Reading of JASM (TSMC/Sony subsidiary) it seems they're planning on producing at least 3nm chips there in their expansion plans.

It looks to me like it is an AI optimized HPC CPU and while HPC CPUs are actually quite fast, they are not particularly well suited for transformer based neural networks.

It's weird that they don't give out any of the interesting numbers like number of memory channels, how much SRAM they have (CPUs tend to have more of it) or what their expected performance is going to be.