Core Viewpoint - Samsung Electronics demonstrates strong confidence in advanced semiconductor technology, particularly in the progress of its 2nm GAA process, aiming to improve its market position in the semiconductor foundry sector [2][4]. Group 1: Samsung's 2nm GAA Process - Samsung has significantly raised its yield target for the 2nm GAA process from an initial 50% to 70%, with plans to achieve this by the end of 2025 [4]. - The company is reportedly on track to meet its expected yield and chip performance goals for the 2nm process, as indicated by statements from senior management during a recent semiconductor industry meeting [4]. - The first chip utilizing the 2nm GAA technology will be the self-developed Exynos 2600, which preliminary internal tests show outperforms competitors such as Apple's A19 Pro and Qualcomm's fifth-generation Snapdragon 8 [5]. Group 2: Competitive Landscape - Samsung's foundry business has historically lagged behind TSMC, but recent developments suggest a potential shift in market dynamics [4]. - The ambition to capture the top position in the global foundry market is underscored by the company's focus on the successful implementation of the 2nm GAA node, although challenges remain in catching up with TSMC and addressing technical and workforce issues [4].

Core Viewpoint - Honda plans to invest in Rapidus, a semiconductor startup aimed at revitalizing Japan's semiconductor industry, signaling a strategic shift in the automotive semiconductor landscape [1][2]. Group 1: Strategic Considerations for Honda - Honda's partnership with Rapidus is driven by three strategic considerations, including the need for supply chain stability and the potential for self-sufficiency in semiconductor production [1]. - The automotive industry is increasingly reliant on semiconductors, with their value in vehicles rising annually, prompting manufacturers to strengthen their control over chip production [1][2]. Group 2: Challenges and Opportunities for Rapidus - Rapidus aims to develop 2nm GAA technology, bypassing mature processes like 28nm, which reflects both technological ambition and governmental support for Japan's semiconductor industry [2][3]. - The current stage of Rapidus is still in prototype development, with significant technical and manufacturing challenges ahead before achieving mass production by 2027 [2][3]. Group 3: Implications for the Japanese Automotive and Semiconductor Ecosystem - If Rapidus successfully achieves stable mass production of its 2nm technology, it could reduce Honda's reliance on overseas foundries and enhance its competitive edge in specific applications like autonomous driving and edge computing [3]. - The collaboration between Honda and Rapidus represents a shift from policy-driven initiatives to industry-driven demands, potentially establishing a robust domestic semiconductor ecosystem in Japan [2][3].