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Author: Ray Wang

Dell Launches GB300 NVL72 for Enterprise Demand
Ray Wang
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Dell Launches Early AI Infrastructure Offering for Enterprise Demand

Dell and CoreWeave Partner To Deploy NVIDIA GB300 NVL72 Systems, Signaling the Upcoming Ramp-up of GB300 in Q4 2025
Ray Wang, Research Director at Futurum, shares insights on Dell’s early deployment of NVIDIA GB300 NVL72 systems with CoreWeave. The launch sets a new standard in rack-scale performance for AI reasoning and cloud infrastructure.
Revocation of U.S. Waivers Raises Disruption Risk for Memory Players in China - Report Summary
Ray Wang

Revocation of U.S. Waivers Raises Disruption Risk for Memory Players in China – Report Summary

Ray Wang, Research Director for Semiconductors, Supply Chain, and Emerging Technology at Futurum, shares his insights on how potential regulatory changes could impact the operations and performance of leading chipmakers and semiconductor equipment vendors in China.
Synopsys Strengthens AI and Multi-Die Design Capabilities with Samsung
Ray Wang
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Synopsys Strengthens AI and Multi-Die Design Capabilities with Samsung

Strengthened Partnership with Samsung Foundry Yields Major Advances in HBM3, EDA Flows, and IP on SF2 and SF2P Nodes
Ray Wang, Research Director at Futurum, shares his insights on Synopsys and Samsung’s expanded collaboration to fast-track AI and multi-die chip design using certified flows, advanced packaging, and a robust portfolio of silicon IP.
Micron Technology Q3 FY 2025 Earnings Show Strong Data Center and HBM Growth
Ray Wang
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Micron Technology Q3 FY 2025 Earnings Show Strong Data Center and HBM Growth

Ray Wang, Research Director with The Futurum Group shares his insights on Micron’s Q3 earnings and company’s strong performance amid record-high DRAM and data center revenue.
New Coherent Femtosecond Laser Targets Medical, Bioimaging Integrations
Ray Wang
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New Coherent Femtosecond Laser Targets Medical, Bioimaging Integrations

Coherent’s Fiber-Based Femtosecond Laser Enters the Market With Sub-350 Fs Performance and Low Power Draw for Precision in Optogenetics and Microsurgery
Ray Wang, Research Director at Futurum, explores how Coherent’s Osprey laser brings precision and efficiency to microsurgery, optogenetics, and device manufacturing.
Will Coherent’s Air-Cooled Laser Raise the Bar in Polymer Welding?
Ray Wang
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Will Coherent’s Air-Cooled Laser Raise the Bar in Polymer Welding?

Coherent Launches COMPACT EVOLUTION AC, a 500 W Air-Cooled Diode Laser for Industrial Applications
Ray Wang, Research Director at Futurum, shares his insights on Coherent’s launch of the COMPACT EVOLUTION AC laser system and its implications for polymer welding, industrial integration, and production line efficiency.
Marvell Expands Custom AI Portfolio with Launch of 2nm Custom SRAM
Ray Wang
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Marvell Expands Custom AI Portfolio With Launch of 2nm Custom SRAM

New Memory Offering Aims To Improve Power, Area, and Bandwidth for AI Infrastructure Silicon
Ray Wang, Research Director at Futurum, shares his insights on Marvell’s 2nm custom SRAM and how it enhances power efficiency, die area savings, and bandwidth for custom XPUs powering next-gen AI infrastructure.
Marvell Advances Chip-Level Power Integration for AI and Cloud Efficiency
Ray Wang
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Marvell Advances Chip-Level Power Integration for AI and Cloud Efficiency

Marvell’s PIVR Aims to Transform Power Delivery with Pre-Validated Integrated Offerings
Ray Wang, Research Director at Futurum, shares his insights on Marvell’s PIVR power offerings, which aim to improve efficiency and performance in AI and cloud infrastructure through chip-level voltage regulation.
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