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Author: Richard Gordon

Broadcom Q1 FY 2025: AI and Software Power 25% Revenue Growth
Richard Gordon
Richard Gordon & Daniel Newman

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

AI-Driven Semiconductor Demand and Infrastructure Software Expansion Fueled Broadcom’s 25% YoY Revenue Growth in Q1 FY 2025
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% YoY revenue growth and strong Q2 guidance.
Marvell Q4 FY 2025 Reports 27% Revenue Growth, AI Custom Chips Drive Momentum
Richard Gordon
Richard Gordon & Daniel Newman

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

Strong AI Adoption Propels Marvell’s Revenue Growth, With Custom Silicon Ramping Up
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.
Top 10 Semiconductor Companies Grabbed 67% Market Share in 2024
Richard Gordon
Richard Gordon

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 a combined annual growth of 45.4%.
Synopsys Introduces New HAV Tools to Address Growing SoC Design Complexity
Richard Gordon
Richard Gordon

Synopsys Introduces New HAV Tools to Address Growing SoC Design Complexity

Synopsys Introduces HAPS-200 and ZeBu-200, Extending Its Leadership in Hardware-Assisted Verification for Next-Gen Semiconductor Designs
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.
Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures
Richard Gordon
Richard Gordon

Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures

Record Blackwell Sales of $11 Billion in Q4 FY 2025 Push Nvidia’s Data Center Revenue up 93% YoY
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, analyzes Nvidia’s Q4 FY 2025 earnings, highlighting record-breaking AI-driven growth, Blackwell’s rapid adoption, and margin pressures amid supply constraints. Key insights on gaming, automotive, and professional visualization trends.
Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results
Richard Gordon
Richard Gordon

Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results

Latest Synopsys Financial Report Shows Solid Performance and Continued Innovation Across Key Segments
Richard Gordon, Vice President & Practice Lead, Semiconductors at The Futurum Group shares his insights on Synopsys’ 1Q FY 2025 earnings report, where the company demonstrated that strong design activity remained a cornerstone of the company’s performance, driven by its leadership in hardware-assisted verification (HAV) solutions, advancements in EDA software, AI-driven innovations, and Design IP solutions.
Arm To Launch Its Own Chip: What Is It Thinking?
Richard Gordon
Richard Gordon

Arm To Launch Its Own Chip: What Is It Thinking?

Richard Gordon, Vice President & Practice Lead, Semiconductors at The Futurum Group shares his insights on news reports that Arm, the world’s largest provider of semiconductor intellectual property (IP) cores, is reportedly planning to enter chip production, with plans to launch its own in-house designed server CPU by mid-2025.
Is OpenAI’s First Foray into Semiconductor Design a Threat to NVIDIA?
Richard Gordon
Richard Gordon

Is OpenAI’s First Foray into Semiconductor Design a Threat to NVIDIA?

Richard Gordon, Vice President & Practice Lead, Semiconductors at The Futurum Group shares his insights on news reports that OpenAI is finalizing its first in-house designed chip to support its AI systems. The move reflects a broader trend among tech giants such as Amazon, Meta, Google, and Microsoft who have increasingly turned to custom-designed chips to address their unique application needs. OpenAI’s foray into chip development signals its intent to gain more control over its technology stack and reduce dependence on suppliers such as NVIDIA.
Lattice Semiconductor Sees Stabilization Signs Despite Q4 FY 2024 Revenue Decline
Richard Gordon
Richard Gordon

Lattice Semiconductor Sees Stabilization Signs Despite Q4 FY 2024 Revenue Decline

Revenue in Line With Expectations; Stronger Backlog, New Product Ramps, and Double-Digit Growth in New FPGAs Set a Positive Tone for FY 2025
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, highlights Lattice Semiconductor’s Q4 FY 2024 results, covering Nexus and Avant growth, market stabilization, and expanding software capabilities driving future performance.
Arm Q3 FY 2025 Results: Armv9 and CSS Adoption Accelerates
Richard Gordon
Richard Gordon

Arm Reports Record Q3 Revenue as Armv9 and CSS Adoption Accelerates

The Latest Earnings Reinforce Arm’s Competitive Momentum, Driven by the Increasing Integration of Its Technology in AI Workloads and High-Performance Computing
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines Arm’s Q3 FY 2025 earnings, highlighting AI-driven royalty growth, Compute Subsystem expansion, and key AI collaborations.
Data Center Spending on AI Processors and Accelerators Reached a Record $26.7B in 3Q 2024
Richard Gordon
Richard Gordon

Data Center Spending on AI Processors and Accelerators Reached a Record $26.7B in 3Q 2024

Richard Gordon, VP & Practice Lead for Semiconductors at The Futurum Group, shares his insights on the global market for AI Processors and Accelerators for Data Center, which continued its strong growth to record $26.7B in revenue in Q3 2024.
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