NuAxiSemiconductor trade intelligence
RT NEWS: 🤝 As TSMC upgrades its second Kumamoto fab to 3nm, Japan’s homegrown contender is gearing up. In Chitose, #Rapidus is racing toward 2nm b...
What happened
TSMC is upgrading its second Kumamoto fab to 3nm, while Japan's Rapidus, with IBM's support, is accelerating its push for 2nm production by 2027. This signals a significant, long-term expansion and intensification of advanced logic capacity in Japan. Watch: This adds future supply-side complexity for leading-edge logic, potentially altering the competitive landscape and regional supply chain dependencies over the long term.
Impact and signal
Medium impactImpact score: 40/100
Affected components and suppliers
2nm Logic3nm Logic
TSMCRapidus
capacity-expansiontechnology-racefoundry
Source and time
Source: TrendForce Official (Market Data) · 2/17/2026 · View original source
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