Japan's Rapidus Aims to Challenge Taiwan Semiconductor's Dominance with Affordable AI Chips
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 17 2025
0mins
Should l Buy IBM?
Source: Benzinga
Rapidus' Innovations: Japan's Rapidus is developing cost-effective AI chips with a prototype interposer made from a large glass substrate, aiming for mass production by 2028 and challenging Taiwan Semiconductor's dominance in the market.
Taiwan Semiconductor's Leadership: Taiwan Semiconductor is reinforcing its lead in 2-nanometer technology by expanding manufacturing capabilities and improving efficiency, while facing increased demand from major clients like Apple and Nvidia.
Samsung and Intel's Strategies: Samsung is working to stabilize production at the 2-nanometer node to attract customers, while Intel is advancing its own 2-nanometer process to regain competitiveness in the global foundry market.
Market Dynamics: The competition in the AI chip market is intensifying, with Rapidus, Taiwan Semiconductor, Samsung, and Intel all vying for a share of the growing demand for advanced semiconductor technologies.
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Analyst Views on IBM
Wall Street analysts forecast IBM stock price to rise
16 Analyst Rating
11 Buy
4 Hold
1 Sell
Moderate Buy
Current: 240.590
Low
210.00
Averages
315.80
High
375.00
Current: 240.590
Low
210.00
Averages
315.80
High
375.00
About IBM
International Business Machines Corporation is a provider of global hybrid cloud and artificial intelligence (AI) and consulting expertise. The Company’s segments include Software, Consulting, Infrastructure and Financing. The Software segment includes hybrid cloud and AI platforms, which allow clients to realize their digital and AI transformations across the applications, data, and environments in which they operate. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment is focused on the hybrid cloud infrastructure market, providing on-premises and cloud-based server and storage solutions. In addition, it offers a portfolio of life-cycle services for hybrid cloud infrastructure deployment. The Financing segment provides client and commercial financing, facilitating its clients’ acquisition of hardware, software and services. It helps clients in more than 175 countries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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