GPU 및 HPC 실리콘 인터포저 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the gPU and HPC silicon interposer market size is expected to increase from USD 2.32 billion in 2025 to USD 2.94 billion in 2026 and reach USD 7.54 billion by 2031, growing at a CAGR of 26.58% over 2026-2031.

This report is Segmented by Interposer Type (Passive Silicon Interposer, and Active Silicon Interposer), Application (AI/Machine Learning Accelerators, HPC, Data Center GPUs, and Networking and High-Speed Compute), End-User (Cloud Service Providers, Research and Government HPC Centers, and Enterprise Data Centers), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global GPU And HPC Silicon Interposer Market Trends and Insights

Rapid Proliferation Of Generative AI Workloads

Frontier models now exceed one trillion parameters and demand memory bandwidth above 20 TB/s, a threshold only attainable with large-area silicon interposers. NVIDIA's Blackwell architecture ships in volume during 2026 with eight HBM3E stacks delivering 18 TB/s, forcing package footprints beyond 3,500 mm2. The pivot from training-centric to inference-dominant deployments prioritizes memory capacity and latency over sheer compute density, as illustrated by Microsoft's Maia 100 and Google's TPU v5p, both launched in 2025. Hyperscalers' custom silicon is fragmenting the GPU and HPC silicon interposer market, because every proprietary accelerator requires its own CoWoS allocation, keeping demand high even if GPU unit growth moderates. Consequently, interposer suppliers enjoy multi-year visibility but must juggle small-lot custom designs, which complicate line utilization.

Escalating HBM Stack Counts Per GPU Package

HBM integration has doubled from four stacks in 2022 to eight in 2025, with 12-stack roadmaps on track for 2028. Each additional stack multiplies TSV density and amplifies thermal gradients across die sizes, surpassing 2,000 mm2. TSMC's CoWoS-L, introduced in 2024, partitions logic and memory zones to enable 12-stack layouts without breaching 400-W thermal envelopes, while SK Hynix began volume shipments of 12-high HBM3E in 2025. Memory-side bottlenecks remain acute, as three vendors still command 95% of HBM capacity, creating ripple effects that propagate into interposer wafer planning.

Limited Foundry Capacity For >=65 K mm2 Interposers

Only three suppliers, TSMC, Samsung, and Intel, can currently process interposers that exceed reticle sizes of 65,000 mm2. TSMC dominates with roughly 70% of installed CoWoS fabrication, but even after ramping to 150,000 wafer starts per month by late 2026, NVIDIA alone will soak up more than half that output. Multi-shot lithography slows each tool to barely 40 wafers per day, and TSV etchers face 18-month lead times. Outsourcing final assembly to ASE Technology and Amkor Technology improves throughput yet introduces yield risk at the hand-off points, prolonging the shortage until at least 2027.

Other drivers and restraints analyzed in the detailed report include:

1. Transition Toward Chiplet-Based GPU Architectures
2. Mainstream Adoption Of 2.5D Packages In Networking ASICs
3. High Build-Up Substrate Costs Offsetting Interposer Savings

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Passive silicon interposers accounted for 82% of the GPU and HPC silicon interposer market in 2025, reflecting mature process control, high TSV yields, and a clear cost edge for packages focused on signal routing and HBM integration. The GPU and HPC silicon interposer market for passive designs stood at USD 1.90 billion in 2025 and continues to expand as hyperscale clusters adopt ever-larger footprints. Yet the thermal and power-delivery limits of purely passive layers are prompting designers to embed localized regulators, retimers, and monitoring circuits directly on the interposer plane.

Active variants therefore register a brisk 26.98% CAGR to 2031, rising from a modest USD 0.42 billion baseline in 2025. Intel's EMIB shows how localized silicon bridges can cut material costs by up to 50% for small-die layouts, while TSMC's SoIC locks stacked logic blocks together at sub-1 µm pitches. As memory counts swell, active power-delivery grids reduce voltage droop, enabling higher clock frequencies and yielding efficiency gains that outweigh their design complexity. Analysts expect active solutions to seize 25-30% of the GPU and HPC silicon interposer market share by 2031.

Geography Analysis

Asia-Pacific maintained a commanding 65% share of the GPU and HPC silicon interposer market in 2025, anchored by TSMC's CoWoS hubs in Zhunan and Longtan and Samsung's I-Cube lines in Hwaseong and Pyeongtaek. Taiwan alone represents roughly half of worldwide interposer output, and both Taiwanese and South Korean fabs benefit from the tight clustering of substrate, mask, and chemical suppliers. Chinese OSATs such as JCET Group own advanced fan-out tools but face U.S. export controls that bar access to leading-edge TSV tooling, limiting domestic packages to legacy designs that cannot host HBM4.

North America is the fastest-growing theatre market, projected to grow at a 27.58% CAGR through 2031. CHIPS Act incentives totaling USD 39 billion have accelerated the construction of new fabs and packaging plants. Intel's USD 8.5 billion grant plus USD 11 billion loan backs Arizona and Ohio sites that will produce EMIB and Foveros assemblies, while TSMC's Arizona fab, supported by USD 6.6 billion in federal funding, adds CoWoS capacity in 2027. Amkor Technology is investing USD 7 billion in an Arizona campus aiming at 2027 production, but North America's cost base remains 30-40% above Asia-Pacific, limiting adoption among cost-sensitive enterprises.

Europe captures a mid-single-digit slice, constrained by scant foundry capacity and minimal packaging expertise beyond high-end substrates. The European Chips Act steers EUR 43 billion (approximately USD 46.4 billion) toward logic fabs rather than 2.5-D assembly lines, leaving the region dependent on imports for HBM-centric devices. South America, the Middle East, and Africa together account for less than 2% of demand, yet rising sovereign AI programs could spur regional data-center builds that, in turn, pull localized packaging in the latter half of the decade.

1. TSMC
2. Samsung Electronics Co., Ltd.
3. ASE Technology Holding Co., Ltd.
4. Amkor Technology, Inc.
5. Intel Corporation
6. Advanced Micro Devices, Inc.
7. NVIDIA Corporation
8. Taiwan Union Technology Corporation
9. Unimicron Technology Corp.
10. Siliconware Precision Industries Co., Ltd.
11. Shinko Electric Industries Co., Ltd.
12. JCET Group Co., Ltd.
13. SPIL (Siliconware Precision Industries)
14. AT&S Austria Technologie & Systemtechnik AG
15. Nepes Corporation
16. UMC (United Microelectronics Corporation)
17. Xilinx, Inc. (AMD Adaptive and Embedded Computing Group)
18. Marvell Technology, Inc.
19. Broadcom Inc.
20. Texas Instruments Incorporated

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Rapid Proliferation of Generative AI Workloads
  • 4.2.2 Escalating HBM Stack Counts per GPU Package
  • 4.2.3 Transition Toward Chiplet-Based GPU Architectures
  • 4.2.4 Mainstream Adoption of 2.5D Packages in Networking ASICs
  • 4.2.5 Wafer-Scale Fabrication Yield Improvements
  • 4.2.6 Growing Use of Lateral Power-Delivery Networks Inside Interposers
• 4.3 Market Restraints
  • 4.3.1 Limited Foundry Capacity for >=65 K Reticle-Size Interposers
  • 4.3.2 High Build-Up Substrate Costs Offsetting Interposer Savings
  • 4.3.3 Reliability Concerns in Large-Area Passive Silicon
  • 4.3.4 Complex Thermal Management for Tiled GPU Dies
• 4.4 Impact of Macroeconomic Factors on the Market
• 4.5 Industry Value Chain Analysis
• 4.6 Regulatory Landscape
• 4.7 Technological Outlook
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Bargaining Power of Suppliers
  • 4.8.2 Bargaining Power of Buyers
  • 4.8.3 Threat of New Entrants
  • 4.8.4 Threat of Substitutes
  • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Interprosr Type
  • 5.1.1 Passive Silicon Interposer
  • 5.1.2 Active Silicon Interposer
• 5.2 By Application
  • 5.2.1 AI / Machine Learning accelerators
  • 5.2.2 HPC (Scientific and Technical Computing)
  • 5.2.3 Data Center GPUs
  • 5.2.4 Networking and High-Speed Compute
• 5.3 By End-User
  • 5.3.1 Cloud Service Providers (Hyperscalers)
  • 5.3.2 Research and Government HPC Centers
  • 5.3.3 Enterprise Data Centers
• 5.4 By Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
    • 5.4.1.3 Mexico
  • 5.4.2 Europe
    • 5.4.2.1 United Kingdom
    • 5.4.2.2 Germany
    • 5.4.2.3 France
    • 5.4.2.4 Rest of Europe
  • 5.4.3 Asia-Pacific
    • 5.4.3.1 China
    • 5.4.3.2 Japan
    • 5.4.3.3 India
    • 5.4.3.4 South Korea
    • 5.4.3.5 Rest of Asia-Pacific
  • 5.4.4 South America
  • 5.4.5 Middle East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
  • 6.4.1 TSMC
  • 6.4.2 Samsung Electronics Co., Ltd.
  • 6.4.3 ASE Technology Holding Co., Ltd.
  • 6.4.4 Amkor Technology, Inc.
  • 6.4.5 Intel Corporation
  • 6.4.6 Advanced Micro Devices, Inc.
  • 6.4.7 NVIDIA Corporation
  • 6.4.8 Taiwan Union Technology Corporation
  • 6.4.9 Unimicron Technology Corp.
  • 6.4.10 Siliconware Precision Industries Co., Ltd.
  • 6.4.11 Shinko Electric Industries Co., Ltd.
  • 6.4.12 JCET Group Co., Ltd.
  • 6.4.13 SPIL (Siliconware Precision Industries)
  • 6.4.14 AT&S Austria Technologie & Systemtechnik AG
  • 6.4.15 Nepes Corporation
  • 6.4.16 UMC (United Microelectronics Corporation)
  • 6.4.17 Xilinx, Inc. (AMD Adaptive and Embedded Computing Group)
  • 6.4.18 Marvell Technology, Inc.
  • 6.4.19 Broadcom Inc.
  • 6.4.20 Texas Instruments Incorporated

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment