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

According to Mordor Intelligence, the GPU chiplet packaging market size is expected to increase from USD 7.60 billion in 2025 to USD 11.20 billion in 2026 and reach USD 29.89 billion by 2031, growing at a CAGR of 21.69% over 2026-2031.

This report is Segmented by GPU Platform (Data Center and AI GPUs, and More), Packaging Technology (2. 5D Interposer and Bridge-Based Packaging, and More), Chiplet Function (GPU Compute Chiplets, and More), Application (AI Training and Inference, Cloud Computing, and More), End User (Hyperscalers and Cloud Providers, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global GPU Chiplet Packaging Market Trends and Insights

Rising AI GPU Demand for HBM-Attached Packages

Hyperscaler AI infrastructure spending remains the clearest near-term demand driver for the GPU chiplet packaging market. NVIDIA's data center segment generated USD 75.2 billion in Q1 FY2027, the quarter ending April 2026, and this was 92% higher than the prior year, while Q2 FY2027 guidance was set at USD 91.0 billion. The draft links that product ramp directly to package complexity, because each Blackwell B200 package combines 2 compute dies with 8 HBM3E stacks on a CoWoS-L substrate. That configuration means each new AI GPU order translates into direct demand for advanced packaging lines, advanced substrates, and high-density memory integration. The result is that the GPU chiplet packaging market is no longer being shaped mainly by broad semiconductor cycles, but by the timing of very large accelerator deployments. This also explains why packaging capacity has become a strategic bottleneck rather than a routine back-end manufacturing step.

Heterogeneous Integration for Datacenter Performance Scaling

Heterogeneous integration has become a core performance lever because simple process shrinks no longer deliver enough system-level gain for leading accelerators. Intel stated that Foveros Direct 3D achieves sub-10 µm interconnect pitch through direct copper-to-copper bonding and can provide up to 10x finer interconnect density than conventional microbump approaches. That level of density supports the vertical die-stacking layouts needed when compute, memory, and I/O functions must operate within a very small physical distance. The same architectural logic is moving beyond flagship GPUs and into custom AI inference silicon programs designed by hyperscaler teams. This broadens the addressable volume base for the GPU chiplet packaging market beyond the standard GPU vendor roadmap. It also raises the importance of packaging teams that can work across design, thermal, and assembly constraints at the same time.

High Packaging Cost and Limited High-Volume Capacity

High package cost still limits the broad adoption of leading-edge configurations to the highest-value compute programs. The draft states that CoWoS-L packaging for current-generation AI GPUs requires added local silicon bridge elements, higher microbump counts, and lower early-stage assembly yields than simpler CoWoS-S designs. That cost difference matters because the same customers driving market growth are also reserving much of the available qualified capacity. The supply issue is wider than assembly alone, since substrates, specialty materials, and bonding tools all have to scale together for commercial output to increase smoothly. Each new package also needs coordinated qualification across GPU, HBM, and substrate suppliers before revenue can ramp. As a result, the GPU chiplet packaging market faces a structural mismatch between strong demand visibility and slower supply readiness.

Other drivers and restraints analyzed in the detailed report include:

1. Yield Advantage of Smaller GPU Chiplets Versus Monolithic Dies
2. Advanced Packaging Capacity Investments by Foundries and OSATs
3. Thermal and Signal Integrity Complexity in Dense Interconnects

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

Segment Analysis

Data Center and AI GPUs held 86.11% of GPU chiplet packaging market share in 2025 and are projected to expand at a 23.21% CAGR through 2031. This concentration reflects the fact that hyperscalers and enterprise AI programs are ordering the most packaging-intensive devices, not the highest historical unit-volume devices. These platforms require CoWoS-L, advanced organic substrate flip-chip, or 3D integration methods that carry far more packaging value per chip than standard client graphics products. NVIDIA's data center segment revenue of USD 75.2 billion in Q1 FY2027 provides a current-year anchor for the demand intensity behind this category. The GPU chiplet packaging market is therefore being led by the platform class that combines the greatest memory bandwidth needs with the greatest package complexity.

HPC GPUs form the second-largest platform in the draft and serve scientific computing, climate modeling, and defense workloads that still require highly capable 2.5D packaging. Their volumes are lower than the AI accelerator class, but their performance and reliability needs remain demanding. Professional and workstation GPUs sit in a middle tier, where advanced organic substrate solutions are more common than full silicon interposer integration. Client and gaming GPUs still represent a large unit base, but they produce less advanced packaging revenue per chip because their package structures are less dense and less memory intensive. This gap between unit volume and packaging value is widening as AI accelerators move to larger package footprints and higher HBM stack counts. That widening gap reinforces the premium position of data center GPUs within the GPU chiplet packaging market.

2.5D Interposer and Bridge-Based Packaging accounted for 68.33% of GPU chiplet packaging market size in 2025, while 3D Stacked and Hybrid-Bonded Packaging is forecast to grow at a 23.62% CAGR through 2031. The present leadership of 2.5D formats reflects proven manufacturing readiness across current AI accelerators in commercial shipment. TSMC's CoWoS family and Intel's EMIB platform established a production base that current customers already trust for volume delivery and package reliability. Intel also positioned Foveros Direct 3D as a next-stage path for tighter direct bonding and denser vertical integration. This means the GPU chiplet packaging market is still anchored by 2.5D revenue even as 3D technologies gain strategic importance.

The draft shows that 3D stacked and hybrid-bonded formats are gaining momentum because future memory and logic designs need much finer interconnect geometry than conventional microbump flows can support. Fan-Out and RDL-based packaging provides an alternative path for customers that need advanced integration without the full cost profile of silicon interposer approaches. Organic substrate-based multi-die packaging remains relevant for client GPU and entry workstation programs where bandwidth density and thermal load are more moderate. Standards compliance is also becoming more important because high-bandwidth memory interfaces and die-to-die connections have to qualify within tighter electrical and thermal limits. This puts process maturity, not just novelty, at the center of commercial adoption. As a result, the GPU chiplet packaging market is likely to move in stages, with 2.5D staying dominant in volume while 3D expands first in the highest-value programs.

Complete Report Scope:

• By GPU Platform
  • Data Center and AI GPUs
  • HPC GPUs
  • Professional and Workstation GPUs
  • Client and Gaming GPUs
  • Other GPU Platforms
• By Packaging Technology
  • 2.5D Interposer and Bridge-Based Packaging
  • 3D Stacked and Hybrid-Bonded Packaging
  • Fan-Out and RDL-Based Packaging
  • Organic Substrate-Based Multi-Die Packaging
  • Other Packaging Technologies
• By Chiplet Function
  • GPU Compute Chiplets
  • Memory Chiplets
  • I/O and Base Die Chiplets
  • Connectivity and Interface Chiplets
  • Other Chiplets
• By Application
  • AI Training and Inference
  • High-Performance Computing
  • Cloud Computing
  • Professional Visualization
  • Gaming and Consumer Graphics
  • Other Applications
• By End User
  • Hyperscalers and Cloud Providers
  • Enterprise Data Centers
  • Research and Government HPC Centers
  • OEMs and System Integrators
  • Other End Users
• 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
  • Africa

Geography Analysis

Asia-Pacific held 88.44% of the GPU chiplet packaging market share in 2025, which reflects the region's deep concentration of foundries, OSATs, substrate suppliers, and memory producers. Taiwan anchors this ecosystem through TSMC's advanced packaging base and ASE Technology Holding's scale in outsourced semiconductor assembly and test. Taiwan's advantage is not only production capacity, but also supply chain proximity across packaging materials, substrates, and engineering talent. South Korea supports the regional position through HBM memory leadership and related package integration capabilities that remain critical for AI accelerators. Japan also retains strategic relevance because ABF substrate production from local suppliers sits at a key chokepoint in the wider packaging chain.

North America is forecast to grow at a 23.42% CAGR through 2031, making it the fastest-growing regional cluster in the GPU chiplet packaging market. The CHIPS and Science Act created a stronger investment base for domestic manufacturing and packaging, with public and private incentives totaling USD 46.7 billion in the cited CRS report. Amkor's Arizona advanced packaging campus and GlobalFoundries' New York Advanced Packaging and Photonics Center are the clearest operating examples of that policy-backed buildout. GlobalFoundries said its New York center opened in January 2025 with USD 575 million in investment and USD 75 million in direct CHIPS Act support. The region's growth rate is strong because it is starting from a low base, not because it is close to displacing Asia-Pacific in current installed capacity.

Europe holds a modest commercial position in the GPU chiplet packaging market, but it remains important in 3D integration and heterogeneous packaging research. The region's relevance comes more from technology development at centers such as imec, Fraunhofer institutes, and CEA-Leti than from large qualified production volumes. South America, the Middle East, and Africa remain early-stage demand regions and do not yet have material leading-edge packaging manufacturing bases. The Middle East is emerging as a demand node through sovereign AI investment programs, while Africa's role remains tied to broader data center buildout and imported accelerator supply.

1. NVIDIA Corporation
2. Advanced Micro Devices, Inc.
3. Taiwan Semiconductor Manufacturing Company Limited
4. Intel Corporation
5. Samsung Electronics Co., Ltd.
6. SK hynix Inc.
7. Micron Technology, Inc.
8. Amkor Technology, Inc.
9. ASE Technology Holding Co., Ltd.
10. JCET Group Co., Ltd.
11. Tongfu Microelectronics Co., Ltd.
12. SPIL, Siliconware Precision Industries Co., Ltd.
13. Powertech Technology Inc.
14. Unimicron Technology Corporation
15. Shinko Electric Industries Co., Ltd.
16. Murata Manufacturing Co., Ltd.
17. Ibiden Co., Ltd.
18. Kyocera Corporation
19. ASE Group
20. TSMC
21. GlobalFoundries Inc.

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 Rising AI GPU Demand for HBM-Attached Packages
  • 4.2.2 Yield Advantage of Smaller GPU Chiplets Versus Monolithic Dies
  • 4.2.3 Heterogeneous Integration for Datacenter Performance Scaling
  • 4.2.4 Resilient Supply Chain Shift Toward Chiplet-Based Design Reuse
  • 4.2.5 Advanced Packaging Capacity Investments by Foundries and OSATs
  • 4.2.6 GPU Roadmaps Requiring Multi-Die Thermal and Power Optimization
• 4.3 Market Restraints
  • 4.3.1 High Packaging Cost and Limited High-Volume Capacity
  • 4.3.2 Thermal and Signal Integrity Complexity in Dense Interconnects
  • 4.3.3 Ecosystem Lock-In Around Proprietary Packaging Platforms
  • 4.3.4 Qualification Risk Across GPU, Memory, and Substrate Suppliers
• 4.4 Industry Value Chain Analysis
  • 4.4.1 Raw Materials and Substrates
  • 4.4.2 Design and IP Development
  • 4.4.3 Wafer Fabrication
  • 4.4.4 Assembly and Advanced Packaging
  • 4.4.5 Test and Validation
  • 4.4.6 End-Use Deployment
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
  • 4.6.1 2.5D Interposer and Bridge-Based Packaging
  • 4.6.2 3D Stacked and Hybrid-Bonded Packaging
  • 4.6.3 Fan-Out and RDL-Based Packaging
  • 4.6.4 High Bandwidth Memory Integration
  • 4.6.5 Thermal Management and Co-Design
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Intensity of Competitive Rivalry
• 4.8 Pricing Analysis
• 4.9 Impact of Macroeconomic Factors on the Market

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By GPU Platform
  • 5.1.1 Data Center and AI GPUs
  • 5.1.2 HPC GPUs
  • 5.1.3 Professional and Workstation GPUs
  • 5.1.4 Client and Gaming GPUs
  • 5.1.5 Other GPU Platforms
• 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 Packaging
  • 5.2.4 Organic Substrate-Based Multi-Die Packaging
  • 5.2.5 Other Packaging Technologies
• 5.3 By Chiplet Function
  • 5.3.1 GPU Compute Chiplets
  • 5.3.2 Memory Chiplets
  • 5.3.3 I/O and Base Die Chiplets
  • 5.3.4 Connectivity and Interface Chiplets
  • 5.3.5 Other Chiplets
• 5.4 By Application
  • 5.4.1 AI Training and Inference
  • 5.4.2 High-Performance Computing
  • 5.4.3 Cloud Computing
  • 5.4.4 Professional Visualization
  • 5.4.5 Gaming and Consumer Graphics
  • 5.4.6 Other Applications
• 5.5 By End User
  • 5.5.1 Hyperscalers and Cloud Providers
  • 5.5.2 Enterprise Data Centers
  • 5.5.3 Research and Government HPC Centers
  • 5.5.4 OEMs and System Integrators
  • 5.5.5 Other End Users
• 5.6 By Geography
  • 5.6.1 North America
    • 5.6.1.1 United States
    • 5.6.1.2 Canada
    • 5.6.1.3 Mexico
  • 5.6.2 Europe
    • 5.6.2.1 Germany
    • 5.6.2.2 United Kingdom
    • 5.6.2.3 France
    • 5.6.2.4 Italy
    • 5.6.2.5 Rest of Europe
  • 5.6.3 Asia-Pacific
    • 5.6.3.1 China
    • 5.6.3.2 Japan
    • 5.6.3.3 South Korea
    • 5.6.3.4 India
    • 5.6.3.5 Southeast Asia
    • 5.6.3.6 Rest of Asia-Pacific
  • 5.6.4 South America
  • 5.6.5 Middle East
  • 5.6.6 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 NVIDIA Corporation
  • 6.4.2 Advanced Micro Devices, Inc.
  • 6.4.3 Taiwan Semiconductor Manufacturing Company Limited
  • 6.4.4 Intel Corporation
  • 6.4.5 Samsung Electronics Co., Ltd.
  • 6.4.6 SK hynix Inc.
  • 6.4.7 Micron Technology, Inc.
  • 6.4.8 Amkor Technology, Inc.
  • 6.4.9 ASE Technology Holding Co., Ltd.
  • 6.4.10 JCET Group Co., Ltd.
  • 6.4.11 Tongfu Microelectronics Co., Ltd.
  • 6.4.12 SPIL, Siliconware Precision Industries Co., Ltd.
  • 6.4.13 Powertech Technology Inc.
  • 6.4.14 Unimicron Technology Corporation
  • 6.4.15 Shinko Electric Industries Co., Ltd.
  • 6.4.16 Murata Manufacturing Co., Ltd.
  • 6.4.17 Ibiden Co., Ltd.
  • 6.4.18 Kyocera Corporation
  • 6.4.19 ASE Group
  • 6.4.20 TSMC
  • 6.4.21 GlobalFoundries Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment