The global "Foundry 2.0" market will reach a record $320 billion in revenues in 2025, according to Counterpoint Research, with the boom in artificial intelligence demand acting as the primary growth driver.

The forecast marks a new revenue high for the sector, which spans the expanded definition of foundry services that Counterpart tracks under its Foundry 2.0 framework. The research firm links the record figure directly to accelerating AI-related silicon demand across the industry.

What is driving the record figure?

Counterpoint Research identifies the AI boom as the decisive factor behind the 2025 revenue climb. Surging demand for AI compute has tightened capacity and lifted wafer revenues across the foundry ecosystem.

For chipmakers and their suppliers, the $320 billion projection signals sustained capital intensity in advanced-node capacity through 2025.

Why the "Foundry 2.0" definition matters

The term "Foundry 2.0" covers a broader measurement of the foundry market than the traditional wafer-fab-services definition, capturing a wider slice of the semiconductor manufacturing value chain. Under this framework, the record 2025 figure reflects both core foundry output and adjacent processing revenues.

What comes next?

Counterpoint's headline projection puts the industry on track for a record year. Market participants will watch whether AI demand continues to absorb capacity at the pace implied by the $320 billion forecast.