Comment by iicc
20 hours ago
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.
That's Taiwan's silicon shield which the taiwanese see as important. That's why japan has rapidus and the us has Intel
So, server manufactured/integrated in Japan; actual chip manufactured elsewhere (but "developed" in Japan, whatever that means)?
They made a detailed presentation at Hot Chips.
All the component chips are made at TSMC, in various processes.
"Developed in Japan" means the same thing like "developed in USA" means for NVIDIA or AMD or Intel. You can design chips anywhere on the planet, as long as TSMC is willing to provide you the required documentation and EDA libraries (which it does only if you already are or they believe that you will be a big customer).
Doesn't really make sense to me. The whole "sovereign" thing is to basically say you won't be screwed if you go to war with a country tomorrow because you are dependent on their supply chain. Nothing about this changes that IMO. They're still getting the chips fabbed somewhere else and run the same risks.
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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".
They did a presentation at Hot Chips, with all these details.
The core die is made with TSMC-N2P, while the SRAM die and the peripheral die are made with TSMC-N5.
Their CPU is designed in Japan, like the AMD CPUs or the Intel CPUs are designed in USA (the latest Panther Lake Intel CPUs have returned for fabrication to USA in 2026, but they also cost double than the corresponding Arrow Lake models made at TSMC in 2025, and their GPUs are still made at TSMC).
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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).