Japan foundry sovereignty: TSMC Kumamoto 3nm + Fujitsu-Rapidus 1.4nm AI
Key Questions
What are the details on TSMC's Kumamoto Fab2?
TSMC Kumamoto Fab2 for 3nm production was greenlit on April 4, targeting 15k wafers per month by 2028. This bolsters Japan's foundry sovereignty.
What is Fujitsu's involvement with Rapidus?
Fujitsu is developing a 1.4nm AI NPU via Rapidus using Arm Monaka architecture. It receives ¥58 billion from NEDO and part of ¥1.23 trillion government funding.
What are Rapidus's production ramp timelines?
Rapidus plans 2nm production in 2027 and 1.4nm in 2029. These ramps diversify Japan from TSMC, Samsung, and China dependencies.
TSMC Kumamoto Fab2 3nm greenlit Apr4 (15k wpm 2028); Fujitsu 1.4nm AI NPU via Rapidus (Arm Monaka, ¥58B NEDO/¥1.23T gov); Rapidus 2nm'27/1.4'29 ramps diversify vs TSMC/Samsung/China. Watch: yields, customers, capex.
Sources (2)
Updated Apr 9, 2026