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Leading-edge foundry capacity

Factories that can make chips at the newest generation. A handful exist, and the leader spends tens of billions of dollars a year adding more.

The bottleneck itself →

  1. Research47 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)+2 (Computed: Items first collected in the last 7 days whose publication or award date is within the last 30 days.) new
  2. Lab6 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)+1 (Computed: Items first collected in the last 7 days whose publication or award date is within the last 30 days.) new
  3. Pilot1 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)
  4. Early0 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)
  5. Scale0 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)

judged, with a citation claimed, no citationNumber: papers, preprints and grants the feeds collected — unreviewed

Searched for “gate-all-around”, “nanosheet transistor”, “backside power delivery”, “CFET” in titles and abstracts.

54 collected items, newest first ↓Judged by hand ↓Who is active ↓

All stagesFundamental researchApplied / labPilot / demonstrationEarly commercialAt scaleNewestMost cited

Judged by hand

Readiness and substitute status, with reasoning

  • TechnologyEarly commercialreadiness Estimate, not a measurementPast development: ASML says Intel Foundry entered high-volume manufacturing on High-NA-patterned layers in 2026, at yields matching the previous generation. This row said "not yet volume production" until the source was read.By Substrata, open to challenge · 2026-09-15Supporting source →Judgement, cited · 2026-09-15

    High-numerical-aperture EUV

    Past development: ASML says Intel Foundry entered high-volume manufacturing on High-NA-patterned layers in 2026, at yields matching the previous generation. This row said "not yet volume production" until the source was read.

    Source ↗

Collected by the feeds

Newest first