TSMC(US:TSM) 半导体行业观察·2026-02-05 01:08Core Insights - TSMC plans to invest $17 billion in advanced 3nm chip production in Kumamoto, Japan, with the Japanese government considering additional support for this investment [2] - Rapidus, a Japanese chip manufacturer, is expected to exceed its private investment target of 160 billion yen ($1.02 billion) by 2025, with significant backing from IBM and other major Japanese companies [3][4] - The Japanese government is prioritizing domestic production of advanced chips for economic security, with Rapidus aiming for mass production of 2nm chips by FY2027 [5] Group 1: TSMC's Investment in Japan - TSMC's investment in Japan is set at $17 billion for 3nm chip production, with discussions ongoing regarding changes to its original plan of $12.2 billion for 6-12nm capacity [2] - The Japanese government is providing subsidies to TSMC and is considering further support for its expansion plans [2] Group 2: Rapidus' Growth and Investment - Rapidus is projected to raise over 160 billion yen ($1.02 billion) in private investments by FY2025, with major shareholders including SoftBank and Sony, each investing 21 billion yen [3][4] - The number of shareholders in Rapidus is expected to increase from 8 to over 30, indicating growing interest in the company [4] - Rapidus aims to achieve mass production of 2nm chips by FY2027, supported by both public and private funding [5] Group 3: Technological Developments and Challenges - IBM is providing technical support to Rapidus and is expected to become its first foreign investor, aiming to reduce reliance on TSMC [4] - Rapidus has confirmed the operation of its 2nm transistor prototype and is working on efficient AI chip connections [4] - Despite progress, Rapidus faces challenges in scaling production, increasing output, and expanding its customer base [5]