Institution: The global wafer foundry 2.0 market revenue in the first quarter increased by 23% year-on-year.

On June 30th, according to the latest Wafer Foundry Supply Tracking Report released by Counterpoint Research, the global wafer foundry 2.0 market revenue in the first quarter of 2026 increased by 23% year-on-year, reaching $86 billion. This growth was mainly driven by strong demand for AI GPU and AI ASIC, which in turn led to the demand for advanced process wafers and increased utilization of advanced packaging capacity. The AI investment cycle is reshaping the semiconductor value chain, accelerating the industry towards the era of "Wafer Foundry 2.0". The core feature of Wafer Foundry 2.0 is the deep integration of wafer manufacturing, advanced packaging, and testing capabilities. TSMC remains the main beneficiary of this trend, and as advanced packaging capacity becomes a key bottleneck in the AI supply chain, leading OSAT manufacturers also have more growth opportunities.