日本要建1nm工厂
半导体行业观察·2026-03-02 01:41

Core Viewpoint - Rapidus aims to start mass production of 2nm chips in the second half of 2027, with significant backing from the Japanese government and private sector, indicating a strong commitment to advancing Japan's semiconductor industry [2][3][4]. Group 1: Company Overview - Rapidus is collaborating with over 60 companies, primarily focusing on high-performance computing (HPC), AI semiconductors, and robotics, with around 10 companies already receiving quotes [2]. - The company has secured approximately 267.6 billion yen in funding, with the Japanese government contributing 100 billion yen, making it the largest shareholder [2][3]. Group 2: Future Plans - Rapidus plans to expand its investment to over 7 trillion yen, targeting profitability by 2030 and an IPO around 2031 [4]. - The company intends to construct a second factory in Chitose, Hokkaido, starting in 2027, which will produce 1.4nm chips by 2029, aiming to compete with TSMC [4]. Group 3: Government Involvement - The Japanese government will hold approximately 40% of shares through its investment, with provisions to convert non-voting shares into voting shares under certain conditions [3]. - The government plans to invest an additional 150 billion yen by 2026, potentially increasing its voting power to 60% [3].

日本要建1nm工厂 - Reportify