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Rapidus SUPPLY CHAIN TRACE

FOUNDRIES🇯🇵 Japan

Rapidus is Japan's government-backed foundry initiative targeting 2nm-class chips by 2027, backed by over ¥3.3 trillion in public funding and a consortium including Toyota, Sony, NTT, and SoftBank. It represents Japan's most ambitious re-entry into leading-edge chip manufacturing in decades, partnering with IBM for process technology and building its fab in Chitose, Hokkaido. Success is not guaranteed — the technical and financial hurdles are formidable — but the geopolitical imperative is clear.

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UPSTREAM — SUPPLIERS

Shin-Etsu Chemical

World's largest silicon wafer supplier

Chokepoint🇯🇵
MATERIALSsupplies silicon wafers to

ASML

Sole maker of EUV lithography machines

Chokepoint🇳🇱
EQUIPMENTsupplies EUV machines to

SUMCO

#2 global silicon wafer supplier; duopoly with Shin-Etsu controls ~55% of world supply

Chokepoint🇯🇵
MATERIALSsupplies silicon wafers to

Tokyo Electron

Leading maker of etch and deposition equipment

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EQUIPMENTsupplies etch/deposition tools to

Applied Materials

Largest semiconductor equipment maker by revenue

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EQUIPMENTsupplies CVD/PVD tools to

KLA

Dominant maker of wafer inspection and metrology tools

Chokepoint🇺🇸
EQUIPMENTsupplies inspection tools to

Lam Research

Leading supplier of etch and deposition equipment

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EQUIPMENTsupplies etch tools to

Sumitomo Chemical

Key supplier of EUV photoresist and compound semiconductors

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MATERIALSsupplies EUV photoresist to

JSR Corporation

Major EUV and ArF immersion photoresist supplier; taken private by Japan Investment Corporation in 2023

Chokepoint🇯🇵
MATERIALSsupplies EUV/ArF photoresist to

Entegris

Critical process materials supplier: CMP slurries, ultra-high-purity chemical delivery, and wafer carriers

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MATERIALSsupplies CMP slurries and process chemicals to

SCREEN Holdings

Leading wafer cleaning and surface treatment equipment maker (~20% global market share)

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EQUIPMENTsupplies wafer cleaning systems to

Kokusai Electric

Critical supplier of batch ALD and CVD furnace systems essential for NAND and DRAM production

Chokepoint🇯🇵
EQUIPMENTsupplies batch ALD/CVD furnaces to

↓ all supply to Rapidus ↓

Rapidus

Japan's government-backed foundry targeting 2nm by 2027

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
0% (pre-production; 2nm pilot line target 2027)
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About this company

QWhat is Rapidus's role in the AI chip supply chain?

Japan's government-backed foundry targeting 2nm by 2027

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