ministry of Economy, Trade and Industry has positioned Rapidus as a national-level initiative, providing ongoing support through subsidies, capital injections, and institutional backing. Government support has reached nearly 3 trillion yen to date [1] - Japan is restructuring its semiconductor ecosystem from multiple angles, including the operational launch of TSMC's wafer plant in Kumamoto, attracting overseas advanced manufacturers through substantial subsidies, and maintaining international competitiveness in equipment and materials sectors [1] Group 2 - The financial system is integrated into the semiconductor industry revival framework, with several local banks participating in funding and financing arrangements for semiconductor projects, representing a new model of "linkage between industrial policy and financial policy" [2] - The recent funding round for Rapidus, involving over 20 new corporate investors, signifies a significant step in mobilizing private capital, indicating an unprecedented collaborative effort among the government, industry, and financial institutions focused on "economic security," "domestic advanced process production," and "supply chain resilience" [2]