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The global Foundry 2.0 market’s revenue grew 25% YoY to a record $96.6 billion in Q2 2026, accelerating from 24% in Q1 2026, driven by AI GPUs, custom AI ASICs and the broader AI infrastructure build-out, including server CPUs, networking chips and power management ICs.
Sep 29, 2026
Why This Report Matters
Sep 22, 2026
The global Foundry 2.0 market’s revenue grew 25% YoY to a record $96.6 billion in Q2 2026, accelerating from 24% in Q1 2026, driven by AI GPUs, custom AI ASICs and the broader AI infrastructure build-out, including server CPUs, networking chips and power management ICs.
Sep 29, 2026
Why This Report Matters
Sep 22, 2026
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Associate Director
Brady Wang
Associate Director
Brady Wang
Senior Analyst
Parv Sharma
Senior Analyst
Parv Sharma
Senior Analyst
William Li
Senior Analyst
William Li
Associate Director
Brady Wang
Associate Director
Brady Wang
Senior Analyst
Parv Sharma
Senior Analyst
Parv Sharma
Senior Analyst
William Li
Senior Analyst
William Li
