India, Aug. 18 -- Yole Group published its new report, Data Center Semiconductor Trends 2025, offering an in-depth analysis of how AI, HPC, and hyperscaler demand are driving a new semiconductor paradigm

The semiconductor backbone of global cloud and AI infrastructure is undergoing a profound shift. Yole Group's Data Center Semiconductor Trends 2025 reveals a market at an inflection point, driven by explosive AI growth and fundamental architectural change.

In 2024, the total semiconductor TAM for data centers reached $209 billion, spanning compute, memory, networking, and power. By 2030, that figure is projected to grow to nearly $500 billion. AI and HPC are now the dominant use cases, with generative AI alone reshaping demand across pr...