
Counterpoint Quarterly
Automotive
Q2 2025

Memory At The Edge:
Powering GenAI’s Next
Frontier

3D Chipmaking’s
New Heights:
Lam’s Generational
Leap In Conductor
Etch Capabilities

Molybdenum-Based
Metallization Unlocking
New Economies of
Scale in Semiconductor
Manufacturing

AI 360 Pulse
Industry Trends,
Intelligence & Impact
June 2025 Edition

Report Series: Memory Solution for Generative AI
From Traditional DRAM to Cutting-Edge AI Solutions