Global Foundry 2.0 Market Revenue Hits $96.6B in Q2, Up 25% YoY

The composition of this growth is the story: the demand drivers listed are almost entirely AI-adjacent silicon rather than broad-based consumer or handset demand, which suggests the foundry cycle is being pulled by a narrow but deep infrastructure buildout. That concentration cuts both ways for the wider supply chain, since capacity, packaging and power-management vendors are increasingly levered to the same handful of AI programmes. Whether the acceleration broadens beyond AI infrastructure — or stays dependent on it — is the open question for the next few quarters.