15:40 – 16:00
HOW LONG AI WILL FUEL THE SEMICONDUCTOR INDUSTRY?
Generative AI is transforming the data center industry, significantly driving growth in the processor and memory markets. While GPUs have seen massive revenue increases, AI-specific ASICs based are also gaining traction. This shift is prompting a rethinking of infrastructure design to support AI workloads. By 2030, the High Bandwidth Memory (HBM) market is projected to match the DRAM market in size, positioning HBM as the most strategic and profitable memory type. The discussion also explores how the evolving semiconductor supply chain is adapting to and benefiting from this AI-driven expansion across hardware and infrastructure layers.
Emilie Jolivet
Yole Group
Emilie Jolivet is Director of Computing & Software Memory Activities at Yole Group.
Based on her valuable experience in the semiconductor industry, Emilie manages the expansion of the technical and market expertise of the memory, computing & software team.
In addition, Emilie’s mission focusses on the management of business relationships with semiconductor leaders and the development of market research and strategy consulting activities inside Yole Group.
Prior to Yole Group, after an internship in failure analysis at Freescale (France), she was an R&D engineer for seven years in the photovoltaic business where she co-authored several scientific articles. Then, Emilie worked at EV Group (Austria) as a business development manager in 3D & Advanced Packaging.
Emilie Jolivet holds a Master’s degree in Applied Physics specializing in Microelectronics from INSA (Toulouse, France). She also graduated with an MBA from IAE Lyon.
Yole Group
Company Profile
Yole Group is a leading international market research and strategy consulting firm, delivering in-depth analyses across market trends, technology developments, teardowns, and reverse costing. Leveraging deep semiconductor expertise, its team of analysts also provides custom consulting services, offering strategic, technical, and market insights tailored to address specific business challenges and opportunities.
