Category: Semiconductors, Supply Chain, & Emerging Tech

NVIDIA Wants Agent Safety Enforced in Silicon
September 29, 2026

NVIDIA Wants Agent Safety Enforced in Silicon

Fernando Montenegro, Mitch Ashley, and Brendan Burke from Futurum analyze NVIDIA's Open Agent Safety Platform, which pairs OpenShell runtime controls with Sentry DPU monitoring to contain AI agents outside their...
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...
Synopsys Autopilot Aims to Consolidate Chip Design Around One Stack
September 28, 2026

Synopsys Autopilot Aims to Consolidate Chip Design Around One Stack

Brendan Burke, Research Director at Futurum, shares his insights on Synopsys Autopilot, why seven lifecycle-spanning AgentEngineer agents point toward one team designing every stage, and what that consolidation means for...
Project Suncatcher
September 25, 2026

Project Suncatcher Prepares to Launch TPUs. Is Google Ahead in the Orbital AI Race?

Brendan Burke, Research Director at Futurum, examines Google's Project Suncatcher launch and whether orbital data centers can reach cost parity with terrestrial AI infrastructure by the mid-2030s....
Marvell’s 2nm Optics Target AI Scale-Up Beyond the Rack
September 24, 2026

Marvell’s 2nm Optics Target AI Scale-Up Beyond the Rack

Brendan Burke, Research Director at The Futurum Group, positions Marvell’s 2nm optics against the scale-up needs defined at AI Infra Summit and rival moves from Coherent and Broadcom....
TSMC OIP
September 24, 2026

TSMC's OIP Forum Turns Agentic Chip Design Demos Into Production Flows

Brendan Burke, Research Director at Futurum, examines TSMC OIP 2026, where A14 certifications and foundry-endorsed agentic flows arrived together and IC-Link by imec opened the first managed-cloud mixed-partner EDA path...
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...
Coherent PhotonLink
September 23, 2026

Coherent PhotonLink Raises Its TAM to $90 Billion. Will Bundling Win CPO?

Brendan Burke, Research Director at Futurum, examines Coherent PhotonLink, the $90 billion 2030 TAM claim, and whether bundling the full optical chain can beat specialist rivals in CPO, NPO, and...
Anderon Finalizes $1 Billion CHIPS Award. Who Buys Quantum Wafers Besides IBM?
September 22, 2026

Anderon Finalizes $1 Billion CHIPS Award. Who Buys Quantum Wafers Besides IBM?

Brendan Burke, Research Director at Futurum, shares insights on Anderon's finalized $1 billion CHIPS award and whether its quantum wafer manufacturing can build a customer base beyond its parent, IBM....
AI Infra Summit 2026 – Can Optics Break the AI Power Wall by 2028?
September 22, 2026

AI Infra Summit 2026 – Can Optics Break the AI Power Wall by 2028?

Brendan Burke, Research Director at Futurum, shares insights from AI Infra Summit 2026, where power-capped data centers pushed vendors toward optics, near-memory silicon, and physical AI ahead of a 2028...
Lattice Mach-N2 Turns the Post-Quantum Procurement Gate Into an FPGA Moat
September 21, 2026

Lattice Mach-N2 Turns the Post-Quantum Procurement Gate Into an FPGA Moat

Brendan Burke, Research Director at Futurum, shares his insights on why Lattice Mach-N2's full CNSA 2.0 compliance and integrated flash extend the secure control FPGA lead as the post-quantum procurement...

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.