IBM unveils sub-1 nanometer chip technology with 100 billion transistors for AI data centers

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IBM revealed the world's first sub-1 nanometer chip technology, packing nearly 100 billion transistors onto a fingernail-sized die using a new nanostack architecture. The breakthrough delivers up to 50% higher performance and 70% greater energy efficiency compared to IBM's 2-nanometer chips, with production expected within five years through partners like Rapidus.

IBM Introduces Breakthrough Nanostack Architecture for AI Computing

IBM has unveiled what it describes as the world's first sub-1 nanometer chip technology, a development that could reshape how the semiconductor industry approaches AI computing demands. The new chip technology integrates nearly 100 billion transistors on a chip the size of a human fingernail, achieving almost double the transistor density of IBM's previous 2-nanometer generation

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. Jay Gambetta, director of IBM Research and IBM Fellow, emphasized that this represents "not just an incremental step, it's a meaningful leap forward," pointing to a future where computing becomes significantly more powerful without a corresponding increase in energy

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Source: Analytics Insight

Source: Analytics Insight

The breakthrough centers on IBM's nanostack architecture, which vertically stacks transistors in a staggered layout to overcome physical scaling limits facing modern chip designers

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. Built at the 0.7-nanometer node—or 7 angstrom node, since one nanometer consists of 10 angstroms—this chip technology delivers projected performance gains of up to 50% higher computing performance or 70% greater energy efficiency compared to IBM's 2-nanometer node chips

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How Vertically Stacked Transistors Enable Semiconductor Innovation

The basic unit of IBM's nanostack architecture consists of two transistors stacked and bonded together through an ultra-thin dielectric process that IBM describes as a key innovation

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. Each transistor comprises three nanosheets that are individually 5 nanometers thick, equivalent to about 15 rows of silicon atoms, with a distance of approximately 9 nanometers separating each nanosheet

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. Unlike today's nanosheet architectures, which IBM also pioneered, the nanostack design bonds two nanosheet transistors into a single vertical structure, with each tier optimized independently and contacted from opposite sides

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Source: CNET

Source: CNET

Huiming Bu, vice president of IBM Semiconductors Global R&D and IBM Research, explained that the transistors in the upper layer are staggered or offset from those below, allowing the front side and backside of each transistor to be contacted independently for signal and power

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. Because the top and bottom devices can use different channel materials, dielectrics, and metals, IBM positions the nanostack architecture as a transistor platform that can be extended through multiple generations: 7 angstrom, 5 angstrom, 3 angstrom, and potentially down to 1 angstrom

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SRAM Scaling Breakthrough Addresses AI Workloads Demands

IBM researchers demonstrated that the nanostack architecture provides a 40% improvement in SRAM scaling during the VLSI 2026 symposium, a development Gambetta described as "a step the industry hasn't seen in over a decade"

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. This memory improvement comes through a staggered-channel design for the chip's SRAM bit cells that reduces overall cell height by 40% and enables more SRAM to be squeezed into the same chip space

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. Static random-access memory allows for fast but energy-intensive read and write operations crucial in many AI applications

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The timing matters because SRAM scaling has fallen off drastically in recent generations of chip technologies. For example, SRAM scaling improved just a few percent between the 3-nanometer chip generation and the 2-nanometer chip generation

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. "This achievement of 40 percent will eventually industrialize itself in AI workflows, which require higher bandwidth and high efficiency," Gambetta said

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. Bu emphasized that energy efficiency "is a very critical component for AI," noting that "everyone demands more performance, but no one wants to pay for the bill for the power"

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Production Timeline and Manufacturing Partnerships

IBM says it "sees a path to production" within five years, though the company does not manufacture commercial chips itself

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. As a company that performs chip technology research, IBM has partnered with semiconductor companies such as Rapidus in Japan to mass manufacture its previous generation of 2-nanometer node chips based on the nanosheet architecture, and has collaborated with Samsung in South Korea to commercialize related technology

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. IBM has not yet announced a manufacturing partner for this sub-1 nanometer chip technology

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Source: The Register

Source: The Register

The announcement positions IBM to compete with contract chipmakers TSMC and Intel in the race to maintain Moore's Law—the decades-long trend of cramming more computing power into smaller spaces

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. Last week, Intel said the new generation of its 18A manufacturing process, which makes 1.8 nanometer chips, moved into risk production

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. TSMC and other leading foundries have independently developed nanosheet transistors for their own proprietary 2-nanometer node technology, following IBM's pioneering work

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Implications for High-Performance Computing and AI Accelerators

The nanostack architecture could support multiple applications including CPUs, GPUs, mobile chips, and memory technologies

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. Gambetta hinted that the technology could be used in future AI accelerators, explaining that "there are many examples of AI chips that are using more SRAM to scale, but fundamentally, it comes down to: can we make transistors more efficient, less power, put more in there?"

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. IBM presented its nanostack transistor architecture at the 2025 IEEE Symposium on VLSI Technology and Circuits held in Kyoto, Japan

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The development arrives as AI developers like OpenAI and Google race to build the most advanced models, requiring massive amounts of energy to train them, which can consume significant electricity, clean water, and land devoted to data centers

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. Creating more energy efficient chips represents a key piece of the AI-powered future that tech leaders envision, especially as current shortfalls in production capacity for memory, processors, and other components have created shortages in essential parts

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. IBM shares rose over 6% in premarket trading following the announcement

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