Back in 2008 Fujitsu has one of the best performing 10Gbps Switches. We were building 40 Gbps packet sniffers at Google (4x 10 Gbps NICs) and needed switches that could do things like mirror traffic across ports at line rate. Fujitsu was way ahead of the pack. I always wondered what held them back from building a meaningful networking business in the US.
> I always wondered what held them back from building a meaningful networking business in the US.
It was just timing. Their networking gear was built on some very impressive ASICs which became commodity chips a few years later before they could grow. Arista, Juniper, et al ate their lunch using other vendors’ IP. IIRC it was Broadcom and Fulcrum that released the chips that killed them.
This is the first time ever I am hearing of Fujitsu being involved in any bribing/lobbying controversy in the US (whether as a victim or an offender), and I doubt I am the only user in this thread in this position.
Unless it is a very well-known controversy, I feel like there is a need for extra context here. I am not even asking for anything of the "proof beyond any reasonable doubt" nature, I simply want to understand what you are trying to reference.
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.
>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
> Achieving world-class AI inference performance through Japan-developed 2nm 3D-stacked CPU and server integrated, developed, and manufactured in Japan
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.
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.
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).
Yes the lack of transparency on ARM architecture and the obfuscation of the RAM capacity with just the slot information is annoying. Not sure if it is deliberate to sell this at a premium to "mainframe" customers or whether its just their marketing folk not being on the ball. Fascinated by the fact Japan has a 2nm process node but I suspect that too is marketing. Perhaps the 2nm portion of the chip is done at TSMC and the rest of the package done in Japan or something like that. It's not like there's a plethora of 2nm Fabs around the planet to choose from.
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.
They actually do not in that article. I had to look elsewhere to find that out. Weird, one would expect that a big announcement like this would probably need to be vetted against licensing agreements with Arm that would probably want that fact to be prominently highlighted in press releases.
Yeah, searched the page for common architectures (x86,arm and Sparc since it was Fujitsu) since it'd seem silly to use a totally novel architecture but didn't find anything until noticing SVE2.
Fujitsu has a long history of designing their own micro but using a standard ISA for HPC. Used to be SPARC, now it is ARM. IIRC Fujitsu were the main architects behind the SVE ARM extension.
No it is not at all Neoverse V2, which is obsolete and has much lower performance.
It is a custom Armv9.3-A design (same ISA like the Arm C1 CPUs from the flagship smartphones of 2026), but it has double-width execution units for SVE2 (i.e. 256-bit width, vs. 128-bit for the other Arm CPUs) and it has some ISA extensions for AI/ML, e.g. instructions for inference with FP8 (BF16 is already supported by the standard Arm ISA).
Despite the fact that Armv9.3-A may include SME (scalable matrix extension, like in the Apple CPUs and in the Arm C1 CPUs), Fujitsu did not mention SME, so I assume that they did not implement it and they rely on their enhanced SVE2 (which is not surprising, while the origin of Arm SME is at Apple, the origin of Arm SVE is at Fujitsu).
Sun invented SPARC, Fujitsu just happened to be the last producer since they built mainframes on it. Reading it seems like they plan to stop producing Sparc processors and machines in a near timeframe so that makes this announcement less surprising.
Thanks kinda how Japan works. Inventing something new is hard, but taking something that's a cool idea and making it actually usable is well within their wheelhouse.
I'm sure there's plenty of other stuff invented in Japan, but that's really beside the point.
The industry is now mature enough that nobody really wants the headache of a new architecture at this point in time, Risc-V got a pass for being a grassroots movement growing out off FPGA's since the IP situation was more or less clear or even predatory with all existing architectures, Power, Sparc,SuperH,68k,etc are buried for good reasons.
Not mentioning the architecture is rather strange. Being Fujitsu I'd expect SPARC, but apparently not. Maybe we're reaching a point where some circles either don't care or just defaults to ARM?
Obviously they can just ignore the license in the future and continue development out of a local branch, but it's also a bit disingenuous to speak of "sovereign infrastructure" and then use licensed processor design.
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.
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"
"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."
The two made-in-Japan, premium grade, Fujitsu laptops I had to work with were by far the worse pieces of electronic I have ever used. Both exhibited identical defects: fans running continuously at maximum speed, and the batteries would completely die within hours of the devices being powered off. Windows or Linux. And don't talk about that tiny unresponsive trackpad to me. Never again.
The Fujitsu Lifebooks were legendary for their robustness back in the day, I'm genuinely sad you had that experience.
The only fujitsu laptops I used was back in 2011- it was a budget version for on-call and it was fine..
Sounds like the fans running 100% probably contributed significantly to the issue here. If I had to guess it was likely that the C-States were disabled in BIOS somehow so the CPU clock was running at full tilt the whole time, maybe combined with a bad thermal paste job.
I'm not here to defend Fujitsu but I've had really bad experiences with basically every major laptop brand (Dell: majorly bad coil whine and especially faulty soldered RAM, HP: keys vanishing from the keyboard and very weak hinges that break all the time, Apple: The GPU unsoldering itself and the butterfly keyboard shenanigans).
I don't really know any brand with a flawless track record sadly.
Before anyone brings up Thinkpads, they're trading on a reputation that hasn't been true for over a decade. If you have fond memories of a thinkpad it's most likely that you had it from before 2016, or it's "fine", but certainly not great.
I do recall that Fujitsu had a very... unique approach to exposing the Setup option in their firmware. It was just a UEFI boot entry. If that entry was removed, you couldn't get back into the firmware setup; you had to find the name of the setup EFI file and then run that from the EFI console.
I just have Fujitsu Lifebooks at Home since 2007. I think they are good, came with a bloat free Windows. I bought even one for my Mom over 10 years ago. I just changed once the HDD with a SSD. Now all my Lifebook run with Linux just flawless.
What year? The ones I had were the best. Very expensive, but service at the office & at home, very sturdy, very long battery life. That was somewhere early 2000s.
Reaching further back, the Sylistic line was mostly quite good/durable, and I still use my Stylstic ST-4110 when I need to use an old scanner or control a CNC machine on my back deck when cutting tropical hardwoods.
Really miss the transflective display and wish that there were newer devices with such technology
I fail to see how they will take a significant market share or even break even on this venture.
It's an overcrowded market. Far better would be to focus on semiconductor supply chain, which Japan already supplies some elements, to sell to fabs.
Because the bottleneck is the fabs. If a new 2 nm fab came online today, it would immediately sell all its capacity to 2030 no problem, without Fujitsu trying this gambit.
It's not 'sovereign', the architecture is not designed in Japan, the silicon is not fabbed in Japan. This whole thing is sideways.
Every developed country is going to push for their own homemade chips. Japan used to make Sparc CPU's back in the day. Probably many others I'm not aware of.
Every developed country except Australia, perhaps. This government is atrocious. The record for highest number of bureaucrats per capita in the world is owned by Australia. All they know how to do is tax people. All the wealthy people have left, or are leaving.
One problem we’re going to have with AI hardware is coming up with a standard set of specifications that are comparable. I don’t really care about the CPU GHz and the memory bandwidth, at least not directly. What I really want to know is how many tokens per second this will deliver, but that also depends on the model. We need a standard metric for that. Perhaps we agree on a specific open weight model (e.g. GLM 5.3 Flash or Qwen vWhatever) and then measure TPS on the hardware of interest.
I always heard of GB/s as most important number ... AI told me their 8800 MT/s on 8 Byte, 12 DDR5-Channels means 845 GB/s. A Nvidia RTX 4090 has 1008 GB/s. Nvidia B200 has 8000 GB/s.
Is this the right way of looking at it?
You have to load the model weights into VRAM over PCI-E (from RAM). So the (PCI-E) bandwidth strongly affects time to first token.
You have to run inference on the GPU by reading and writing to VRAM. So TFLOPS of the compute matters, and bandwidth to the VRAM (Always integrated with the GPU, rarely a bottleneck), and this strongly affects tokens/s
If you're doing training workloads or offloading to system RAM, it gets more complicated. (And mostly bound up trying to feed compute on time)
> So the (PCI-E) bandwidth strongly affects time to first token
On dedicated inference hardware I'd expect model weights to never leave the RAM, and you'd probably load them on startup before even starting to serve requests
I've been calling for high-multicore CPUs (at least 100 cores) with local memories for a quarter century now. No winners so far.
A Pentium 4 hit 3.8 GHz longer than that ago in 2004, so that's not special. And the estimated price will be $7,000-10,000, which isn't special either since that's about 10x more than it should be.
Hot take: GPUs disrupted the CPU industry to such a degree that CPUs never recovered, and like the k-shaped economy, the current status quo only serves a small fraction of customers. We can and should do better, but sadly we won't. Still, it's good that Fujitsu did this, for the competition if nothing else.
Unless they are used for multi-processing in classical UNIX fashion, or proper microkernels, most applications will hardly take advantage of them.
Managed languages runtimes are probably the ones that would be better equipped to take advantage of them, for distributed JIT, GC and asynchronous code.
The Connection Machine style with StarLisp.
Very few devs can write optimal multi-threaded code that explores the single digit count of cores on their laptops or phones already.
I'm kind of a Fujitsu fanboy. Since i came across the fact that a pretty modern xeon ecc ram nvme Workstation boards can be optimized to only draw ~10 Watt idle is just impressive, that is less than a gaming router. Even older ones like D3417-B12 were crazy effizient.
I also liked their Primergy Servers, but never got one for a reasonable price to test it out.
Another thing was the Futro series (e.g. S930) that could be used as opnsense firewall or low budget proxmox host.
Unfortunately it was always hard to obtain the high quality stuff as a consumer and years ago they sold their mainboard section to kontron. So no new Fujitsu Mainboards for now... What a pity.
I think what's most notable about this for me is the reduced environmental impact. The specifications list liquid-cooling as optional and it highlights the CPU as the main processor instead of a power hungry GPU. My takeaway is that the next generation of AI HPC's will focus more heavily on sustainable operations.
Their software is so poor that it caused probably the biggest miscarriage of justice in history. Well that and Fujitsu staff colluding with post office executives to put innocent people in prison rather than admit there was a problem
The 'Fujitsu' that made the shitty software was a British consulting company that was acquired by Fujitsu [1] to farm public contracts. This is made by the Japanese parent company.
You're right, but the scandal is so upsetting that I personally cannot ever look at Fujitsu the same way even. Also, I think you're neglecting that a large part of why it became so bad was that Fujitsu claimed there was no issue with their software. Even if it were built by a company they acquired, the response to the developing situation was something that the parent company should have stepped in to oversee.
Conglomerates in general, and especially Japanese ones, are heterogeneous enough that those are basically two different companies. The British "Fujitsu" was an acquisition that I'm certain they now deeply, deeply regret.
Probably not, Japanese firms excel at hardware and generally build extremely poor software. This a hardware product, so consequently it is probably fairly good.
I think Ruby would be a counterpoint - although it's the only one I know of.
I worked for a Japanese company although in a local office with local management. Through all those layers of protection I got the impression that they suffer from what all corporates suffer from - no software engineers that have made it to the top. Software companies run by people who have no clue.
In the US, for example, I think some people who have a clue or a partial clue have made it up the ladder in some places and therefore although everyone there has their horror stories of idiotic behavior it is probably somewhat better.
Honestly, no idea. In my career I have worked with a lot of Japanese firms and have always found their engineers to be excellent. I used to think it was a lack of consideration for UX, but that obviously can't be true when you see excellent examples of UX in hardware (e.g. Switch controls), even though its exceedingly rare on the software side.
If anyone on HN knows (there are several other commenters more deeply steeped in Japanese engineering culture), I would love to know why as well.
Japanese culture and work culture is very hierarchical/top down. They excel at waterfall but it's basically impossible to do agile in a Japanese office environment, and waterfall is suitable for hardware but terrible for building software.
It was just timing. Their networking gear was built on some very impressive ASICs which became commodity chips a few years later before they could grow. Arista, Juniper, et al ate their lunch using other vendors’ IP. IIRC it was Broadcom and Fulcrum that released the chips that killed them.
This is the first time ever I am hearing of Fujitsu being involved in any bribing/lobbying controversy in the US (whether as a victim or an offender), and I doubt I am the only user in this thread in this position.
Unless it is a very well-known controversy, I feel like there is a need for extra context here. I am not even asking for anything of the "proof beyond any reasonable doubt" nature, I simply want to understand what you are trying to reference.
>Combined with SVE2 vector operations and software optimization,
It’s ARMv9.
>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,
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
> 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
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).
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.
Wafers rare Earth's, specialized equipment, etc?
((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)
That manufacturing step may change in the future, but right now that CPU is not "Made in Japan", it's only "Designed in Japan".
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).
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.
See e.g.:
https://chipsandcheese.com/p/hot-chips-2026-fujitsus-monaka-...
They have provided far more details than companies like Apple or Qualcomm.
(I think Japanese sovereignty is the main point of the article.)
Edit: it’s funny because this article from 2021 mentioned Fujisu precisely https://siliconangle.com/2021/03/30/arm-unveils-armv9-archit...
It is a custom Armv9.3-A design (same ISA like the Arm C1 CPUs from the flagship smartphones of 2026), but it has double-width execution units for SVE2 (i.e. 256-bit width, vs. 128-bit for the other Arm CPUs) and it has some ISA extensions for AI/ML, e.g. instructions for inference with FP8 (BF16 is already supported by the standard Arm ISA).
Despite the fact that Armv9.3-A may include SME (scalable matrix extension, like in the Apple CPUs and in the Arm C1 CPUs), Fujitsu did not mention SME, so I assume that they did not implement it and they rely on their enhanced SVE2 (which is not surprising, while the origin of Arm SME is at Apple, the origin of Arm SVE is at Fujitsu).
Seems they have decided they don’t want to create their own architecture, but take the popular architecture and build on it.
See: - Blue LEDs - Quartz Watches - Lithium-ion Batteries - Bidets
The industry is now mature enough that nobody really wants the headache of a new architecture at this point in time, Risc-V got a pass for being a grassroots movement growing out off FPGA's since the IP situation was more or less clear or even predatory with all existing architectures, Power, Sparc,SuperH,68k,etc are buried for good reasons.
What are the GPU capabilities?
Obviously they can just ignore the license in the future and continue development out of a local branch, but it's also a bit disingenuous to speak of "sovereign infrastructure" and then use licensed processor design.
And here's more technical information about this generation: https://news.ycombinator.com/item?id=49443040
Also odd how big an emphasis they put on AI inference when they don't build the GPU?
> 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
GPU in AI world is essentially a set of specific matrix calculations that this CPU supports on hardware-level. Thought memory speed seems low.
- Japan-developed 2nm 3D-stacked CPU
- server integrated, developed, and manufactured in Japan
The only fujitsu laptops I used was back in 2011- it was a budget version for on-call and it was fine..
Sounds like the fans running 100% probably contributed significantly to the issue here. If I had to guess it was likely that the C-States were disabled in BIOS somehow so the CPU clock was running at full tilt the whole time, maybe combined with a bad thermal paste job.
I'm not here to defend Fujitsu but I've had really bad experiences with basically every major laptop brand (Dell: majorly bad coil whine and especially faulty soldered RAM, HP: keys vanishing from the keyboard and very weak hinges that break all the time, Apple: The GPU unsoldering itself and the butterfly keyboard shenanigans).
I don't really know any brand with a flawless track record sadly.
Before anyone brings up Thinkpads, they're trading on a reputation that hasn't been true for over a decade. If you have fond memories of a thinkpad it's most likely that you had it from before 2016, or it's "fine", but certainly not great.
Really miss the transflective display and wish that there were newer devices with such technology
It's an overcrowded market. Far better would be to focus on semiconductor supply chain, which Japan already supplies some elements, to sell to fabs.
Because the bottleneck is the fabs. If a new 2 nm fab came online today, it would immediately sell all its capacity to 2030 no problem, without Fujitsu trying this gambit.
It's not 'sovereign', the architecture is not designed in Japan, the silicon is not fabbed in Japan. This whole thing is sideways.
The text says "next-generation CPU, FUJITSU-MONAKA, designed and developed in Japan".
Doesn't matter. You have to start somewhere and this is a good start.
like:
- home.kpmg - global.honda
and probably more I forgot about
but as you can see, they're pretty terrible for replacing .com domains
There is a fairly direct link between the two numbers. You can predict the latter from former reasonably well
You have to run inference on the GPU by reading and writing to VRAM. So TFLOPS of the compute matters, and bandwidth to the VRAM (Always integrated with the GPU, rarely a bottleneck), and this strongly affects tokens/s
If you're doing training workloads or offloading to system RAM, it gets more complicated. (And mostly bound up trying to feed compute on time)
(Edits for clarity.)
On dedicated inference hardware I'd expect model weights to never leave the RAM, and you'd probably load them on startup before even starting to serve requests
A Pentium 4 hit 3.8 GHz longer than that ago in 2004, so that's not special. And the estimated price will be $7,000-10,000, which isn't special either since that's about 10x more than it should be.
Hot take: GPUs disrupted the CPU industry to such a degree that CPUs never recovered, and like the k-shaped economy, the current status quo only serves a small fraction of customers. We can and should do better, but sadly we won't. Still, it's good that Fujitsu did this, for the competition if nothing else.
Managed languages runtimes are probably the ones that would be better equipped to take advantage of them, for distributed JIT, GC and asynchronous code.
The Connection Machine style with StarLisp.
Very few devs can write optimal multi-threaded code that explores the single digit count of cores on their laptops or phones already.
I do find it odd that the 2U model has less storage capacity than the 1U on their chart. That doesn't make much sense to me.
I also liked their Primergy Servers, but never got one for a reasonable price to test it out.
Another thing was the Futro series (e.g. S930) that could be used as opnsense firewall or low budget proxmox host.
Unfortunately it was always hard to obtain the high quality stuff as a consumer and years ago they sold their mainboard section to kontron. So no new Fujitsu Mainboards for now... What a pity.
Their software is so poor that it caused probably the biggest miscarriage of justice in history. Well that and Fujitsu staff colluding with post office executives to put innocent people in prison rather than admit there was a problem
[1] https://en.wikipedia.org/wiki/International_Computers_Limite...
https://en.wikipedia.org/wiki/British_Post_Office_scandal
https://en.wikipedia.org/wiki/British_Post_Office_scandal
(Which in no way excuses their utter evil.)
I worked for a Japanese company although in a local office with local management. Through all those layers of protection I got the impression that they suffer from what all corporates suffer from - no software engineers that have made it to the top. Software companies run by people who have no clue.
In the US, for example, I think some people who have a clue or a partial clue have made it up the ladder in some places and therefore although everyone there has their horror stories of idiotic behavior it is probably somewhat better.
If anyone on HN knows (there are several other commenters more deeply steeped in Japanese engineering culture), I would love to know why as well.