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GAA Channel / High-k Materials Patent Landscape 2026

GAA Channel / High-k Materials Patent Landscape 2026
Competitive Landscape
GAA Channel / High-k Materials Patent Landscape in 2026

The GAA channel and high-k materials patent space is highly concentrated, with TSMC and IBM together accounting for the majority of filings and the top five filers holding 82% of the hundred largest filers’ combined total. Annual volume has eased from its 2022 peak, signalling a field at maturity where incumbent positions are entrenched and late entrants face steep prior-art barriers.

949
Patent families in scope
82%
Top-5 share of top-100 filers
-5%
3-yr filing growth (lag-adj.)
United States
Leading jurisdiction
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Published byPatsnap Insights Team··7 min readVerified by Patsnap Eureka data
Overview

TSMC and IBM dominate a highly concentrated field

TSMC leads the ranking with 386 patent families, nearly double the 237 patent families held by IBM in second place. Intel ranks third with 141 patent families, leaving a substantial gap to the rest of the field.

The top five filers — TSMC, IBM, Intel, Qualcomm, and GlobalFoundries — together account for 82% of the hundred largest filers’ combined total, confirming extreme concentration. A clear tier gap separates these five from the remaining applicants, whose individual counts drop sharply below 50 patent families.

Leading applicants
#ApplicantPatent familiesShare
1Taiwan Semiconductor Manufacturing Co., Ltd. (TSMC)386
2International Business Machines Corporation (IBM)237
3Intel Corporation141
4Qualcomm Incorporated52
5GlobalFoundries US Inc.44
6Applied Materials, Inc.36
7Tokyo Electron Limited20
8Samsung Electronics Co., Ltd.15
9Google LLC10
10IMEC (Interuniversity Microelectronics Centre)9
#ApplicantPatent familiesShare
11Parabellum Strategic Opportunities Fund LLC7
12Synopsys, Inc.7
13Adeia Semiconductor Solutions LLC7
14Institute of Microelectronics, Chinese Academy of Sciences6
15Semiconductor Manufacturing International (Beijing) Corporation (SMIC Beijing)6
16Semiconductor Manufacturing International (Shanghai) Corporation (SMIC Shanghai)6
17French Alternative Energies and Atomic Energy Commission (CEA)6
18Huawei Technologies Co., Ltd.6
19National Taiwan University5
20IBM Deutschland GmbH4
↗ Hover a row · click a company to ask Eureka

TSMC’s scale and IBM’s broad portfolio imply that any new entrant must either identify genuinely differentiated claim space or partner with an established player to navigate the dense prior-art landscape these two leaders have built.

Filings from approximately 2024 onward are subject to standard patent-publication lag and will be under-counted in the current corpus; the apparent recent softening partly reflects this delay rather than a true cessation of activity.

Source: Patsnap Eureka. Chart shows the top applicants ranked by patent families. Applicant counts can overlap where a patent family lists several applicants, so they need not sum to the total in scope. This same dataset is now available on Patsnap Open Platform via MCP.Connect via MCP →
Trends & Structure

Annual volume has plateaued near its 2022 peak; semiconductor device classes dominate the technology mix

The filing trend reveals a field that expanded sharply between 2017 and 2019 and has since plateaued. The technology composition is overwhelmingly concentrated in semiconductor device classes, with a small set of adjacent branches representing lower-density areas.

Annual filing trend

Filings grew from 64 patent families in 2017 to a peak of 148 in 2022, then eased to 127 in 2023 and 115 in 2024. Figures for 2025 and 2026 are heavily under-counted due to publication lag and should not be interpreted as a sustained decline.

Annual filing trendAnnual values from 2017 to 2026, peaking at 148 in 2022.6420177520181462019121202014320211482022127202311520248202522026↗ Hover for values · click a bar to ask Eureka

Technology composition

H01L (Semiconductor devices) and H10D (Semiconductor devices, general) together represent the dominant share of classified records. H10B (Memory device manufacture) and B82Y (Nanotechnology applications) are present at lower density, pointing to adjacent areas where GAA and high-k techniques intersect with memory and nanoscale fabrication.

Technology compositionH01L · Semiconductor devices leads with 1,012; H10D · Semiconductor devices (general) 449.H01L · Semiconductor dev…1,012H10D · Semiconductor dev…449H10B · Memory device man…106B82Y · Nanotechnology ap…82H10P71B29C · Shaping of plastics32H10K · Organic semicondu…20B32B · Layered products …17↗ Hover for values · click a bar to ask Eureka
Source: Patsnap Eureka. Technology-branch counts are measured in patent records; a single patent family can carry several IPC classes, so class totals can exceed the family total in scope.Explore deeper in Eureka →
Key Patents

Highly cited patent families surfaced by the query

Citation-heavy patent families returned by the query. Use this section as citation context, not as a curated list of the most topic-specific patents.

Featured patent
US20230170352A1Published 2023-06-01

Self-aligned hybrid substrate stacked gate-all-aro…

International Business Machines Corporation

A semiconductor structure including vertically stacked nFETs and pFETs containing suspended semiconductor channel material nanosheets (NS) and a method of forming such a structure. The structure is a three dimensional (3D) integration by vertically stacking nFETs and pFETs for area scaling. In an embodiment, vertically-stacked NS FET structures include a… (excerpt from the patent abstract)

Self-aligned hybrid substrate stacked gate-all-aro… — patent drawingSelf-aligned hybrid substrate stacked gate-all-aro… — patent drawing
Representative drawings from the patent document.
Open this patent in Eureka →
Highly cited patent families surfaced by this query
#PatentCitations
1Semiconductor device and method355
2Metal gate of gate-all-around transistor141
3Sub-fin isolation schemes for gate-all-around tran…140
4Vertical gate-all-around field effect transistors …139
5Gate-all-around field-effect transistor devices ha…134
6Threshold voltage adjustment for a gate-all-around…131
7Semiconductor device and fabricating method thereof106
8Full air-gap spacers for gate-all-around nanosheet…99

Ranked by total forward citations. Citation counts favour older and broadly cited patent families, and broad or adjacent patents may appear when they match the search scope. Treat this section as citation context, not as a curated list of the most topic-specific patents. Some patent titles may be shown in their original, non-English language where an accurate translation could not be guaranteed.

Source: Patsnap Eureka. Citation-ranked patent families surfaced by this query.Open in Eureka →
Insights

What the patent structure means for R&D investment decisions

The combination of a mature lifecycle, extreme concentration, active cross-institutional collaboration, and US-dominant filing geography shapes both the risks and the realistic entry paths for new players in this space.

Maturity

Field is at maturity; annual volume has eased from the 2022 peak

The lifecycle evidence places this field at the Maturity stage: annual filings have plateaued near their peak, with 148 patent families filed in 2022 declining modestly to 115 in 2024. This pattern indicates that the foundational claim space — metal gate stacks, nanosheet channel architecture, threshold voltage tuning — is largely occupied. R&D investment should prioritise differentiated process integration or application-specific extensions rather than broad structural claims already covered by the leaders.

Lifecycle: Maturity
Concentration

82% of the top-100 pool held by five filers; entry barriers are high

The top five filers — TSMC, IBM, Intel, Qualcomm, and GlobalFoundries — hold 82% of the top hundred filers’ combined patent families. This extreme concentration means that any new claim in core GAA or high-k materials is likely to encounter prior art from these five. A freedom-to-operate analysis centred on TSMC’s 386-family portfolio and IBM’s 237-family portfolio is a necessary first step before committing to a development program.

High concentration
Collaboration

IBM–CEA and TSMC–NTU are the most active co-filing pairs

The strongest co-filing relationship is between IBM and the French Alternative Energies and Atomic Energy Commission (CEA), with 6 co-filed patent families, followed by TSMC co-filing with National Taiwan University (5 families). IBM also co-files regularly with its UK and German subsidiaries (4 families each). IMEC has active co-filing relationships with both KU Leuven and Huawei Technologies (3 families each). These partnerships suggest that academic and government-lab collaboration is a viable route for building a credible portfolio without the scale of a TSMC or IBM.

Ecosystem partnerships
Geography

US filings dominate; EPO and PCT coverage is limited

The United States is the overwhelmingly dominant filing jurisdiction. EPO and WIPO PCT filings are present but at significantly lower volumes, and China, Taiwan, and South Korea together account for a small number of records. This US-centric pattern reflects both the headquarters locations of the leading filers and the commercial importance of the US market. Applicants targeting the European or Asian manufacturing ecosystem may find comparatively less blocking prior art in those jurisdictions.

US-centric geography
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Top collaboration links
ApplicantCollaboratorCo-filings
International Business Machines Corporation (IBM)French Alternative Energies and Atomic Energy Commission (CEA)6
Taiwan Semiconductor Manufacturing Co., Ltd. (TSMC)National Taiwan University5
International Business Machines Corporation (IBM)IBM United Kingdom Ltd.4
International Business Machines Corporation (IBM)IBM Deutschland GmbH4
IMEC (Interuniversity Microelectronics Centre)KU Leuven (Catholic University of Leuven)3
IMEC (Interuniversity Microelectronics Centre)Huawei Technologies Co., Ltd.3
Tokyo Electron LimitedTokyo Electron US Holdings, Inc.1

Co-filing pairs, ranked by the number of jointly-filed patent families.

Source: Patsnap Eureka. Insight cards are grounded in applicant ranking, lifecycle, collaboration, and jurisdiction evidence.Explore insights →
Leaders

TSMC leads on volume; Intel is the fastest-growing challenger

TSMC holds the largest portfolio by a wide margin, but Intel’s recent momentum is the most pronounced among established players, while IBM’s recent filings have contracted sharply.

Leader · TSMC

Taiwan Semiconductor Manufacturing Co.

TSMC holds 386 patent families, more than 60% more than the second-ranked IBM. Its technology emphasis is concentrated in H01L 29 (semiconductor device structures), H01L 21 (semiconductor fabrication processes), and H01L 27 (integrated circuits), reflecting deep coverage of both device architecture and process integration. Recent momentum shows a modest contraction of 6% versus the prior period, consistent with a maturing position defending rather than aggressively expanding a dominant portfolio.

families: 386
Challenger · Intel

Intel Corporation

Intel ranks third overall with 141 patent families but is the fastest-growing major incumbent, with recent filings up 113% versus the prior period — the strongest growth rate among established large filers. Its technology focus mirrors TSMC’s across H01L 29, H01L 21, and H01L 27, indicating a broad-based push across device and process claims rather than a specialised niche. This trajectory makes Intel the most active challenger to the TSMC–IBM duopoly and a critical company to track for new claim conflicts.

families: 141
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Qualcomm Inc.Applied Materials Inc.+ more
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Leading-applicant momentum (recent 3 yrs, lag-adjusted)
ApplicantRecent (3 yrs)Trend
Taiwan Semiconductor Manufacturing Co., Ltd. (TSMC)171▼ -6%
International Business Machines Corporation (IBM)48▼ -59%
Intel Corporation83▲ +113%
Qualcomm Incorporated30▲ +100%
Applied Materials, Inc.23▲ +77%
Tokyo Electron Limited6▲ new entrant
Samsung Electronics Co., Ltd.5▲ new entrant
GlobalFoundries US Inc.8▲ new entrant
Source: Patsnap Eureka. Patent family counts and momentum figures are drawn from the applicant ranking and recent-period filing data.Explore players →
Adjacent Branches

Memory integration and nanotechnology applications are under-served adjacent branches

Several IPC branches classified within the GAA / high-k corpus have substantially lower patent density than the dominant H01L and H10D classes. These represent areas where GAA and high-k techniques intersect with adjacent application domains and where the claim space is comparatively less crowded.

H10B · Memory Device Manufacture

With 106 records at a 6% share of classified activity, H10B — covering memory device manufacture — is the most populated of the lower-density branches. Gate-all-around architectures are increasingly relevant to embedded and standalone memory scaling, particularly for SRAM and non-volatile cells where high-k gate stacks offer leakage advantages. The moderate but non-trivial record count suggests this intersection is beginning to attract attention; a targeted filing program focused on GAA-specific memory cell integration could establish a differentiated position before the space consolidates.

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B82Y · Nanotechnology Applications

B82Y records number 82, representing a 4% share of classified records. This branch captures cross-disciplinary nanotechnology claims where semiconductor fabrication intersects with nanoscale materials science — relevant to atomic-layer deposition of high-k films and sub-2nm channel materials. The sparse record count relative to the dominant semiconductor device classes means this remains an under-populated adjacent branch. Entry plausibility is reasonable for materials-science-focused research institutions or ALD equipment suppliers who can anchor claims in nanoscale characterisation or novel dielectric stack compositions rather than device architecture.

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Explore all identified adjacent branches, their record density, and suggested claim directions across the full GAA / high-k landscape.
H10P (power semiconductor intersections)H10K · Organic semiconductors / OLED+ more
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Source: Patsnap Eureka. Adjacent branch density is measured at the patent-record level; branches with low share relative to dominant classes are flagged as under-served, not as validated commercial opportunities.Explore emerging →
Route Matrix

How leading applicants differ by technology route emphasis

Route coverage across the main technology branches in the current evidence set.

PlayerH01L 29 · Semiconductor devicesH01L 21 · Semiconductor devicesH01L 27 · Semiconductor devicesH10D 62 · Semiconductor devices (general)H10D 64 · Semiconductor devices (general)
Taiwan Semiconductor Manufacturing Co., Ltd. (TSMC)Strong · 391Strong · 290Strong · 198Strong · 198Strong · 197
International Business Machines Corporation (IBM)Strong · 257Strong · 174Moderate · 110Moderate · 118Moderate · 100
Intel CorporationStrong · 146Strong · 88Strong · 84Moderate · 70Moderate · 69
Qualcomm IncorporatedStrong · 52Strong · 35Strong · 29Moderate · 12Moderate · 11
Applied Materials, Inc.Strong · 36Strong · 22Moderate · 14Moderate · 13Moderate · 13
GlobalFoundries Inc.Strong · 20Strong · 12Strong · 14Strong · 12Moderate · 8
Tokyo Electron LimitedStrong · 20Strong · 15Strong · 11AbsentAbsent
Source: Patsnap Eureka. Matrix values are measured in patent records and should not be compared directly with family-level applicant totals.Compare in Eureka →
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Disclaimer. This page is generated from Patsnap Eureka data drawn from a limited snapshot of global patent and scientific-literature records, and is provided for general information and reference only.

Patent data carries inherent limitations: recent filings (typically the most recent 18–24 months) are under-counted due to standard publication lag; counts may be reported at either a patent-family or a patent-record basis and are not always directly comparable; classification, applicant-name, and citation data may contain errors, duplicates, or omissions; and the underlying search query defines and constrains the scope shown. As a result, the analysis may be incomplete or inaccurate and may not reflect the full technology landscape.

Nothing on this page constitutes an exhaustive prior-art, novelty, freedom-to-operate, or validity search, nor does it constitute legal, financial, investment, or professional advice, and it should not be relied upon as such. Any patent, commercial, or strategic decision should be verified independently and reviewed with qualified patent, legal, and domain professionals. Patsnap makes no warranties, express or implied, as to the accuracy, completeness, or fitness for any particular purpose of the information presented.

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