2nm代工厂：我不与台积电竞争

Core Viewpoint - Rapidus, a joint venture in Japan, aims to mass-produce 2nm chips by 2027, showcasing its prototype just three months after the trial production line was activated [1][2]. Group 1: Company Overview - Rapidus has engaged in discussions with 30-40 potential clients, indicating strong interest in its technology [2]. - The company emphasizes that it will not compete directly with TSMC, focusing instead on providing an alternative supplier option for clients [2]. Group 2: Production Capacity and Market Position - Current production capacity is approximately 7,000 12-inch wafers per month, with plans to increase to 25,000-30,000 wafers upon mass production [2]. - TSMC's main factory is projected to exceed 100,000 wafers, highlighting the significant scale difference between the two companies [2]. Group 3: Industry Context - Rapidus's president noted that TSMC's new facility in Arizona may face challenges in achieving production and yield targets, which could impact its ability to meet demand [2].