Comment by alightsoul

20 hours ago

Fun fact, Fujitsu used to run their own fabs in Japan until they were sold to UMC and now they're another UMC fab although they are stuck at like the 20nm node. So this is likely made at JASM.

I think they'd say if the CPU was fabbed in Japan, instead there's some very "careful" wording:

>next-generation CPU, FUJITSU-MONAKA [1], designed and developed in Japan

>Fujitsu MONAKA Server, powered by the FUJITSU-MONAKA CPU, enhances sovereign capabilities through domestic manufacturing,

  • >FUJITSU-MONAKA utilizes a 3D-stacked architecture with a state-of-the-art 2nm process for the core and a 5nm process for the cache and I/O sections.

    https://en.wikipedia.org/wiki/Japan_Advanced_Semiconductor_M...

    >The Phase 2 factory was under construction as of January 2025, next to the Phase 1 facility, and is expected to be completed by 2027.[3] Initially planned for manufacturing semiconductors using a 6 nm process, 3 nm was incorporated into production plans for 2028 in 2026

  • Right below the headline it says:

    > Achieving world-class AI inference performance through Japan-developed 2nm 3D-stacked CPU and server integrated, developed, and manufactured in Japan

    Sounds pretty clear to me

    • The compute part must have been made in Taiwan because it uses TSMC N2. TSMC N2 is only available in Taiwan right now due to a law restricting the latest node to Taiwan for 1-2 years.

      1 reply →

    • depends on whether you read it as

      ((2nm 3d stacked CPU) and server) (integrated, developed, and manufactured in Japan)

      or

      (2nm 3d stacked CPU) and (server integrated, developed, and manufactured in Japan)

    • Indeed, it is extremely clear: by not saying "manufactured in Japan", the words "developed in Japan" tell you that they drew up the designs for the CPU in Japan, and then sent those designs off to a fab outside Japan for actual manufacturing. Then they bring those CPUs back to Japan, so that the server can be manufactured in Japan even if the server components are not.

      That manufacturing step may change in the future, but right now that CPU is not "Made in Japan", it's only "Designed in Japan".

      2 replies →

  • Yeah I had a slight hope that they'd be a one of the first real Rapidus customers. but apparently not (for this one at least).