Why a Rising TSMC Challenger Could Reshape the Chip Foundry Landscape
Japan's state-backed Rapidus aims to challenge TSMC's dominance in advanced chipmaking by promising cheaper 2-nanometer chips at $21,000 per wafer versus TSMC's $30,000. However, Rapidus faces significant technical hurdles, hasn't achieved commercial production yet, and is reportedly struggling to meet milestones. TSMC maintains a commanding 73% market share and is already generating revenue from 2nm production, making it unlikely that Rapidus will pose a near-term threat to TSMC's leadership.


