Japanese Chipmaker Rapidus Sets Sight on Broadcom to Emulate Taiwan Semiconductor's Market Dominance
Japanese Chipmaker Rapidus Sets Sight on Broadcom to Emulate Taiwan Semiconductor's Market Dominance
Rapidus is backed by Broadcom Inc (NASDAQ:AVGO) could soon avail 2-nm chip samples from Japan's Rapidus starting in June.
BROADCOM CORP 8.00% MANDATORY CONVERTIBLE PRF SR A (纳斯达克:AVGO) 很快将能在6月从日本的Rapidus获取2纳米芯片样本。
The development marks the Japanese chipmaker's efforts to emulate key contract chipmaker Taiwan Semiconductor Manufacturing Co's (NYSE:TSM) strategy, which catapulted it into the trillion-dollar market cap, Nikkei Asia reports.
这一发展标志着日本芯片制造商努力模仿关键合同芯片制造商台积电（纽交所：TSM）的策略，该策略使其跻身万亿美元市值，日经亚洲报道。
Prior reports indicated that International Business Machines Corp (NYSE:IBM) and Rapidus are co-developing IBM's 2-nm node technology for implementation at Rapidus' fab in Japan.
此前的报道表示，国际商业机器公司（纽交所：IBM）与Rapidus共同开发IBM的2纳米节点技术，计划在Rapidus位于日本的工厂实施。
Rapidus is backed by Toyota Motor Corp (NYSE:TM), Sony Group Corp (NYSE:SONY), and six other Japanese companies
Rapidus得到了丰田汽车（纽交所：TM）、索尼集团（纽交所：SONY）以及其他六家日本公司的支持。
Lately, countries including the U.S., Europe, Japan, and others have focused on consolidating their semiconductor base to reduce dependence on China after the 2020 pandemic disrupted global supply chains, triggering a severe semiconductor chip crisis.
最近，包括美国、欧洲、日本等国已着重于整合其半导体基础，以减少对中国的依赖，因为2020年疫情扰乱了全球供应链，引发了严重的半导体芯片危机。
Over the past three years, Japan committed ~¥4 trillion ($26 billion) to boost its semiconductor sectors. Up to ¥920 billion of the subsidy went to Rapidus to help produce advanced chips.
在过去三年中，日本承诺投入约¥4万亿（260亿美元）以推动其半导体行业的发展。其中高达¥9200亿的补贴用于支持Rapidus生产先进芯片。
Taiwan Semiconductor already has a 2-nm wafer plant in Baoshan, Hsinchu County, scheduled for mass production in 2025.
台积电在新竹县宝山已经拥有一座2纳米晶圆厂，计划于2025年进行大规模生产。
Taiwan Semiconductor Chair C.C. Wei had highlighted interest in its 2-nm process, which prompted it to ramp up production capacity.
台积电董事长魏哲家曾强调对其2纳米工艺的兴趣，这促使其提升生产能力。
Taiwan Semiconductor's additional facilities in Kaohsiung will likely start 2-nm production in 2026. It is constructing two advanced fabs in Arizona, with plans to commercialize chips using 3-nm and 2-nm processes in 2028.
台积电在高雄的新增设施预计将在2026年开始生产2纳米芯片。它正在亚利桑那州建造两座先进的半导体厂，计划在2028年实现使用3纳米和2纳米工艺的芯片商业化。
Meanwhile, Broadcom, which emerged as the most valuable chip company after Nvidia Corp (NASDAQ:NVDA), is set for a $150 billion AI opportunity per JPMorgan's Harlan Sur.
与此同时，在英伟达（纳斯达克：NVDA）之后，博通成为最有价值的芯片公司，摩根大通的Harlan Sur预测其将获得1500亿的人工智能机会。
This opportunity is backed by its 2-nm and 3-nm technology and strong partnerships with Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, and Meta Platforms Inc (NASDAQ:META). Broadcom bagged multi-generational AI ASIC programs with OpenAI and a fifth major customer, all set for a 2026 ramp-up.
这一机会得益于博通的2纳米和3纳米技术以及与Alphabet Inc（纳斯达克：GOOG）（纳斯达克：GOOGL）谷歌和Meta Platforms Inc（纳斯达克：META）的强大合作关系。博通与OpenAI及一个第五大客户签订了多代人工智能专用集成电路程序，预计将在2026年展开。
Wedbush's Dan Ives expects tech stocks to gain 25% in 2025, backed by President-elect Donald Trump's policies and Big Tech spending.
Wedbush的Dan Ives预计，科技股票将在2025年上涨25%，这得益于当选总统特朗普的政策和大型科技公司的支出。
Investors can gain exposure to semiconductor stocks through VanEck Semiconductor ETF (NASDAQ:SMH) and iShares Semiconductor ETF (NASDAQ:SOXX).
投资者可以通过半导体指数ETF-VanEck（纳斯达克：SMH）和iShares费城交易所半导体ETF（纳斯达克：SOXX）获得对半导体股票的投资机会。
Price Action: AVGO stock closed at $228.64 on Wednesday.
价格行动：AVGO股票周三收于228.64美元。
