Rapidus lacks real-world yield experience at 10nm, 7nm, 5nm, 3nm. And that’s something process provider IBM cannot supply, because Big Blue, in recent years, has not been involved in bringing a real circuit to commercial yield on its own process.
IBM unveils the world's first 2nm chip technology (Source: IBM)
By Peter Clarke
What’s at stake:
Rapidus Corp. is Japan’s great hope for a reentry into semiconductor manufacturing at 2nm. Such an ambitious plan is to be commended. But this must be also recognized as a high-risk project.
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