Reading guide:Zhang Zhongmou didn't expect that Japanese companies are competing so fast in the semiconductor industry,Japanese company rapidus is rising!TSMC has always been well-known in the field of global semiconductor foundry, and with its advanced process technology and a large number of EUV lithography machines, it has won orders from many chip giants and occupied a dominant position in the market. However, the return of Japan's semiconductor industry caught Zhang Zhongmou by surprise. In recent years, Japan has promoted the development of semiconductor company Rapidus by providing subsidies, which was jointly established by eight major Japanese companies including Toyota, Sony, NTT, and Kaixia, and plans to start mass production of 2nm chips in 2027 and invest 15 trillion yen for R&D and equipment procurement. In addition, Rapidus has partnered with IBM and the Belgian semiconductor institute to develop 2nm manufacturing technology. These cooperation initiatives will undoubtedly accelerate the development of Japan's semiconductor industry and enhance its competitiveness in the global market. For TSMC, the emergence of Rapidus is a strong competitor that may have some impact on its business. However, competition also means opportunity, and TSMC is poised to stay ahead of the competition with its technology accumulation, talent pool, and extensive customer base. At the same time, the cooperation between TSMC and Rapidus will also promote the development of the entire semiconductor industry.
In 1985, Japan's semiconductor industry successfully surpassed the United States to become the world's largest semiconductor producer. Even Intel, the leading company at the time, had to withdraw from semiconductor production. However, the subsequent suppression and sanctions imposed by the United States on the Japanese semiconductor industry have greatly affected its development. This provides an opportunity for TSMC to rise. However, now that the United States has issued a chip ban, the global semiconductor market is facing major changes, and Japan has once again seized the opportunity to start vigorously developing the semiconductor industry.
Japan** provided a subsidy of 70 billion yen, which contributed to the wafer enterprise Rapidus, which is composed of 8 Japanese companies including Toyota, Sony, NTT, and Kaixia. Rapidus aims to start mass production of 2nm chips in 2027 and plans to invest 1. between 2025 and 20305 trillion yen for R&D and equipment procurement. In addition, Rapidus has partnered with IBM and the Belgian semiconductor institute to develop 2nm manufacturing technology. In order to achieve this goal, Rapidus plans to introduce EUV lithography machines manufactured by ASML and conduct R&D in 1nm production. These measures show that Japan's semiconductor industry is actively seeking technological breakthroughs and accelerating the pace of development.
For TSMC, the rise of Rapidus is undoubtedly a strong opponent. While Rapidus is still in its infancy, its goals and capabilities should not be underestimated. If Rapidus makes a breakthrough in technology R&D and production, it may pose a threat to TSMC's leading position. Some foreign media have also said that TSMC's strong opponent has emerged.
However, for TSMC, this can also be an opportunity. While increased competition will bring pressure, it will also promote the development and innovation of the industry. With its rich technology accumulation and talent pool, TSMC has a wide customer base in the market. As long as it can continue to maintain technological innovation and improve production efficiency, TSMC is still expected to maintain a leading position in the competition. TSMC also has the conditions to cooperate with Rapidus, and the two sides can learn from each other in technology research and development and production, and promote the development Xi of the entire semiconductor industry.
The semiconductor industry as a whole is facing new opportunities and challenges. The emergence of Rapidus has brought new competitive forces and injected new vitality into the development of the industry. Although TSMC faces competition from Japan, it is also an opportunity. Only by accelerating the pace of independent research and development can we remain invincible in the highly competitive technology market.
At the same time, with the continuous expansion of the global semiconductor market, emerging markets will also bring more opportunities and challenges to the industry. As the world's leading wafer foundry, TSMC has a broad customer base and stable market demand. As long as it can continuously improve its technical level and grasp market opportunities, TSMC still has broad development prospects.
Conclusion: Zhang Zhongmou did not expect the return of the Japanese semiconductor industry so quickly. The emergence of Rapidus has undoubtedly brought a new competitive force to the global semiconductor market. While this is a challenge for TSMC, it is also an opportunity. TSMC needs to continue to maintain technological innovation and improve production efficiency, and actively respond to the challenges and opportunities brought about by market competition and changes. At the same time, the cooperation between TSMC and Rapidus will also promote the development of the entire semiconductor industry. We should also learn from this that only by accelerating the pace of independent research and development can we stand out in the highly competitive technology market. Click to follow me, and the exciting content will continue every day!