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

According to Mordor Intelligence, the GPU foundry market size is expected to increase from USD 13.78 billion in 2025 to USD 17.73 billion in 2026 and reach USD 54.86 billion by 2031, growing at a CAGR of 25.35% over 2026-2031.

This report is Segmented by Technology Node (3 Nm and Below, 4/5 Nm, 6/7 Nm, 8/10/12 Nm, 14/16 Nm, 20/22/28 Nm, and More), Wafer Size (300 Mm, 200 Mm, and More), Foundry Business Model (Pure-Play Foundry, and IDM Merchant Foundry Services), Application (Data Center AI and HPC, Client Computing and Gaming, Automotive, Industrial, and More), and Geography. The Market Forecasts are Provided in Terms in Value (USD).

Global GPU Foundry Market Trends and Insights

Hyperscale AI Training and Inference Cluster Expansion

Hyperscale spending remains the main demand engine for the GPU foundry market because cloud platforms are building AI capacity at the same time that enterprise customers are broadening inference use cases. The GPU foundry market now supports both large training clusters and recurring inference deployments, and that creates a steadier replenishment cycle for high-end wafer demand than one-off procurement waves. This matters because the installed base of AI systems has to be refreshed, expanded, and regionally duplicated as performance requirements rise and service latency becomes more important. The growth of in-house accelerators at major cloud firms also means the GPU foundry market is no longer tied to a single chip designer, since more custom silicon programs now compete for advanced-node capacity. NVIDIA stated that Blackwell wafer production is underway in Phoenix and that it plans to produce up to USD 500 billion of AI infrastructure in the US with partners, which shows how AI demand is now pulling on both leading-edge wafer starts and downstream system manufacturing capacity.

Enterprise AI Factory and Sovereign Compute Procurement

Enterprise AI factory programs and sovereign compute plans are giving the GPU foundry market a broader demand base that is less dependent on pure commercial optimization. Procurement is increasingly shaped by resilience, domestic production preferences, and the need for trusted supply, which raises the value of foundries that can point to certified capacity across more than one geography. TSMC expanded its planned US investment to USD 165 billion in March 2025, and that package includes three new fabs, two advanced packaging facilities, and a major R&D center in Arizona.NVIDIA also said its US manufacturing network for AI infrastructure now spans partners across semiconductors, boards, systems, and racks, which supports the view that sovereign and enterprise buyers want more local control over the AI hardware stack. GlobalFoundries added another domestic signal with a USD 16 billion US investment focused on facility expansion, packaging innovation, silicon photonics, and next-generation GaN, and that supports a wider sourcing field inside the GPU foundry market even where leading-edge share remains concentrated.

Export Controls and Tariff Volatility

Export controls remain the most disruptive external restraint for the GPU foundry market because they affect end-destination approval, customer mix, and allocation planning at the same time. The US Bureau of Industry and Security changed its policy on certain advanced computing chip exports to China and Macau in January 2026, shifting from a presumption of denial to a case-by-case review for specified products. That policy also requires exporters to certify that global foundry capacity for similar or more advanced chips for US end users will not be diverted, which ties foundry allocation directly to export compliance. The result is that the GPU foundry market faces more documentation, more screening, and less certainty around which advanced products can move through the pipeline without delay. This uncertainty does not stop demand, but it does make customer prioritization, production planning, and revenue timing harder to manage across the GPU foundry market.

Other drivers and restraints analyzed in the detailed report include:

1. AI Accelerator Race for Sub-5 Nm Advanced Nodes
2. Chiplet-Based GPU Roadmaps Improving Yield and Product Scaling
3. HBM and Advanced Packaging Allocation Bias Toward AI Racks

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

Segment Analysis

The 4/5 nm segment held 42.11% of the GPU foundry market share in 2025, and that position reflected the main production generation for current AI accelerators, high-performance inference chips, and custom silicon from large cloud customers. In the GPU foundry market, this node band remains the commercial center because it balances transistor density, yield maturity, and ecosystem readiness better than older nodes and better than very early next-generation ramps. It also sits at the point where flagship AI products can be produced at scale without forcing every customer onto the highest-cost node before packaging, software, and system design are ready. Mature clusters such as 6/7 nm and 8/10/12 nm still matter in the GPU foundry market because gaming products, client graphics, automotive controllers, and industrial inference devices continue to ship on longer refresh cycles.

The 3 nm and below segment is projected to expand at a 26.21% CAGR through 2031, and that makes it the fastest node category as the GPU foundry market moves toward more power-efficient AI compute. NVIDIA and TSMC said the first Blackwell wafer was produced in Phoenix and that TSMC Arizona will produce 2 nm, 3 nm, 4 nm, and A16 technologies, which reinforces the practical link between advanced AI products and a widening sub-5 nm manufacturing footprint. Intel added another signal when it said Intel 18A entered production in 2025 and Intel 18A-P entered risk production in 2026, which shows that future leading-edge competition is becoming more credible even if the current GPU foundry market remains concentrated. In practice, the GPU foundry industry is likely to run with a layered node structure where 4/5 nm remains a large commercial base, 3 nm and below captures the premium AI migration, and mature nodes keep serving cost-sensitive and qualification-heavy products. This means the GPU foundry market is not moving away from older nodes entirely, but it is placing more of its value growth in the advanced-node tier where design complexity and pricing power are strongest.

The 300 mm segment commanded 96.33% of GPU foundry market size in 2025, and it also stands as the fastest-growing wafer size segment with a 26.62% CAGR through 2031. That dominance is expected because the GPU foundry market relies on 300 mm economics for large die designs, better output per run, and more efficient use of expensive advanced-node capacity. In the GPU foundry industry, 200 mm production still has a role in specialty controllers, power components, and older graphics-related devices where migration to larger wafers would not improve returns enough to justify the shift. The 150 mm and below tier remains marginal in the GPU foundry market and is mainly tied to supporting substrates or adjacent components rather than mainstream GPU wafer fabrication.

The importance of 300 mm wafers in the GPU foundry market extends beyond front-end logic production and into the broader packaging ecosystem that supports modern AI devices. TSMC said its Arizona expansion includes two advanced packaging facilities, which means the 300 mm footprint is being reinforced across both wafer fabrication and back-end integration. GlobalFoundries also committed funding to packaging innovation and silicon photonics in the US, which shows that domestic semiconductor strategy is being built around broader manufacturing chains and not just standalone fab shells. As a result, the GPU foundry market is likely to remain overwhelmingly tied to 300 mm infrastructure because that is where process maturity, packaging compatibility, and capacity investment are all moving together.

Complete Report Scope:

• By Technology Node
  • 3 Nm and Below
  • 4/5 Nm
  • 6/7 Nm
  • 8/10/12 Nm
  • 14/16 Nm
  • 20/22/28 Nm
  • 40/45/55 Nm
  • 65 Nm and Above
• By Wafer Size
  • 300 Mm
  • 200 Mm
  • 150 Mm and Below
• By Foundry Business Model
  • Pure-Play Foundry
  • IDM Merchant Foundry Services
• By Application
  • Data Center AI and HPC
  • Client Computing and Gaming
  • Professional Visualization and Workstations
  • Automotive
  • Industrial, Edge AI, IoT, and Robotics
  • Consumer Electronics and Mobile Graphics
  • Other Applications
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Rest of Europe
    • Russia
  • Asia-Pacific
    • China
    • Japan
    • South Korea
    • India
    • Southeast Asia
    • Rest of Asia-Pacific
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Middle East
    • Saudi Arabia
    • United Arab Emirates
    • Turkey
    • Rest of Middle East
  • Africa
    • South Africa
    • Rest of Africa

Geography Analysis

North America held 68.44% of the GPU foundry market share in 2025, and that lead came from the region's concentration of fabless AI chip designers, hyperscalers, and system developers that drive most leading-edge demand. The GPU foundry market in North America is therefore demand-heavy and design-heavy, even though a large share of wafer fabrication has historically remained concentrated in East Asia. TSMC expanded its planned US investment to USD 165 billion in March 2025, and the package covers three new fabs, two advanced packaging facilities, and a major RandD center in Arizona. NVIDIA also said Blackwell wafer production is underway in Phoenix and that it plans to produce up to USD 500 billion of AI infrastructure in the US with partners, which shows that the regional footprint is extending from silicon design into physical manufacturing and system buildout. This makes North America the commercial center of the GPU foundry market even as cross-border manufacturing dependence remains an important strategic risk.

Asia-Pacific is projected to expand at a 26.42% CAGR, making it the fastest-growing contributor to GPU foundry market size through 2031. The GPU foundry market in this region remains anchored by Taiwan's central role in leading-edge fabrication, but it is also being widened by investment paths linked to Japan, South Korea, and India. Cadence and Samsung Foundry deepened their 2 nm and 3D-IC collaboration in 2026, which supports South Korea's effort to stay relevant in next-generation AI design and manufacturing flows. The region's growth profile in the GPU foundry market comes from scale, supply chain depth, and the fact that most practical advanced-node manufacturing capacity is still clustered there.

Europe remains a smaller part of the GPU foundry market, but it is gaining relevance through policy support, trusted manufacturing, and specialty semiconductor capabilities. GlobalFoundries announced a USD 16 billion US investment in 2025 that included packaging and photonics expansion, and that kind of industrial policy response mirrors the broader push for resilient semiconductor capacity across allied regions. South America, the Middle East, and Africa still represent a limited share of the GPU foundry market, although the Middle East is becoming more important as a demand center for sovereign AI infrastructure. The long-term role of these regions in the GPU foundry market is likely to depend more on compute deployment, connectivity upgrades, and trusted sourcing partnerships than on near-term creation of large domestic leading-edge fab capacity.

1. Taiwan Semiconductor Manufacturing Company Limited
2. Samsung Electronics Co., Ltd.
3. Intel Corporation
4. GlobalFoundries Inc.
5. United Microelectronics Corporation
6. Semiconductor Manufacturing International Corporation
7. Tower Semiconductor Ltd.
8. Hua Hong Semiconductor Limited
9. Powerchip Semiconductor Manufacturing Corporation
10. Vanguard International Semiconductor Corporation
11. X-FAB Silicon Foundries SE
12. SkyWater Technology, Inc.
13. STMicroelectronics N.V.
14. Renesas Electronics Corporation
15. Dongbu HiTek Co., Ltd.
16. PSMC Group
17. ASE Technology Holding Co., Ltd.
18. Amkor Technology, Inc.
19. JCET Group Co., Ltd.
20. SMIC Shanghai Manufacturing Co.

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 Hyperscale AI Training and Inference Cluster Expansion
  • 4.2.2 Enterprise AI Factory and Sovereign Compute Procurement
  • 4.2.3 Chiplet-Based GPU Roadmaps Improving Yield and Product Scaling
  • 4.2.4 AI Accelerator Race for Sub-5 Nm Advanced Nodes
  • 4.2.5 Industry Demand for Trusted Domestic Fabs
  • 4.2.6 Foundry Capacity Lock-In Through Long-Term AI Supply Agreements
• 4.3 Market Restraints
  • 4.3.1 Export Controls and Tariff Volatility
  • 4.3.2 Elevated GPU and Memory ASPs Slowing Mainstream Adoption
  • 4.3.3 HBM and Advanced Packaging Allocation Bias Toward AI Racks
  • 4.3.4 Grid Interconnection Delays for High-Density GPU Campuses
• 4.4 Industry Value Chain Analysis
• 4.5 Industry Supply Chain Analysis
• 4.6 Impact of Macroeconomic Factors on the Market
• 4.7 Regulatory Landscape
• 4.8 Technological Outlook
• 4.9 Porter's Five Forces Analysis
  • 4.9.1 Bargaining Power of Suppliers
  • 4.9.2 Bargaining Power of Buyers
  • 4.9.3 Threat of New Entrants
  • 4.9.4 Threat of Substitutes
  • 4.9.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Technology Node
  • 5.1.1 3 Nm and Below
  • 5.1.2 4/5 Nm
  • 5.1.3 6/7 Nm
  • 5.1.4 8/10/12 Nm
  • 5.1.5 14/16 Nm
  • 5.1.6 20/22/28 Nm
  • 5.1.7 40/45/55 Nm
  • 5.1.8 65 Nm and Above
• 5.2 By Wafer Size
  • 5.2.1 300 Mm
  • 5.2.2 200 Mm
  • 5.2.3 150 Mm and Below
• 5.3 By Foundry Business Model
  • 5.3.1 Pure-Play Foundry
  • 5.3.2 IDM Merchant Foundry Services
• 5.4 By Application
  • 5.4.1 Data Center AI and HPC
  • 5.4.2 Client Computing and Gaming
  • 5.4.3 Professional Visualization and Workstations
  • 5.4.4 Automotive
  • 5.4.5 Industrial, Edge AI, IoT, and Robotics
  • 5.4.6 Consumer Electronics and Mobile Graphics
  • 5.4.7 Other Applications
• 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
    • 5.5.2.6 Russia
  • 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
    • 5.5.4.1 Brazil
    • 5.5.4.2 Argentina
    • 5.5.4.3 Rest of South America
  • 5.5.5 Middle East
    • 5.5.5.1 Saudi Arabia
    • 5.5.5.2 United Arab Emirates
    • 5.5.5.3 Turkey
    • 5.5.5.4 Rest of Middle East
  • 5.5.6 Africa
    • 5.5.6.1 South Africa
    • 5.5.6.2 Rest of 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 Taiwan Semiconductor Manufacturing Company Limited
  • 6.4.2 Samsung Electronics Co., Ltd.
  • 6.4.3 Intel Corporation
  • 6.4.4 GlobalFoundries Inc.
  • 6.4.5 United Microelectronics Corporation
  • 6.4.6 Semiconductor Manufacturing International Corporation
  • 6.4.7 Tower Semiconductor Ltd.
  • 6.4.8 Hua Hong Semiconductor Limited
  • 6.4.9 Powerchip Semiconductor Manufacturing Corporation
  • 6.4.10 Vanguard International Semiconductor Corporation
  • 6.4.11 X-FAB Silicon Foundries SE
  • 6.4.12 SkyWater Technology, Inc.
  • 6.4.13 STMicroelectronics N.V.
  • 6.4.14 Renesas Electronics Corporation
  • 6.4.15 Dongbu HiTek Co., Ltd.
  • 6.4.16 PSMC Group
  • 6.4.17 ASE Technology Holding Co., Ltd.
  • 6.4.18 Amkor Technology, Inc.
  • 6.4.19 JCET Group Co., Ltd.
  • 6.4.20 SMIC Shanghai Manufacturing Co.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment