Japanese foundry upstart aims to bolster domestic production while catering to growing demand for custom accelerators
The foundry space is arguably the most complex and competitive it has been in decades as foundry upstarts in the US and Japan look to challenge heavyweights Samsung and TSMC for a piece of the action.president and general manager of Japan's Rapidus Design Solutions, doesn't believe it's necessary to challenge TSMC directly to be successful given the current climate.The sentiment echoes that of others in the industry, including TSMC, Intel, and OpenAI's Sam Altman.
This puts Rapidus at least a year behind its competition, a fact Richard acknowledges. However, process tech isn't the only consideration these days, he argues. Regardless of whether these technologies prove a competitive advantage, he says, capacity constraints alone should be more than enough to guarantee Rapidus' success, he opines.From the get-go, Rapidus is focusing on three main markets: serving those building traditional CPUs and GPUs; those designing edge compute; and thirdly, and most importantly, AI chip startups that don't yet have the volume to make sense for TSMC.
Richard aims to capitalize on these smaller customers by providing additional guidance and support that they might not otherwise get from competing fabs.Intel's effort to build a foundry biz is costing far more – and taking longer – than expected"I come from an era where everything was, you know, about the semiconductor itself, the transistor, the process, the node, AMD vs Intel, the big battle of the fabs, and all that," Richard says.
"When we ramp up the fab, legitimately, we can't serve more than, what, half a dozen customers to do our job properly at the onset, and then we'll have more," Richard says.Another element that shouldn't be missed here is the ongoing effort by local governments to secure semiconductor supply chains and on-shore production.
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