Japan’s ¥2.6 Trillion Rapidus Subsidy Boosts ASML Lithography Sales Opportunity
Japan approved an additional ¥631.5 billion in subsidies for Rapidus, raising total chipmaking support to ¥2.6 trillion ($16.3 billion) by March 2027. ASML’s lithography equipment has been licensed by Rapidus to underpin development of 2-nanometer AI chips.
1. Japan’s Funding Boost to Rapidus
Japan approved an additional ¥631.5 billion in subsidies for Rapidus, bringing total state-backed investment to ¥2.6 trillion ($16.3 billion) by March 2027 to accelerate AI chip manufacturing.
2. ASML’s Role and Equipment
ASML has licensed its latest EUV lithography systems to Rapidus, positioning its 2-nanometer-capable machines at the heart of the startup’s manufacturing process.
3. Impact on 2nm Chip Development
The funding aims to support Rapidus’ target of 2-nanometer chip production by 2027, potentially narrowing the technological gap with leading foundries now in volume production.
4. Implications for ASML’s Business
Expanded supply agreements with Rapidus could add significant new equipment orders to ASML’s sales pipeline and reinforce its market leadership in advanced lithography.