The world runs about 35 million wafers a month, and only 7% of that sits at 7nm and below – a thin sliver of leading-edge capacity carrying the entire AI trade. The Global Semiconductor Capacity Atlas is an independent, fully sourced map of global chipmaking capacity as of 5 August 2026: every fab, every wafer, every node, who owns it, what it cost and what is being built next.
Across ten sections you’ll find SEMI’s 1,622 tracked front-end fabs and pilot lines, installed capacity by region, device type and node band, the cost of a 2nm fab and what a wafer costs at each node, a fab-by-fab read of the world’s most important plants, foundry and memory market share at 1Q26 including the DRAM price event, AI silicon and advanced-packaging capacity with every published estimate side by side, a 121-project construction pipeline database with the most precise schedules available, country-by-country capacity profiles and China’s share by segment, the subsidy and export-control regime, the capital stack funding it all, and a risk ledger – built from roughly 900 figures, each one attributed, dated and linked to its origin.
Access unlocks the full interactive Atlas plus a 15-sheet Excel data pack of the underlying figures. This is a living document reviewed quarterly, not a point-in-time report. Included with an active PRO subscription.
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