Rapidus启动（上）两倍速生产

Core Viewpoint - Rapidus, a Japanese semiconductor startup, has accelerated its production pace, achieving prototype development in just three months after factory launch, which is twice the usual time frame, supported by experienced engineers and suppliers from Japan's semiconductor industry [2][4]. Group 1: Production and Technology - Rapidus successfully completed the trial production of 2-nanometer semiconductors, significantly shortening the typical six-month process to just three months [4]. - The company has implemented a "fully single wafer" production line that allows for high-speed processing of individual wafers, achieving processing speeds 2-3 times faster than TSMC [6]. - The use of digital technology for data analysis, including a dedicated team for deep learning automation, has enhanced the efficiency of the production process [6]. Group 2: Market Position and Competition - Japan's semiconductor sales once surpassed those of the U.S. in the 1980s, but the country has since lost its edge in advanced production technologies, with TSMC holding a dominant 67.6% market share in semiconductor foundry services as of Q1 2025 [7]. - If Rapidus succeeds in mass production, it could create new revenue opportunities for Japanese equipment and materials manufacturers [7]. Group 3: Collaborations and Future Plans - Dainippon Printing has begun developing photomasks for transferring 2-nanometer circuits to wafers, with plans to supply Rapidus by 2027 [9]. - Tokyo Electron has established a base in Chitose City for equipment installation and maintenance, with plans to increase the number of engineers to support production [10]. - The collaboration across various industries is essential for Rapidus to refine its mass production technology and enhance Japan's overall competitiveness in the semiconductor sector [10].