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[News] Japan's Rapidus Takes on TSMC With Aggressive 2nm Pricing, Reportedly ...
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Fusion42 · 10 July 2026 · Fusion42 review
Rapidus plans to price its 2nm foundry services at ¥3–3.5 million per wafer (US$18,460–21,540), undercutting TSMC's reported US$30,000 and matching Samsung's US$20,000, while engaging with 60+ customers ahead of 2027 mass production. Meanwhile, TSMC and Samsung are raising prices on existing advanced nodes due to tight capacity and surging AI demand.
This Wire brief sits within Fusion42's coverage of Semiconductors and AI Infrastructure.
◆ ◆ The Wire takeaway
If you design AI accelerators or SoCs, Rapidus just handed you leverage against TSMC's price increases—a new 2nm supplier at 30% lower cost starts shipping next year. Your conversation with TSMC changes this week: they know you have an alternative.
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1 source · 9 Jul 2026
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