Array
(
    [content] => 
    [params] => Array
        (
            [0] => /forum/threads/japan%E2%80%99s-rapidus-to-receive-first-euv-in-mid-december-with-asml-planning-service-center-nearby.21495/
        )

    [addOns] => Array
        (
            [DL6/MLTP] => 13
            [Hampel/TimeZoneDebug] => 1000070
            [SV/ChangePostDate] => 2010200
            [SemiWiki/Newsletter] => 1000010
            [SemiWiki/WPMenu] => 1000010
            [SemiWiki/XPressExtend] => 1000010
            [ThemeHouse/XLink] => 1000970
            [ThemeHouse/XPress] => 1010570
            [XF] => 2021770
            [XFI] => 1050270
        )

    [wordpress] => /var/www/html
)

Japan’s Rapidus to Receive First EUV in mid-December, with ASML Planning Service Center Nearby

tonyget

Well-known member
240730_Rapidus.jpg


According to a report from MoneyDJ, citing Nikkei, the EUV lithography equipment ordered by Rapidus is expected to arrive at New Chitose Airport in mid-December. The machine will be transported using multiple large cargo planes. This will mark the first introduction of EUV lithography equipment in Japan, a significant milestone for the country’s semiconductor industry.

The Japanese foundry Rapidus is constructing its facility in Chitose City, Hokkaido, with the goal of mass-producing 2nm chips by 2027. EUV lithography equipment, essential for producing the most advanced chips and costing several tens of billions of yen per machine, plays a critical role in this plan, as the report notes.

The report highlights that Rapidus intends to install multiple EUV machines in the future. To support these operations, ASML, the Dutch equipment manufacturer, will establish a service center in Chitose City.

As of October, construction progress for the Rapidus factory in Hokkaido had reached 63%, remaining on schedule, as mentioned by the report. In November, approximately 4,400 workers are currently involved in the project, and the facility is set to house over 200 machines, including EUV equipment.

Construction of Rapidus’ first factory in Hokkaido, named “IIM-1,” began in September 2023. The company plans to commence pilot production of 2nm chips in April 2025, with mass production expected to start in 2027.

In the long term, Rapidus has ambitious plans to expand its operations. According to the report citing Rapidus President Atsuyoshi Koike, if mass production of 2nm chips proceeds smoothly, the company intends to construct a second fab focused on producing 1.4nm chips.

Regarding clients for the 2 nm process, Koike mentioned during an October 3 press conference in Chitose City that, in addition to already disclosed companies, Rapidus is negotiating with 40 other firms, with potential announcements expected next year, as the report indicates.

Notably, on November 13, NVIDIA CEO Jensen Huang hinted at the possibility of outsourcing AI chip production to Rapidus. As reported by another report from Nikkei, Huang emphasized the importance of diversifying NVIDIA’s supply chain amid escalating U.S.-China tensions.

The report indicates that NVIDIA currently relies heavily on the Taiwanese semiconductor giant TSMC, underscoring the need for greater supplier diversity. Huang expressed optimism about Japan’s potential in semiconductor manufacturing, suggesting that a partnership with Rapidus could be a promising opportunity for future collaboration.

 
Last edited by a moderator:
Let the trainwreck begin. With IBM's GAA process miserable yield is to be expected.
If Intel goes bankrupt, would it make sense for Rapidus to license/acquire the Intel 18A process technology? Is Intel 18A more manufacturing ready than IBM’s 2 nm technology?
 
I don't think Rapidus has a chance to succeed their IP is based on the worst IP doesn't Samsung licences IP from IBM as well?
Better off Paying Intel/TSMC to fab for them
 

"Regarding competition with TSMC, the Rapidus president believes that Rapidus will focus on AI and super-computing chips, while TSMC covers a wide range of sectors. Consequently, he believes the competition wouldn't be very fierce."
----
AI and super-computing chips are predominantly manufactured at TSMC. How can Rapidus produce these chips without facing intense competition from TSMC?”
 

"Regarding competition with TSMC, the Rapidus president believes that Rapidus will focus on AI and super-computing chips, while TSMC covers a wide range of sectors. Consequently, he believes the competition wouldn't be very fierce."
----
AI and super-computing chips are predominantly manufactured at TSMC. How can Rapidus produce these chips without facing intense competition from TSMC?”

I'm sorry to hear that. They have no idea what is in store for them. It is a good thing they will focus on small clients because all of the big customers have already committed to TSMC N2. In 2027 Rapidus will be competing with TSMC A16 and a very large ecosystem of royalty hungry ASIC and IP vendors.
 
I'm sorry to hear that. They have no idea what is in store for them. It is a good thing they will focus on small clients because all of the big customers have already committed to TSMC N2. In 2027 Rapidus will be competing with TSMC A16 and a very large ecosystem of royalty hungry ASIC and IP vendors.

Rapidus is basing their future on a process that IBM said was ready for production 2 years ago. I am sure it is very mature and healthy and will yield well. Pilot production in April 2025. what could go wrong? :D
 
Back
Top