Global Foundry 2.0 market climbs to record US$320 billion in 2025 revenue

What happened

Counterpoint Research forecasts the global Foundry 2.0 market revenue to reach a record $320 billion in 2025, representing 16% year-over-year growth, driven by the AI boom. The report defines Foundry 2.0 as the deep integration of manufacturing, assembly, and testing. Neutral: This is a broad market projection with no specific, actionable data on component supply, pricing, or capacity changes for traders.

Impact and signal

Affected components and suppliers

Source and time

Source: DigiTimes Asia · 3/30/2026 · View original source