如果您希望可以时常见面，欢迎标星收藏哦~ 来 源： 内容来自moneyDJ 。 日本官民合作设立的晶圆代工厂Rapidus目标在2027年量产2纳米(nm)芯片，而为了筹措量产资 金、传出Rapidus已对日本半导体材料厂富士软片(Fujifilm)提出出资要求，且据悉Rapidus将在本 月18日向业务伙伴报告2纳米芯片的试产情况。 共同通信1日报导，Rapidus据悉已对富士软片提出出资要求。富士软片有从事半导体材料事业， 而Rapidus似乎正呼吁包含富士软片在内的半导体相关企业对其出资，目标藉由扩大股东规模、打 造出整体产业界援助量产的体制。 报导指出，Rapidus 2纳米试产产线已在4月启动，且预定会在7月18日在工厂所在地北海道千岁市 举 办 活 动 、 向 业 务 伙 伴 报 告 试 产 情 况 。 试 产 品 的 主 要 性 能 数 据 预 估 在 9 月 左 右 明 朗 ， 有 意 对 Rapidus出资的企业可能会依据数据结果做出最终判断。 Rapidus设立于2022年8月，由丰田汽车、Sony、NTT、NEC、软银、Denso、铠侠、三菱UFJ等8 家日企共同出资设立，其中前7家商业 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The ongoing US-China trade conflict is described as a "struggle," with a call for emergency plans to assist affected businesses and accelerate policy easing measures [1] - The report highlights the need for Beijing to adopt bolder actions to address unprecedented challenges, including cleaning up the real estate sector and reforming the pension system to support consumption sustainably [5] - The meeting emphasized the importance of stabilizing employment and prices, particularly in light of the significant tariffs imposed by the US [9] Summary by Sections Economic Policy Measures - The report urges the implementation of "more proactive macroeconomic policies" and emphasizes the need to accelerate policy execution [6] - It suggests that the government should expedite the use of special bonds issued by local and central governments [6] - The report maintains predictions for a 50 basis point reserve requirement ratio cut and a 15 basis point interest rate cut in the second quarter, with similar actions expected in the fourth quarter [6] Support for Affected Industries - New structural monetary policy tools and financial instruments will be introduced to support technological development, expand consumption, and stabilize foreign trade [8] - A new relending plan will be launched to promote service consumption and elderly care services [8] - The leadership has committed to increasing the unemployment insurance fund's return ratio to support employment stability for businesses severely impacted by tariffs [8] Agricultural and Labor Market Stability - The report stresses the need to enhance domestic agricultural production to stabilize prices of essential goods, especially in light of the US's high tariffs on Chinese imports [9] - It highlights the challenges posed by the low substitutability of certain US-imported agricultural products and the time required for domestic production adjustments [9] - The report underscores the importance of providing multifaceted support to struggling enterprises, including improving financing channels [10]

Core Viewpoint - Rapidus, a Japan-based semiconductor foundry, aims to mass-produce 2nm chips by 2027, with trial production lines starting on April 1, 2024. The company is in discussions with 40-50 potential clients, including major U.S. tech firms known as GAFAM [1][2]. Group 1: Production Plans and Partnerships - Rapidus plans to produce next-generation 1.4nm chips after the 2nm production, indicating a timeline of approximately 2.5 to 3 years for adopting next-generation technology [2]. - The Japanese government has committed to providing additional support to Rapidus, with a total aid amounting to 1 trillion 822.5 billion yen, including previous assistance [2]. - Rapidus is collaborating with Broadcom to provide trial samples of 2nm products, which could lead to semiconductor production for Broadcom's clients, including Google and Meta [2]. Group 2: Market Position and Competition - Rapidus aims to differentiate itself by achieving production speeds 2-3 times faster than TSMC, which currently dominates the advanced foundry market [1]. - NVIDIA's CEO has expressed interest in potentially outsourcing AI chip production to Rapidus, highlighting the growing need for diversified supply sources amid U.S.-China decoupling [3][5].