The global “Foundry 2.0” market, encompassing both foundry (semiconductor contract manufacturing) and back-end processes, is expanding in scale as worldwide demand for artificial intelligence (AI) semiconductors surges sharply.

According to market research firm Counterpoint Research on the 30th, revenue in the global Foundry 2.0 market in the first quarter of this year (January–March) reached USD 86 billion (approximately KRW 133 trillion), a 23% surge from the same period a year earlier. Foundry 2.0 refers to a broadened market scope that includes not only foundry companies, but also non-memory integrated device manufacturers (IDMs), outsourced semiconductor assembly and test (OSAT) companies, and photomask suppliers. Demand for AI graphics processing units (GPUs) and application-specific integrated circuits (ASICs) has rapidly driven up utilization rates in advanced processes and packaging. Taiwan’s TSMC posted a 41% increase in first-quarter revenue, securing an overwhelming No. 1 position with a 38% market share. Samsung Electronics ranked second with a market share of around 4%.

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