Image credits: TSMC
TSMC and Samsung are in a heated race to roll out 2nm technology first, but Japan’s Rapidus is working hard to catch up and put the country back on the semiconductor map. Last month, Rapidus shared exciting news about starting trial production of its 2nm process and plans to gradually ramp up production lines. Still, challenges loom, much like Samsung’s struggles with its 3nm GAA tech. A researcher points out that Rapidus has just two years—until 2027—to launch full-scale production, or Japan risks losing its edge to these competitors.
The pressure is on, with a researcher warning that if Rapidus stumbles, Japan’s semiconductor and materials companies might move overseas, weakening the nation’s position. To boost its 2nm efforts, Rapidus installed key EUV machines last December, essential for making advanced wafers. Just weeks later, on July 18, they unveiled their first prototype, signaling progress toward joining the top tier of semiconductor makers. The Japanese government has been a huge supporter, easing policies and pledging 1.7 trillion yen—about 12 billion USD—to help Rapidus succeed. For the rest of 2025, the company is set to receive 100 billion yen (around $677.6 million), a significant investment to hit that 2nm mass production goal.
Even with this support, failure remains a risk. Hideki Wakabayashi, a professor at Kumamoto University and a member of Japan’s Semiconductor and Digital Industry Strategy Committee, cautions that a setback could push companies abroad. This could open doors for other regions to employ skilled workers and gain access to cutting-edge tech secrets. Factors like cheaper, highly skilled labor might tempt Rapidus to relocate, and other countries could sweeten the deal with favorable policies. Still, with the government’s strong backing, it seems unlikely Rapidus will leave Japan anytime soon.
What do you think about Rapidus’s race to lead in 2nm tech? I’d love to hear your thoughts!
