Japan's US$430B 2040 chip plan hinges on Rapidus 2nm - digitimes

Japan is advancing a comprehensive chip investment plan worth over $2.3 trillion through fiscal 2040, targeting strategic sectors including AI and space. Central to this initiative is Rapidus, a joint... Read original →

Japan’s ¥2.3 trillion chip strategy hinges on Rapidus’ 2nm production capability, a move that could disrupt the global semiconductor hierarchy. Success would erode TSMC and Samsung’s dominance, reshaping supply chains and enabling Japan to compete in AI and quantum computing. However, Rapidus faces critical bottlenecks in equipment procurement and talent retention, risking delays in its roadmap. With the U.S. and EU actively promoting domestic chip manufacturing, Japan’s lag could result in strategic exclusion from next-gen tech ecosystems. The outcome of Rapidus directly impacts Japan’s long-term tech sovereignty and its ability to influence global semiconductor dynamics.