[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"news:handoutai":3},{"meta":4,"markdown":65},{"type":5,"articleId":6,"slug":7,"title":8,"titleEn":9,"category":10,"summary":11,"publishedAt":12,"image":13,"vocabulary":14},"news","news-handoutai","handoutai","半導体国家戦略 — Rapidus・TSMC熊本と日米連携","National Semiconductor Strategy — Rapidus, TSMC Kumamoto, and US-Japan Cooperation","tech-business","Japan's semiconductor revival — Rapidus building a 2nm fab in Hokkaido, TSMC's Kumamoto fabs (JASM Phase 1 and 2), METI subsidies, parallels with the US Chips Act, demand drivers from AI accelerators and automotive, and persistent workforce challenges.\n","2026-04-15T00:00:00Z","https:\u002F\u002Fimages.yamiyomi.com\u002Fnews-handoutai.png",[15,20,24,29,33,37,41,45,49,53,57,61],{"word":16,"reading":17,"meaning":18,"level":19},"半導体","はんどうたい","semiconductor","N1",{"word":21,"reading":22,"meaning":23,"level":19},"戦略","せんりゃく","strategy",{"word":25,"reading":26,"meaning":27,"level":28},"工場","こうじょう","factory","N2",{"word":30,"reading":31,"meaning":32,"level":28},"製造","せいぞう","manufacturing",{"word":34,"reading":35,"meaning":36,"level":19},"補助金","ほじょきん","subsidy",{"word":38,"reading":39,"meaning":40,"level":19},"量産","りょうさん","mass production",{"word":42,"reading":43,"meaning":44,"level":28},"連携","れんけい","cooperation",{"word":46,"reading":47,"meaning":48,"level":19},"需要","じゅよう","demand",{"word":50,"reading":51,"meaning":52,"level":28},"復活","ふっかつ","revival",{"word":54,"reading":55,"meaning":56,"level":19},"投入","とうにゅう","injection",{"word":58,"reading":59,"meaning":60,"level":19},"拠点","きょてん","base",{"word":62,"reading":63,"meaning":64,"level":28},"課題","かだい","challenge","\n::para\n[半導体]{はんどうたい:semiconductor:N2}は[現代]{げんだい:modern:N3}[産業]{さんぎょう:industry:N3}の[基盤]{きばん:foundation:N1}であり、[経済]{けいざい:economic:N3}[安全]{あんぜん:security:N3}[保障]{ほしょう:guarantee:N1}の[観点]{かんてん:viewpoint:N3}からも[重要]{じゅうよう:important:N3}[視]{し:viewed as:N1}されています。[日本]{にほん:Japan:N5}[政府]{せいふ:government:N2}は2020[年代]{ねんだい:decade:N4}に[入って]{はいって:entering:N5}から、[国内]{こくない:domestic:N3}での[半導体]{はんどうたい:semiconductor:N2}[製造]{せいぞう:manufacturing:N1}[能力]{のうりょく:capability:N3}を[復活]{ふっかつ:reviving:N2}させる[政策]{せいさく:policy:N1}を[強化]{きょうか:strengthened:N3}してきました。[本記事]{ほんきじ:this article:N3}では、[公開]{こうかい:publicly disclosed:N4}[情報]{じょうほう:information:N3}を[基に]{もとに:based on:N1}[現状]{げんじょう:current state:N3}を[整理]{せいり:organize:N1}します。\n\n#en\nSemiconductors are the foundation of modern industry and are also viewed as important from an economic security perspective. From the start of the 2020s, the Japanese government has strengthened its policy of reviving domestic semiconductor manufacturing capability. Based on publicly disclosed information, this article organizes the current state.\n::\n\n::heading\n[ラピダス]{らぴだす:Rapidus}と2nm[次世代]{じせだい:next-generation:N3}[半導体]{はんどうたい:semiconductor:N2}\n\n#en\nRapidus and Next-Generation 2nm Semiconductors\n::\n\n::para\n[ラピダス]{らぴだす:Rapidus}は2022[年]{ねん:year:N5}に[国内]{こくない:domestic:N3}[大手]{おおて:major:N4}[企業]{きぎょう:firm:N1}8[社]{しゃ:companies:N4}の[出資]{しゅっし:investment:N3}により[設立]{せつりつ:established:N2}された[新興]{しんこう:emerging:N1}[半導体]{はんどうたい:semiconductor:N2}[メーカー]{めーかー:maker}です。[北海道]{ほっかいどう:Hokkaido:N4}[千歳]{ちとせ:Chitose:N3}[市]{し:city:N3}に2nm[世代]{せだい:generation:N4}の[最先端]{さいせんたん:most advanced:N1}[半導体]{はんどうたい:semiconductor:N2}[工場]{こうじょう:fab:N4}を[建設]{けんせつ:constructing:N2}しており、[当初]{とうしょ:initial:N3}[計画]{けいかく:plan:N4}では2027[年]{ねん:year:N5}の[量産]{りょうさん:mass production:N2}[開始]{かいし:start:N4}を[目標]{もくひょう:target:N1}としていると[伝えられて]{つたえられて:reported:N3}います。[米国]{べいこく:United States:N3}IBMから[技術]{ぎじゅつ:technology:N2}[供与]{きょうよ:transfer:N3}を[受けて]{うけて:receiving:N3}おり、[ベルギーの]{べるぎーの:Belgian}imecとも[連携]{れんけい:cooperation:N1}しているとされます。\n\n#en\nRapidus is an emerging semiconductor maker established in 2022 through investment by 8 major domestic firms. It is constructing a most-advanced 2nm-generation semiconductor fab in Chitose City, Hokkaido, and reports indicate that the initial plan targets the start of mass production in 2027. It reportedly receives technology transfer from US-based IBM and also cooperates with Belgium's imec.\n::\n\n::callout\n2nm[世代]{せだい:generation:N4}は[現在]{げんざい:currently:N3}TSMC、[サムスン]{さむすん:Samsung}、Intelの[三社]{さんしゃ:three companies:N4}が[開発]{かいはつ:developing:N4}を[競って]{きそって:competing for:N2}いる[最先端]{さいせんたん:most advanced:N1}[領域]{りょういき:area:N2}であり、[ラピダス]{らぴだす:Rapidus}が[計画]{けいかく:planned:N4}[通り]{どおり:as:N4}[量産]{りょうさん:mass production:N2}に[到達]{とうたつ:reach:N3}できるかは[業界]{ぎょうかい:industry:N4}の[注目]{ちゅうもく:attention:N4}を[集めて]{あつめて:gathering:N4}います。\n\n#en\nThe 2nm generation is currently a most-advanced area where the three companies of TSMC, Samsung, and Intel are competing in development, and whether Rapidus can reach mass production as planned is gathering industry attention.\n::\n\n::heading\nTSMC[熊本]{くまもと:Kumamoto:N1}[工場]{こうじょう:fab:N4}（JASM）\n\n#en\nThe TSMC Kumamoto Fabs (JASM)\n::\n\n::para\n[台湾]{たいわん:Taiwan:N2}TSMCは[ソニー]{そにー:Sony}[セミコンダクタ]{せみこんだくた:Semiconductor}[ソリューションズ]{そりゅーしょんず:Solutions}や[デンソー]{でんそー:Denso}との[合弁]{ごうべん:joint venture:N1}で[熊本]{くまもと:Kumamoto:N1}[県]{けん:prefecture:N2}にJASM（Japan Advanced Semiconductor Manufacturing）を[設立]{せつりつ:established:N2}し、[第一]{だいいち:first:N1}[工場]{こうじょう:fab:N4}が2024[年]{ねん:year:N5}に[稼働]{かどう:operations:N1}を[開始]{かいし:starting:N4}しました。[第二]{だいに:second:N1}[工場]{こうじょう:fab:N4}の[建設]{けんせつ:construction:N2}も[発表]{はっぴょう:announced:N3}されており、[車載]{しゃさい:automotive:N1}や[産業]{さんぎょう:industrial:N3}[向け]{むけ:targeted at:N3}の[成熟]{せいじゅく:mature:N1}プロセス[半導体]{はんどうたい:semiconductor:N2}を[中心]{ちゅうしん:center:N4}に[供給]{きょうきゅう:supply:N3}する[計画]{けいかく:plan:N4}とされます。\n\n#en\nTaiwan's TSMC established JASM (Japan Advanced Semiconductor Manufacturing) in Kumamoto Prefecture as a joint venture with Sony Semiconductor Solutions and Denso, and the first fab started operations in 2024. Construction of a second fab has also been announced, and it is reportedly planned to supply mature-process semiconductors centered on automotive and industrial uses.\n::\n\n::heading\n[経産省]{けいさんしょう:METI:N2}による[補助金]{ほじょきん:subsidies:N2}\n\n#en\nSubsidies from METI\n::\n\n::para\n[経済]{けいざい:economy:N3}[産業省]{さんぎょうしょう:Ministry of Trade:N2}（[経産省]{けいさんしょう:METI:N2}）は、[半導体]{はんどうたい:semiconductor:N2}[産業]{さんぎょう:industry:N3}の[復活]{ふっかつ:revival:N2}を[国家]{こっか:national:N4}[戦略]{せんりゃく:strategy:N2}と[位置付け]{いちづけ:positioning as:N3}、[ラピダス]{らぴだす:Rapidus}とJASMの[両社]{りょうしゃ:both companies:N3}に[巨額]{きょがく:huge sum:N2}の[補助金]{ほじょきん:subsidy:N2}を[投入]{とうにゅう:injecting:N3}してきました。[公表]{こうひょう:publicly disclosed:N3}されている[累計]{るいけい:cumulative:N1}[金額]{きんがく:amount:N2}は[両社]{りょうしゃ:both companies:N3}を[合わせて]{あわせて:combined:N3}[数兆円]{すうちょうえん:several trillion yen:N2}[規模]{きぼ:scale:N1}に[達する]{たっする:reach:N3}とされ、[米国]{べいこく:United States:N3}の[CHIPS法]{ちっぷすほう:CHIPS Act:N3}に[匹敵]{ひってき:comparable:N1}する[支援]{しえん:support:N1}[規模]{きぼ:scale:N1}と[評価]{ひょうか:evaluated as:N1}されています。\n\n#en\nMETI has positioned the revival of the semiconductor industry as a national strategy and has injected huge sums in subsidies into both Rapidus and JASM. Publicly disclosed cumulative amounts reportedly reach a scale of several trillion yen across both companies combined, and this is evaluated as a support scale comparable to the US CHIPS Act.\n::\n\n::heading\n[日米]{にちべい:US-Japan:N3}[連携]{れんけい:cooperation:N1}と[国際]{こくさい:international:N3}[環境]{かんきょう:environment:N1}\n\n#en\nUS-Japan Cooperation and the International Environment\n::\n\n::para\n[日米]{にちべい:US-Japan:N3}[両]{りょう:both:N3}[政府]{せいふ:government:N2}は、[半導体]{はんどうたい:semiconductor:N2}[サプライチェーン]{さぷらいちぇーん:supply chain}の[強靭化]{きょうじんか:strengthening, resilience:N1}に[向けて]{むけて:toward:N3}[協力]{きょうりょく:cooperation:N2}を[進めて]{すすめて:advancing:N3}おり、[次世代]{じせだい:next-generation:N3}[半導体]{はんどうたい:semiconductor:N2}の[共同]{きょうどう:joint:N3}[研究]{けんきゅう:research:N4}や[人材]{じんざい:talent:N2}[育成]{いくせい:cultivation:N3}での[連携]{れんけい:cooperation:N1}が[発表]{はっぴょう:announced:N3}されています。[米国]{べいこく:United States:N3}による[中国]{ちゅうごく:China:N5}[向け]{むけ:targeted at:N3}[半導体]{はんどうたい:semiconductor:N2}[輸出]{ゆしゅつ:export:N2}[規制]{きせい:regulation:N3}に[日本]{にほん:Japan:N5}も[歩調]{ほちょう:step:N3}を[合わせる]{あわせる:matching:N3}[形]{かたち:form:N3}で[一定]{いってい:certain:N3}の[輸出]{ゆしゅつ:export:N2}[管理]{かんり:control:N2}[措置]{そち:measures:N1}を[導入]{どうにゅう:introduced:N2}したとされます。\n\n#en\nThe US and Japanese governments are advancing cooperation toward strengthening the resilience of the semiconductor supply chain, and cooperation in joint research on next-generation semiconductors and in talent cultivation has been announced. Japan reportedly introduced certain export-control measures matching the step of US export regulations on semiconductors targeted at China.\n::\n\n::heading\n[需要]{じゅよう:demand:N1}[サイド]{さいど:side}：AI[アクセラレータ]{あくせれれーた:accelerator}と[車載]{しゃさい:automotive:N1}\n\n#en\nThe Demand Side: AI Accelerators and Automotive\n::\n\n::para\n[半導体]{はんどうたい:semiconductor:N2}[需要]{じゅよう:demand:N1}を[牽引]{けんいん:driving:N1}しているのは、[生成]{せいせい:generative:N3}AIの[学習]{がくしゅう:training:N4}・[推論]{すいろん:inference:N1}に[使われる]{つかわれる:used for:N4}AI[アクセラレータ]{あくせれれーた:accelerator}と、[電動化]{でんどうか:electrification:N3}・[自動]{じどう:autonomous:N4}[運転]{うんてん:driving:N4}が[進む]{すすむ:advancing:N3}[自動車]{じどうしゃ:automobile:N4}[産業]{さんぎょう:industry:N3}です。[特に]{とくに:especially:N4}、[NVIDIA]{えぬびでぃあ:NVIDIA}が[供給]{きょうきゅう:supplying:N3}するGPUは[需要]{じゅよう:demand:N1}に[供給]{きょうきゅう:supply:N3}が[追いつかない]{おいつかない:not catching up:N3}[状況]{じょうきょう:situation:N2}が[続いて]{つづいて:continuing:N3}おり、[周辺]{しゅうへん:surrounding:N2}メモリ（HBM）の[逼迫]{ひっぱく:tightness:N1}も[報じられて]{ほうじられて:reported:N3}います。\n\n#en\nWhat is driving semiconductor demand are AI accelerators used for generative AI training and inference, and the automobile industry where electrification and autonomous driving are advancing. In particular, the situation is continuing where supply is not catching up with demand for GPUs supplied by NVIDIA, and tightness in surrounding memory (HBM) is also reported.\n::\n\n::heading\n[人材]{じんざい:talent:N2}[不足]{ふそく:shortage:N4}という[課題]{かだい:challenge:N2}\n\n#en\nThe Challenge of Talent Shortage\n::\n\n::para\n[半導体]{はんどうたい:semiconductor:N2}[産業]{さんぎょう:industry:N3}[復活]{ふっかつ:revival:N2}に[向けた]{むけた:aimed at:N3}[最大]{さいだい:largest:N3}の[課題]{かだい:challenge:N2}は、[人材]{じんざい:talent:N2}[不足]{ふそく:shortage:N4}とされます。[ラピダス]{らぴだす:Rapidus}とJASMの[両工場]{りょうこうじょう:both fabs:N3}を[合わせる]{あわせる:combining:N3}と、[数千人]{すうせんにん:thousands of people:N3}[規模]{きぼ:scale:N1}の[エンジニア]{えんじにあ:engineer}と[オペレーター]{おぺれーたー:operator}の[確保]{かくほ:securing:N1}が[必要]{ひつよう:necessary:N3}と[されて]{されて:said to be}おり、[大学]{だいがく:university:N5}・[高専]{こうせん:technical college:N2}での[半導体]{はんどうたい:semiconductor:N2}[教育]{きょういく:education:N3}[強化]{きょうか:strengthening:N3}や、[海外]{かいがい:overseas:N4}からの[エンジニア]{えんじにあ:engineer}[招聘]{しょうへい:invitation:N1}が[並行]{へいこう:parallel:N2}して[進められて]{すすめられて:being advanced:N3}いるとされます。\n\n#en\nThe largest challenge for the revival of the semiconductor industry is said to be talent shortage. Combining both the Rapidus and JASM fabs, securing engineers and operators on a scale of thousands of people is reportedly necessary, and strengthening of semiconductor education at universities and technical colleges, as well as the invitation of engineers from overseas, are reportedly being advanced in parallel.\n::\n"]