Wednesday, September 30, 2026

East Asia Brief

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Foundry 2.0 Revenue Climbs 25%

A robotic arm handles semiconductor chips on an advanced packaging line while technicians in cleanroom suits work in the background. (AI-generated image)
A robotic arm handles semiconductor chips on an advanced packaging line while technicians in cleanroom suits work in the background. (AI-generated image)

Counterpoint Research said Sept. 29 that global Foundry 2.0 revenue expanded 25% year-on-year to a record $96.6 billion in the second quarter of 2026 as advanced packaging capacity drove industry turnover.

The quarterly result accelerated from a 24% annual gain in the first quarter of 2026, when sales reached $86 billion, the research firm said in its Foundry Market Supply Tracker. Sequential revenue expanded 11%.

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Mina Okoro

Supply chain editor — Mina Okoro builds the impact maps that connect East Asian developments to buyers in North America and Europe, and edits the Asia Compare desk.

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