Brendan Burke, Research Director at Futurum, analyzes how a $2 billion CHIPS Act investment positions IBM's Anderson foundry as central to American quantum industrial policy while supporting competing quantum technologies....
Brendan Burke, Research Director at Futurum, shares how AMD's 6th Generation EPYC Venice processor on TSMC's 2nm technology addresses critical data center power and efficiency demands in agentic AI workloads....
Brendan Burke, Research Director at Futurum, analyzes how Analog Devices' $1.5 billion Empower Semiconductor acquisition addresses critical power delivery constraints in AI data centers....
Brendan Burke, Research Director at Futurum, analyzes how Applied Materials' partnership with Broadcom signals a fundamental shift in semiconductor ecosystem collaboration....
Futurum Research’s 1H 2026 data center semiconductor survey of 824 enterprise decision makers finds 52.3% of model-serving compute now goes to reasoning models, 54.0% describe their AI workload as balanced...
Brendan Burke, Research Director at Futurum, reviews Applied Materials Q2 FY 2026 earnings, focusing on AI-driven mix shift into leading-edge logic, DRAM, and advanced packaging, plus services growth tied to...
Brendan Burke, Research Director at Futurum, reviews how Cerebras' $95B valuation reflects investor confidence in XPU market growth through 2030, backed by $24.6B in contracted backlog....
Brendan Burke, Research Director at Futurum, examines how SiFive's P570 Gen 3 brings fully out-of-order vector execution and RVA23 compliance to consumer and edge markets, challenging Arm's decade-old midrange dominance....
Brendan Burke, Research Director at Futurum, reviews Silicon Labs’ Q1 FY 2026 results, focusing on improving industrial demand signals, design win momentum, and how the pending acquisition affects guidance and...
Brendan Burke, Research Director at Futurum, examines how Applied Materials and TSMC's collaborative R&D program can compress the semiconductor materials commercialization timeline by 2x....
Brendan Burke, Research Director at Futurum, analyzes how OpenAI's MRC Networking Protocol addresses supercomputer bottlenecks and could redefine large-scale AI training economics through improved efficiency....
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