NuAxiSemiconductor trade intelligence
[News] Rapidus Reportedly Launches Back-End Prototype Line; Japan Adds ¥631.5B to Support 2nm Push
What happened
Japan's METI approved an additional ¥631.5B in subsidies for Rapidus, bringing total state backing to ~¥2.4T, as the foundry launched a back-end prototype line and a chiplet R&D facility. Fujitsu and IBM Japan received separate R&D subsidies for AI chips and are expected to outsource 2nm/1.4nm production to Rapidus. 利多: Long-term supply diversification and potential new capacity, but no immediate impact on spot prices or existing supply chains.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
2nm LogicAdvanced PackagingChiplet
RapidusFujitsuIBM Japan
capacity-expansiongovernment-subsidyfoundry
Source and time
Source: TrendForce · 4/12/2026 · View original source
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