2nm大厂,伸手要钱
半导体芯闻·2025-07-02 10:21

Core Insights - Rapidus aims to mass-produce 2nm chips by 2027 and is seeking funding from semiconductor-related companies, including Fujifilm, to support this initiative [1][2] - The company has initiated trial production lines for 2nm chips and plans to report on the trial results to partners on July 18 [1][2] - Rapidus was established in August 2022 with investments from eight Japanese companies, and additional funding efforts are underway to secure a total of 1 trillion yen [2] Funding and Investment - Rapidus is targeting to raise 1 trillion yen, with existing shareholders and potential investors like Honda expressing interest in contributing [2] - The estimated funding requirement for achieving the 2nm chip production goal is approximately 5 trillion yen, with the Japanese government committing around 1.72 trillion yen, leaving a funding gap of over 3 trillion yen [2] Market Context - In the advanced wafer foundry sector, TSMC dominates the market, particularly in securing AI chip orders from Nvidia [3] - There is an increasing demand from U.S. clients for alternative suppliers due to the U.S.-China decoupling, highlighting the strategic importance of Rapidus in the semiconductor supply chain [3]