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Nanosheet 2D Channel Materials (GAA) Patent Landscape

Nanosheet 2D Channel Materials (GAA) Patent Landscape
Competitive Landscape
Nanosheet 2D Channel Materials (GAA) Patent Landscape in 2026

Intel and IBM together account for the majority of gate-all-around nanosheet channel IP, establishing a highly concentrated field where two incumbents set the technical agenda. Filing activity peaked in 2019 and has eased on a multi-year basis, signalling a maturing innovation phase rather than an expanding frontier.

504
Patent families in scope
81%
Top-5 share of top-100 filers
-23%
3-yr filing growth (lag-adj.)
United States
Leading jurisdiction
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Published byPatsnap Insights Team··6 min readVerified by Patsnap Eureka data
Overview

Intel and IBM command the field; concentration at the top is extreme

Intel Corporation leads with 220 patent families, followed by IBM at 153 — together they account for the vast majority of output among the largest filers. TSMC ranks third at 52 patent families, already a steep step down from the top two.

The top five filers — Intel, IBM, TSMC, Qualcomm, and Samsung — hold 81% of the combined output of the hundred largest filers, indicating an unusually tight oligopoly. The tier gap between rank 1–2 and rank 3–5 is pronounced, suggesting that only Intel and IBM have built broad, systematic portfolios across multiple nanosheet sub-domains.

Leading applicants
#ApplicantPatent familiesShare
1Intel Corporation220
2IBM (International Business Machines Corporation)153
3Taiwan Semiconductor Manufacturing Company (TSMC)52
4Qualcomm Incorporated20
5Samsung Electronics Co., Ltd.16
6IMEC (Interuniversity Microelectronics Centre)11
7GlobalFoundries US Inc.10
8Adeia Semiconductor Solutions LLC10
9Institute of Microelectronics, Chinese Academy of Sciences8
10KOREA ADVANCED INST OF SCI & TECH7
#ApplicantPatent familiesShare
11Synopsys Inc.5
12Apple Inc.4
13MediaTek Inc.4
14Tokyo Electron Limited4
15CEA (Commissariat à l’énergie atomique et aux énergies alternatives)4
16Huawei Technologies Co., Ltd.4
17Rapidus Corporation3
18East China Normal University3
19NXP USA Inc.3
20Center for Integrated Smart Sensors Foundation3
↗ Hover a row · click a company to ask Eureka

Intel’s commanding position reflects its early and sustained investment in GAA process technology, consistent with its public roadmap toward Intel 20A and Intel 18A nodes. IBM’s strong second place likely reflects its research-foundry role and long-standing collaborative relationships with GlobalFoundries and STMicroelectronics.

Patent data for the most recent 18–24 months is subject to publication lag and will under-count actual filing activity; recent-period figures should be treated as provisional. Longer-window growth, applicant concentration, and technology-route coverage are therefore more reliable signals than the latest-year bar alone.

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

Filing activity peaked in 2019 and has eased; semiconductor device classes dominate the mix

Two charts capture the field’s tempo and technical scope: an annual filing trend that locates the peak and subsequent moderation, and a technology-class breakdown that shows where patent activity concentrates.

Annual filing trend

Filings surged from 25 in 2017 to a peak of 91 in 2019, then stepped down progressively through 2023. The 2024 and 2025–2026 bars are almost certainly under-counted due to publication lag and should not be read as a continuing decline. The field is past its peak growth phase on a multi-year basis.

Annual filing trendAnnual values from 2017 to 2026, peaking at 91 in 2019.2520176420189120197820206220217420226520234020244202512026↗ Hover for values · click a bar to ask Eureka

Technology composition

H01L (Semiconductor devices) and H10D (Semiconductor devices, general) together account for the dominant share of patent records, confirming that nanosheet GAA activity centers on transistor structure and fabrication process claims. B82Y (Nanotechnology applications) appears as a meaningful secondary branch, while H10B (Memory device manufacture) and H10P are sparser, pointing to limited crossover into memory and emerging device applications.

Technology compositionH01L · Semiconductor devices leads with 551; H10D · Semiconductor devices (general) 265.H01L · Semiconductor dev…551H10D · Semiconductor dev…265B82Y · Nanotechnology ap…81H10B · Memory device man…34H10P23H10W6H10N · Other electric so…4G11C · Static & digital …3↗ 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
US20250133773A1Published 2025-04-24

Stacked nanosheet gate-all-around device with air …

Institute Of MICROELECTRONICS, Chinese Academy Of Sciences

The present disclosure relates to a stacked nanosheet gate-all-around device with an air spacer and a method of manufacturing a stacked nanosheet gate-all-around device with an air spacer. The stacked nanosheet gate-all-around device with the air spacer includes: a substrate with a shallow trench isolation structure on a surface of the substrate; a… (excerpt from the patent abstract)

Stacked nanosheet gate-all-around device with air … — patent drawingStacked nanosheet gate-all-around device with air … — patent drawing
Representative drawings from the patent document.
Open this patent in Eureka →
Highly cited patent families surfaced by this query
#PatentCitations
1Multi-channel gate-all-around fet232
2Metal gate of gate-all-around transistor141
3Nanosheet transistor with improved inner spacer102
4Nanosheet transistor with uniform effective gate l…102
5Transistor structures with reduced parasitic capac…89
6Gate spacer and inner spacer formation for nanoshe…80
7Gate-all-around integrated circuit structures havi…76
8Stacked nanosheet field effect transistor device w…73

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 structure means for R&D investment decisions

The combination of a concentrated applicant base, a post-peak filing trajectory, and a US-dominated jurisdiction profile defines both the barriers to entry and the realistic white-space opportunities in this field.

Decline

Field is in a post-peak, consolidation phase

Annual filing volume peaked in 2019 at 91 families and has eased significantly since, consistent with a lifecycle stage where core device architectures are well-claimed and incremental refinement — rather than foundational invention — drives remaining activity. New entrants face a dense prior-art landscape in mainstream nanosheet transistor structures. Adjacent branches such as memory integration and nanotechnology applications remain comparatively open.

Post-peak · consolidating
Concentration

Two-player oligopoly with a steep drop-off at rank 3

Intel (220 patent families) and IBM (153 patent families) together dwarf TSMC at rank 3 (52 patent families). The top five filers hold 81% of the combined output of the hundred largest filers. This concentration means that licensing or design-around strategies must primarily navigate Intel and IBM portfolios. Ranks 6–20 are fragmented, with no single challenger approaching TSMC’s volume, suggesting limited near-term disruption from the second tier.

High concentration
Collaboration

IBM anchors the most active co-filing network

IBM is the central node in the observed collaboration graph, co-filing with GlobalFoundries (4 joint families), the French CEA (Commissariat à l’énergie atomique et aux énergies alternatives, 4 families), and STMicroelectronics (4 families). GlobalFoundries and STMicroelectronics also co-file with each other (4 families). Korea Advanced Institute of Science and Technology (KAIST) collaborates with the Center for Integrated Smart Sensors Foundation (3 families). Intel, despite its portfolio dominance, does not appear as a collaboration hub in this data, suggesting a predominantly proprietary filing strategy.

IBM-centric network
Geography

US jurisdiction is overwhelmingly dominant; Asia under-represented

The United States accounts for 447 patent records — the vast majority of the corpus — with Europe (EPO) a distant second at 63. China holds only 17 records, South Korea 5, and Taiwan 1, despite these regions hosting major logic foundries. This skew reflects both the US nationality of the leading filers and a strategy of concentrating protection in the largest IP litigation venue. R&D teams outside the US have meaningful freedom-to-operate in non-US jurisdictions but must carefully map US exposure.

US-centric protection
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Top collaboration links
ApplicantCollaboratorCo-filings
IBM (International Business Machines Corporation)GlobalFoundries Inc.4
IBM (International Business Machines Corporation)CEA (Commissariat à l’énergie atomique et aux énergies alternatives)4
IBM (International Business Machines Corporation)STMicroelectronics Inc.4
GlobalFoundries Inc.STMicroelectronics Inc.4
Korea Advanced Institute of Science and Technology (KAIST)Center for Integrated Smart Sensors Foundation3
IBM (International Business Machines Corporation)IBM United Kingdom Ltd.2
IBM (International Business Machines Corporation)IBM Deutschland GmbH1

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

Source: Patsnap Eureka. Cards are grounded in applicant ranking, collaboration pairs, lifecycle stage, and jurisdiction record counts from the evidence.Explore insights →
Leaders

Intel accelerating; IBM pulling back; new entrants emerging from Samsung, IMEC, and Chinese academia

The top two filers diverge sharply in momentum: Intel is increasing recent-period activity while IBM has contracted significantly. Meanwhile, Samsung, IMEC, and the Institute of Microelectronics of the Chinese Academy of Sciences have entered as new filers in the recent window.

Leader · Intel Corporation

Intel Corporation

Intel holds 220 patent families — the largest portfolio by a substantial margin — concentrated across H01L 29, H01L 21, and H01L 27 semiconductor device sub-classes, indicating broad coverage of nanosheet transistor structures, fabrication processes, and integrated circuit layouts. Recent-period momentum is positive at +13% versus the prior three-year window, making Intel the only top-tier filer growing its output in the current phase. This trajectory is consistent with Intel’s public commitment to GAA-based process nodes.

families: 220
Challenger · IBM

IBM (International Business Machines Corporation)

IBM’s 153 patent families place it firmly in second, with technical focus also spanning H01L 29, H01L 21, and H10D 62 — suggesting a similar breadth to Intel but with greater engagement in generalised semiconductor device classification. However, recent-period filings have declined sharply (−52% versus the prior three-year window), and IBM’s portfolio role appears increasingly oriented toward collaborative research (with GlobalFoundries, STMicroelectronics, and CEA) rather than solo invention at scale.

families: 153
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TSMC (52 patent families)Qualcomm (20 patent families)+ more
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Leading-applicant momentum (recent 3 yrs, lag-adjusted)
ApplicantRecent (3 yrs)Trend
Intel Corporation101▲ +13%
IBM (International Business Machines Corporation)31▼ -52%
Taiwan Semiconductor Manufacturing Company (TSMC)8▼ -74%
Qualcomm Incorporated1▼ -94%
Samsung Electronics Co., Ltd.11▲ new entrant
IMEC (Interuniversity Microelectronics Centre)2▲ new entrant
Institute of Microelectronics, Chinese Academy of Sciences7▲ new entrant
Source: Patsnap Eureka. Patent family counts and momentum figures are drawn from the applicant ranking and recent-vs-prior filing trend data.Explore players →
Adjacent Branches

Under-served branches adjacent to the dominant transistor core

The technology composition reveals several IPC branches where patent density is low relative to the dominant H01L core, representing areas that are technically adjacent to nanosheet GAA but have attracted limited dedicated filing. These are observations of relative sparsity; their value as entry points depends on technical fit and competitive intent.

H10B · Nanosheet channel integration into memory devices

H10B (Memory device manufacture) holds 34 patent records — about 4% of the IPC record distribution — despite nanosheet GAA structures being a plausible enabler of embedded SRAM and DRAM scaling at advanced nodes. The sparse filing density suggests that memory-specific nanosheet channel integration remains an under-claimed area. Teams with process know-how in both GAA fabrication and memory array design could find differentiated positions here, particularly for embedded cache applications in logic SoCs.

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H10P · Power and compound semiconductor device applications

H10P carries 23 patent records — roughly 2% of the IPC record distribution — pointing to very limited exploration of nanosheet 2D channel architectures in power semiconductor or compound semiconductor contexts. Given the material advantages of certain 2D channel materials (e.g., wide-bandgap or III-V candidates) for high-electron-mobility and power-switching applications, this branch represents a technically plausible but largely uncharted adjacency. Entry would require bridging GAA device expertise with power device design knowledge.

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H10W · Heterojunction and multi-material device structuresG11C · Static and digital memory circuit integration+ more
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Source: Patsnap Eureka. Branch sparsity is derived from IPC record counts in the technology composition; low count alone does not confirm commercial opportunity.Explore emerging →
Route Matrix

How leading filers differ across nanosheet GAA technology sub-routes

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)
Intel CorporationStrong · 213Strong · 142Strong · 132Strong · 116Strong · 112
IBM (International Business Machines Corporation)Strong · 170Strong · 118Moderate · 80Strong · 89Moderate · 69
Taiwan Semiconductor Manufacturing Company (TSMC)Strong · 47Strong · 34Strong · 25Strong · 24Strong · 24
Qualcomm IncorporatedStrong · 20Moderate · 9Moderate · 10Moderate · 7Moderate · 7
GlobalFoundries Inc.Strong · 13Strong · 10Moderate · 6Strong · 12Moderate · 6
Samsung Electronics Co., Ltd.Strong · 15Moderate · 6Strong · 12Moderate · 5Moderate · 5
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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