perspectiva aiqbenchCipuri & infrastructură

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.

Sursă care acoperă36Kr

Ce este aceastaLectura unui model asupra articolului și a acoperirii conexe, scrisă pentru aiqbench. Nu sunt cuvintele publicației.

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

36Kr8 octombrie 20261 min de cititArticolul și perspectiva sunt în engleză.

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.

Citește articolul complet pe 36Kr

Citește pe 36Kr ↗Întreabă despre acest articol