IBM Announces New 1-NM Chip, Positive for Supporting AI Workloads

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IBM Announces New 1-NM Chip, Positive for Supporting AI Workloads

Company Report

June 26, 2026 International Business Machines (IBM)

Rating: IBM Announces New 1-NM Chip, Positive for Supporting AIOUTPERFORM WorkloadsPrice:

$258.27

12-Month Price Target: IBM announced a new semiconductor breakthrough with the introduction of

$350.00 a sub-1 nanometer (nm) chip technology marking a major moment for the

chip industry given the physical limits of traditional chip scaling while handling

increasing AI workloads. The new sub-1 nm chip packs ~100 billion transistors ontoAnalysts

a chip the size of a fingernail representing roughly 2x the density of IBM’s 2 nmDan Ives

(212) 344-2073 chip. This chip provides a 3-D nanostack architecture, a new design that vertically

Dan.Ives@wedbush.com stacks and staggers transistors to pack more onto the chip, enabled by structural

Steven Wahrhaftig and material innovations to continuously improve its performance and efficiency,

(212) 931-7059 including up to 50% more performance or 70% greater energy efficiency than its 2

steven.wahrhaftig@wedbush.com nm chips better positioning IBM to supercharge compute for applications including

Sam Brandeis GenAI, cloud infrastructure, and next-gen electronic devices. IBM demonstrated(212) 222-3005

sam.brandeis@wedbush.com that this nanostack architecture provides 40% scaling in SRAM, unlocking the ability

Anish Jog of chip designers to create more efficient chips while supporting high-bandwidth

(917) 747-3095 data demand for AI workloads. This new architecture shows that IBM remains at

anish.jog@wedbush.com the forefront of innovation to provide new ways to improve the handling of AI

Matthew Ricapito workloads for its customers and power the future of computing.(929) 259-2049