Rapidus Plans 2nm Production Ramp In 2028

Rapidus, Japan’s state-backed foundry, plans to begin 2nm-class semiconductor production at its Chitose facility in the second half of fiscal 2027, with full-scale output expected in 2028. The business plan targets an initial 6,000 wafers per month rising to about 25,000 within the first year, requires installation of more than 200 advanced tools, and emphasizes automation and GPU-accelerated process control.
Key Points
- 1Announces 2nm-class production at Chitose starting H2 fiscal 2027, full-scale operations scheduled for 2028.
- 2Highlights planned ramp from 6,000 to 25,000 wafers per month and installation of 200+ advanced tools.
- 3Signals reliance on automation and GPU-accelerated lithography and inspection for yield stabilization and competitiveness.
Scoring Rationale
Meaningful industry update with concrete timelines and supplier collaboration, tempered by substantial execution risk and yield uncertainty.
Sources
Public references used for this report.
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