AI Becomes Core Engine Driving Semiconductor Devices Growth
October 19, 2025
4:42 pm
Artificial intelligence (AI) has become the central engine driving growth in the global semiconductor industry, according to a new whitepaper released by market research firm Yole Group.
The report — “AI Whitepaper, Vol. 1: Memory & Computing” — examines how Generative, argentic, and physical AI technologies are reshaping the semiconductor ecosystem, from large-scale data centers to compact edge devices. It is the first in Yole Group’s 2025 whitepaper series, offering a deep analysis of emerging computing and memory trends.
Yole Group says the rapid rise of Generative AI since 2022, marked by the launch of OpenAI’s ChatGPT, triggered an unprecedented
