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Can 2-nanometer chips emerge as a dark horse from Japan? The emerging company Rapidus will test production in April.
① 2025 is a key year for advanced chip processing, Taiwan Semiconductor, Samsung, and Rapidus all plan to start trial production of 2-nanometer chips; ② According to Japanese media, the emerging company Rapidus plans to begin trial production of 2-nanometer chips in April, with shipments to Broadcom starting as early as June; ③ Rapidus has received significant funding from the Japanese government, and this trial production will determine its credibility in the market.
Rating [Securities company ratings]
Upgrades - Bullish Code Stock Name Securities Company Previous Change After----------------------------------------------------------------<8411> Mizuho Morgan S "Equal W" "Over W" <8354> Fukuoka JP Morgan "Neutral" "Over W" <4755> Rakuten G SMBC Nikko "2" "1" <6324> Harmonic Tokai Tokyo "Neutral" "Out P" <2802
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