Counterpoint: Global Foundry Revenue Hits $96.6B in Q2 2026 as TSMC Leads and Packaging Gap Persists

1 reports archived1 independent sourcesupdated 10/8/2026, 20:46:05

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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.

LATEST/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.

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IT之家 · IT业界T2·Oct 8, 20:4668 pts
Counterpoint: Global Foundry Revenue Hits $96.6B in Q2 2026 as TSMC Leads and Packaging Gap Persists
Original: Counterpoint 数据：晶圆代工 2.0 营收 2026Q2 达 966 亿美元，同比增长 25%
- Global Foundry 2.0 revenue surged 25% YoY to $96.6 billion in Q2 2026, indicating strong industry recovery.
- TSMC generated $40.2 billion in quarterly revenue, capturing 42% of the entire foundry ecosystem share.
- Advanced packaging is a key growth driver, projected to generate nearly $2 trillion in compute-related revenue over the next five years.
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