AI drives shift to memory-centric computing, redefining semiconductor supply chains

The evolution of artificial intelligence (AI) is transforming the semiconductor industry, shifting the focus from sheer compute power to memory-centric architectures. As AI models grow to handle longer contexts, multi-turn dialogues, multimodal inputs, and advanced tool integration, the primary bottlenecks are no longer processing speed but memory bandwidth and latency, according to industry experts.

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Wiwynn’s 3Q25 revenue jumps 173%, profit doubles on explosive AI server demand

Wiwynn posted record third-quarter results for 2025, driven by surging AI and data center demand. Consolidated revenue jumped 172.8% year-over-year to NT$266.82 billion (approx. US$8.61 billion), while net profit rose 143.5% to NT$15.41 billion. The company reported gross, operating, and net margins of 8.8%, 7.3%, and 5.8%, respectively, reflecting improved scale and efficiency.

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