Institution: Global wafer foundry 2.0 market revenue up 23% year-on-year in Q1

```htmlGolden Ten Data reported on June 30 that, according to the latest wafer foundry supply tracking report released by Counterpoint Research, global wafer foundry 2.0 market revenue in Q1 2026 will increase by 23% year-on-year to reach $86 billion. This growth is primarily driven by strong demand for AI GPUs and AI ASICs, which in turn boosts demand for advanced process wafers and improves advanced packaging capacity utilization. The AI investment cycle is reshaping the semiconductor value chain and accelerating the industry's transition to the "Wafer Foundry 2.0" era. The core feature of Wafer Foundry 2.0 is the deep integration of wafer manufacturing, advanced packaging, and testing capabilities. TSMC remains the main beneficiary of this trend, and as advanced packaging capacity becomes a critical bottleneck in the AI supply chain, leading OSAT (Outsourced Semiconductor Assembly and Test) firms are also gaining more growth opportunities.```