Market Share
0% (pre-production; 2nm pilot line target 2027)
Key Product
2nm-class logic (IBM partnership)
Full briefing▼ Expand
Rapidus is a Japanese government-backed foundry established in 2022 with the ambitious goal of manufacturing 2nm-class chips in Japan by 2027. The company is backed by a consortium of Japanese companies including Toyota, Sony, NTT, and SoftBank, and has partnered with IBM for process technology. Japan's government has committed over ¥3.3 trillion ($22 billion) to semiconductor revitalization, with Rapidus as the flagship initiative. The fab is being built in Chitose, Hokkaido, near abundant renewable energy and water resources. Rapidus represents Japan's most aggressive attempt in decades to re-enter leading-edge chip manufacturing, a segment it exited in the late 1990s. Success is not guaranteed — the technical and financial hurdles are formidable — but the strategic imperative is clear.
Connected companies
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Critical path — raw silicon to deployment
The tightest single-source dependencies, in order.
Export controls touching Rapidus
China Gallium & Germanium Export Controls (Aug 2023)
China's Ministry of Commerce and Customs implemented export licensing requirements for gallium and germanium products, effective August 1, 2023. The controls cover 8 gallium-related items (including gallium metal, gallium nitride, and gallium arsenide) and 6 germanium-related items (including germanium metal, germanium dioxide, and germanium epitaxial growth wafers). Exporters must apply to the Ministry of Commerce for licenses, which are reviewed for national security and non-proliferation considerations. China produces approximately 80% of the world's gallium and 60% of its germanium, making these controls a direct leverage point over semiconductor and compound-semiconductor supply chains globally.
▲ 13 companies affected
QWho supplies Rapidus?
Rapidus relies on 12 upstream suppliers across the AI chip supply chain.
Shin-Etsu Chemical (World's largest silicon wafer supplier), ASML (Sole maker of EUV lithography machines), SUMCO (#2 global silicon wafer supplier; duopoly with Shin-Etsu controls ~55% of world supply), Tokyo Electron (Leading maker of etch and deposition equipment), Applied Materials (Largest semiconductor equipment maker by revenue), and 7 more.
QWhat does Rapidus make?
Japan's government-backed foundry targeting 2nm by 2027
Key products 2nm-class logic (IBM partnership)