IT之家 · IT业界 · 10/8/2026, 20:46:05
Counterpoint: Global Foundry Revenue Hits $96.6B in Q2 2026 as TSMC Leads and Packaging Gap Persists
Counterpoint Research reports that global 'Foundry 2.0' revenue reached a record $96.6 billion in Q2 2026, up 25% year-over-year. TSMC contributed 42% of this total with $40.2 billion in revenue, while the pure-play foundry segment grew by 29%. The firm projects that advanced packaging will drive nearly $2 trillion in compute-related revenue over the next five years, with the CoWoS supply-demand gap expected to narrow from 20% this year to 10% in 2027.
SOURCE COVERAGEOriginal coverage
On October 8, research firm Counterpoint Research reported on September 29 that the global Foundry 2.0 market’s total revenue reached $96.6 billion in Q2 2026, representing a 25% year-over-year (YoY) increase and an 11% quarter-over-quarter (QoQ) increase, with growth accelerating compared to the previous quarter.
▲ Source: Counterpoint Research
By segment, pure-play foundries saw revenue grow 29% YoY to 12.6 billion; while photomasks and other categories grew 6% YoY.
TSMC alone contributed 42% of total Foundry 2.0 revenue with $40.2 billion; its revenue grew 34% YoY and 12% QoQ. The firm projects TSMC’s full-year revenue growth will reach approximately 43%. Pure-play foundries excluding TSMC saw revenue grow 18% YoY, with SMIC leading at a 36% increase. Intel Foundry Services (IFS) revenue grew 31% YoY.
The firm forecasts that over the next five years, more than 130 million GPUs and AI ASICs will ship with compute-side memory utilizing advanced packaging technologies, generating nearly $2 trillion in compute-related revenue. TSMC’s CoWoS supply-demand gap is expected to remain around 20% this year, narrowing to 10% by 2027.
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