The world's largest foundry; ~two-thirds market share, led 2nm (N2) volume production in Q4 2025.
TSMC holds ~two-thirds of the market and the yield lead; Intel is betting its comeback on 18A; Samsung trails on yield. Our read on a race where one player's dominance keeps compounding. (Our opinion, not investment advice.)
A single advanced fab costs $20–30B and depends on EUV machines only ASML makes. That brutal economics narrows the frontier to a handful of firms — and makes leading-edge capacity one of the world's true chokepoints.
No part of a "2nm" chip is 2 nanometers. Node names are marketing labels, not physical measurements — so we read them alongside transistor density and who is actually shipping in volume.
TSMC / Samsung / Intel — All three leaders entered 2nm-class volume in 2025 (TSMC N2 in Q4); demand outstrips supply, with long foundry waitlists.
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Intel 
Samsung Foundry 
ASML 
SMIC