In recent years, TSMC has emerged in the field of chip foundry with advanced process technology and EUV lithography machines, becoming the world's largest wafer foundry. However, TSMC is not invincible in the field of chips, and the Japanese semiconductor industry has always had strong strength. As early as 1985, Japan's semiconductor output surpassed that of the United States to become the world's largest semiconductor producer. At that time, even Intel had to abandon its own semiconductor production business.
However, due to the suppression and sanctions of the United States, Japan's semiconductor industry has suffered a heavy blow, which has also created an opportunity for TSMC to rise. However, now that the United States has issued a chip ban, the global semiconductor market is facing a reshuffle. Japan seized the opportunity and began to vigorously develop the semiconductor industry, promoting the establishment of Rapidus, a wafer company composed of eight Japanese companies, including Toyota, Sony, NTT, and Kaixia.
Rapidus aims to start mass production of 2nm advanced process chips in 2027 and plans to invest 15 trillion yen for R&D and equipment procurement. To achieve this goal, Rapidus has partnered with international giant IBM and the Belgian semiconductor agency to develop 2nm manufacturing technology. At the same time, Rapidus plans to introduce an EUV lithography machine manufactured by ASML and is conducting research and development for 1nm production.
These strategic collaborations will accelerate the development of Japan's semiconductor industry and enhance its competitiveness in the global market. For TSMC, the emergence of this strong competitor will undoubtedly have a certain impact on its business. While Rapidus is still in its infancy, its goals and capabilities should not be underestimated.
Although the rise of Rapidus poses a threat to TSMC to a certain extent, it is also an opportunity for TSMC. The intensification of competition will prompt TSMC to maintain technological innovation and improve production efficiency to maintain its leading position. At the same time, TSMC has a rich technology accumulation and talent pool, as well as a broad customer base, and if it can continue to innovate and adapt to market changes, it is still expected to maintain its leading position.
In addition, the rise of Rapidus will also bring more cooperation opportunities to the entire semiconductor industry. TSMC and RAPIDUS can learn from each other Xi promote collaboration in technology R&D and production, and promote the development of the entire industry. With the expansion and development of the global semiconductor market, emerging markets will also bring more opportunities and challenges to the industry.
Zhang Zhongmou did not expect the return of Japan's semiconductor industry to be so fast. The rise of Rapidus has undoubtedly brought new competitive forces to the global semiconductor market. For TSMC, this is a challenge and an opportunity. TSMC needs to continue to maintain technological innovation and improve production efficiency, while actively responding to the challenges and opportunities brought about by market competition and changes.
Personally, I believe that the semiconductor industry is a highly competitive and technology-intensive field. With the continuous advancement of technology and the continuous change of the market, every enterprise must continue to improve its own strength and innovation ability in order to gain a foothold and succeed in this field. For TSMC, how to maintain its technological advantage and market share in the face of fierce competition is an important challenge. I am confident that with TSMC's technology and team strength, they will be able to meet this challenge and continue to play a leading role in the global semiconductor market."
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