Counterpoint: Foundry 2.0 market revenue up 25% YoY to $96.6B in Q2
AI summary
Counterpoint Research's latest foundry supply tracker puts global foundry 2.0 market revenue at $96.6 billion in Q2 2026, up 25% year over year and 11% quarter over quarter. The firm says growth accelerated from the previous quarter, driven by sustained AI GPU demand and AI infrastructure expansion, including custom ASICs, server CPUs, networking chips and power management ICs.
In-depth insight
Faster foundry revenue growth is one observable signal of AI compute demand moving up the semiconductor supply chain.