NuAxi
NuAxiSemiconductor trade intelligence

Fujitsu taps Broadcom's 3D chip tech for 144-core Monaka CPU

What happened

Fujitsu will use Broadcom's 3.5D XDSiP packaging technology to build its 144-core Monaka CPU, featuring four 2nm compute dies stacked on SRAM chiplets. This marks an early public adoption of Broadcom's standardized multi-die platform, which aims to compete with AMD and Intel in advanced packaging. Neutral: This is a long-term technology roadmap item with no immediate impact on component supply, pricing, or trader decisions.

Impact and signal

Low impactImpact score: 12/100

Affected components and suppliers

CPUSRAMAdvanced Packaging
FujitsuBroadcom
3D-stackingproduct-launchdatacenter

Source and time

Source: The Register · 2/26/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders