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Institution: Global Foundry 2.0 Market Revenue Grew by 25% Year-on-Year to US$96.6 Billion in the Second Quarter
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According to Counterpoint Research's latest foundry supply tracking report, the global foundry 2.0 market revenue reached US$96.6 billion in the second quarter of 2026, representing a 25% year-on-year increase and an 11% quarter-on-quarter rise. The market growth rate accelerated compared to the previous quarter, primarily driven by the sustained growth in demand for AI GPUs and the expansion of AI infrastructure, including customized ASICs, server CPUs, network chips, and power management ICs.
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