Global Data Center Al Chip Packaging
Market Forecast 2024-2030
Unlocking Fast-Growing Opportunities in Al Wave

Advanced packaging is the cornerstone to unlock the next stage of semiconductor market expansion for data center AI.

According to the DIGITIMES forecast, shipments of data center AI accelerator chips, measured by die count, are projected to grow at a compound annual rate (CAGR) of 40% from 2024 to 2030.

Advanced packaging has become the key enabling solution, driving AI chips to overcome critical barriers such as the interconnect wall, memory wall, and thermal wall, thereby accelerating the development of AI.

Data center AI HPC advanced packaging revenue is poised to grow rapidly, reaching $ 51 billion by 2030 at a CAGR of 45%. According to the report, Taiwanese firms are expected to hold a dominant 76% global market share in data center AI HPC packaging, and Taiwan's market share is projected to remain around 70% by 2030.

In summary, the generative AI boom remains in full swing, and demand for data center AI chips continues to increase. Advanced packaging technologies and the related supply chain will be essential in shaping the future of competition in AI chips.

Report Highlights
Analysis of data center AI Accelerator growth momentum

Driven by ever-increasing computing power requirements, demand for data center AI accelerators continues to grow. While general-purpose GPUs (GPGPUs) remain the mainstream data center AI chip type, the shipment volume growth momentum for application-specific AI chips is even stronger than that of GPGPUs. In terms of die shipments, data center AI accelerators are projected to achieve a robust 40% CAGR over the 2024–2030 period.

Identifying three key growth drivers

The major driving forces propelling the growth of the data center AI accelerator packaging market will be: 2.5D CoWoS (and CoWoS-like) packaging, System-on-Wafer (SoW), and 3D IC packaging (SoIC and similar technologies). Among these, 2.5D CoWoS packaging is expected to maintain the highest market share.

Exploring Taiwan's competitiveness in data center advanced packaging

Due to TSMC's technological advantages and market leadership across advanced process nodes and advanced packaging, Taiwan-based companies maintain a persistently high share of the data center AI accelerator packaging market. Besides TSMC, companies like ASE and Powertech Technology (PTI) are also aggressively investing in the advanced packaging sector. It is anticipated that Taiwan-headquartered semiconductor firms will sustain a high market share in the data center AI accelerator-related packaging market through 2030.

Data Center AI HPC Packaging Outpaces Overall Market
Looking ahead to 2024-2030, the global data center AI HPC packaging revenue CAGR is projected to reach 46%, significantly higher than the overall semiconductor packaging market's CAGR of 9.5% and the global semiconductor market's CAGR of 8.7% over the same period.
Contents >
Figures >
Taiwan's AI Advanced Packaging Dominance: 70%+ Market Share Through 2030
Based on the aggressive research and development and expanded investment in the advanced packaging field by companies such as TSMC, ASE, and Powertech Technology (PTI), DIGITIMES projects that Taiwan-headquartered semiconductor companies will maintain a high market share of over 70% in the global data center AI/HPC packaging market through 2030.
Contents >
Figures >
Advanced Packaging Improves Compute Performance Significantly
According to TSMC's internal research, form 28nm node to A16 node, compute performance per reticle area rise 80 times in the case without the support of advanced packaging. With advanced packaging, the performance reaches an astonishing 320 times. Advanced packaging has become an essential competitive edge.
Contents >
Figures >
Research Team
Eric Huang
Co-researcher
Eric Huang
Vice President
# Semiconductor
Tony Huang
Co-researcher
Tony Huang
Director
# Semiconductor & Display
Special Report No.7

Global Data Center AI Chip Packaging
Market Forecast 2024-2030
Unlocking Fast-Growing
Opportunities in AI Wave

Original Price USD 5,500

On Sale USD 4,400

Early bird: before 1/15

About DIGITIMES Research
DIGITIMES connects with over 1,200 members from Taiwan's top tech companies, focusing on advancing technology research across key areas like semiconductors, AI, IoT, IT, consumer electronics, telecom, automotive tech, and displays. We are dedicated to providing firsthand access to industry insights and global supply chain trends.
DIGITIMES Research's reports cover global and Taiwanese production and sales data, industry development trends, technological advancements, strategies of leading companies, and competitive dynamics. We also focus on supply chain trends in regional and emerging markets and the development of key components.
In today's challenging economic environment, companies need deep insights and precise data to formulate strategies. DIGITIMES Research provides comprehensive coverage of the entire process, from semiconductor design and manufacturing to servers and end products, including all stages of component production and distribution. We offer accurate, transparent, and systematic analysis to help businesses make informed decisions within complex supply chains.
DIGITIMES Research consists of experienced industry experts who bring deep expertise in their respective fields, delivering high-quality and thorough research reports. Our research is based on reliable and authoritative data sources, including collaborations with industry-leading companies. We employ rigorous scientific research methodologies to ensure the accuracy and credibility of our reports.
DIGITIMES Research provides customized research and consulting services tailored to businesses' unique needs. Our offerings include technology trend forecasting, competitor analysis, and supply chain insights. With deep industry expertise, we help businesses seize innovation opportunities, make informed decisions, and strengthen their competitive edge in a rapidly evolving tech landscape.