칩렛 기반 GPU 시장 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the chiplet-based GPU market size is projected to be USD 2.49 billion in 2025, USD 3.4 billion in 2026, and reach USD 13.75 billion by 2031, growing at a CAGR of 32.30% from 2026 to 2031.

This report is Segmented by Processor Type (Discrete / High-Performance Compute GPU Chiplets, and More), Packaging Technology (2. 5D Interposer and Bridge-Based Packaging, and More), Interconnect Standard (UCIe-Based Die-To-Die Interconnect, and More), End-User Industry (Data Centers and Cloud Computing, High-Performance Computing, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global Chiplet-Based GPU Market Trends and Insights

AI and HPC Reticle-Limit Escape

The reticle-size limit has become a direct design constraint in the chiplet-based GPU market, as leading AI training systems can no longer rely solely on monolithic scaling. NVIDIA moved this issue into commercial production with Vera Rubin, which combines 2 reticle-sized compute chiplets with 8 HBM4 stacks, and is scheduled for volume shipment in the second half of 2026. Intel Foundry also stated that the EMIB 2.5D interconnect is engineered to support more than 8 times the reticle size in 2026 and 12 times by 2028, indicating that package-level scaling is replacing die-level scaling in advanced GPU programs. This change favors companies that can partition compute, memory, and I/O across several dies without losing performance, yield discipline, or software alignment. AMD reinforced that direction when it linked Helios deployments beginning in the second half of 2026 to MI450X chiplet GPUs, which confirms that reticle escape is now part of production platform planning rather than an experimental architecture path.

HBM-Centered 2.5D and 3D Package Adoption

HBM integration has become a baseline requirement for competitive AI accelerators, making 2.5D and 3D packaging among the strongest growth engines in the chiplet-based GPU market. TSMC said its CoWoS capacity expanded from 15,000 wafers per month at the end of 2023 to 70,000-80,000 wafers per month at the end of 2025, and it is targeting 120,000-130,000 wafers per month by the end of 2026. Even with that ramp, major GPU programs still depend on early allocation of interposer and HBM integration capacity, which keeps packaging access strategically important for launch timing and customer fulfillment. Samsung also highlighted advanced heterogeneous integration and hybrid copper bonding as part of its roadmap for dense multi-die structures, which supports the move toward tighter GPU and memory coupling. The result is a chiplet-based GPU market where packaging readiness now shapes product competitiveness almost as much as logic-node access.

Thermal and Power-Delivery Bottlenecks In Dense GPU Packages

Thermal and power-delivery limits remain the hardest execution problem in the chiplet-based GPU market, especially as AI package power rises beyond levels that conventional air cooling can sustain efficiently. Semiconductor Engineering reported that AI accelerator packages integrating 4 or more HBM stacks are now pushing past 1 kW per device, which raises cooling, power integrity, and long-run reliability demands across the full package stack. The same publication also noted that backside power delivery can increase local hotspot temperatures relative to frontside approaches, adding another layer of trade-offs in dense AI package design. These limits do not prevent adoption, but they can delay ramps, increase integration costs, and reduce the number of teams that can execute advanced thermal co-design successfully. That is why performance gains in the chiplet-based GPU market are becoming more dependent on cooling architecture, power planning, and package layout working together from the start.

Other drivers and restraints analyzed in the detailed report include:

1. Advanced-Node NRE Reduction Through IP Reuse
2. 5G, Cloud, and Networking Demand For Disaggregated Silicon
3. Immature Cross-Vendor Interoperability and IP Liability

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

Segment Analysis

GPU chiplets in multi-die SoCs and adaptive configurations drove processor-type demand, with 53.81% of the chiplet-based GPU market share in 2025. AI accelerator GPU chiplets and heterogeneous GPU modules are projected to grow at a 33.28% CAGR through 2031, making them the fastest-expanding processor type in the chiplet-based GPU market. That acceleration follows the move toward training systems that require reticle escape, higher memory bandwidth, and modular scaling rather than a larger monolithic die. NVIDIA's Vera Rubin platform illustrates this shift with a dual-compute chiplet architecture and 8 HBM4 stacks, in a commercial product cycle aimed at second-half 2026 volume shipments.

Multi-die SoC configurations kept the broadest base because they fit enterprise, automotive, and consumer programs that need modular compute without the full cost profile of frontier AI accelerators. The processor mix is also shifting because reusable chiplets let vendors carry forward validated I/O and memory structures while updating only the compute die for a new node. That matters in programs with longer design cycles, where qualification discipline and platform continuity are as important as absolute peak throughput. AMD's 2026 infrastructure planning around MI450X inside the Helios system shows how processor choices are now being tied directly to rack-level deployment models in the chiplet-based GPU market

2.5D interposer and bridge-based packaging accounted for 47.48% of the chiplet-based GPU market in 2025, maintaining its lead as the leading packaging approach. This segment stayed ahead because CoWoS remains the practical production path for leading AI GPU programs that need high-bandwidth memory and dense die-to-die routing. TSMC's published roadmap shows a sharp ramp in CoWoS capacity through 2026, confirming how central this platform has become to advanced GPU commercialization. AMD also added another supply-side option in May 2026 by qualifying a 2.5D panel-based Elevated Fanout Bridge interconnect with PTI, which could ease pressure on conventional wafer-based flows if production execution remains stable.

3D-stacked and hybrid-bonded packaging is projected to grow at a 33.19% CAGR through 2031, making it the fastest-growing packaging segment in the chiplet-based GPU market. The appeal of 3D integration stems from shorter interconnect paths, tighter memory coupling, and the ability to increase bandwidth without expanding the package footprint. Samsung stated that its advanced heterogeneous integration roadmap includes hybrid copper bonding for dense multi-die structures, which supports the next stage of package scaling. Over the forecast period, 2.5D should remain the volume leader while 3D packaging gains share in programs where bandwidth density and system efficiency justify higher integration complexity.

Complete Report Scope:

• By Processor Type
  • Discrete / High-Performance Compute GPU Chiplets
  • Integrated / Consumer GPU Chiplets
  • AI Accelerator GPU Chiplets / Heterogeneous GPU Modules
  • GPU Chiplets in Multi-Die SoC / Adaptive Configurations
  • Other Chiplet-Based GPU Variants
• By Packaging Technology
  • 2.5D Interposer and Bridge-Based Packaging
  • 3D Stacked and Hybrid-Bonded Packaging
  • Fan-Out and RDL-Based Advanced Packaging
  • Organic Substrate-Based Multi-Die Packaging
  • Other Packaging Technologies
• By Interconnect Standard
  • UCIe-Based Die-to-Die Interconnect
  • Proprietary Die-to-Die Interconnect
  • Hybrid Open-Standard and Proprietary Architectures
• By End-user Industry
  • Data Centers and Cloud Computing
  • High-Performance Computing
  • Consumer Computing
  • Automotive and Mobility
  • Telecommunications and Networking
  • Industrial and Edge AI
  • Aerospace and Defense
  • Other End-user Industries
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • South Korea
    • India
    • Southeast Asia
    • Rest of Asia-Pacific
  • South America
  • Middle East and Africa

Geography Analysis

North America accounted for 46.94% of the chiplet-based GPU market share in 2025, making it the largest regional market. The region benefits from the concentration of NVIDIA, AMD, Intel, hyperscalers, EDA vendors, and advanced packaging partners across the United States. NVIDIA's September 2025 collaboration with Intel on custom data center and PC products shows how core architecture decisions and ecosystem alliances are still set in North America. Intel also keeps the region strong in packaging and foundry technology through EMIB and Foveros roadmaps aimed at high-performance AI systems.

Asia-Pacific remained the second-largest region and the main production base for the chiplet-based GPU market in 2025. The region concentrates CoWoS and SoIC capacity at TSMC, advanced heterogeneous integration programs at Samsung, major HBM supply chains, and large OSAT operations. TSMC's CoWoS roadmap and Samsung's advanced packaging roadmap show why Asia-Pacific continues to control the manufacturing side of advanced GPU assembly. AMD reinforced that dependence in May 2026, when it announced more than USD 10 billion in investments in the Taiwan ecosystem, tied to packaging, bridge interconnect development, and Helios production. This leaves Asia-Pacific at the center of near-term execution risk and near-term opportunity for the chiplet-based GPU market.

The Middle East and Africa are projected to expand at a 32.98% CAGR through 2031, making it the fastest-growing regional segment in the chiplet-based graphics processing unit (GPU) market. Growth in this region is tied to sovereign AI programs, data center build-outs, and broader efforts to secure local access to advanced compute infrastructure. Europe remains important through supercomputing demand, automotive computing programs, and materials compliance requirements that affect packaging choices. South America is still earlier in adoption, with demand centered more on access to cloud-based AI compute than on direct procurement of chiplet GPU hardware. Together, these regional patterns show a market led by North American design control, Asia-Pacific manufacturing depth, and faster new demand formation in the Middle East and Africa.

1. Advanced Micro Devices, Inc.
2. Intel Corporation
3. NVIDIA Corporation
4. Taiwan Semiconductor Manufacturing Company Limited
5. Samsung Electronics Co., Ltd.
6. Broadcom Inc.
7. Marvell Technology, Inc.
8. International Business Machines Corporation
9. MediaTek Inc.
10. Achronix Semiconductor Corporation
11. ASE Technology Holding Co., Ltd.
12. Amkor Technology, Inc.
13. Synopsys, Inc.
14. Cadence Design Systems, Inc.
15. Alphawave IP Group plc
16. Ayar Labs, Inc.
17. Renesas Electronics Corporation
18. Tenstorrent Holdings, Inc.
19. Apple Inc.
20. Arm Holdings plc

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 AI and HPC Reticle-Limit Escape
  • 4.2.2 HBM-Centered 2.5D and 3D Package Adoption
  • 4.2.3 Advanced-Node NRE Reduction Through IP Reuse
  • 4.2.4 5G, Cloud, and Networking Demand for Disaggregated Silicon
  • 4.2.5 Optical I/O Chiplets for Rack-Scale AI Scale-Up
  • 4.2.6 KGD Testing and UCIe Alliances De-Risk Merchant Chiplets
• 4.3 Market Restraints
  • 4.3.1 Thermal and Power-Delivery Bottlenecks in Dense GPU Packages
  • 4.3.2 Immature Cross-Vendor Interoperability and IP Liability
  • 4.3.3 Yield Compounding and Test-Cost Inflation in KGD Flows
  • 4.3.4 CoWoS, Interposer, Substrate, and Optical-Packaging Bottlenecks
• 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 Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Processor Type
  • 5.1.1 Discrete / High-Performance Compute GPU Chiplets
  • 5.1.2 Integrated / Consumer GPU Chiplets
  • 5.1.3 AI Accelerator GPU Chiplets / Heterogeneous GPU Modules
  • 5.1.4 GPU Chiplets in Multi-Die SoC / Adaptive Configurations
  • 5.1.5 Other Chiplet-Based GPU Variants
• 5.2 By Packaging Technology
  • 5.2.1 2.5D Interposer and Bridge-Based Packaging
  • 5.2.2 3D Stacked and Hybrid-Bonded Packaging
  • 5.2.3 Fan-Out and RDL-Based Advanced Packaging
  • 5.2.4 Organic Substrate-Based Multi-Die Packaging
  • 5.2.5 Other Packaging Technologies
• 5.3 By Interconnect Standard
  • 5.3.1 UCIe-Based Die-to-Die Interconnect
  • 5.3.2 Proprietary Die-to-Die Interconnect
  • 5.3.3 Hybrid Open-Standard and Proprietary Architectures
• 5.4 By End-user Industry
  • 5.4.1 Data Centers and Cloud Computing
  • 5.4.2 High-Performance Computing
  • 5.4.3 Consumer Computing
  • 5.4.4 Automotive and Mobility
  • 5.4.5 Telecommunications and Networking
  • 5.4.6 Industrial and Edge AI
  • 5.4.7 Aerospace and Defense
  • 5.4.8 Other End-user Industries
• 5.5 By Geography
  • 5.5.1 North America
    • 5.5.1.1 United States
    • 5.5.1.2 Canada
    • 5.5.1.3 Mexico
  • 5.5.2 Europe
    • 5.5.2.1 Germany
    • 5.5.2.2 United Kingdom
    • 5.5.2.3 France
    • 5.5.2.4 Italy
    • 5.5.2.5 Rest of Europe
  • 5.5.3 Asia-Pacific
    • 5.5.3.1 China
    • 5.5.3.2 Japan
    • 5.5.3.3 South Korea
    • 5.5.3.4 India
    • 5.5.3.5 Southeast Asia
    • 5.5.3.6 Rest of Asia-Pacific
  • 5.5.4 South America
  • 5.5.5 Middle East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Positioning 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 Advanced Micro Devices, Inc.
  • 6.4.2 Intel Corporation
  • 6.4.3 NVIDIA Corporation
  • 6.4.4 Taiwan Semiconductor Manufacturing Company Limited
  • 6.4.5 Samsung Electronics Co., Ltd.
  • 6.4.6 Broadcom Inc.
  • 6.4.7 Marvell Technology, Inc.
  • 6.4.8 International Business Machines Corporation
  • 6.4.9 MediaTek Inc.
  • 6.4.10 Achronix Semiconductor Corporation
  • 6.4.11 ASE Technology Holding Co., Ltd.
  • 6.4.12 Amkor Technology, Inc.
  • 6.4.13 Synopsys, Inc.
  • 6.4.14 Cadence Design Systems, Inc.
  • 6.4.15 Alphawave IP Group plc
  • 6.4.16 Ayar Labs, Inc.
  • 6.4.17 Renesas Electronics Corporation
  • 6.4.18 Tenstorrent Holdings, Inc.
  • 6.4.19 Apple Inc.
  • 6.4.20 Arm Holdings plc

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment