ARTIFICIAL INTELLIGENCE WHITE PAPER – MEMORY & COMPUTING (Vol.1)
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 ARTIFICIAL INTELLIGENCE WHITE PAPER, Vol.1 – MEMORY & COMPUTING explores the technologies, market dynamics, and innovations shaping this new era, as the race to meet AI’s soaring requirements accelerates.
Volume 2, focused on PHOTONIC, is now available. Download it today: HERE.
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 white paper collection. With this first AI-focused White Paper, we launch a new series covering computing and memory, 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
Generative AI is the largest technical disruption of our lifetimes. Decades of research in software and hardware have brought us to this moment, where high performance computing and memory are proving their tremendous value.
📥 Access the ARTIFICIAL INTELLIGENCE WHITE PAPER, Vol.1 – MEMORY & COMPUTING ?
Jean-Christophe Eloy President and FounderComputing 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…
