Category: Semiconductors, Supply Chain, & Emerging Tech

Coherent Q1 FY 2027 PhotonLink Wins Broaden AI Infrastructure Reach
November 6, 2026

Coherent Q1 FY 2027: PhotonLink Wins Broaden AI Infrastructure Reach

Futurum Research analyzes Coherent’s Q1 FY 2027 earnings, including its second PhotonLink anchor customer, higher laser output, and growing demand for optical links between AI data centers....
SiTime Q3 FY 2026 Optical Demand Expands Timing Content
November 6, 2026

SiTime Q3 FY 2026: Optical Demand Expands Timing Content

Futurum Research analyzes how optical design wins increase SiTime’s timing content and how Renesas clocks extend its reach with AI infrastructure customers....
AMD Takes the Classical Side of IBM's Quantum Error Correction Buildout at Oak Ridge
November 6, 2026

AMD Takes the Classical Side of IBM's Quantum Error Correction Buildout at Oak Ridge

Brendan Burke, Research Director at Futurum, examines the IBM, AMD, and Oak Ridge co-design platform pairing the 120-qubit Nighthawk with an MI355X supercomputer, and why quantum error correction is becoming...
Arm Q2 FY 2027 AGI CPU Orders Expand Data Center Opportunity
November 6, 2026

Arm Q2 FY 2027: AGI CPU Orders Expand Data Center Opportunity

Futurum Research analyzes Arm’s Q2 FY 2027 licensing gains, rising data center royalties, and how supply will shape the rollout of Arm’s own server chip....
Supermicro, IBM, and NVIDIA Cut Inference Latency 56x With KV Cache on Shared Storage
November 6, 2026

Supermicro, IBM, and NVIDIA Cut Inference Latency 56x With KV Cache on Shared Storage

Brendan Burke, Research Director at Futurum, examines the Supermicro, IBM, and NVIDIA KV cache solution and what its white paper benchmarks prove about shared storage as the persistence tier for...
Midterm Voters Reject Data Centers in 40 of 41 Ballot Measures, Making Grid Flexibility the Price of AI Expansion
November 6, 2026

Midterm Voters Reject Data Centers in 40 of 41 Ballot Measures, Making Grid Flexibility the Price of AI Expansion

Brendan Burke, Research Director at Futurum, examines voters' rejection of 40 of 41 data center measures, NVIDIA and Emerald AI's stranded power outlet, OpenAI's curtailment pledge, and Schneider Electric's role....
Astera Labs Q3 FY 2026 Orion and Scorpio Expand Infrastructure Content Opportunity
November 6, 2026

Astera Labs Q3 FY 2026: Orion and Scorpio Expand Infrastructure Content Opportunity

Brendan Burke, Research Director at The Futurum Group, analyzes Astera Labs’ Q3 FY 2026 earnings, examining Scorpio adoption, memory and optical connectivity, and Orion’s role in AI inference infrastructure....
STMicroelectronics Q3 FY 2026 AI Data Center and Bookings Surge
November 6, 2026

STMicroelectronics Q3 FY 2026: AI Data Center and Bookings Surge

Brendan Burke, Research Director at Futurum, reviews STMicroelectronics' Q3 FY 2026 earnings, AI data center and LEO demand, record bookings, and the fab reshaping behind its margin path....
AMD Q3 FY 2026 A 2x Server Outlook Positions AMD to Outgrow the AI Market
November 5, 2026

AMD Q3 FY 2026: A 2x Server Outlook Positions AMD to Outgrow the AI Market

Futurum Research analyzes AMD’s Q3 FY 2026 earnings and argues that agentic CPU demand, Helios revenue, and secured supply position AMD to outgrow the AI infrastructure market in 2027....
Lattice Q3 FY 2026
November 3, 2026

Lattice Q3 FY 2026: Organic FPGA Demand Drives 118% Revenue Growth

Futurum Research analyzes Lattice’s Q3 FY 2026 earnings, where organic FPGA demand drove growth, AMI beat its outlook, and silicon neutrality became the key test of the AMI acquisition....
Marvell Pays $115 Billion for Lumentum Because the $550 Billion AI Connectivity TAM Runs on Lasers
November 3, 2026

Marvell Pays $115 Billion for Lumentum Because the $550 Billion AI Connectivity TAM Runs on Lasers

Brendan Burke, Research Director at Futurum, shares his insights on Marvell's $115 billion all-stock acquisition of Lumentum and whether owning the laser layer of AI networking resets the comparison with...
Qualcomm Validates First HBC Silicon With an 18x Memory Bandwidth Gain Over LPDDR5X
November 3, 2026

Qualcomm Validates First HBC Silicon With an 18x Memory Bandwidth Gain Over LPDDR5X

Brendan Burke, Research Director at Futurum, examines Qualcomm's validated first-generation HBC silicon, its measured 18x bandwidth gain and 5x bandwidth per watt over HBM4, and whether stacked DRAM on compute...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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