Rapidus
Japan's 2nm national-champion foundry bet
Rapidus is Japan's state-backed foundry aiming for 2nm production by 2027 with IBM technology and imec collaboration, positioned as a geopolitical hedge against Taiwan concentration. Its success or failure is a strategic variable for whether leading-edge logic diversifies beyond TSMC and Samsung.
Target
2nm ~2027
Partners
IBM, imec
How it fits the stack
Rapidus with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
Rapidus in the AI stack. Rapidus with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 9 entities, 8 relationships
- Rapidus —depends on→ ASML Holding
- Rapidus —depends on→ Japan (METI / Rapidus)
- Rapidus —powers→ JERA / Japan Grid & LNG Power
- Rapidus —depends on→ Tokyo Electron (TEL)
- Rapidus —partners with→ imec
- Rapidus —competes with→ Intel Foundry
- Rapidus —competes with→ TSMC (Taiwan Semiconductor Manufacturing Company)
- Rapidus —competes with→ TSMC N2 (2nm, GAA)
Depends on ↑ · 4
Context — capital, rivals, policy · · 7