ENTITY
2Q26
2Q26
PulseAugur coverage of 2Q26 — every cluster mentioning 2Q26 across labs, papers, and developer communities, ranked by signal.
Total · 30d
2
2 over 90d
Releases · 30d
0
0 over 90d
Papers · 30d
0
0 over 90d
TIER MIX · 90D
TOPICS
RECENT · PAGE 1/1 · 2 TOTAL
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SemiAnalysis raises WFE forecast on strong demand, easing supply chain · 5 sources tracked
SemiAnalysis has revised its 2026-2028 forecast for Wafer Fab Equipment (WFE) upwards, citing stronger demand and accelerating supply chains indicated by second-quarter earnings. The advanced logic sector is expected to…
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Foundry industry hits record $54.5B in Q2 2026, fueled by AI demand and pricing hikes · 6 sources tracked
The foundry industry experienced record growth in Q2 2026, reaching $54.5 billion, driven by increased pricing and a favorable product mix rather than new capacity. AI demand, particularly for leading-edge N2 and advanc…