Rapidus Targets TSMC With $21,000 2 nm Wafers by 2027 as Leader Holds 73% Share
Updated
Updated · The Motley Fool · Jul 10
Rapidus Targets TSMC With $21,000 2 nm Wafers by 2027 as Leader Holds 73% Share
3 articles · Updated · The Motley Fool · Jul 10
Summary
Rapidus plans to mass-produce 2 nm chips in 2027 at about $21,000 per wafer, undercutting TSMC’s reported $30,000 price as it courts more than 60 companies.
TSMC still enters that challenge with a long lead: it began 2 nm production this year and already controls 73% of the global foundry market, versus Samsung’s 7%.
Scale and customer trust remain major hurdles for Rapidus, which has only a pilot line running and plans a second fab next year while still needing to prove profitable high-volume output.
TSMC’s grip is reinforced by strong advanced-node demand—3 nm chips made up 25% of first-quarter revenue and 5 nm 36%—helping lift quarterly sales 40.6% to $35.9 billion.
That backdrop suggests price alone may not shift top chip designers, especially with TSMC expected to discuss early 2 nm sales when it reports second-quarter earnings on July 16.