[Institution: Global Foundry 2.0 Market Revenue Grew 23% Year-on-Year in Q1] According to a report by Jinse Finance on June 30, based on the latest foundry supply tracking report released by Counterpoint Research, global foundry 2.0 market revenue grew 23% year-on-year in the first quarter of 2026, reaching $86 billion. This growth was primarily driven by strong demand for AI GPUs and AI ASICs, which in turn boosted demand for advanced process wafers and increased the utilization rate of advanced packaging capacity. The AI investment cycle is reshaping the semiconductor value chain, accelerating the industry's transition into the "Foundry 2.0" era. The core characteristic of Foundry 2.0 is the deep integration of wafer manufacturing, advanced packaging, and testing capabilities. TSMC remains the primary beneficiary of this trend. Meanwhile, as advanced packaging capacity becomes a critical bottleneck in the AI supply chain, leading OSAT (Outsourced Semiconductor Assembly and Test) companies are also gaining more growth opportunities.