인공지능(AI) 가속기용 2.5D 및 3D IC 패키징 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the 2.5D and 3D IC packaging market size is expected to increase from USD 14.84 billion in 2026 to USD 45.19 billion by 2031, growing at a 32.09% CAGR over 2026-2031.

This report is Segmented by Packaging Technology (2. 5D IC Packaging, and More), Packaging Platform (CoWoS, I-Cube, Foveros, and EMIB, and More), Application (AI Training Accelerators, AI Inference Accelerators, and More), End-User (Hyperscalers and Cloud Providers, Enterprise AI Infrastructure, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Insights and Trends of 2.5D And 3D IC Packaging Market For AI Accelerators

Exploding Training Compute Requirements in Foundation Models

Training runs now exceed 1025 floating-point operations, one hundred times the 2020 benchmark. OpenAI needed 25,000 NVIDIA A100 GPUs for GPT-4, while Meta's 405 billion-parameter Llama 3.1 consumed over 16,000 H100S. These clusters saturate HBM3E bandwidth before tensor cores reach full utilization, forcing architects to adopt 2.5D interposers like CoWoS-L that furnish 10 TB/s die-to-die bandwidth. Dual-die GPUs also let suppliers salvage partially yielding tiles, boosting overall wafer economics. As researchers eye 10-trillion-parameter models by 2027, packaging will remain the prime lever for meeting bandwidth and power-delivery demands.

Rapid AI Accelerator Refresh Cycles in Cloud Data Centers

Hyperscalers are cutting accelerator refresh intervals from two years to one. Microsoft rolled out Maia 200 across Azure in late 2025, Google began TPU v8 volume shipments in 2025, and AWS introduced Trainium 2 in 2024. Each SKU demands packaging that mixes logic, memory, and analog I/O dies in a single footprint. Latency-sensitive inference variants increasingly favor vertical stacking, nudging suppliers toward hybrid bonding. Lead times for CoWoS lines are 6 to 9 months, so long-term foundry alliances become decisive for allocation.

Yield Management Challenges Beyond 8-High HBM Stacks

SK hynix's 12-high HBM3E brings 36 GB per package yet faces alignment tolerances under 1 µm and warpage over 50 µm during reflow, cutting yields to the low-50% range. Samsung plans to counter with hybrid bonding for HBM4 in 2026, but that process tightens surface-roughness specs to sub-nm levels and heightens particulate sensitivity. TSMC's CoWoS-L yields reach 70%-80% at 8-high yet dip below 50% at 12-high, doubling the cost per functional package. Until backside power delivery and new underfill chemistries mature, large-capacity stacks will remain cost-challenged.

Other drivers and restraints analyzed in the detailed report include:

1. Heterogeneous Integration Roadmaps of Leading Foundries
2. Government Funding for Advanced Packaging Capacity Expansion
3. Limited Sub-10 µm Micro-Bump Supply Chain Readiness

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

Segment Analysis

2.5D IC packaging accounted for 88% of 2025 revenue, aided by CoWoS shipments to NVIDIA Blackwell GPUs. The 2.5D and 3D IC packaging market size for 2.5D solutions is anchored by multi-reticle silicon interposers that integrate logic tiles with up to eight HBM stacks. Still, 3D IC packaging is forecast to grow at a 32.49% CAGR, as vertical stacking collapses signal paths by 90% and unlocks backside power delivery. Intel's Meteor Lake processors show 20% energy gains through PowerVia-enabled Foveros Direct, and Samsung's X-Cube roadmap rivals that performance. Over the next five years, AI inference at the edge and thermal budgets under 500 W will push designers toward 3D topologies that minimize footprint and latency.

Adoption hurdles remain. 3D assembly requires known-good-die testing at each layer and tighter wafer-to-wafer alignment, slowing throughput compared with 2.5D interposer bonding. Yield drag persists for stacks with more than 4 active logic layers, yet suppliers are co-optimizing die design, wafer thinning, and thermal-compression steps to boost line productivity. As these kinks ease, 3D's share of the overall 2.5D and 3D IC packaging market is set to double by 2031, even as 2.5D interposers retain primacy for memory-bound training GPUs that need massive lateral area.

CoWoS secured 69% market share in 2025, fueled by NVIDIA, AMD, and multiple hyperscaler custom chips. The 2.5D and 3D IC packaging market share commanded by CoWoS reflects early learning-curve advantages and front-end integration with TSMC's 4 nm and 3 nm nodes. Yet Intel's EMIB and Foveros lines are logging a 32.89% CAGR, helped by Gaudi 3, Ponte Vecchio, and external foundry customers. EMIB embeds a silicon bridge within an organic laminate, slashing package cost by 40% compared to full-area interposers. Foveros stacks dies at 10 µm pitch, cutting latency for inference workloads that prize millisecond responsiveness.

Samsung's I-Cube introduces modular H-Cube, S-Cube, and X-Cube variants, positioning the Korean firm as a strong alternative in memory-centric designs. OSAT offerings such as Amkor SWIFT and ASE FOCoS target cost-sensitive edge AI markets where package thickness and bill-of-materials costs trump absolute bandwidth. Over time, platform diversity will allow designers to mix interposer, bridge, and fan-out modalities, selecting the lowest-cost architecture that meets workload needs.

Geography Analysis

Asia-Pacific captured 65% of 2025 revenue, driven by Taiwan's dominance in CoWoS technology and South Korea's leadership in HBM production. TSMC is investing between USD 52 billion and USD 56 billion in capital expenditures through 2026, with plans to achieve a production capacity of 150,000 CoWoS wafers per month. Meanwhile, Samsung has announced a record-breaking USD 73 billion capital expenditure plan for 2026, with a significant portion allocated to hybrid-bonded HBM4 production lines. Additionally, Japan has provided a JPY 920 billion (USD 6.3 billion) subsidy for TSMC's Kumamoto site, establishing a second major hub in Asia and reducing reliance on a single geographic location.

North America is projected to be the fastest-growing region, with a compound annual growth rate (CAGR) of 33.09%. This growth is fueled by USD 1.6 billion in CHIPS Act packaging grants and Intel's Ohio fabrication complex, which integrates front-end lithography with advanced back-end technologies such as Foveros and EMIB. Furthermore, Applied Materials' new research center in Sunnyvale, California, and Absolics' glass-substrate manufacturing facility in Georgia are helping to streamline critical-materials supply chains within the region.

Europe's market share remains relatively modest; however, the EUR 43 billion (USD 47 billion) European Chips Act is now supporting the development of pilot packaging lines in Germany and France. In contrast, South America, the Middle East, and Africa are lagging but are actively pursuing OSAT partnerships to support the production of automotive and industrial chips. Early initiatives, such as Brazil's Ceitec and the UAE's Mubadala-backed ventures, are making progress, though large-scale interposer manufacturing capacity is expected to remain concentrated in Asia and North America through 2031.

1. Taiwan Semiconductor Manufacturing Company Limited
2. Samsung Electronics Co. Ltd.
3. Intel Corporation
4. ASE Technology Holding Co. Ltd.
5. Amkor Technology Inc.
6. United Microelectronics Corporation
7. Powertech Technology Inc.
8. Jiangsu Changjiang Electronics Technology Co. Ltd.
9. Siliconware Precision Industries Co. Ltd.
10. Advanced Micro Devices Inc.
11. NVIDIA Corporation
12. Broadcom Inc.
13. Marvell Technology Inc.
14. Xilinx Inc. (AMD)
15. Graphcore Ltd.
16. Tenstorrent Inc.
17. Cerebras Systems Inc.
18. Alibaba Group Holding Limited (T-Head)
19. Huawei Technologies Co. Ltd. (HiSilicon)
20. Google LLC (Tensor Processing Unit)

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 Exploding Training Compute Requirements in Foundation Models
  • 4.2.2 Rapid AI Accelerator Refresh Cycles in Cloud Data Centers
  • 4.2.3 Heterogeneous Integration Roadmaps of Leading Foundries
  • 4.2.4 Government Funding for Advanced Packaging Capacity Expansion
  • 4.2.5 Sustainability Push Toward Lower-Power Chiplet Architectures
  • 4.2.6 Vertical AI Start-Ups Demanding Custom 3D Packages
• 4.3 Market Restraints
  • 4.3.1 Yield Management Challenges Beyond 8-High HBM Stacks
  • 4.3.2 Limited Sub-10 µm Micro-Bump Supply Chain Readiness
  • 4.3.3 CapEx Intensity Straining OSAT Profitability
  • 4.3.4 Geopolitical Export Controls on Advanced Packaging Tools
• 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 Packaging Technology
  • 5.1.1 2.5D IC Packaging
  • 5.1.2 3D IC Packaging
• 5.2 By Packaging Platform
  • 5.2.1 CoWoS
  • 5.2.2 I-Cube
  • 5.2.3 Foveros / EMIB
  • 5.2.4 Other Custom Advanced Packaging Platforms
• 5.3 By Application
  • 5.3.1 AI Training Accelerators
  • 5.3.2 AI Inference Accelerators
  • 5.3.3 HPC Accelerators
• 5.4 By End-User
  • 5.4.1 Hyperscalers / Cloud Providers
  • 5.4.2 Enterprise AI Infrastructure
  • 5.4.3 Research and Government AI/HPC Centers
• 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 United Kingdom
    • 5.5.2.2 Germany
    • 5.5.2.3 France
    • 5.5.2.4 Rest of Europe
  • 5.5.3 Asia-Pacific
    • 5.5.3.1 China
    • 5.5.3.2 Japan
    • 5.5.3.3 India
    • 5.5.3.4 South Korea
    • 5.5.3.5 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 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 Taiwan Semiconductor Manufacturing Company Limited
  • 6.4.2 Samsung Electronics Co. Ltd.
  • 6.4.3 Intel Corporation
  • 6.4.4 ASE Technology Holding Co. Ltd.
  • 6.4.5 Amkor Technology Inc.
  • 6.4.6 United Microelectronics Corporation
  • 6.4.7 Powertech Technology Inc.
  • 6.4.8 Jiangsu Changjiang Electronics Technology Co. Ltd.
  • 6.4.9 Siliconware Precision Industries Co. Ltd.
  • 6.4.10 Advanced Micro Devices Inc.
  • 6.4.11 NVIDIA Corporation
  • 6.4.12 Broadcom Inc.
  • 6.4.13 Marvell Technology Inc.
  • 6.4.14 Xilinx Inc. (AMD)
  • 6.4.15 Graphcore Ltd.
  • 6.4.16 Tenstorrent Inc.
  • 6.4.17 Cerebras Systems Inc.
  • 6.4.18 Alibaba Group Holding Limited (T-Head)
  • 6.4.19 Huawei Technologies Co. Ltd. (HiSilicon)
  • 6.4.20 Google LLC (Tensor Processing Unit)

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment