Category: Intelligent Devices

Synopsys Investor Day 2026 Turns EDA Into a Royalty and AI Model Revenue Share Business
October 2, 2026

Synopsys Investor Day 2026 Turns EDA Into a Royalty and AI Model Revenue Share Business

Brendan Burke, Research Director at Futurum, shares insights on the Synopsys Investor Day 2026, where a $1 billion Amazon royalty deal and GPT-Synopsys with OpenAI reprice EDA around customer volumes...
AMD Acquires World Labs for $8.2 Billion to Design Silicon Around World Models
September 30, 2026

AMD Acquires World Labs for $8.2 Billion to Design Silicon Around World Models

Brendan Burke, Research Director at Futurum, shares insights on AMD's $8.2 billion World Labs acquisition and why verified video generation leadership makes world models the workload AMD's next silicon generations...
SCSK and Vector Bet on Edge ECU Co-Creation to Win SDV Software
September 30, 2026

SCSK and Vector Bet on Edge ECU Co-Creation to Win SDV Software

SCSK and Vector Informatik partnered to create an integrated edge ECU software platform reducing development effort by 50–80%, positioning SCSK as a cross-border automotive software ecosystem integrator....
NXP Secures 300mm Supply Control at a Discount as VSMC's Singapore Fab Opens
September 29, 2026

NXP Secures 300mm Supply Control at a Discount as VSMC's Singapore Fab Opens

Brendan Burke, Research Director at Futurum, shares his insights on the VSMC Singapore fab opening and why NXP's 40% stake secures 300mm specialty supply at a discount while the full-ramp...
Snapdragon X Elite Expands Qualcomm's PC Reach With Googlebook
September 29, 2026

Snapdragon X Elite Expands Qualcomm’s PC Reach With Googlebook

Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm's Googlebook launch, Android integration, and competition with Intel....
Is Qualcomm’s New Ultra-Premium Handset 2nm Snapdragon 8 Elite Gen 6 Extreme SOC In A League Of Its Own?
September 29, 2026

Is Qualcomm’s New Ultra-Premium Handset 2nm Snapdragon 8 Elite Gen 6 Extreme SOC In A League Of Its Own?

Olivier Blanchard, Research Director at The Futurum Group shares insights on the new 2nm Snapdragon 8 Elite Gen 6, examining Qualcomm’s two-tier flagship strategy and the software support its advanced...
Efinix Sapphire RV64
September 28, 2026

RISC-V Soft Cores Go 64-Bit With Efinix Sapphire RV64

Brendan Burke, Research Director at Futurum, shares insights on why the Efinix Sapphire RV64 makes the FPGA a 64-bit system processor for edge AI as robotics becomes the fastest-growing edge...
Cadence ChipStack RTL Generation Agent
September 23, 2026

Cadence ChipStack Adds RTL Generation: Can Agents Code Production Silicon?

Brendan Burke, Research Director at Futurum, examines the Cadence ChipStack RTL Generation Agent, its claimed 24% area and 18% power gains over foundation model code generation, and Honda's validation on...
ADI SHARC-FX
September 23, 2026

ADI SHARC-FX Runs on Cadence IP: Is the Proprietary DSP Era Over?

Brendan Burke and Olivier Blanchard, Research Directors at Futurum, examine ADI's decision to rebuild its SHARC automotive audio DSP on Cadence Tensilica IP and what the ADI SHARC-FX shift means...
Wayve Lands Mercedes-Benz: Embodied AI Enters Premium Auto
September 23, 2026

Wayve Lands Mercedes-Benz: Embodied AI Enters Premium Auto

Wayve and Mercedes-Benz will integrate Wayve AI Driver into premium vehicles within two years, marking the first generalized AI driving system in luxury cars and establishing Wayve as a scalable...
Ricoh's Atsugi Bet: Can Supply Scale Unlock Channel Growth?
September 18, 2026

Ricoh's Atsugi Bet: Can Supply Scale Unlock Channel Growth?

Ricoh's $39,000 per square meter Atsugi facility investment doubles inkjet head production by 2028, positioning channel partners to capitalize on industrial printing's 36% CAGR growth....
Arm's Agentic Moat Widens With CSS for Mobile 2, CSS N4, and Physical AI
September 15, 2026

Arm's Agentic Moat Widens With CSS for Mobile 2, CSS N4, and Physical AI

Brendan Burke, Research Director at Futurum, analyzes how Arm's Agentic AI strategy is expanding by launching CSS for Mobile 2, Neoverse CSS N4, and Arm Total Design for robotics....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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