Can AWS’s New AI Infrastructure Offering Stand Out from Its Competitors?
Ray Wang, Research Director at Futurum, shares his insights on AWS’s launch of EC2 P6e-GB200 UltraServers, highlighting how NVIDIA Grace Blackwell GPUs and liquid-cooled UltraClusters are enabling trillion-parameter AI workloads.
TSMC Q2 FY 2025 Earnings: Too Impressive To Be True
Ray Wang, Research Director at Futurum, shares his insights on TSMC’s Q2 earnings result and outlook, specifically the company’s key growth drivers, technology roadmap, and firm’s current and future market position.
ASML Q2 FY 2025 Earnings Reflect Strong Demand, but Outlook Clouded by Future Uncertainty
Ray Wang, Research Director at The Futurum Group shares his insights on ASML’s Q2 earnings result and outlook, specifically the company’s key growth drivers and some existing and future challenges.
NVIDIA Becomes First to Reach $4 Trillion Market Cap — The Foundational Pillar of Accelerated Computing and AI Infrastructure
Ray Wang, Research Director for Semiconductors, Supply Chain, and Emerging Technology at Futurum, shared his analysis on why NVIDIA became the first company to reach a 4 trillion market cap, and the outlook of the company in the near future.
Can Micron’s New 2600 SSD Exceed QLC SSD Expectations?
Ray Wang, Research Director at Futurum, shares his insights on how Micron’s 2600 SSD combines Adaptive Write Technology and G9 QLC NAND to close the performance gap between QLC and TLC SSDs for OEM client devices.
Dell Launches Early AI Infrastructure Offering for Enterprise Demand
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, 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, 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, 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, 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, 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, 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.
