Yole Group announces the release of its first Artificial Intelligence Whitepaper, an in-depth analysis of the memory and computing technologies, markets, and strategies driving the AI revolution.
This volume of a new series dedicated to AI explores how Generative, agentic, and physical AI are transforming the semiconductor industry, from data centres to Edge devices. This Whitepaper is part of the 2025 whitepaper collection powered by Yole Group.
AI redefining the semiconductor roadmap
The emergence of Generative AI in 2022 with the launch of OpenAI’s ChatGPT marked a pivotal moment in the development of the technology and a new source of semiconductor demand, relying as it does on data centre-heavy computing.
With new applications and use cases emerging every month, data centres are rushing to scale up capacity. However, despite the increase in performance from the latest generations of processors from the likes of market leader NVIDIA, Yole Group expects the industry will continue to need more computing power.
This is set to strongly drive semiconductor revenue higher, as the requirements are growing faster than the increase in technical capabilities.
Memory and storage requirements are also expanding rapidly, as training AI models on vast datasets is driving a surge in capital expenditure. These trends are expected to drive continuous market growth throughout the next five years.
As memory technologies encounter technical constraints in providing the bandwidth and capacity improvements necessary to cope with demanding workloads, particularly from data centre applications, new solutions are needed for long-term scaling, particularly in the DRAM business.
2025 marks a turning point: AI is no longer just a workload. It is the growth engine for the semiconductor industry. With massive investments in Generative AI exceeding $200 billion in 2024, the pressure on computing, memory, packaging, and storage has never been greater. Yole Group’s whitepaper provides clarity on where value is shifting across the ecosystem and what technologies will define the next era.
Yole Group’s AI Whitepaper, ‘Vol.1: Memory & Computing’, delivers a comprehensive and independent analysis of the technologies and market forces redefining the future of AI infrastructure. Centred on computing and memory, it reflects the group’s deep expertise in semiconductor innovation, strategy, and supply chain dynamics. It provides critical insights for industry leaders navigating one of the most transformative shifts in the history of technology.
Adrien SanchezSenior Technology & Market Analyst, Computing at Yole Group, said: “The longer the machine thinks, the smarter it gets – at a cost. The challenge is how to sustain this exponential compute demand without breaking energy and capital limits.”
Ying-Wu LiuSenior Technology & Cost Analyst, Computing at Yole Group, said: “Semiconductors are the backbone behind AI, transforming algorithms into real-world impact. But tomorrow’s breakthroughs will come from memory bandwidth, packaging, and system-level integration, not logic scaling alone.”
John LorenzDirector, Memory & Computing at Yole Group, said: “With no true DRAM alternative, the industry must innovate within its limits, scaling the fastest, most cost-effective memory we have, in lockstep with AI giants like NVIDIA.”
This publication is part of the Yole Group 2025 Whitepapers Collection, which will soon feature additional volumes, including semiconductors in power electronics and photonics.
