Friday, November 15th 2024
Rapidus Set to Receive Japan's First ASML EUV Lithography Machine in December
The EUV lithography machine from ASML ordered by Rapidus is expected to arrive in Japan in mid-December, according to information from Nikkei cited by TrendForce. This marks the first deployment of EUV technology in Japan, an important step for the country's semiconductor industry as it seeks to establish itself as a major player. Rapidus is currently building a factory in Chitose, Hokkaido, and plans to start mass production of 2 nm chips in 2027. The company also plans to purchase several EUV devices if the 2-nanometer chip production is successful, and intends to build a second production facility specifically for 1.4 nm chips. To support these operations, ASML will establish a service center in Chitose City.
NVIDIA CEO Jensen Huang hinted at the possibility of outsourcing AI chip production to Rapidus. As of October, construction progress on the Rapidus facility, which began in September 2023, is up to 63% and remains on track. In addition to Rapidus, Micron's Hiroshima plant is scheduled to install EUV equipment in 2025, allowing for mass production in 2026. JASM, a TSMC subsidiary in Japan, plans to integrate EUV lithography with a second wafer plant in 2027 that will have a 6 nm production line.
Sources:
TrendForce, ITHome
NVIDIA CEO Jensen Huang hinted at the possibility of outsourcing AI chip production to Rapidus. As of October, construction progress on the Rapidus facility, which began in September 2023, is up to 63% and remains on track. In addition to Rapidus, Micron's Hiroshima plant is scheduled to install EUV equipment in 2025, allowing for mass production in 2026. JASM, a TSMC subsidiary in Japan, plans to integrate EUV lithography with a second wafer plant in 2027 that will have a 6 nm production line.
7 Comments on Rapidus Set to Receive Japan's First ASML EUV Lithography Machine in December
$65 billion USD is quite a number, not sure why this isn't a thing on the media outlets:
www.reuters.com/world/japan/japan-propose-65-bln-plan-aid-domestic-chip-industry-draft-shows-2024-11-11/
and 60 billion isn’t what it used to be, it’s what nvidia loses in market cap if Jensen sneezes in front of reporters
EDIT:
"Denso, Kioxia, MUFG Bank, NEC, NTT, SoftBank, Sony, and Toyota."
en.wikipedia.org/wiki/Rapidus