Ray Wang, Research Director for Semiconductors, Supply Chain, and Emerging Technology, shares insights on Futurum’s new Silicon Tracker dataset, aiming to help industry leaders understand the AI hardware supply chain....
Ray Wang, Research Director for Semiconductors, Supply Chain, and Emerging Technology at Futurum, shares the key findings and insights from the newly launched 2H 2025 Data Center Semiconductor Decision Maker...
Ray Wang, Research Director for Semiconductors, Supply Chain, and Emerging Technology at Futurum, shares his insights and observations during the OCP Global Summit 2025, focusing on AI infrastructure....
Ray Wang, Research Director at Futurum, shares his insights on Lattice MachXO5-NX TDQ, the first CNSA 2.0-compliant PQC-ready secure control FPGA, highlighting its crypto-agility, Root of Trust, and quantum-resistant security...
Ray Wang and Daniel Newman at Futurum share their insights on how QumulusAI USD.AI financing uses tokenized GPU collateral and stablecoin liquidity to fund up to 70% of deployments, enabling...
Ray Wang, Research Director at Futurum, shares his insights on the AMD OpenAI partnership spanning 6 GW of Instinct GPUs, where milestone-linked warrants and power readiness define the next phase...
In our latest Market Brief, Hybrid Bonding at Scale: Powering the Next Era of Semiconductor Packaging, developed in partnership with Applied Materials, Futurum Research explores how hybrid bonding is transforming...
Ray Wang, Research Director at Futurum, shares his insights on Lenovo GPU Advanced Services, a modular suite designed to boost AI workload performance by up to 30% while simplifying GPU...
Ray Wang, Research Director at Futurum, shares insights on IBM and AMD’s partnership with Zyphra to deliver one of the largest AI training clusters on IBM Cloud, advancing Zyphra’s $1...
Ray Wang and Daniel Newman at Futurum analyze Micron’s Q4 FY 2025 earnings, focusing on record data center momentum, HBM growth, and margin expansion, while highlighting how AI demand positions...
Ray Wang, Research Director at Futurum, shares insights on Synopsys and TSMC’s expanded collaboration on certified flows, IP, and 3DIC solutions to accelerate AI and multi-die chip design across advanced...
Ray Wang, Research Director for Semiconductors, Supply Chain, and Emerging Technologies, and Nick Patience, VP & AI Practice Lead at Futurum, share their perspectives on the broad impacts of the...
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