完整報告名稱與涵蓋範圍
The Global Market for Thermal Management Systems and Materials for Advanced Semiconductor Packaging 2027-2037
報告摘要
Thermal management has moved from a downstream consequence of packaging decisions to a determinant of them. Power density, not device count, now sets the pace: GPUs running AI workloads dissipate heat fluxes on the order of 140 W/cm², while three-dimensional architectures record average fluxes near 300 W/cm² with localised hotspots between 500 and 1,000 W/cm². Single-package thermal design power has passed the kilowatt level and is advancing toward the 3,000–5,000 W range.
The binding constraint is the accumulated resistance of a conventional thermal stack — silicon, metal interconnect, micro-bumps, underfill, TIM1, lid, TIM2, cold plate. Two levers are available: shortening the path and reducing interfacial resistance, or expanding the area available for heat exchange. Both are being pursued simultaneously, and the boundary between "material" and "cooling system" has effectively dissolved inside the package.
Package area growth is the dominant volume driver. The 5.5× reticle-scale CoWoS_L platform entered volume production in 2026 carrying around twelve HBM3E or HBM4 stacks, with roughly 9.5× reticle-scale packages expected by 2027. Full silicon interposers face yield and cost limits beyond about 3.3× reticle, pushing the industry toward embedded silicon bridges, glass substrates and panel formats — each of which makes warpage and CTE mismatch, and therefore bond line uniformity, harder to control.
Several developments reshaped the field through mid-2026. TSMC is integrating microfluidic cooling into its 3DFabric platform, bringing cooling into design-technology co-optimisation alongside power delivery and interconnect. Micro-channel lids have emerged as the transitional architecture, retaining a qualifiable TIM1 interface while moving coolant close to the die. Thermal structures have migrated inside the memory stack: SK hynix's iHBM embeds integrated cooling elements at the die-to-die physical layer, claiming over 30% lower thermal resistance while remaining compatible with existing mass reflow molded underfill processes, and Samsung's Heat Path Block targets the same hotspot, with the HBM5 base die moving to a 2 nm process.
Materially, liquid metal has found a manufacturable form through confinement — fibre-matrix, elastomer-embedded droplet and hybrid dam architectures — rather than free application, addressing pump-out, leakage and aluminium compatibility. Engineered diamond has moved toward manufacturability via CMOS-compatible low-temperature growth and bond-ready surfaces, though grain structure remains decisive: only microcrystalline and single-crystal grades deliver headline conductivity.
The supplier base is consolidating, narrowing the qualified field at the high-performance end precisely as requirements become more demanding.
The Global Market for Thermal Management Systems and Materials for Advanced Semiconductor Packaging 2027-2037 is a comprehensive assessment of the materials, hardware and cooling architectures that determine how much power an advanced package can dissipate. Forecasts run to 2037 in constant 2025 US dollars, modelled across three layers — thermal interface materials, package-level thermal hardware, and in-package and direct-to-silicon cooling — with all segmentations reconciling to a single consistent total.
Contents include:
Executive summary — scope, key findings, and what has changed in this edition
Introduction — thermal design power, advanced packaging in HPC chips, thermal properties and benefits, evolution of planar die packaging area for GPUs
2.5D and 3D packaging technologies — modern packaging technology, interconnection, CoWoS and large-format 2.5D, panel and glass platforms, bumping technologies, micro-bump and copper-to-copper hybrid bonding, manufacturing yield, cost analysis, substrate evolution across silicon, organic and glass
Power management — power delivery systems and networks, supply noise, DVFS, power and clock gating, integrated voltage regulators in interposers, switched capacitor converters, magnetic integration, on-package voltage regulation, decoupling capacitors, low-resistance interconnects
Novel thermal materials — die-attach technology, TIM1 in 3D packaging, selection and optimisation, carbon nanotube TIMs, graphene, aerogels, metamaterial heat spreaders, bio-inspired approaches, in-package cooling for high-bandwidth memory, confined and composite liquid metal interfaces, engineered diamond and copper-diamond composites, wafer-level thermal stacks, active copper and advanced die-attach
Liquid cooling — rack-level power limitations, chip-level approaches, hybrid and thermoelectric integration, heat recovery and reuse, reliability and redundancy, micro-channel lids and micro-channel liquid cold plates, silicon-integrated microfluidics and direct-to-silicon cooling, thermal management for co-packaged optics
Thermal modelling and simulation — multi-physics requirements, AI-enhanced design optimisation, real-time monitoring integration
Global market forecasts to 2037 — scope, definitions and restatement; total market; segmentation by type, material selection, area, revenues, package architecture, in-package cooling technology, region; adjacent data centre liquid cooling market; advanced thermal materials evolution; scenario analysis; supplier landscape and consolidation
Company profiles — 61 profiles across materials, hardware and cooling including 2D Generation, 2D Photonics/CamGraphIC, 3M, Accelsius, Akash Systems, Apheros, Arieca, Asia Vital Components (AVC), Asperitas Immersed Computing, Auras Technology, Black Semiconductor, BNNano, Boston Materials, Boyd Corporation, Carbice, First Graphene, Carbon Waters, Cooler Master, CoolSem Technologies, Destination 2D, Dexerials, Diamond Quanta, Element Solutions / MacDermid Alpha Electronics Solutions, Engineered Fluids, Fabric8Labs, Fujitsu Laboratories, Global Graphene Group, Graphmatech, Green Revolution Cooling (GRC), Henkel, Huntsman, Iceotope, Indium Corporation, Jentech Precision Industrial, JetCool Technologies and more
References
授權報價
| Single User | $1,100 GBP |
目錄 Table of Contents
1 EXECUTIVE SUMMARY 20
1.1 Semiconductor Packaging Technology Overview 20
1.1.1 Key challenges 21
1.1.2 Evolution of semiconductor packaging 22
1.1.2.1 From 1D to 3D 23
1.1.3 Conventional packaging approaches 24
1.1.4 Advanced packaging approaches 25
1.2 Semiconductor Supply Chain 26
1.3 Advanced Packaging Supply Chain 27
1.4 Key Technology Trends in Advanced Packaging 28
1.5 Market Growth Drivers 29
1.6 Competitive Landscape 29
1.7 Market Challenges 30
1.8 Future outlook 31
1.8.1 Heterogeneous Integration 31
1.8.2 Chiplets and Die Disaggregation 32
1.8.3 Advanced Interconnects 32
1.8.4 Scaling and Miniaturization 33
1.8.5 Thermal Management 33
1.8.6 Materials Innovation 34
1.8.7 Supply Chain Developments 34
1.8.8 Role of Simulation and Data Analytics 35
2 SEMICONDUCTOR PACKAGING TECHNOLOGIES 36
2.1 Transistor Device Scaling 36
2.1.1 Overview 36
2.1.2 Heterogeneous Architecture Transition 37
2.1.3 Co-Design Focus Areas 37
2.2 Wafer Level Packaging 39
2.3 Fan-Out Wafer Level Packaging 41
2.4 Chiplets 42
2.4.1 AMD EPYC and Ryzen processor families 44
2.4.2 Disaggregation Needs 45
2.5 Interconnection in Semiconductor Packaging 46
2.5.1 Overview 47
2.5.2 Wire Bonding 47
2.5.3 Flip-chip bonding 48
2.5.4 Interposer 48
2.5.4.1 Interposer technology comparison 49
2.5.4.2 Glass interposer 49
2.5.4.2.1 Technical challenge of glass interposer 50
2.5.4.2.2 Different Interposer material comparison 50
2.5.5 Through-silicon via (TSV) bonding 51
2.5.6 Hybrid bonding with chiplets 51
2.5.7 Re-architecting die-to-die I/O 52
2.6 2.5D and 3D Packaging 52
2.6.1 2.5D packaging 52
2.6.1.1 Overview 52
2.6.1.1.1 Silicon Interposer 2.5D 54
2.6.1.1.1.1 Through Si Via (TSV) 54
2.6.1.1.1.2 (SiO2) based redistribution layers (RDLs) 55
2.6.1.1.2 2.5D Organic-based packaging 56
2.6.1.1.2.1 Chip-first and chip-last fan-out packaging 57
2.6.1.1.2.2 Organic substrates 58
2.6.1.1.2.3 Organic RDL 59
2.6.1.1.3 2.5D glass-based packaging 60
2.6.1.1.3.1 Benefits 61
2.6.1.1.3.2 Glass Si interposers in advanced packaging 62
2.6.1.1.3.3 Glass material properties 63
2.6.1.1.3.4 2/2 μm line/space metal pitch on glass substrates 64
2.6.1.1.3.5 3D Glass Panel Embedding (GPE) packaging 65
2.6.1.1.3.6 Thermal management 66
2.6.1.1.3.7 Polymer dielectric films 67
2.6.1.1.3.8 Challenges 67
2.6.1.1.3.9 Comparison with other substrates 68
2.6.1.1.3.10 TGV formation and metallisation 68
2.6.1.1.4 2.5D vs. 3D Packaging 69
2.6.1.2 Benefits 70
2.6.1.3 Challenges 70
2.6.1.4 Trends 70
2.6.1.5 Market players 71
2.6.2 3D packaging 72
2.6.2.1 Conventional 3D packaging 73
2.6.2.2 Advanced 3D Packaging with through-silicon vias (TSVs) 74
2.6.2.3 W2W vs D2W vs Collective D2W 75
2.6.2.4 Direct Molecular Bonding 76
2.6.2.5 3D Interconnect Trends 77
2.6.2.6 Hybrid Bonding 78
2.6.2.6.1 Devices using hybrid bonding 78
2.6.2.6.2 Fusion Bond 80
2.6.2.6.3 Low- and room-temperature Cu-Cu bonding 81
2.6.2.6.4 Devices using hybrid bonding 81
2.6.2.7 3D stacking supply chain 82
2.6.2.8 3D Microbump technology 83
2.6.2.8.1 Technologies 83
2.6.2.8.2 Challenges 84
2.6.2.8.3 Bumpless copper-to-copper (Cu-Cu) hybrid bonding 84
2.6.2.9 Trends 86
2.6.2.9.1 Memory drives the next wave 87
2.6.2.9.2 Low- and room-temperature Cu-Cu bonding 87
3 WAFER-LEVEL PACKAGING 88
3.1 Introduction 88
3.1.1 WLP to PLP 88
3.2 Benefits 88
3.3 Types of Wafer Level Packaging 89
3.3.1 Wafer Level Chip Scale Packaging 90
3.3.1.1 Overview 90
3.3.1.2 Advantages 90
3.3.1.3 Applications 91
3.3.2 Wafer Level Fan-Out Packaging 91
3.3.2.1 Overview 91
3.3.2.2 Advantages 92
3.3.2.3 Applications 93
3.3.3 Wafer Level Fan-In Packaging 94
3.3.3.1 Overview 94
3.3.3.2 Advantages 94
3.3.3.3 Applications 95
3.3.4 Other Types of WLP 95
3.3.4.1 Cu-Pillar Flip Chip 95
3.3.4.2 Advantages 95
3.3.4.2.1 Applications 96
3.3.4.3 Embedded Wafer Level BGA (eWLB) 97
3.3.4.4 Advantages 97
3.3.4.4.1 Applications 98
3.3.4.5 Chip-last FO-WLP 98
3.3.4.5.1 Advantages 98
3.3.4.5.2 Applications 99
3.3.4.6 Wafer-on-Wafer (WoW) 100
3.3.4.6.1 Applications 100
3.4 WLP Manufacturing Processes 101
3.4.1 Wafer Preparation 101
3.4.2 RDL Buildup 102
3.4.3 Bumping 102
3.4.4 Encapsulation 102
3.4.5 Integration 103
3.4.6 Test and Singulation 103
3.5 Wafer Level Packaging Trends 103
3.6 Applications of Wafer Level Packaging 105
3.6.1 Mobile and Consumer Electronics 105
3.6.2 Automotive Electronics 105
3.6.3 IoT and Industrial 105
3.6.4 High Performance Computing 105
3.6.5 Aerospace and Defense 105
3.7 Wafer Level Packaging Outlook 106
4 SYSTEM-IN-PACKAGE AND HETEROGENEOUS INTEGRATION 107
4.1 Introduction 107
4.2 Approaches for heterogenous integration 108
4.2.1 Technology Building Blocks 108
4.3 SiP Manufacturing Approaches 110
4.3.1 2.5D Integrated Interposers 110
4.3.2 Multi-Chip Modules 110
4.3.3 3D Stacked packages 111
4.3.4 Fan-Out Wafer Level Packaging 111
4.3.5 Flip Chip Package-on-Package 111
4.4 SiP Component Integration 112
4.5 Heterogeneous Integration Drivers 112
4.6 Trends Driving SiP Adoption 113
4.7 SiP Applications 114
4.8 SiP Industry Landscape 115
4.9 Future Outlook on Heterogeneous Integration 116
4.10 CPO (Co-Packaged Optics) 117
4.10.1 Co-packaging approaches 118
4.10.2 Heterogeneous integration of EIC and PIC 118
4.10.3 Interconnect Technology (in CPO) 119
4.10.4 Type of couplers 119
4.10.5 Advantages and limitations 120
4.10.6 CPO technologies, by company 120
4.11 IC Substrates 121
5 MONOLITHIC 3D IC 122
5.1 Overview 122
5.1.1 Transitioning from 2D Systems 122
5.1.2 Motivation for developing monolithic 3D manufacturing 122
5.1.3 Improved M3D Interconnect Density 122
5.1.4 Heterogenous 3D vs Monolithic 3D 124
5.1.5 2D Materials 124
5.2 Benefits 125
5.3 Challenges 126
5.4 Future outlook 126
6 MARKETS AND APPLICATIONS 128
6.1 Market value chain 128
6.1.1 SiP OEM/Designers 129
6.1.2 Chiplet OEM/Designer and Chiplet Foundry 129
6.1.3 Chiplet Integrator 129
6.1.3.1 Integrated Device Manufacturers (IDMs) 130
6.1.3.2 Outsourced Semiconductor Assembly and Test (OSAT) Providers 130
6.1.4 Material Suppliers 130
6.1.5 Equipment Suppliers 130
6.1.6 Substrate and PCB suppliers 130
6.1.7 EDA Tools Suppliers 130
6.1.8 Interposer Foundry 131
6.2 Packaging trends by market 131
6.2.1 Mobile Devices 132
6.2.2 High-Performance Computing (HPC) 132
6.2.3 Automotive 133
6.2.4 Internet of Things (IoT) 133
6.2.5 Consumer Electronics 133
6.2.6 Aerospace and Defense 134
6.2.7 Medical Devices 134
6.3 Design requirements 135
6.4 Artificial Intelligence (AI) 136
6.4.1 Challenges in AI 136
6.4.2 Advanced Packaging Solutions 136
6.4.2.1 2.5D and 3D Integration 136
6.4.2.2 Chiplet-based Packaging 136
6.4.2.3 Wafer-Level Packaging (WLP) 137
6.4.3 Addressing AI Challenges through Advanced Packaging 137
6.4.3.1 Processing Power 137
6.4.3.2 Memory Bandwidth 137
6.4.3.3 Energy Efficiency 137
6.4.3.4 Scalability 137
6.4.4 Applications 138
6.4.4.1 Data Center and Cloud Computing 138
6.4.4.2 Edge Devices and IoT 138
6.4.4.3 Healthcare and Medical Devices 138
6.4.4.4 Autonomous Vehicles 138
6.5 Mobile Devices 139
6.5.1 Challenges 139
6.5.2 Advanced Packaging Solutions 139
6.5.2.1 System-in-Package (SiP) 139
6.5.2.2 Fan-Out Wafer-Level Packaging (FOWLP) 140
6.5.2.3 3D IC Packaging 140
6.5.2.4 Wafer-Level Chip-Scale Packaging (WLCSP) 140
6.5.3 Addressing Challenges through Advanced Packaging 140
6.5.3.1 Power Consumption and Thermal Management 140
6.5.3.2 Size Constraints 140
6.5.3.3 Cost 141
6.5.4 Applications 141
6.5.4.1 Smartphones 141
6.5.4.2 Tablets 141
6.5.4.3 Wearables 141
6.5.4.4 AR/VR Devices 141
6.5.5 Future trends 142
6.6 High Performance Computing (HPC) 142
6.6.1 Challenges 143
6.6.2 Advanced Packaging Solutions for HPC 143
6.6.2.1 2.5D and 3D Integration 143
6.6.2.2 Hybrid bonding 144
6.6.2.3 Multi-Chip Modules (MCMs) 145
6.6.2.4 Chiplet-based Architectures 145
6.6.2.5 Advanced Interconnect Technologies 145
6.6.3 Addressing HPC Challenges through Advanced Packaging 145
6.6.3.1 Performance Scaling 145
6.6.3.2 Power Consumption 146
6.6.3.3 Interconnect Bandwidth 146
6.6.3.4 Reliability 147
6.6.4 Applications 147
6.6.4.1 Supercomputers 147
6.6.4.2 Data Center and Cloud Computing 147
6.6.4.3 Artificial Intelligence and Machine Learning 147
6.6.4.4 Scientific Computing and Simulation 147
6.6.4.5 Co-Packaged Optics 148
6.6.4.5.1 Network Switch 148
6.6.4.5.2 Optical communication in data centers 148
6.6.4.5.3 Thermal Management 148
6.6.4.5.4 Challenges in CPO 148
6.6.4.5.5 Package Structure 149
6.6.4.5.6 Fan-Out Embedded Bridge (FOEB) structure 150
6.6.4.5.7 Advancing Switching and AI Networks 150
6.6.4.5.8 Making on-chip photonics manufacturable 151
6.6.5 Thermal Interface Materials 151
6.6.6 Future Trends 151
6.7 Automotive Electronics 152
6.7.1 Challenges 152
6.7.2 Advanced Packaging Solutions for Automotive Electronics 153
6.7.2.1 System-in-Package (SiP) 153
6.7.2.2 Flip-Chip and Wafer-Level Packaging (WLP) 153
6.7.2.3 3D Integration and Through-Silicon Vias (TSVs) 154
6.7.3 Addressing Automotive Electronics Challenges through Advanced Packaging 154
6.7.3.1 ADAS/Autonomous driving systems 154
6.7.3.2 Harsh Environment Reliability 154
6.7.3.3 Safety and Reliability 155
6.7.3.4 Miniaturization and Integration 155
6.7.3.5 High-Speed Communication 155
6.7.3.6 Thermal Management 155
6.7.4 Applications 155
6.7.4.1 Advanced Driver Assistance Systems (ADAS) and Autonomous Driving 155
6.7.4.1.1 Radar packaging 157
6.7.4.2 Electric Vehicle (EV) Power Electronics 157
6.7.4.3 Infotainment and Telematics 158
6.7.4.4 Sensors and Actuators 158
6.7.5 Future Trends 159
6.8 Internet of Things (IoT) Devices 160
6.8.1 Challenges 160
6.8.2 Advanced Packaging Solutions for IoT Devices 160
6.8.2.1 Wafer-Level Packaging (WLP) 160
6.8.2.2 System-in-Package (SiP) 161
6.8.2.3 Fan-Out Wafer-Level Packaging (FOWLP) 161
6.8.2.4 3D Packaging and Through-Silicon Vias (TSVs) 161
6.8.3 Addressing IoT Device Challenges through Advanced Packaging 161
6.8.3.1 Size Constraints 161
6.8.3.2 Power Consumption 161
6.8.3.3 Cost Pressures 162
6.8.3.4 Integration and Functionality 162
6.8.3.5 Reliability and Robustness 162
6.8.4 Applications 162
6.8.4.1 Wearable Devices 162
6.8.4.2 Smart Home Devices 163
6.8.4.3 Industrial IoT Devices 163
6.8.4.4 Medical IoT Devices 163
6.8.5 Future Trends 163
6.9 5G & 6G Communications Infrastructure 164
6.9.1 Challenges 164
6.9.2 Trends in 5G and 6G packaging 165
6.9.3 Advanced Packaging Solutions for 5G and 6G Communications Infrastructure 165
6.9.3.1 Antenna-in-Package (AiP) 165
6.9.3.2 System-in-Package (SiP) 166
6.9.3.3 3D Packaging and Through-Silicon Vias (TSVs) 167
6.9.3.4 Fan-Out Wafer-Level Packaging (FOWLP) 167
6.9.4 Addressing 5G and 6G Infrastructure Challenges through Advanced Packaging 167
6.9.4.1 High-Frequency Operation 167
6.9.4.2 Massive MIMO and Beamforming 168
6.9.4.3 Energy Efficiency 169
6.9.4.4 Cost and Scalability 169
6.9.4.5 Thermal Management 169
6.9.5 Applications 169
6.9.5.1 Base Stations and Small Cells 169
6.9.5.2 Backhaul and Fronthaul Networks 169
6.9.5.3 Edge Computing and Network Slicing 170
6.9.5.4 Satellite and Non-Terrestrial Networks 170
6.9.6 Future Trends 170
6.10 Aerospace and Defense Electronics 171
6.10.1 Challenges 171
6.10.2 Advanced Packaging Solutions for Aerospace and Defense Electronics 172
6.10.2.1 3D Packaging and Through-Silicon Vias (TSVs) 172
6.10.2.2 Chip-Scale Packaging (CSP) and Wafer-Level Packaging (WLP) 172
6.10.2.3 Flip-Chip and Ball Grid Array (BGA) Packaging 172
6.10.2.4 Hermetic Packaging and Sealing 172
6.10.3 Addressing Aerospace and Defense Electronics Challenges through Advanced Packaging 173
6.10.3.1 Size, Weight, and Power (SWaP) Optimization 173
6.10.3.2 Harsh Environment Reliability 173
6.10.3.3 High Performance and Speed 173
6.10.3.4 Long-Term Reliability and Maintainability 173
6.10.3.5 Security and Anti-Tamper Features 174
6.10.4 Applications 174
6.10.4.1 Avionics and Flight Control Systems 174
6.10.4.2 Radar and Electronic Warfare Systems 174
6.10.4.3 Satellite Communications and Payload Electronics 174
6.10.4.4 Missile Guidance and Control Electronics 175
6.10.5 Future Trends 175
6.11 Medical Electronics 176
6.11.1 Challenges 176
6.11.2 Advanced Packaging Solutions for Medical Electronics 177
6.11.2.1 3D Packaging and Through-Silicon Vias (TSVs) 177
6.11.2.2 Wafer-Level Packaging (WLP) and Chip-Scale Packaging (CSP) 177
6.11.2.3 Flexible and Stretchable Packaging 177
6.11.2.4 Microfluidic Packaging 177
6.11.3 Addressing Medical Electronics Challenges through Advanced Packaging 178
6.11.3.1 Miniaturization 178
6.11.3.2 Biocompatibility 178
6.11.3.3 Reliability 178
6.11.3.4 Power Efficiency 178
6.11.3.5 High Performance 178
6.11.4 Applications 179
6.11.4.1 Implantable Devices 179
6.11.4.2 Wearable Health Monitors 179
6.11.4.3 Diagnostic Imaging Equipment 179
6.11.4.4 Surgical Robotics and Instruments 179
6.11.5 Future Trends 180
6.12 Consumer Electronics 181
6.12.1 Challenges 181
6.12.2 Advanced Packaging Solutions for Consumer Electronics 182
6.12.2.1 System-in-Package (SiP) 182
6.12.2.2 Fan-Out Wafer-Level Packaging (FOWLP) 182
6.12.2.3 3D Packaging and Through-Silicon Vias (TSVs) 182
6.12.2.4 Embedded Die Packaging 182
6.12.3 Addressing Consumer Electronics Challenges through Advanced Packaging 183
6.12.3.1 Miniaturization 183
6.12.3.2 Power Efficiency 183
6.12.3.3 High Performance 183
6.12.3.4 Cost Reduction 183
6.12.3.5 Time-to-Market 183
6.12.4 Applications 184
6.12.4.1 Smartphones and Tablets 184
6.12.4.2 Wearables and IoT Devices 184
6.12.4.3 Gaming Consoles and VR/AR Devices 184
6.12.4.4 Smart Home Devices 184
6.12.5 Future Trends 185
6.13 Additive manufacturing for advanced packaging 186
6.14 Silicon photonics 187
7 GLOBAL MARKET FORECASTS 189
7.1 By type 189
7.2 By Units & Wafers 190
7.3 By end-use market 190
7.4 By region 191
7.5 3D SoC 192
7.6 3D Stacked memory 193
7.7 UHD FO / RDL Interposer 193
7.8 2.5D Interposers 193
7.9 Embedded Si bridge 194
8 MARKET TRENDS 195
8.1 Data center 195
8.2 AI and Graphics 195
8.3 CPU 195
8.4 Autonomous vehicles 196
8.5 Roadmap 196
8.5.1 Interconnect technology trend 196
8.5.2 By interconnect density and technology node 197
8.5.3 By reticle size 197
8.5.4 By front-end vs back-end 198
8.5.5 By 2.5D and 3D Technology Trends 198
8.5.6 By I/O density, I/O pitch and package size 199
8.6 Commercialized Products 199
8.6.1 3D Memory 200
8.6.2 GPU 200
8.6.2.1 Nvidia 200
8.6.2.2 AMD 200
8.6.2.3 Intel 201
8.6.3 AI ASICs 201
8.6.3.1 Intel 201
8.6.3.2 Google 201
8.6.3.3 Amazon 202
8.6.3.4 Microsoft 202
8.6.3.5 Huawei 202
8.6.3.6 Meta 202
8.6.4 CPU 202
8.6.4.1 AMD 203
8.6.4.2 Amazon 203
8.6.4.3 Intel 203
8.6.4.4 Nvidia 204
8.6.5 Networking and CPO switches 204
8.6.5.1 Nvidia Quantum-X and Spectrum-X Photonics 204
8.6.5.2 Broadcom Tomahawk CPO (Bailly / Davisson) 205
9 MARKET PLAYERS 206
9.1 Integrated Device Manufacturers 206
9.2 Outsourced Semiconductor Assembly and Test (OSAT) Companies 207
9.3 Foundries 209
9.4 Electronics OEMs 212
9.5 Packaging Equipment and Materials Companies 214
10 MARKET CHALLENGES 216
11 COMPANY PROFILES 218
11.1 AaltoSemi 218
11.2 Absolic, Inc. 218
11.3 ACCRETECH (Europe) GmbH 219
11.4 Adeia, Inc. 220
11.5 Advanced Micro Devices, Inc. (AMD) 220
11.6 Ajinomoto 223
11.7 Analog Devices, Inc. (ADI) 224
11.8 Amkor Technology 225
11.9 Anmuquan Intelligent Technology (AMQ Intelligent) 227
11.10 Apple 227
11.11 Applied Materials 228
11.12 Ardentec Corporation 228
11.13 Arieca 229
11.14 ARM 230
11.15 ASE 230
11.16 ASMPT Ltd 232
11.17 Ayar Labs 232
11.18 Besi 233
11.19 Biren Technology 234
11.20 Blue Ocean Smart System 235
11.21 Brewer Science 236
11.22 Broadcom 237
11.23 BroadPak 238
11.24 Cadence Design Systems 239
11.25 Cambricon Technologies Co. 239
11.26 Capcon Semiconductor 240
11.27 CAS Microelectronics Integration 241
11.28 CD Micro-Technology 242
11.29 CEA-Leti 242
11.30 Cerebras 243
11.31 China Wafer Level CSP Co 244
11.32 Chipbond Technology Corporation 244
11.33 Chipletz 246
11.34 ChipMOS Technologies, Inc. 246
11.35 Coherent 247
11.36 Corning 248
11.37 Dai Nippon Printing (DNP) 248
11.38 Dewo Advanced Automation (DAA 249
11.39 Disco 250
11.40 Dupont 250
11.41 Ebara 251
11.42 Eliyan 252
11.43 EMC Semi-Conductor Technology 252
11.44 EPS Technology 253
11.45 Entegris 254
11.46 EV Group 254
11.47 GlobalFoundries 255
11.48 Global Unichip 256
11.49 Gloway 256
11.50 Goldenscope Tech 257
11.51 Gona Semiconductor Technology 257
11.52 Graphcore 258
11.53 Greatek Electronics Inc 259
11.54 Hangke Chuangxing (Aero Inno-Star) 259
11.55 Hanmi Semiconductor 260
11.56 HD Microsystems 261
11.57 HiSilicon 261
11.58 HLMC (Shanghai Huali Microelectronics Corporation) 262
11.59 Huatian Huichuang Technology (Xi'an) Co., Ltd. 263
11.60 Huawei 263
11.61 Ibiden 264
11.62 IBM 265
11.63 ICLeague Technology Co Ltd 266
11.64 IMEC 266
11.65 Indium Corporation 267
11.66 Infineon Technologies AG 268
11.67 Integra 268
11.68 Inari Amertron Berhad 269
11.69 Intel Corporation 270
11.70 JCET Group 272
11.71 Jiangsu IC Assembly & Test (ICAT) 273
11.72 Jingdu Semiconductor 274
11.73 Keyang Semiconductor (KYS) 274
11.74 King Yuan Electronics Co., Ltd. 275
11.75 Kioxia 275
11.76 KyLitho 276
11.77 Kyocera 276
11.78 Lam Research 277
11.79 Lapis Technology 277
11.80 LB Semicon Co Ltd 278
11.81 Leading Interconnect Semiconductor Technology 278
11.82 LG Innotek 279
11.83 Lidrotec GmbH 280
11.84 Lux Semiconductors 281
11.85 Malaysian Pacific Industries Berhad 281
11.86 Micron Technology, Inc. 282
11.87 Mediatek 282
11.88 Micross Components 283
11.89 Mitsubishi 284
11.90 National Center For Advanced Packaging China (NCAP China) 284
11.91 NEC 285
11.92 Nvidia Corporation 285
11.93 Nepes Corporation 286
11.94 Nippon Electric Glass (NEG) 287
11.95 Onsemi 288
11.96 Orient Semiconductor Electronics Ltd. 288
11.97 Panasonic 289
11.98 Plan Optik AG 290
11.99 Powertech Technology Inc. 291
11.100 Pragmatic Semiconductor 291
11.101 Qorvo 292
11.102 Renesas 293
11.103 Rigger Micro Technologies (RMT) 293
11.104 Rohm 294
11.105 Rong Semiconductor 294
11.106 Samsung Electronics 295
11.107 Samtec, Inc. 298
11.108 Schott AG 298
11.109 Sharp 299
11.110 Shinko Electric Industries 299
11.111 Showa Denko (Resonac) 300
11.112 Sigurd Microelectronics Corporation 301
11.113 Silicon Box 301
11.114 Siliconware Precision Industries (SPIL) 302
11.115 SJ Semiconductor 303
11.116 SK Hynix 304
11.117 Skywater 307
11.118 Sony Corporation 307
11.119 Starmask 308
11.120 STMicroelectronics 309
11.121 Suss Microtec 309
11.122 Synopsys 310
11.123 SZLQ Intelligence (Suzhou Lieqi Intelligent Equipment) 311
11.124 Taiwan Semiconductor Manufacturing Company (TSMC) 311
11.125 Techsense International 314
11.126 Tezzaron Semiconductor 314
11.127 Tokyo Electron (TEL) 315
11.128 Tongfu Microelectronics Co., Ltd. 315
11.129 Toppan 316
11.130 Toray 317
11.131 Texas Instruments 317
11.132 Tokyo Electron 318
11.133 Tokyo Seimitsu Co., Ltd. 319
11.134 Tong Hsing Electronic Industries, Ltd. 320
11.135 Toshiba 320
11.136 Tower Semiconductor 321
11.137 Unimicron 322
11.138 Unisem 322
11.139 UTAC Group 323
11.140 Walton Advanced Engineering Inc. 324
11.141 Winstek Semiconductor Technology Co., Ltd. 324
11.142 Xinhe Semiconductor 325
11.143 Yibu Semiconductor 326
11.144 Yuehai Integrated 326
12 RESEARCH METHODOLOGY 327
13 REFERENCES 328
圖表清單 List of Tables & Figures
List of Tables
Table 1. Evolution of semiconductor packaging. 22
Table 2. Summary of key advanced semiconductor packaging approaches. 25
Table 3. Key Technology Trends in Advanced Semiconductor Packaging. 28
Table 4. Market Growth Drivers for advanced semiconductor packaging. 29
Table 5. Challenges Facing Advanced Packaging Adoption. 30
Table 6. Challenges in transistor scaling. 38
Table 7. Leading-edge logic node roadmap, 2026–2030. 38
Table 8. Use cases and benefits of using chiplets in semiconductor design. 43
Table 9. Specifications of interconnection methods. 46
Table 10. Interconnection technique in semiconductor packaging 47
Table 11. Passive vs active interposer. 48
Table 12. Interposer technology comparison 49
Table 13. Technical challenges of glass interposer 50
Table 14. Different Interposer material comparison 50
Table 15. Comparative benchmark overview table of key semiconductor interconnection technologies 51
Table 16. Die-to-die I/O approaches compared 52
Table 17. Fan-out packaging process overview. 56
Table 18. Comparison between mainstream silicon dioxide (SiO2) and leading organic dielectrics for electronic interconnect substrates. 59
Table 19. Benefits of glass in 2.5D glass-based packaging. 61
Table 20. Through-glass-via (TGV) formation methods compared. 63
Table 21. Comparison between key properties of glass and polymer molding compounds commonly used in semiconductor packaging applications. 66
Table 22. Challenges of glass semiconductor packaging. 67
Table 23. Comparison between silicon, organic laminates and glass as packaging substrates. 68
Table 24. Through-glass-via (TGV) formation methods compared (insert after Table 16) 69
Table 25. 2.5D vs. 3D packaging. 69
Table 26. 2.5D packaging challenges. 70
Table 27. Market players in 2.5D packaging. 71
Table 28. Glass substrate/packaging supplier landscape (2026). 71
Table 29. Advantages and disadvantages of 3D packaging. 73
Table 30. W2W vs D2W vs Collective D2W – Process and Comparison. 75
Table 31. 3D Stacking Trends - Direct Molecular Bonding Technologies. 76
Table 32. 3D interconnect trends 78
Table 33. Hybrid bonding Advantages and Challenges. 78
Table 34. Hybrid Bond Timeline for Chip Makers and Equipment Makers. 79
Table 35. Comparison between 2.5D, 3D micro bump, and 3D hybrid bonding. 81
Table 36. Challenges in scaling bumps. 84
Table 37. Key methods for enabling copper-to-copper (Cu-Cu) hybrid bonding in advanced semiconductor packaging: 85
Table 38. Micro bumps vs Cu-Cu bumpless hybrid bonding. 85
Table 39. Panel-level packaging format scaling. 88
Table 40. Benefits of Wafer-Level Packaging. 88
Table 41. Types of wafer level packaging. 89
Table 42. Key trends shaping wafer level packaging. 104
Table 43. Packaging approaches utilized for assembling System-in-Package modules. 110
Table 44. Considerations for integrating key component categories into system-in-package (SiP) modules/ 112
Table 45. Key factors driving adoption of heterogeneous integration through SiPs and multi-die packages. 112
Table 46. Key trends influencing adoption of System-in-Package modules. 113
Table 47. System-in-package (SiP) module applications. 115
Table 48. Co-packaging approaches 118
Table 49. Type of couplers 119
Table 50. CPO advantages and limitations 120
Table 51. Technologies offered by companies 120
Table 52. Comparison between heterogeneous 3D integration and monolithic 3D integration. 124
Table 53. Key 2D materials in monolithic 3D integrated circuits. 124
Table 54. Benefits of monolithic 3D ICs. 125
Table 55. Challenges of monolithic 3D ICs. 126
Table 56. Advanced semiconductor packaging trends by market. 131
Table 57. Design requirements in advanced packaging, by market. 135
Table 58. TIM candidate benchmark 151
Table 59. Wide-bandgap power semiconductors compared. 158
Table 60. Global market for Advanced semiconductor packaging, 2027-2037, by packaging type, (billions USD). 190
Table 61. Global market for Advanced semiconductor packaging, 2020-2035, by Units & Wafers, (billions USD). 190
Table 62. Global market for Advanced semiconductor packaging, 2027-2035, by end use market (billions USD). 191
Table 63. Global market for advanced semiconductor packaging, 2027–2037, by region (billions USD) 192
Table 64. 3D SoC market, 2027–2037 (billions USD) 192
Table 65. 3D stacked memory (HBM) packaging market, 2027–2037 (billions USD) 193
Table 66. UHD FO / RDL interposer market, 2027–2037 (billions USD) 193
Table 67. 2.5D interposer market, 2027–2037 (billions USD) 193
Table 68. Large-format 2.5D / CoWoS roadmap. 194
Table 69. Embedded Si bridge market, 2027–2037 (billions USD) 194
Table 70. Interconnect technology trend 197
Table 71. Roadmap By interconnect density and technology node 197
Table 72. Roadmap By reticle size 198
Table 73. Roadmap front-end vs back-end 198
Table 74. Roadmap By 2.5D and 3D Technology Trends 199
Table 75. Roadmap By I/O density, I/O pitch and package size 199
Table 76. Main Global Wafer Foundry Companies 2023. 211
Table 77. Market challenges for advanced semiconductor packaging. 216
Table 78. AMD AI chip range. 221
Table 79. Intel's products that adopt 3D FOVEROS. 271
List of Figures
Figure 1. Timeline of different packaging technologies. 23
Figure 2. Evolution roadmap for semiconductor packaging. 25
Figure 3. Semiconductor Supply Chain. 27
Figure 4. Advanced packaging supply chain. 28
Figure 5. Scaling technology roadmap. 38
Figure 6. Wafer-level chip scale packaging (WLCSP) 40
Figure 7. Embedded wafer-level ball grid array (eWLB). 41
Figure 8. Fan-out wafer-level packaging (FOWLP). 42
Figure 9. Chiplet design. 43
Figure 10. Chiplet SoC. 45
Figure 11. 2D chip packaging. 53
Figure 12. Typical structure of 2.5D IC package utilizing interposer. 54
Figure 13. Fan-out chip-first process flow and Fan-out chip-last process flow. 58
Figure 14. Manufacturing process for glass interposers. 64
Figure 15. 3D Glass Panel Embedding (GPE) package. 66
Figure 16. 3D stacking supply chain. 82
Figure 17. Typical FOWLP structure. 92
Figure 18. System-in-Package (SiP) for HI. 107
Figure 19. 2.5D chiplet integration. 110
Figure 20. Advanced packaging supply chain. 129
Figure 21. Packaging of sensors used in advanced driver assistance systems (ADAS) and autonomous driving. 158
Figure 22. Absolic glass substrate. 219
Figure 23. AMD Radeon Instinct. 221
Figure 24. AMD Ryzen 7040. 221
Figure 25. Alveo V70. 222
Figure 26. Versal Adaptive SOC. 222
Figure 27. AMD’s MI300 chip. 222
Figure 28. 12-layer HBM3. 305
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