Category: Intelligent Devices

Market News Coverage MediaTek Expands into Micro LED Optical Communication
March 4, 2026

Market News Coverage: MediaTek Expands into Micro LED Optical Communication

Olivier Blanchard, Research Director at Futurum, shares his insights on MediaTek’s micro-LED strategy, and how the expansion of data center and networking solutions from leading-edge and device-focused semiconductor vendors both...
SiTime's Titan Platform and the Importance of MEMS Resonators
March 4, 2026

SiTime’s Titan Platform and the Importance of MEMS Resonators

In our latest market report, SiTime’s Titan Platform and the Importance of MEMS Resonators, completed in partnership with SiTime, Futurum Research examines how Titan’s miniaturization, integration, and resilience advantages could...
POCO and MediaTek Aim to Redefine Mid-Tier Performance Expectations in the Mobile Segment
March 3, 2026

POCO and MediaTek Aim to Redefine Mid-Tier Performance Expectations in the Mobile Segment

Olivier Blanchard, research Director at Futurum, dives into POCO’s X8 Pro and POCO X8 Pro Max launches, and discusses how, with the help of MediaTek, the Xiaomi subsidiary is redefining...
HP Q1 FY 2026 Earnings AI PC Momentum, Memory Costs Temper Outlook
February 26, 2026

HP Q1 FY 2026 Earnings: AI PC Momentum, Memory Costs Temper Outlook

Olivier Blanchard. Research Director at Futurum analyzes HP’s Q1 results, highlighting AI PC momentum, memory cost mitigation, and Print resilience, with guidance indicating near-term performance trending to the low end...
indie Q4 FY 2025 Earnings Humanoid Robotics Catalyzed by Radar Chipset Ramp
February 24, 2026

indie Q4 FY 2025 Earnings: Humanoid Robotics Catalyzed by Radar Chipset Ramp

Brendan Burke, Research Director at Futurum, analyzes indie Semiconductor’s Q4 FY 2025, highlighting radar program ramps, DRAM‑less vision wins, and adjacencies in photonics and robotics, with Q1 guidance reflecting core...
Google Debuts Pixel 10A Amidst Minimal Hardware Evolution
February 20, 2026

Google Debuts Pixel 10A Amidst Minimal Hardware Evolution

Olivier Blanchard, Research Director at Futurum, dives into the timing, specs, competitive advantages, market positioning, and strategic importance of Google’s Pixel 10A release....
Lenovo Q3 FY 2026 Earnings Broad-Based Growth, AI Mix Rising
February 16, 2026

Lenovo Q3 FY 2026 Earnings: Broad-Based Growth, AI Mix Rising

Futurum Research analyzes Lenovo’s Q3 FY 2026 results, highlighting a revenue beat, rising AI mix across devices, infrastructure, and services, and management’s playbook to navigate persistent memory and silicon cost...
Silicon Labs Q4 FY 2025 Earnings Highlight Wireless Momentum and Acquisition
February 13, 2026

Silicon Labs Q4 FY 2025 Earnings Highlight Wireless Momentum and Acquisition

Brendan Burke, Research Director at Futurum, analyzes Silicon Labs’ Q4 FY 2025 results and TI’s pending acquisition, highlighting industrial wireless momentum, manufacturing synergies, and how internalized production could expand reach...
T-Mobile Q4 FY 2025 Results Highlight Broadband and Digital Scale
February 13, 2026

T-Mobile Q4 FY 2025 Results Highlight Broadband and Digital Scale

Futurum Research analyzes T-Mobile’s Q4 FY 2025 results, focusing on account-based growth, broadband momentum, and AI-driven network experiences that underpin multi-year service revenue and Core Adjusted EBITDA expansion....
Lattice Semiconductor Q4 FY 2025 Record Comms & Compute, AI Servers +85%
February 12, 2026

Lattice Semiconductor Q4 FY 2025: Record Comms & Compute, AI Servers +85%

Futurum Research analyzes Lattice’s Q4 FY 2025 results, highlighting data center companion FPGA momentum, expanding security attach, and a growing new-product mix that supports FY 2026 growth and margin resilience....
AI Capex 2026 The $690B Infrastructure Sprint
February 12, 2026

AI Capex 2026: The $690B Infrastructure Sprint

Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on the massive AI capex plans of US hyperscalers, specifically whether the projected $700 billion infrastructure build-out can be...
Texas Instruments Buys Silicon Labs To Fuel Edge AI Scale
February 10, 2026

Texas Instruments Buys Silicon Labs To Fuel Edge AI Scale

Brendan Burke, Research Director at Futurum, examines Texas Instruments’ acquisition of Silicon Labs, assessing how manufacturing integration, portfolio scale, and cost discipline could reshape embedded wireless connectivity markets....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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