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[Agency: Global foundry 2.0 market revenue in the second quarter was US$96.6 billion, a year-on-year increase of 25%] October 8, according to the latest foundry supply tracking report released by Counterpoint Research, the global foundry 2.0 market revenue in the second quarter of 2026 increased by 25% year-on-year and 11% month-on-month, reaching US$96.6 billion. The market growth rate has increased compared with the previous quarter, mainly driven by the continued growth in demand for AIGPU and the expansion of AI infrastructure, including customized ASICs, server CPUs, network chips, and power management ICs.
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