{"id":27501,"date":"2024-10-02T23:56:00","date_gmt":"2024-10-02T15:56:00","guid":{"rendered":"https:\/\/www.granitefirm.com\/blog\/us\/?p=27501"},"modified":"2026-07-07T08:52:39","modified_gmt":"2026-07-07T00:52:39","slug":"rapidus-tsmcs-rival","status":"publish","type":"post","link":"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/","title":{"rendered":"Rapidus will be TSMC&#8217;s strongest rival in the near future"},"content":{"rendered":"\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_85 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #ffffff;color:#ffffff\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #ffffff;color:#ffffff\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Company_Profile\" >Company Profile<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Founding_of_the_company\" >Founding of the company<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Aiming_to_revive_Japanese_semiconductors\" >Aiming to revive Japanese semiconductors<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#High_subsidies_from_the_Japanese_government\" >High subsidies from the Japanese government<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Raised_funds_from_8_Japanese_companies\" >Raised funds from 8 Japanese companies<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Rapidus_is_no_ordinary_company\" >Rapidus is no ordinary company<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Why_is_Rapidus_necessary\" >Why is Rapidus necessary?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#The_companys_only_mission\" >The company&#8217;s only mission<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#US_and_Japan_join_forces_to_suppress_TSMC\" >US and Japan join forces to suppress TSMC<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Set_TSMC_as_the_main_competitor\" >Set TSMC as the main competitor<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Technical_aspects\" >Technical aspects<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#European_and_American_full_support\" >European and American full support<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Only_locks_in_advanced_processes_above_2nm\" >Only locks in advanced processes above 2nm<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Use_foreign_technology\" >Use foreign technology<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#2nm_depends_on_IBM\" >2nm depends on IBM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#14nm\" >1.4nm<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#1_nanometer_relies_on_Leti\" >1 nanometer relies on Leti<\/a><\/li><\/ul><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Schedule_and_milestone\" >Schedule and milestone<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Two_years_behind_TSMC_only\" >Two years behind TSMC only<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Trial_production_schedule\" >Trial production schedule<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Mass_production_schedule\" >Mass production schedule<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Next_Step\" >Next Step<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Partners_customers_and_competitors\" >Partners, customers and competitors<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Partners\" >Partners<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-25\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Customers\" >Customers<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-26\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Tenstorrent\" >Tenstorrent<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-27\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Broadcom\" >Broadcom<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-28\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Kioxia\" >Kioxia<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-29\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Nvidia\" >Nvidia<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-30\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#AMD\" >AMD<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-31\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Americas_tech_behemoths\" >America&#8217;s tech behemoths<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-32\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#ASIC_chip_designers\" >ASIC chip designers<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-33\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#RAPIDUSs_shareholders\" >RAPIDUS&#8217;s shareholders<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-34\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Competitors\" >Competitors<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-35\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Latest_Progress\" >Latest Progress<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-36\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#2nm\" >2nm<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-37\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#14nm-2\" >1.4nm<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-38\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#The_future_of_the_company\" >The future of the company<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-39\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#IPO\" >IPO<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-40\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Revenue_Outlook\" >Revenue Outlook<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-41\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Potential_risks\" >Potential risks<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-42\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Part_of_US_and_Japans_semiconductor_strategy\" >Part of US and Japan&#8217;s semiconductor strategy<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-43\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#US_and_Japan_conspired_to_hollow_out_Taiwan\" >US and Japan conspired to hollow out Taiwan<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-44\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Taiwan_is_just_a_piece\" >Taiwan is just a piece<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-45\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Closing_words\" >Closing words<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-46\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/#Related_articles\" >Related articles<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Company_Profile\"><\/span>Company Profile<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Founding_of_the_company\"><\/span>Founding of the company<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p><a href=\"https:\/\/en.wikipedia.org\/wiki\/Rapidus\" target=\"_blank\" rel=\"noreferrer noopener\">Rapidus <\/a>was founded in August 2022 by former Tokyo Electronics President Tetsuro Higashi, and former Nippon Manufacturing Co., Ltd. engineer Atsuyoshi Koike serves as the company&#8217;s CEO.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Aiming_to_revive_Japanese_semiconductors\"><\/span>Aiming to revive Japanese semiconductors<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Rapidus is a chip foundry supported by the Japanese government. It has been given only one mission&#8211;to revitalize Japan&#8217;s semiconductor industry, which was once the world&#8217;s number one but was strangled by the United States. If you are interested in this history, please see the following two posts I have written before:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/04\/01\/japan-is-already-a-country-of-mediocrity-not-as-advanced-as-you-think\/\" target=\"_blank\" rel=\"noreferrer noopener\">Japan is already a country of mediocrity, not as advanced as you think<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2023\/10\/08\/companies-destroyed-by-us\/\" target=\"_blank\" rel=\"noreferrer noopener\">How did Japan, Alstom, Toshiba, Via, HTC and Taiwan&#8217;s panel industry collapse?<\/a>&#8220;<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"High_subsidies_from_the_Japanese_government\"><\/span>High subsidies from the Japanese government<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>As of April 2024, Rapidus has received a government subsidy of 1 trillion yen (approximately US$620 billion).<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Raised_funds_from_8_Japanese_companies\"><\/span>Raised funds from 8 Japanese companies <span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Rapidus is basically a chip innovation that gathers the strength of the whole country and is a joint effort between industry, government, and academia. It only allows success and does not allow failure. It must be successful. <\/p>\n\n\n\n<p>Eight leading Japanese companies, including Toyota, Sony, NTT, NEC, Softbank, Denso, NAND Flash manufacturer Kioxia, and Mitsubishi UFJ, all invested heavily in participating in the establishment of the company. Fund raising, 8 Japanese companies jointly invested 7.3 billion Japanese Yen.<\/p>\n\n\n\n<p><strong>Note<\/strong>: Recent media reports have revealed that Fujitsu may also be the ninth major Japanese company to invest.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Rapidus_is_no_ordinary_company\"><\/span>Rapidus is no ordinary company<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Why_is_Rapidus_necessary\"><\/span>Why is Rapidus necessary?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Currently, the semiconductor factories of local Japanese manufacturers can only produce products up to 40 nanometers, which is far behind the United States, Taiwan, China, and South Korea.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"The_companys_only_mission\"><\/span>The company&#8217;s only mission<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>To make a long story short: Although the company is currently very low-key, relevant industry insiders all know one thing &#8211; Rapidus was founded with the sole purpose of defeating TSMC.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"US_and_Japan_join_forces_to_suppress_TSMC\"><\/span>US and Japan join forces to suppress TSMC<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Taiwan&#8217;s media will only report good news but not bad news, and will not tolerate any unfavorable or negative comments about TSMC. Most of the Taiwanese are obsessed with TSMC&#8217;s current leading wafer foundry dominance, claiming that TSMC will always be invincible. In addition, TSMC is currently the only globally competitive company in Taiwan; few Taiwanese media will mention the following two things:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The US chip bill is aimed at breaking TSMC&#8217;s monopoly.<\/li>\n\n\n\n<li>The United States has stepped up its efforts to support Japan&#8217;s semiconductor industry, which is obedient and under its control, to curb TSMC&#8217;s monopoly.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Set_TSMC_as_the_main_competitor\"><\/span>Set TSMC as the main competitor<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>TSMC&#8217;s chip factory in Kumamoto is positioned by Japan as a chip manufacturer with less advanced manufacturing processes. TSMC&#8217;s three wafer factories in Japan that have been completed, are under construction, or are planned are all using relatively mature manufacturing processes. Very advanced high-end manufacturing process.<\/p>\n\n\n\n<p>For detailed tasks and process technologies of TSMC&#8217;s wafer fabs and high-end packaging and testing plants around the world, please refer to my previous post &#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/10\/01\/how-many-fab-does-tsmc-have\/\" target=\"_blank\" rel=\"noreferrer noopener\">How many fabs and houses does TSMC have currently and in the future?<\/a>&#8220;<\/p>\n\n\n\n<p><strong>Please note<\/strong>: The official company name of TSMC&#8217;s factories in Japan is Japan Advanced Semiconductor Manufacturing, or JASM for short. There is no word TSMC in the name at all, and there is no connection with TSMC.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Technical_aspects\"><\/span>Technical aspects<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"European_and_American_full_support\"><\/span>European and American full support<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Rapidus is a chip manufacturer supported by the Japanese government and is supported by IMEC in Belgium and IBM in the United States.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Only_locks_in_advanced_processes_above_2nm\"><\/span>Only locks in advanced processes above 2nm<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>The company&#8217;s initial goal is to manufacture 2-nanometer wafers. Rapidus is not interested in processes below 2 nanometers or mature processes at all, and it is completely outside the company&#8217;s planned operating scope.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Use_foreign_technology\"><\/span>Use foreign technology<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2nm_depends_on_IBM\"><\/span>2nm depends on IBM<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>Just like TSMC before, because it was starting from scratch, Rapidus adopted a more reasonable and faster market entry method, that is, finding a technology provider with high-end process technology. This company is IBM.<\/p>\n\n\n\n<p>Rapidus has long announced that it has entered into a strategic partnership with IBM to jointly develop next-generation semiconductor 2nm chips. The two parties will work together to promote IBM&#8217;s breakthrough 2nm research and development and import Rapidus for production in Japan. In fact, Rapidus has sent 100 engineers to IBM to learn the technology of producing gate-all-around (GAA) transistors on 2-nanometer wafers.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"14nm\"><\/span>1.4nm <span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>Rapidus plans to build a fab in Hokkaido by 2027 that will use 2nm-level process technology and advanced packaging. The second phase of the factory will be commissioned after 2027 and will be able to produce 1.4nm-scale wafers.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_nanometer_relies_on_Leti\"><\/span>1 nanometer relies on Leti<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>In addition to cooperating with IBM on the 2nm process, Rapidus and the University of Tokyo will work together with the French semiconductor research institute Leti to develop 1nm wafer technology.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Schedule_and_milestone\"><\/span>Schedule and milestone<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Two_years_behind_TSMC_only\"><\/span>Two years behind TSMC only<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Rapidus CEO Junyi Koike said that with the support of partners, Rapidus initially set the world&#8217;s most advanced commercial wafer foundry production to be only <em><strong>two years (this number is extremely important, please see the following content of this article) <\/strong><\/em>behind TSMC, and will further shorten the time gap in the future, to gain a competitive advantage over TSMC and Samsung.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Trial_production_schedule\"><\/span>Trial production schedule<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>The trial production of Rapidus&#8217;s 2nm process factory will be launched in April 2025, and the first factory &#8220;IIM-1&#8221; in Chitose City, Hokkaido has started construction in September 2023. The company is currently carrying out various plant construction and equipment installation and testing work in full swing.<\/p>\n\n\n\n<p>Trial production of 2nm chips will begin in April 2025, and shipments to Broadcom will begin as early as June 2025. The company&#8217;s trial production time is basically the same as TSMC&#8217;s.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Mass_production_schedule\"><\/span>Mass production schedule<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Rapidus stated that it will mass produce 2nm chips in <strong>2027<\/strong>. Please note that TSMC\u2019s 2nm process mass production schedule is <strong>2025<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Next_Step\"><\/span>Next Step<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Rapidus has announced that after 2nm, it is set to develop 1.4nm process in <strong>2028<\/strong>. Please note that TSMC\u2019s mass production schedule for 1.4nm process is <strong>2027<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Partners_customers_and_competitors\"><\/span>Partners, customers and competitors<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Partners\"><\/span>Partners<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>In addition to the company&#8217;s technology providers IMEC of Belgium, ASML of the Netherlands, IBM of the United States, and Leti of France, Rapidus also cooperates with the &#8220;Advanced R&amp;D Technology Center&#8221; (LSTC) composed of research institutions such as the University of Tokyo.<\/p>\n\n\n\n<p>Junyi Koike said that &#8220;the preparation of an EUV lithography equipment has been completed and will be introduced before trial production in 2025&#8221; and is evaluating the preparation of another EUV, hoping to &#8220;eventually have multiple EUVs.&#8221;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Customers\"><\/span>Customers<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>In July 2023, Rapidus CEO Junyi Koike said in an exclusive interview, &#8220;We are looking for partners in the United States and have begun negotiations for chip supply with some companies in the American technology giant GAFAM.&#8221;<\/p>\n\n\n\n<p>The company has also opened a sales office in the United States in 2023 to expand its customers. Rapidus&#8217; current customers are mainly venture capital companies or start-ups engaged in the AI \u200b\u200bindustry.<\/p>\n\n\n\n<p>However, this situation has changed since Rapidus installed Japan&#8217;s first EUV exposure machine for 2nm wafer production in December 2024 and is expected to start trial production in April 2025. The attitude of large semiconductor customers has changed from previous suspicion to they have shifted to actively approaching Rapidus in the hope of diversifying its chip foundry suppliers. Rapidus President Junyoshi Oike revealed that they are currently in talks with 40 customers and expect to announce relevant information later in 2025.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Tenstorrent\"><\/span>Tenstorrent<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>In February 2024, Rapidus even announced its cooperation with Tenstorrent, a new startup that has assisted Apple, Tesla and other companies in chip design. Tenstorrent is responsible for the development of artificial intelligence chips, and Rapidus is responsible for production, Tenstorrent will become Rapidus\u2019s first 2nm customer.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Broadcom\"><\/span>Broadcom<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>In January 2025, the media revealed that Rapidus planned to cooperate with Broadcom and share its 2nm process chip prototype with the latter as early as June 2025, and is expected to supply chips to Broadcom&#8217;s customers.<\/p>\n\n\n\n<p>After testing the performance of the chip prototype, Broadcom is expected to outsource the production of the semiconductors to Rapidus, the sources said. Rapidus plans to start trial production of 2nm chips in April 2025 and start shipping them to Broadcom as early as June 2025.<\/p>\n\n\n\n<p>Broadcom will be Rapidus&#8217; first big customer if everything on schedule and go smoothly.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Kioxia\"><\/span>Kioxia<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>Kioxia, a Japanese NAND Flash manufacturer, will start production at its new plant in the fall of 2025 and will mass-produce the most advanced &#8220;BiCS8&#8221; products. In November 2024, Kioxia said it would consider cooperating with Japanese government and private enterprises. Cooperate with Rapidus, a wafer foundry established in China.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Nvidia\"><\/span>Nvidia <span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>On November 13, 2024, Nvidia CEO Jensen Huang hinted that the company might consider outsourcing the production of AI chips to Rapidus in the future. He emphasized the importance of supply chain diversification and expressed confidence in Rapidus&#8217; capabilities. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"AMD\"><\/span>AMD <span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>If you have a good memory, you should remember that AMD CEO Lisa Su also made the same hint like Nvidia CEO Jensen Huang when she visited Japan not long ago.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Americas_tech_behemoths\"><\/span>America&#8217;s tech behemoths<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>According to a report by Japan&#8217;s Nikkei Shimbun on April 5, 2025, citing an interview with Rapidus CEO Atsuyoshi Koike, the company is in talks with dozens of customers at development companies, including Apple, Google, Facebook, Amazon and Microsoft, and the content has already included discussions on mass production of chips.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"ASIC_chip_designers\"><\/span>ASIC chip designers<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>If Rapidus passes the 2nm performance verification, Broadcom will place an order for Rapidus to produce chips. Broadcom&#8217;s customers include technology giants such as Google and Meta. Through cooperation with Broadcom, Rapidus will also indirectly supply these technology leaders. And technology leaders will influence the ASIC designers who design chips for them. Therefore, it is not surprising that Rapidus has planned to cooperate with IC design houses such as Taiwan&#8217;s Alchip.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"RAPIDUSs_shareholders\"><\/span>RAPIDUS&#8217;s shareholders<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>Don&#8217;t forget that Toyota, Sony, NTT, NEC, Softbank, Denso, and Kioxia are all major shareholders of Rapidus. Each of them is a major customer of chip foundry. Once their own factories can produce, there is no reason not to use  Rapidus. The chip foundry produces the factory.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Competitors\"><\/span>Competitors<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>As we all know, the leading competitors in Rapidus\u2019 field include TSMC, Intel, and Samsung Electronics; don\u2019t forget SMIC.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Latest_Progress\"><\/span>Latest Progress<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2nm\"><\/span>2nm<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>In early February 2026, Japan&#8217;s national semiconductor leader, Rapidus, announced its progress on its 2nm process, expecting to begin mass production in 2027 and enter full-scale mass production in 2028.<\/p>\n\n\n\n<p>According to wccftech, Rapidus&#8217;s 2nm capacity is projected to reach 6,000 wafers per month by 2027, with a target of 60,000 wafers per month by 2028. However, current reports only confirm a detail of 25,000 wafers per month, and the exact situation still needs further observation. Initial estimates suggest a fourfold increase in capacity.<\/p>\n\n\n\n<p>Rapidus plans to launch its Process Design Kit (PDK) to customers in 2026, indicating a new stage in its development, with the market focusing on chemical effects.<\/p>\n\n\n\n<p>Currently, the parameters of Rapidus&#8217; process technology are not fully disclosed, only that it is codenamed &#8220;2HP&#8221; and boasts a logic density of 237.31 MTr\/mm\u00b2, almost on par with TSMC, demonstrating its determination to challenge the industry&#8217;s best technology.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"14nm-2\"><\/span>1.4nm<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>In early February 2026, Rapidus announced that it expected to begin production of 1.4nm chips in 2029, exceeding market expectations.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"The_future_of_the_company\"><\/span>The future of the company<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"IPO\"><\/span>IPO<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Rapidus said that after mass production of chips begins in 2027, the company will consider seeking investment from private companies. &#8220;Including an initial public offering (IPO), we are considering various financing methods, but the premise is to ensure that any investor can It cannot interfere with Rapidus\u2019 ultimate goal of stably producing next-generation chips.\u201d<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Revenue_Outlook\"><\/span>Revenue Outlook<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Rapidus stated that Rapidus\u2019 revenue is expected to reach 1 trillion yen in the 2030s (2030~2039).<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Potential_risks\"><\/span>Potential risks<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>However, Global Foundries (US stock code: GFS) ever sued IBM for illegally sharing intellectual property rights and corporate secrets with Rapidus and other companies, which has brought new variables to Rapidus&#8217;s ability to successfully complete mass production.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Part_of_US_and_Japans_semiconductor_strategy\"><\/span>Part of US and Japan&#8217;s semiconductor strategy <span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"US_and_Japan_conspired_to_hollow_out_Taiwan\"><\/span>US and Japan conspired to hollow out Taiwan<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Anyone with a little bit of common sense can easily see that Japan is willing to spend a lot of money to subsidize the wafer production plants set up by Taiwan&#8217;s TSMC in Japan. To put it bluntly, Japan and the United States are &#8220;conspiring to use Taiwan to hollow out&#8221; and use Taiwan to The current wafer manufacturing technology &#8220;temporarily fills the gap&#8221; in Japan&#8217;s semiconductor process skills between 40 nanometers and 4 nanometers, which are currently not available in Japan.<\/p>\n\n\n\n<p>One of the three factories of JASM is below two nanometers (see my other post &#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/10\/01\/how-many-fab-does-tsmc-have\/\" target=\"_blank\" rel=\"noreferrer noopener\">How many fabs and houses does TSMC have currently and in the future?<\/a>&#8221; for details)? No, because by then the Japanese will have their own Rapidus and will not need TSMC at all. It is hard to say who will win by then.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Taiwan_is_just_a_piece\"><\/span>Taiwan is just a piece<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Taiwan is just a piece on checkerboard being used (or is it more appropriate that Taiwanese use the term &#8220;disposable chopsticks&#8221; more often), right or not? No need to rush into an argument here. By the time you read this article, the United States has achieved its goal. Through TSMC&#8217;s US factory, it will be able to produce 4-nanometer chips this year.<\/p>\n\n\n\n<p><strong>Note<\/strong>: According to a report by the Semiconductor Industry Association (SIA), the United States&#8217; share of global chip manufacturing capacity has dropped sharply from 37% in 1990 to 10% in 2022. The United States&#8217; chip manufacturing capacity is expected to triple by 2032.<\/p>\n\n\n\n<p>As for Japan, the Japanese have already achieved their first goal: take advantage of TSMC to produce 40-nanometer to 4-nanometer chips for them in Japan. What about advance process than 4nm? The Japanese don&#8217;t need TSMC anymore because Rapidus will be available in two years.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Closing_words\"><\/span>Closing words<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>TSMC &#8220;currently&#8221; has a strong monopoly and strength in chip manufacturing. But as the title of this article says: Rapidus will be the most powerful opponent TSMC will face soon. Why? because:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The US Chips Act has been aimed at breaking TSMC&#8217;s monopoly from the very beginning, but Taiwan has been whitewashing the situation and burying its head in the ground like an ostrich, deliberately turning a blind eye to the US&#8217;s support for Japan to break Taiwan&#8217;s monoply on semiconductor manufacturing. On the other hand, most ignorant Taiwanese are blindly glad that the United States has imposed an embargo on SMIC, helping TSMC to suppress this terrible opponent and allowing Taiwan to rest easy. However, Taiwanese do not know that the immediate opponent is Taiwan&#8217;s self-wishful thinking Japan, which most Taiwanese believe that it is friendly to Taiwan.<\/li>\n\n\n\n<li>Rapidus&#8217; funding comes from the Japanese government and major Japanese related companies, and with support from all over Japan, it is only allowed to succeed and not fail. Don\u2019t forget, the Japanese owned one of the world\u2019s most powerful semiconductor industries 40 years ago. The Japanese have proven to the world their capabilities in the semiconductor industry. They did not create something from scratch. At that time, Japan&#8217;s semiconductor products, equipment, materials, memory, logic chips, and manufacturing were all leading the world, even the United States was defeated. Currently, Taiwan is only leading in the field of chip manufacturing.<\/li>\n\n\n\n<li>The current problem in the Japanese semiconductor industry is manufacturing. Don\u2019t forget that Japan has a strong leading position in the world in terms of semiconductor raw materials (50% global market share) and equipment (30% global market share) .<\/li>\n\n\n\n<li>Unlike SMIC, which is banned by the United States, Rapidus has everything that TSMC can buy, and many of TSMC&#8217;s equipment comes from Japan (Surprised? some TSMC&#8217;s cutting-edge equipment also comes from mainland China&#8217;s vendors); Rapidus already has EUV machines, it is a foundry that can immediately produce 2 nanometers chip.<\/li>\n\n\n\n<li>The last and most important point is that <strong><em>the backing behind Rapidus is the United States<\/em><\/strong><em><strong>. Rapidus implements the will of the United States (to break TSMC&#8217;s monopoly).<\/strong><\/em> Taiwan and TSMC cannot compete with the United States. If you doubt my words, you might be a creature have just immigrated from other planets. <\/li>\n<\/ul>\n\n\n\n<p>Remember: \u201c<a href=\"https:\/\/www.bloomberg.com\/opinion\/articles\/2024-07-18\/trump-is-wrong-about-taiwan-s-chip-industry\" target=\"_blank\" rel=\"noreferrer noopener\">Taiwan took our chip business from us,<\/a>\u201d the returnee US presidential contender told Bloomberg Businessweek in an interview.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"200\" height=\"41\" src=\"https:\/\/www.granitefirm.com\/blog\/us\/wp-content\/uploads\/sites\/2\/2024\/06\/Rapidus-Custom.jpg\" alt=\"Rapidus \" class=\"wp-image-27502\" style=\"width:200px;height:41px\"\/><figcaption class=\"wp-element-caption\">credit: Wiki<\/figcaption><\/figure>\n\n\n\n<p><strong><em>I am the author of the original text, the essence of this article was originally published in Smart Magz<\/em><\/strong><em><strong>ine, issue of September 2024<\/strong><\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"block-d8a344e9-4edc-4dc1-b981-40aa61d258b5\"><span class=\"ez-toc-section\" id=\"Related_articles\"><\/span>Related articles<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2026\/07\/06\/sk-hynix-dominates-memory\/\">SK Hynix dominates memory by AI<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2026\/04\/30\/tsmc-violating-labor-law\/\">TSMC has notorious tracking record of violating Labor Law<\/a>&#8220;<\/li>\n\n\n\n<li><a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2026\/03\/23\/tsmc-ceo-appalling-remarks\/\">&#8220;TSMC CEO appalling remarks on Chinese robots, inferiority to nVidia Huang<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2026\/04\/04\/skywater-3d-chip-us-foundry\/\">SkyWater, 3D chip leader and the only pure-play US chip foundry<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/09\/22\/chang-refuted-by-yeh\/\">Morris Chang refuted by Yeh Wanan, Taiwan was unwilling to invest in TSMC<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/05\/05\/semiconductor-to-taiwan\/\">How important is semiconductor industry to Taiwan?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/04\/13\/china-mature-process\/\">China is monopolizing world&#8217;s chip mature process<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/03\/08\/smic-after-us-embargo\/\">How is SMIC after US embargo?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/03\/16\/risks-and-disadvantages\/\">TSMC risks and disadvantages in Taiwan<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/02\/06\/tsmc-originally-founded\/\">How was TSMC originally founded? Not by Morris Chang<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/02\/16\/why-was-asml-founded\/\">Why was ASML founded?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/03\/02\/tsmc-moat-competitiveness\/\">165 billions investment proved TSMC moat and competitiveness is fragile<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/12\/28\/morris-changs-controversial\/\">TSMC Morris Chang&#8217;s controversial words and deeds<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/01\/31\/tsmc-advanced-packaging-evolution-history\/\">TSMC Advanced Packaging Evolution History<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/01\/05\/semiconductor-packaging-2\/\">TSMC is becoming the lord of semiconductor packaging, in addition to foundry<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/21\/abandoned-nuclear-hit-tsmc\/\">Taiwan&#8217;s abandoned nuclear hit TSMC hard, profit margins decrease 1% by electricity price increase<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/10\/02\/rapidus-tsmcs-rival\/\">Rapidus will be TSMC&#8217;s strongest rival in the future<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/05\/13\/yield-rate-comparison\/\" target=\"_blank\" rel=\"noreferrer noopener\">Yield rate comparison of SMIC, Rapidus, TSMC, Samsung, Intel&#8217;s advanced process<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2021\/12\/28\/tsmc-process-roadmap\/\" target=\"_blank\" rel=\"noreferrer noopener\">Comparison of SMIC, Rapidus, TSMC, Intel, and Samsung\u2019s new process roadmaps for future chips<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/09\/06\/what-are-silicon-photonics\/\" target=\"_blank\" rel=\"noreferrer noopener\">What are silicon photonics? Why it&#8217;s important? and current progress<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/04\/01\/japan-is-already-a-country-of-mediocrity-not-as-advanced-as-you-think\/\" target=\"_blank\" rel=\"noreferrer noopener\">Japan is already a country of mediocrity, not as advanced as you think<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2023\/10\/08\/companies-destroyed-by-us\/\" target=\"_blank\" rel=\"noreferrer noopener\">How did Japan, Alstom, Toshiba, Via, HTC and Taiwan&#8217;s panel industry collapse?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/07\/10\/mong-song-liang\/\" target=\"_blank\" rel=\"noreferrer noopener\">Mong-Song Liang, the hero of SMIC\u2019s breakthrough in US blockade<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/01\/09\/tsmc-valuation\/\">Why is TSMC valuation much lower than US peers?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2023\/12\/14\/buffett-hold-for-long-haul\/\" target=\"_blank\" rel=\"noreferrer noopener\">Is Buffett no longer hold for long haul? TSMC, HP, and US Bancorp cases study<\/a><\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2023\/11\/30\/tsmc-negative-corp-culture\/\" target=\"_blank\" rel=\"noreferrer noopener\">TSMC negative toxic corp culture and management style are detrimental to its future and growth<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/04\/06\/artificial-intelligence-listed-companies\/\" target=\"_blank\" rel=\"noreferrer noopener\">Top five lucrative artificial lucrative intelligence listed companies<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/04\/01\/tsmc-dcf-value\/\">What&#8217;s TSMC DCF intrinsic value?How to calculate it quickly with a free tool?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/10\/01\/how-many-fab-does-tsmc-have\/\" target=\"_blank\" rel=\"noreferrer noopener\">How many fabs and houses does TSMC have currently and in the future?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2023\/04\/29\/cost-of-chip-foundry\/\">The TSMC cost, sell price, and R&amp;D cost of chip foundry<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/01\/15\/asml-who-really-caught-tsmcs-neck\/\" target=\"_blank\" rel=\"noreferrer noopener\">ASML, who dominate TSMC\u2019s fate<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2021\/07\/30\/two-long-term-threats-to-tsmc\/\" target=\"_blank\" rel=\"noreferrer noopener\">Two long-term threats to TSMC: US and SMIC<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/06\/30\/tsmcs-profit-margin\/\" target=\"_blank\" rel=\"noreferrer noopener\">Why is TSMC\u2019s profit margin much greater than competitors?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/08\/13\/how-does-tsmc-make-money\/\" target=\"_blank\" rel=\"noreferrer noopener\">How does TSMC make money?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/11\/02\/zyvex\/\" target=\"_blank\" rel=\"noreferrer noopener\">Zyvex and sub-nanometer semiconductor processes, will Zyvex threat TSMC?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2023\/01\/28\/tsmc-serious-crises\/\">TSMC gets emerging&nbsp;and serious challenges<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2021\/06\/24\/nvidia-changes-gaming-rules\/\" target=\"_blank\" rel=\"noreferrer noopener\">How does nVidia make money, Nvidia is changing the gaming rules<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2023\/12\/11\/nvidias-monopoly\/\" target=\"_blank\" rel=\"noreferrer noopener\">The reasons for Nvidia\u2019s monopoly and the challenges it faces<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/01\/29\/arm-acquired-by-nvidia\/\">Why nVidia failed to acquire ARM?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2023\/07\/02\/revisiting-nvidia\/\">Revisiting Nvidia: The Absolute Leader in Artificial Intelligence, Data Center, and Graphics<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/05\/25\/will-intel-go-bankrupt\/\" target=\"_blank\" rel=\"noreferrer noopener\">Will Intel go bankrupt?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2021\/10\/30\/how-does-intel-make-money-and-the-benefits-to-invest-in-it\/\">How does Intel make money? and the benefits to invest in it<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2021\/11\/05\/intels-current-difficult-dilemma\/\">Intel&#8217;s current difficult dilemma<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/08\/25\/how-does-micron-make-money\/\" target=\"_blank\" rel=\"noreferrer noopener\">How does Micron make money? What investors should know?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/11\/22\/texas-instruments-bio\/\" target=\"_blank\" rel=\"noreferrer noopener\">How does Texas Instruments make money? Amazing long term capital reward and company net profit margin!<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/04\/22\/amd-make-money\/\" target=\"_blank\" rel=\"noreferrer noopener\">How AMD makes money? A rare case of turning defeat into victory<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/02\/05\/amd-jaw-dropping\/\" target=\"_blank\" rel=\"noreferrer noopener\">Why is AMD\u2019s performance so jaw-dropping?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/05\/01\/qualcomm-diversifies\/\" target=\"_blank\" rel=\"noreferrer noopener\">Qualcomm diversifies success, no nonger highly dependend on phone<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/01\/29\/how-arm-make-money\/\" target=\"_blank\" rel=\"noreferrer noopener\">How does the ubiquitous Arm make money?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2021\/07\/23\/significant-changes-in-broadcoms-business-approach\/\" target=\"_blank\" rel=\"noreferrer noopener\">Significant changes in Broadcom\u2019s business approach<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2023\/03\/04\/data-center-a-rapidly-growing-semiconductor-field\/\">Data center, a rapidly growing semiconductor field<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/04\/18\/applied-materials\/\" target=\"_blank\" rel=\"noreferrer noopener\">How does Applied Materials, lord of semiconductor equipment, make money?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/08\/12\/lam-research-chip-equipment\/\" target=\"_blank\" rel=\"noreferrer noopener\">How does Lam Research, top chip equipment player, make money?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2021\/09\/25\/the-lucrative-semiconductor-industry\/\" target=\"_blank\" rel=\"noreferrer noopener\">The lucrative semiconductor supply chain<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/01\/25\/global-semiconductor-chip-market-in-detail\/\" target=\"_blank\" rel=\"noreferrer noopener\">Global semiconductor chip market in detail, big dominators and markets<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/05\/07\/semiconductor-investment\/\" target=\"_blank\" rel=\"noreferrer noopener\">6 common wrong semiconductor investment myths<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/09\/23\/3rd-gen-semiconductor\/\" target=\"_blank\" rel=\"noreferrer noopener\">Gen 3 semiconductor<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2023\/06\/14\/eda-synopsys-cadence-mentor\/\">Three EDA oligopoly vendors: Synopsys, Cadence, and Siemens&#8217;s Mentor Graphics<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/01\/22\/how-cadence-make-money\/\" target=\"_blank\" rel=\"noreferrer noopener\">How does, the EDA oligopoly, Cadence make money?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2023\/12\/22\/how-synopsis-make-money\/\" target=\"_blank\" rel=\"noreferrer noopener\">How does Synopsis, the EDA oligopoly,  make money?<\/a>&#8220;<\/li>\n<\/ul>\n\n\n\n<p><em><strong>Disclaimer<\/strong><\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><em>The content of this site is the author\u2019s personal opinions and is for reference only. I am not responsible for the correctness, opinions, and immediacy of the content and information of the article. Readers must make their own judgments.<\/em><\/li>\n\n\n\n<li><em>I shall not be liable for any damages or other legal liabilities for the direct or indirect losses caused by the readers&#8217; direct or indirect reliance on and reference to the information on this site, or all the responsibilities arising therefrom, as a result of any investment behavior.<\/em><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Rapidus is a chip foundry supported by the Japanese government. It has been given only one mission&#8211;to revitalize Japan&#8217;s semiconductor industry, which was once the world&#8217;s number one but was strangled by the United States.<\/p>\n","protected":false},"author":1,"featured_media":27502,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[110,83],"tags":[64,518,168,778,41,1284,1283,376,260],"class_list":["post-27501","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-semiconductor","category-startup","tag-asml","tag-gfs","tag-ibm","tag-imec","tag-intc","tag-leti","tag-rapidus","tag-smic","tag-tsm"],"_links":{"self":[{"href":"https:\/\/www.granitefirm.com\/blog\/us\/wp-json\/wp\/v2\/posts\/27501","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.granitefirm.com\/blog\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.granitefirm.com\/blog\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.granitefirm.com\/blog\/us\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.granitefirm.com\/blog\/us\/wp-json\/wp\/v2\/comments?post=27501"}],"version-history":[{"count":95,"href":"https:\/\/www.granitefirm.com\/blog\/us\/wp-json\/wp\/v2\/posts\/27501\/revisions"}],"predecessor-version":[{"id":42954,"href":"https:\/\/www.granitefirm.com\/blog\/us\/wp-json\/wp\/v2\/posts\/27501\/revisions\/42954"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.granitefirm.com\/blog\/us\/wp-json\/wp\/v2\/media\/27502"}],"wp:attachment":[{"href":"https:\/\/www.granitefirm.com\/blog\/us\/wp-json\/wp\/v2\/media?parent=27501"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.granitefirm.com\/blog\/us\/wp-json\/wp\/v2\/categories?post=27501"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.granitefirm.com\/blog\/us\/wp-json\/wp\/v2\/tags?post=27501"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}