NuAxiSemiconductor trade intelligence
[News] Japan’s Chip Push in Spotlight: IBM Backs Rapidus as Funding Momentum Builds
What happened
IBM is establishing a new office in Chitose to support Rapidus's 2nm chip production, which is targeting mass production in 2027, and has also developed a new thermal modeling tool for 1.4nm nodes. Rapidus has secured over ¥160 billion in private funding, exceeding its FY2025 target, from major Japanese corporations. Neutral: This is a long-term R&D and capacity expansion story with no immediate impact on component supply, pricing, or trader inventory decisions.
Impact and signal
Low impactImpact score: 10/100
Affected components and suppliers
2nm LogicGAA Transistors
capacity-expansionrd-milestonefunding
Source and time
Source: TrendForce · 2/17/2026 · View original source
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