#ai gpu demand

[semimediapress]

Global Foundry 2.0 revenue reaches $86 billion in Q1 as AI demand grows

July 1, 2026 /SemiMedia/ — Global Foundry 2.0 revenue reached $86 billion in the first quarter of 2026, rising 23% year-on-year, according to Counterpoint Research’s latest foundry supply tracker. The growth was mainly driven by strong demand for AI GPUs and AI ASICs, which increased demand for advanced-node wafers and raised utilization rates for advanced packaging capacity. Counterpoint…

Global Foundry 2.0 revenue reaches $86 billion in Q1 as AI demand grows

[semimediapress]

AI chip boom drives wafer foundry 2.0 revenue up 17% in Q3

AI Demand Reshapes the Wafer Foundry 2.0 Market December 31, 2025 /SemiMedia/ — Global wafer foundry 2.0 revenue climbed 17% year-on-year to $84.8 billion in the third quarter of 2025, fueled by sustained demand for AI GPUs across both front-end wafer manufacturing and back-end advanced packaging, Counterpoint Research said. The report highlighted that pure-play foundries, led by Taiwan…

AI chip boom drives wafer foundry 2.0 revenue up 17% in Q3