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.
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.
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.
True, but besides wars there are other dangers, e.g. USA does not declare war when they apply "sanctions" randomly, under the legal theory that they can dictate how anything that includes some piece of US origin may be used by its owner.
Since that theory began to be used, anyone outside US has become anxious to become "sovereign", i.e. to stop using anything about which a foreign state can claim to have rights.
It's a nuclear weapons thing. Basically you want your entire nuclear weapons supply chain infrastructure to be in your own country. These days that also includes super computers to do simulations on what happens with your aging asrenal (just look at how many Top 500 supercomputers are at national labs like Oak Ridge, LLNL, or Sandia). Japan doesn't technically have nuclear weapons, but they're rumored to be "a screwdriver's turn away", or practically within a few weeks of having a weapon. That posture itself requires even more simulation just to be sure you can make good on that.
The AI stuff is basically "well sure, these are really good at distributed matrix math, why not?" hoping to get better volumes and make the program cheaper internally.
And they're working on getting chips fabbed in Japan too now that IBM sold their 2nm process to Rapidus, but that's probably successor to these. Maybe 2028? In the meantime there's still more nuclear simulations to run than there is compute to run them.
« nuclear weapons » — They're science fiction, smoke blown around huge quantities of explosives still being produced at WW2 levels.
Michael Palmer, in his book Hiroshima revisited, doesn't go as far as to rule out “nukes” entirely, but damage assessment, medical evidence, witness reports and measurements show that no such thing as claimed by the US and Japanese governments happened in Hiroshima and Nagasaki. Instead, there were other ingredients to the atrocities, like the usual napalm, so-called “pumpkin bombs” (the iconic Nagasaki model), flash bombs and coloured smoke (“special effects”), and mustard gas (to generate “radiation sickness”), which is a gel that can linger on and emit poison for weeks (depending on the weather).
Napalm and mustard gas are 100 % consistent with the medical record, which the author is professionally qualified to assess, citing academic literature (which is scarse in case of napalm, probably on account of its heavy use by the US against East Asian peoples in the “defense of democracy”).
The damage pattern is extensive rather than intensive (that is the military expert assessment), just as seen in other napalmed cities in Japan. Miraculous survivors at the alleged “ground zero” (no such thing can really be derived from the damage pattern) preclude any generation of heat drastically higher than what is attainable by conventional means (“victims were vaporized”). So do slender objects like antennas and trees (which blossomed again next spring, then interpreted as a “miracle”). The few stone buildings there were can be seen standing out among the remains of flimsy huts that were blown and burnt.
And of course there was no disruption in settlement, the cities were built up and inhabited again.
« simulations on what happens with your aging asrenal » — Swarms of red herrings to keep the myth alive. Surely other uses of supercomputers are conceivable, even for non-disclosed purposes.
Strangely, while the non-existence of such weapons is undoubtedly good news, there are many “nuke fanboys” (no girls, though – this is a male thing) who will get upset and even angry at this, as if the “atomic bomb” were some kind of god to venerate, when it really only is lies and propaganda that we've been fed when we were kids.
To be clear, this is not to dispute nuclear energy, just the claim that it may be used to obtain explosions, and even extraordinary ones.
Isn't the supply chain on advanced semiconductors ludicrously extended?
Wafers rare Earth's, specialized equipment, etc?
It means it's not beating B300 in FP4 TOPS.
> 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.
I don't think it is that basic. If anything it's probably more about having protection from trade and sanction threats, and insulation from shortages, supply chain problems.
> Nothing about this changes that IMO. They're still getting the chips fabbed somewhere else and run the same risks.
It certainly changes it. Chip design is of enormous importance and the technology leaders there are concentrated in the USA.
Silicon manufacturing is a different thing. Japan is also trying to bring up sovereign leading(ish) edge manufacturing. Obviously you keep peeling the onion on everything though - to do digital logic they need EDA tools and quite possibly IP blocks for PCI and DDR and so on. To do manufacturing they need scanners from ASML and a process design from IBM and so on... It doesn't mean that because they can't do everything from the ground up that it's pointless. At some point they need to import coal and iron ore and bauxite.
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).
When will they be using Rapidus?
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).
It's 2nm, so it has to be manufactured by TSMC.
I would assume they want to switch to rapidus asap once it comes online