Counting the chipmakers
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The leading edge · Explainer 13

Only three left

In SEMI's data of May 2019, as CSET counted it, 94 chipmakers were operating at 180 nm or smaller and 3 at 7 nm or smaller. This page follows that count node by node and sets the money beside it: what a design costs, and what one year of building costs.

94 → 3chipmakers at 180 nm and at 7 nm or smaller, 2019
$542 Mto design a 5 nm chip, IBS estimate, 2018
$40.9 bnTSMC's capital spending, 2025
Counts: CSET (2020), from SEMI's World Fab Forecast (May 2019). Design cost: IBS, as Semiconductor Engineering reported it (2018). Capital spending: TSMC (January 2026). Scene: one tier per node, newer further back and higher; each wafer, drawn at its 300 mm size, stands for one company, so the area a node's wafers cover is the count. The glass tier is the newest generation, by each company's own statement. All sources are listed at the end.
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01 · Company by company

The count, node by node.

For each node, CSET counted the chipmakers operating at that node or smaller in 2019, from SEMI's World Fab Forecast. Its reading: "Fixed costs increasing faster than variable costs has created higher barriers of entry, squeezing fab profits and shrinking the number of chipmakers operating fabs at the leading nodes."

At 5 nm the table counts 3. CSET's text of the same date says "there are only two chipmakers at the 5 nm node": TSMC and Samsung, with Intel at 10 nm and planning 7 and 5 nm. Move the slider.

Chipmakers at this node or smaller, 2019
94
In mass production from
1999
CSET, AI Chips: What They Are and Why They Matter (April 2020), Table 1. Its counting rule: "the number of companies currently operating at the listed node or smaller", from SEMI's World Fab Forecast of May 2019. The years of mass production are the table's own. One wafer is drawn per company counted.
02 · GlobalFoundries and UMC

2018: GlobalFoundries stops; UMC says no.

On 27 August 2018 GlobalFoundries said it was "putting its 7nm FinFET program on hold indefinitely" and moving its development to its 14 and 12 nm processes. It had installed at least one EUV machine at its Fab 8 in Malta, New York, IEEE Spectrum reported, and the move left "only three companies reaching for the highest rungs of the Moore's Law ladder: Intel, Samsung, and TSMC."

UMC had said in July 2017 that it would not allocate capital for process technologies below 14 nanometres, the Taipei Times recalled. A week after GlobalFoundries' release, asked whether UMC would redirect resources towards 7 nm, its co-president Chien Shan-chieh said, as the Taipei Times reported: "No, we won't."

Both still make chips. GlobalFoundries lists FinFET at 12 nm as its finest CMOS platform, made at its Malta fab. UMC says it began shipping 14 nm wafers in early 2017, and lists a 12 nm process under development with Intel Foundry. On the stand, the two step out of their row and stay at their node.

GlobalFoundries (27 August 2018); IEEE Spectrum (28 August 2018); Taipei Times (4 September 2018), reporting Chien Shan-chieh's answer and UMC's line of July 2017. Today: GlobalFoundries' FinFET page; UMC's 14 nm and 12 nm pages.
03 · Where the newest chips are made

6 sites, one ground.

These are the operating fab sites in this record whose publishers name a process at 3 nm or smaller, or Intel 18A: Intel's Fab 52 in Chandler and D1X in Hillsboro, Samsung's V1 line in Hwaseong, and TSMC's Fab 18 in Tainan, Fab 20 in Hsinchu and Fab 22 in Kaohsiung. They are drawn from their mapped outlines on one ground at one scale, beside a football pitch.

The see-through blocks are phases OpenStreetMap tags as under construction: 2 at Fab 20 and 3 at Fab 22. Each label gives the footprint of the solid blocks alone. Samsung's fab in Taylor and Rapidus's IIM-1 are in this record as under construction, so they are not drawn.

Outlines © OpenStreetMap contributors (ODbL), as mapped on 1 October 2026; footprints are our arithmetic, of what OpenStreetMap does not tag as under construction. Heights: OpenStreetMap's 30.4 m for Fab 18's phases 1 to 7; every other building, Fab 18's phase 8 and V1 (tagged 12 levels) included, drawn at 30 m. Ours: the pairings of 18A with D1X (Intel names its "Oregon location"), of 3 nm with V1 (Samsung's plan for the line in 2020) and of 2 nm with Fab 20 and Fab 22 (TSMC names Hsinchu and Kaohsiung). Pitch: 105 by 68 m, UEFA's size for its top stadium categories (2010). Sites: this record's fab rows, each with its publisher. Intel said in October 2025 that Fab 52 would reach high-volume production on Intel 18A that year, and calls D1X its development factory. Samsung said in February 2020 that V1 was its first line dedicated to EUV, making chips at 7 nm and below, to adopt finer processes up to 3 nm. TSMC names Fab 18 for 5 and 3 nm.
04 · Before a single wafer

The cost of a design.

IBS estimated the cost of designing a chip at $51.3 million at 28 nm, $297.8 million at 7 nm and $542.2 million at 5 nm, as Semiconductor Engineering reported in June 2018. In 2023 it put "a fairly large 2nm chip" at $725 million, as Tom's Hardware reported; Tom's Hardware notes that the figures assume a company that "has to develop everything from scratch".

In the same 2018 article, IBS's chief executive, Handel Jones, put a 3 nm fab for 40,000 wafers a month at $15 billion to $20 billion, and developing the process at $4 billion to $5 billion.

Each cube holds US$1 billion in US$100 notes: 10 million notes, a cube 2.24 m on a side. A design is a share of one cube; the fab is a pile, the top of its range drawn see-through.

IBS estimates as reported by Semiconductor Engineering (June 2018) and Tom's Hardware (August 2023): one firm, two years. The note, 6.14 by 2.61 inches and 0.0043 inches thick: US Bureau of Engraving and Printing (thickness as it stated it in 2000). The cube is our arithmetic, the notes packed flat with no gaps; no note's design is drawn.
05 · Arithmetic

How many chips pay for it?

Divide the design cost by what each chip earns after its own manufacturing cost. The answer is how many you must sell before the design has paid for itself. Pick a node and set the earnings.

Chips to break even
27.1 million
Design cost, IBS
$542 M, 2018
Tiles shown
272
Our arithmetic, on the IBS estimates of the chapter before: 28, 7 and 5 nm from 2018; 2 nm from 2023, for a large chip designed from scratch. The earnings per chip is yours to set. At $20 a chip, a 5 nm design needs about 27.1 million sales. Each tile stands for 100,000 chips.
06 · One year's bill

The price of staying.

TSMC spent $29.8 billion on capital in 2024 and $40.9 billion in 2025. In July 2026 it raised its 2026 capital budget to $60 billion to $64 billion, about 70% to 80% of it for advanced process technologies. In January 2026 it said the capital needed to build capacity of 1,000 wafers a month at N2 is "substantially higher" than at N3.

Intel's gross capital expenditures were $17.7 billion in 2025. Samsung Electronics, across all its businesses, spent KRW 47.52 trillion on property, plant and equipment, about $33.4 billion at that year's average rate. Research and development comes on top, each in the unit its company states it in: in 2025 TSMC spent 6.5% of its revenue on it, Intel $13.8 billion and Samsung Electronics KRW 37.7 trillion.

TSMC (its chief financial officer, Wendell Huang, 15 January and 16 July 2026; 2025 annual report), Intel (full-year 2025 results), Samsung (fourth-quarter 2025 results and presentation). The won at 1,422 to the dollar, the mean of 2025's twelve monthly means of the ECB's reference rates as this record holds them: our arithmetic. Piles in the order of the companies' names, at the scale of the design costs, one cube to US$1 billion; the 2026 budget is a plan, drawn lighter.
07 · Rapidus

A new entrant, dated.

Rapidus said in July 2025 that it had started prototyping 2 nm gate-all-around transistors at its IIM-1 fab in Chitose, Hokkaido, and that it "will begin mass-production in 2027". In June 2026 it gave its capital as 424.95 billion yen, and said it would keep raising capital and financing on the way to full-scale 2 nm manufacturing by 2027.

In April 2026 Japan's industry ministry approved another 631.5 billion yen for its research and development, Reuters reported. The stand draws Rapidus jumping from the ground to the glass tier; it has no earlier node on the stand.

Rapidus releases of 18 July 2025 and 5 June 2026; Reuters via Investing.com, 11 April 2026. Plans, in their publishers' words and dated; this page makes no call on the outcome.
08 · Where to go next

The top of the stand.

The glass tier holds the three companies whose own statements of January 2026 say a 2 nm-class process of theirs is in high-volume or mass production: Intel (Intel 18A, which Intel calls "2-nanometer class"), Samsung (its first-generation 2 nm) and TSMC (N2). Each process name is the company's own.

Chipmakers on this record: GlobalFoundries, Intel, Rapidus, Samsung Electronics, SMIC, TSMC and UMC. Their fabs: the fab map.

Criterion, ours: a company's own statement in January 2026 that a 2 nm-class process is in high-volume or mass production; a count of three statements, not CSET's. Intel: full-year 2025 results (22 January 2026), and 18A as "2-nanometer class" (9 October 2025). Samsung: fourth-quarter 2025 results (29 January 2026). TSMC: call of 15 January 2026.