The AI Infrastructure Stack
Overview  /  Tier V Silicon  /  Layer 12: Fabrication (Foundries)
Sub-category 12.1

Leading-Edge Logic Foundries (3nm / 2nm)

The chips at the heart of every AI accelerator. Effectively a TSMC monopoly with Samsung distant second and Intel re-entering.

Players

Players: TSMC TSM, Samsung Foundry 005930.KS, Intel Foundry INTC, Rapidus (Japan, emerging 2nm) Private

Analysis coming soon — this page is scaffolding for deeper research into leading-edge logic foundries (3nm / 2nm).