aiqbench takeChips & Infra

The surge in foundry 2.0 revenue is directly attributable to the escalating demand for specialized silicon required to support large-scale AI workloads, specifically AIGPUs and custom ASICs. This data highlights how semiconductor manufacturing capacity is becoming the primary bottleneck and strategic lever for the broader AI infrastructure market.

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Industry: Global Foundry 2.0 Market Revenue Surged 25% YoY to $96.6 Billion in Q2

36KrOctober 8, 20261 min read

36Kr reports that according to Counterpoint Research's latest foundry supply tracking report, global foundry 2.0 market revenue grew 25% year-over-year and 11% quarter-over-quarter in the second quarter of 2026, reaching $96.6 billion. The market growth rate accelerated compared to the previous quarter, driven primarily by sustained demand for AIGPUs and AI infrastructure expansion, including customized ASICs, server CPUs, network chips, and power management ICs.

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