AI Chips & Semiconductors

Foundry Revenue by Company

Quarterly foundry revenue — TSMC vs Samsung Foundry vs GlobalFoundries vs SMIC vs UMC. Sources: company earnings reports, TrendForce.

Quarterly foundry revenue in $ billions. Samsung figures are foundry division only. Sources: company earnings reports, TrendForce quarterly reports.

Process Node Status by Foundry

Leading-edge node availability and manufacturing status — TSMC vs Samsung vs Intel Foundry
Mass Production
Ramping
Risk Production
In Development
Cancelled
Foundry7nm / N75nm / N54nm / N43nm / N32nm / N2
TSMC logoTSMC
Mass ProductionHVM: 201814% of rev
Mass ProductionHVM: 202035% of rev
Mass ProductionHVM: 2022
Mass ProductionHVM: 202228% of rev
RampingHVM: 2025 Q4
Samsung logoSamsung
Mass ProductionHVM: 201920% of rev
Mass ProductionHVM: 202125% of rev
Mass ProductionHVM: 202230% of rev
Mass ProductionHVM: 202410% of rev
In DevelopmentHVM: Late 2025
Intel Foundry logoIntel Foundry
Mass ProductionHVM: 2021 (Intel 4)30% of rev
Mass ProductionHVM: 2024 (Intel 3)15% of rev
CancelledHVM: Cancelled (Intel 20A)
Risk ProductionHVM: H2 2025 (Intel 18A)
In DevelopmentHVM: 2027 (Intel 14A)

HVM = High Volume Manufacturing start date. Revenue share = approximate % of foundry revenue from that node. Intel node names mapped to equivalent nm (Intel 4 ≈ 5nm, Intel 18A ≈ 2nm class). Intel 20A was cancelled; resources shifted to Intel 18A. Sources: company earnings, TechInsights.

Global Fab Locations

Major semiconductor fabrication facilities worldwide — operating, under construction, and planned
Operating
Building
Delayed
Planned
TSMC logo

TSMC

6 facilities

Hsinchu, Taiwan

2nm3nm5nm7nm

HQ and primary R&D center — N2 volume production and A16 planned H2 2026

Tainan, Taiwan

2nm3nm5nm

Fab 18 — world's first 3nm mass production facility, major 2nm expansion planned

Kaohsiung, Taiwan

2nm7nm

2nm volume production began Q4 2025 — NT$1.5T investment, 6 phases planned by end 2027

Phoenix, Arizona

4nm3nm2nm

Fab 1 (N4) operational Q4 2024. 6 fabs planned totaling $165B — Fab 2 N3 by 2027, Fab 3 N2/A16 by end of decade

Kumamoto, Japan

12nm28nm6nm

JASM joint venture — operational since Dec 2024. Phase 2 (6nm) under construction, expected 2027

Dresden, Germany

12nm28nm

ESMC joint venture — equipment move-in H2 2026, production late 2027

Samsung logo

Samsung

4 facilities

Hwaseong, South Korea

3nm5nm7nm

Largest Samsung fab complex — 3nm GAA production, first High-NA EUV arrived March 2025

Pyeongtaek, South Korea

5nmHBMDRAM

World's largest semiconductor campus — P4 converting to 1c DRAM

Taylor, Texas

2nm

92% complete — delayed to mass production early 2027 (from 2024). Tesla as anchor customer via $16.5B long-term contract

Austin, Texas

14nm11nm

Operational on mature nodes — contributing $19.8B to local economy

Intel logo

Intel

4 facilities

Hillsboro, Oregon

Intel 4Intel 3

D1X — $36B investment, R&D hub, High-NA EUV assembly completed

Chandler, Arizona

Intel 18AIntel 3

Fab 52 — 18A mass production beginning 2025, 15 EUV machines planned

Leixlip, Ireland

Intel 4Intel 3

Fab 34 — Intel 4 production since Sept 2023, Intel 3 shifting to HVM 2025

New Albany, Ohio

Intel 18A

$28B fab complex — delayed to 2030-2031 (5-year delay from original plan)

SK Hynix logo

SK Hynix

3 facilities

Icheon, South Korea

HBM3EDRAM

HQ — 12-layer HBM mass production since Sept 2024, 130K units/month

Cheongju, South Korea

HBM3EDRAM

M15X — cleanroom opened Oct 2025, commercial production Feb 2026, KRW 20T+ investment

West Lafayette, Indiana

HBMAdv. Packaging

$3.87B advanced packaging facility — groundbreaking March 2025, mass production H2 2028

Micron logo

Micron

3 facilities

Boise, Idaho

HBM3EDRAM

$15B new fab (ID1) under construction, wafer output H2 2027. $30B second fab (ID2) also announced

Hiroshima, Japan

DRAMHBM

1-gamma DRAM and EUV production. New HBM fab: JPY 1.5T (~$9.6B), HBM shipments ~2028

Clay, New York

DRAMHBM

Groundbreaking March 2026 — Fab 1 operations Q3 2030 (2-year delay). Up to $100B over 20+ years

Major semiconductor fabrication facilities. “Building” includes under construction and in equipment installation. Sources: company announcements, CHIPS Act filings, press releases.

AI Chips & Semiconductors - Foundries | Sterling