upvote

points

by Youden19 hours ago |
comments
upvoteby DashAnimal19 hours ago|
next
[-]
According to a Feb press release, they're fabbed by TSMC:

> For FUJITSU-MONAKA, the 2nm semiconductors will tape out next year. Due to this, Rapidus would be unable to meet the deadline, so TSMC is handling the manufacturing.

Source: https://global.fujitsu/en-global/pr/news/2026/02/12-01?utm_s...

According to Rapidus webpage, they are explicitly starting mass production of their 2nm in 2027.

Source: https://www.rapidus.inc/en/iim/?utm_source=chatgpt.com

reply
upvoteby adrian_b16 hours ago|
prev|
next
[-]
Their CPUs are faster at inference than many GPUs. These are server CPUs with 144 cores and wide memory interface.

Fujitsu has added some ISA extensions for AI inference to the standard Arm ISA, e.g. instructions for inference with FP8.

Even their previous CPU generation was for some time the champion in energy efficiency, with better performance per watt than the NVIDIA GPUs, until a newer generation of NVIDIA GPUs has leapfrogged them.

There are good chances that this new Fujitsu CPU might be again for some time the CPU with the best energy efficiency, but it remains to be seen how it compares with the recent GPUs.

reply
upvoteby nicce19 hours ago|
prev|
next
[-]
> put on AI inference when they don't build the GPU?

GPU in AI world is essentially a set of specific matrix calculations that this CPU supports on hardware-level. Thought memory speed seems low.

reply
upvoteby Max-q19 hours ago|
prev|
next
[-]
The article says that it’s manufactured in Japan.
reply
upvoteby ranger_danger19 hours ago|
parent|
[-]
where exactly does it say that? I don't consider "designed and developed in Japan" to be the same as manufactured there
reply
upvoteby bradyd19 hours ago|
parent|
[-]
At the very top of the article: "Achieving world-class AI inference performance through Japan-developed 2nm 3D-stacked CPU and server integrated, developed, and manufactured in Japan"
reply
upvoteby hobofan19 hours ago|
parent|
next
[-]
Pretty sure it's worded in a way that it applies only to the server, so it should be read as two distinct things:

- Japan-developed 2nm 3D-stacked CPU

- server integrated, developed, and manufactured in Japan

reply
upvoteby 19 hours ago|
parent|
prev|
next
[-]
deleted
reply
upvoteby sgerenser19 hours ago|
parent|
prev|
next
[-]
"Japan-developed CPU..." plus the server itself (parts, power supplies, case, etc.) integrated, developed and manufactured in Japan. It sounds like they're weasel-wording it a bit, but I don't think the CPU itself is manufactured in Japan, only "developed."
reply
upvoteby tecleandor19 hours ago|
parent|
next
[-]
Yep. I'd say the CPU is manufactured outside, and the rest of the server in Japan.
reply
upvoteby tremon19 hours ago|
parent|
prev|
[-]
Combining info from https://news.ycombinator.com/item?id=49740907 and https://news.ycombinator.com/item?id=49740901, it seems that they're relying on TSMC for the first batch and are planning to move production to JASM once that's ready?
reply
upvoteby 19 hours ago|
parent|
prev|
next
[-]
deleted
reply
upvoteby dopa4236518 hours ago|
parent|
prev|
[-]
Ever seen the phrase "diffused in Taiwan, assembled in Malaysia"?
reply
upvoteby tonyhart713 hours ago|
prev|
[-]
Yeah but TSMC have fab on japan soil

so its as sovereign as you can get

reply
upvoteby LtdJorge9 hours ago|
parent|
[-]
Not for 2nm
reply