NVIDIA AT THE CORE OF AI-DRIVEN SEMICONDUCTOR EXPANSION

The semiconductor industry is at a pivotal moment as the rise of generative AI fuels unprecedented demand for computing and memory technologies. Yole Group’s 2025 AI White Paper, Memory & Computing focus explores the technologies, market dynamics, and innovations shaping this new era, as the race to meet AI’s soaring requirements accelerates.

Jean-Christophe Eloy
President and Founder
Computing power is the essence to support AI growth, but so are new memory architectures, new packaging, new substrates, new ways to manage power and push light to the heart of processing with new integrated photonic devices, from the edge of the data center to the heart of the processors…
In this inaugural AI white paper, Yole Group examines the memory and processing technologies enabling the AI revolution. Analysts provide in-depth insights into market dynamics, emerging architectures, and the competitive landscape, while projecting where disruption is most likely to occur next.
2025 promises pivotal developments. From mobile to automotive to data centers, AI is driving fundamental transformation across verticals.
What will the supply chain of tomorrow look like?
Which technologies will break through?
How will value shift across the ecosystem?
These are the questions explored in Yole Group’s 2025 white paper collection. With this first AI-focused White Paper, we launch a new series covering photonics, power electronics, advanced packaging, and more throughout Q3 and Q4 2025. Explore the depths of AI with us.

John Lorenz
Director, Memory & Computing activities at Yole Group
📥 Access the Artificial Intelligence White Paper, Vol. 1 – Memory & Computing? This White Paper will be available soon. Stay tuned!
And discover Yole Group’s 2025 White Paper Collection with coming issues: HERE
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Source: www.yolegroup.com