Lates News

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 to reach $86 billion. This growth was mainly driven by strong demand for AI GPUs and AI ASICs, which in turn stimulated demand for advanced wafer process and improved the utilization rate of advanced packaging production capacity. The AI investment cycle is reshaping the semiconductor value chain, accelerating the industry's transition to the "wafer foundry 2.0" era. 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, while leading OSAT (outsourced semiconductor assembly and test) manufacturers are also gaining more growth opportunities as advanced packaging capacity becomes a key bottleneck in the AI supply chain.