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TheRealPomaxtoday at 3:56 PM1 replyview on HN

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".


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adrian_btoday at 4:25 PM

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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