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Author: Richard Gordon

Direct Connect Signs That Intel Foundry “Gets It” - Report Summary
May 23, 2025

Direct Connect: Signs That Intel Foundry “Gets It” – Report Summary

Insights on the key messages delivered by Intel Foundry at its recent Direct Connect event. At the event, in addition to providing updates on its customer-centricity transformation efforts, Intel Foundry...
Richard Gordon
The $1 Trillion Semiconductor Market
May 16, 2025

The $1 Trillion Semiconductor Market

Richard Gordon, VP & Practice Lead for Semiconductors at Futurum, analyses semiconductor market size and growth trends contained in the World Semiconductor Trade Statistics (WSTS) monthly semiconductor sales data, which...
Richard Gordon
Intel Delivers Flat Q1 FY 2025 Revenue Amid Ongoing Turnaround Efforts
April 29, 2025
 

Intel Delivers Flat Q1 FY 2025 Revenue Amid Ongoing Turnaround Efforts

Richard Gordon and Daniel Newman explore Intel’s Q1 FY 2025 results, highlighting flat revenue, margin challenges, and CEO Lip-Bu Tan’s early turnaround actions....
Richard Gordon
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Decision Maker Survey: Sharp Increase in AI Compute Services Spending for 2025
April 25, 2025

Decision Maker Survey: Sharp Increase in AI Compute Services Spending for 2025

Richard Gordon, VP & Practice Lead for Semiconductors at The Futurum Group, analyses the 1H 2025 AI Chipsets and Accelerators for Data Centers decision maker survey, which highlights trends and...
Richard Gordon
U.S. Geopolitics Will Speed Up Semiconductor Supply Chain Deglobalization
April 24, 2025

U.S. Geopolitics Will Speed Up Semiconductor Supply Chain Deglobalization

Richard Gordon, VP & Practice Lead for Semiconductors at The Futurum Group, shares his insights on how deglobalization of the hyper-globalized semiconductor supply chain is underway, prompted by single-point-of-failure vulnerabilities....
Richard Gordon
Can Synopsys and NVIDIA Redefine Chip Design Timelines with 30x Speed Gains?
April 14, 2025
 

Can Synopsys and NVIDIA Redefine Chip Design Timelines with 30x Speed Gains?

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines how Synopsys and NVIDIA aim to accelerate chip design with Grace Blackwell, targeting 30x EDA speedups and enhanced...
Richard Gordon
Google Axion Challenges x86 in Cloud Workloads with Arm-Based Advantage
April 14, 2025
 

Google Axion Challenges x86 in Cloud Workloads with Arm-Based Advantage

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, unpacks Google Axion’s strong benchmarks across AI, HPC, and cloud workloads, showing how Google’s custom Arm CPU could reshape...
Richard Gordon
4Q 2024 Record Sales of $32.6B for Data Center AI Processors and Accelerators
March 28, 2025

4Q 2024: Record Sales of $32.6B for Data Center AI Processors and Accelerators

Richard Gordon, VP & Practice Lead for Semiconductors at Futurum Group, analyses the 4Q 2024 market for AI Chipsets in data Centers which saw another quarter of sequential growth driven...
Richard Gordon
Broadcom Q1 FY 2025: AI and Software Power 25% Revenue Growth
March 10, 2025

Broadcom Q1 FY 2025: AI and Software Power 25% Revenue Growth

Richard Gordon and Daniel Newman at The Futurum Group break down Broadcom’s Q1 FY 2025 earnings, highlighting AI semiconductor growth, hyperscaler demand for XPUs, and VMware’s software transition driving 25%...
Richard Gordon
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Marvell Q4 FY 2025 Reports 27% Revenue Growth, AI Custom Chips Drive Momentum
March 10, 2025

Marvell Q4 FY 2025 Reports 27% Revenue Growth, AI Custom Chips Drive Momentum

Richard Gordon and Daniel Newman analyze Marvell’s Q4 FY 2025 earnings, highlighting AI growth, custom silicon momentum, and evolving semiconductor trends amid rising demand for efficiency-focused AI models....
Richard Gordon
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Top 10 Semiconductor Companies Grabbed 67% Market Share in 2024
March 4, 2025

Top 10 Semiconductor Companies Grabbed 67% Market Share in 2024

Richard Gordon, VP & Practice Lead for Semiconductors at Futurum Group, analyses 2024 semiconductor company performance showing how the boom in AI spending drove the top 10 companies to post...
Richard Gordon
Synopsys Introduces New HAV Tools to Address Growing SoC Design Complexity
March 3, 2025

Synopsys Introduces New HAV Tools to Address Growing SoC Design Complexity

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, explores how Synopsys’ HAV expansion with HAPS-200 and ZeBu-200 tackles AI, multi-die complexity, and scalable verification in semiconductor design....
Richard Gordon

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