Japan’s New Semiconductor Foundry Rapidus Taps IBM For 2nm Process

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Japan’s New Semiconductor Foundry Rapidus Taps IBM For 2nm Process
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Japan wants to get back into the leading-edge semiconductor business. Rapidus is a new foundry that will lead the way. The company has announced a partnership with IBM Research to develop IBM’s 2nm technology in fabs that Rapidus plans to build in Japan during the second part of this decade.

Japan wants to get back into the leading-edge semiconductor business and very recently a new company was formed to reboot its semiconductor industry. The company is named Rapidus, referring to rapid production of new chips, a clear reference to how the company plans to differentiate its business from other foundries such as TSMC, Samsung, and Intel.

The IBM process uses gate-all-around transistors - IBM refers to them as nano sheet FETs - which is the next generation of transistor design that enables device scaling beyond today’s FinFETs. The 2nm structures will require Rapidus to use ASML’s EUV manufacturing equipment. Business details with IBM were not disclosed, but there’s likely two parts to the deal: a cross-licensing agreement for the intellectual property necessary to build the product and a joint development agreement.

Rapidus was formed by semiconductor veterans such as Rapidus President Atsuyoshi Koike, with backing by leading Japanese technology and financial firms, including Denso, Kioxia, Mitsubishi UFJ Bank, NEC, NTT, Softbank, Sony, and Toyota Motor. The Japanese government is also subsidizing Rapidus. The big change for Japan compared to prior national efforts is the collaboration with international organizations. It’s a recognition Japan cannot go it alone.

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