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Counterpoint: Global Foundry 2.0 Market Revenue Hits $96.6B in Q2 2026, Driven by AI GPU Demand
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According to Counterpoint Research's latest wafer foundry supply tracking report, the global foundry 2.0 market revenue reached $96.6 billion in the second quarter of 2026, representing a 25% year-on-year increase and an 11% quarter-on-quarter increase. The report attributes the accelerated growth compared to the previous quarter to sustained demand for AI GPUs and the expansion of AI infrastructure, which includes custom ASICs, server CPUs, network chips, and power management ICs. The data was published by the Chinese financial news outlet Interface, citing the research firm's findings.
Source report
According to the latest Wafer Foundry Supply Tracker report from Counterpoint Research, the global wafer foundry 2.0 market generated $96.6 billion in revenue during the second quarter of 2026.
Key growth metrics:
- Year-over-year growth: +25%
- Quarter-over-quarter growth: +11%
The acceleration in market growth compared to the previous quarter was primarily driven by:
- Sustained demand for AI GPUs
- Expansion of AI infrastructure, including:
- Custom ASICs
- Server CPUs
- Networking chips
- Power management ICs
(Source: Jiemian)
Source
domesticNeutral / independent