Will global semiconductor manufacturing capacity for nodes 5nm and below exceed 45% of total output by 2029?

Will 5nm and Below Dominate by 2029?

The semiconductor industry is transitioning rapidly toward advanced nodes like 3nm and 2nm. This prediction asks whether these cutting-edge nodes will comprise 45% or more of global output by 2029.

Challenges Ahead

While demand from AI, smartphones, and automotive is pushing capacity forward, challenges include high capex, supply chain constraints, and slower adoption in legacy segments. The outcome will depend on TSMC’s and Samsung’s aggressive expansion timelines.