Japan's Rapidus has secured $1.7 billion from the government and 32 companies including Toyota, Soft...
The AMW Read
Updates the infrastructure map with a major sovereign-backed player (Rapidus) aiming to diversify the silicon supply chain and address geopolitical risks in the Taiwan Strait via $1.7B in funding.
Japan's Rapidus has secured $1.7 billion from the government and 32 companies including Toyota, SoftBank, and Sony to mass-produce 2nm chips by 2027 at its Hokkaido fab with 25,000 wafers per month capacity. This public-private partnership signals Japan's strategic move to reclaim semiconductor leadership and diversify the global supply chain beyond TSMC and Samsung, addressing geopolitical risks in the Taiwan Strait. With over 60 companies already expressing interest for AI, robotics, and edge computing applications, Rapidus positions Japan as a critical alternative in the race for advanced AI chips, especially as global AI chip spending is projected to triple from $45 billion by 2028. The initiative represents a coordinated national effort to rebuild Japan's industrial backbone and capture value in the generative AI era.
