NuAxiSemiconductor trade intelligence
[News] Rapidus Accelerates 1nm Push, Reportedly Targets Six-Month Gap with TSMC
What happened
Rapidus aims to narrow its technology gap with TSMC to six months at the 1nm node, targeting 1.4nm development in 2026 and mass production around 2029. TSMC's 1nm risk production is expected by end of 2027, with mass production in H2 2028. Neutral: These are long-term R&D roadmaps with no immediate impact on component supply, pricing, or trading decisions.
Impact and signal
Low impactImpact score: 10/100
Affected components and suppliers
Logic
RapidusTSMC
roadmapfoundryR&D
Source and time
Source: TrendForce · 3/29/2026 · View original source
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