Recent reports suggest that Japanese chip manufacturer Rapidus may have developed a 2nm process node that outperforms TSMC’s upcoming 2nm node. This could provide much-needed competition in the chip market, benefiting customers by driving prices down.

Key Highlights

• Rapidus claims their 2nm, named Rapidus 2HP, offers a peak transistor density of 237.31 million transistors per square millimeter, slightly exceeding TSMC’s at 236.17 MTr/mm².
• Increased competition could lead to better pricing for GPUs, which have faced high costs partially due to TSMC’s dominance in the sector.
• While this technology could take time to reach the market, the competitive landscape may influence current suppliers to adjust their pricing strategies sooner.

“Rapidus shares the data on its 2nm node (named 2HP), enabling insights into the next-generation process technology in logic density.”
(Translation: Rapidus is sharing its data regarding the new 2nm process node to inform on future technology advancements.)

Outlook

If Rapidus’s technology proves viable, it may lead to significant shifts in the GPU market landscape by 2027, with potential impacts felt even earlier as competition grows.