Category: Semiconductors, Supply Chain, & Emerging Tech

This Selloff in Tech is Irrational — Even More so than Last Year’s Climb
June 10, 2021

This Selloff in Tech is Irrational — Even More so than Last Year’s Climb

With growth for semiconductors, PCs, Cloud, AI, 5G, and electric vehicles all robust, it’s hard to suggest investors are being forward-looking....
June 10, 2021

Recapping Lattice Semiconductor’s Investor Day with Esam Elashmawi – Futurum Tech Webcast Interview Series

In this new episode of the Futurum Tech Webcast – Interview Series, Futurum co-founder Daniel Newman talks with Lattice Semiconductor’s Chief Marketing and Strategy Office, Esam Elashmawi about the impressive...
June 10, 2021

Marvell’s Q1 Earnings Results Are, Well, Pretty Marvelous, In Spite of Everything

Marvell Technology has released its first quarter results for fiscal year 2022, delivering an impressive beat for both revenue of $832 million versus $807 million expected and earnings of $0.29...
June 9, 2021

EU to Introduce Digital Wallet Initiative Ahead of US, Sets First Major Milestone for 2022

The EU will introduce a digital wallet initiative ahead of the US, setting a first major milestone for 2022. Futurum’s Olivier Blanchard covers the many nuances of that initiative, including...
June 8, 2021

Announcements from COMPUTEX 2021

June 8, 2021

Honeywell and Cambridge Team Up to Form New Vanguard Quantum Company

Honeywell Quantum Solutions and Cambridge Quantum Computing combine to form a new quantum computing company that offers the planet’s highest-performing quantum computer and agile quantum software, including the trailblazing quantum...
June 4, 2021

New Qualcomm-Microsoft Snapdragon Developer Kit Announcement Signals Growing Enterprise Buy-In for Always-Connected Compute Platform

The new Qualcomm-Microsoft Snapdragon developer kit announcement signals growing enterprise buy-in for an always-connected compute platform. Futurum analyst Olivier Blanchard breaks down why the market is hungry for good enough...
June 4, 2021

NVIDIA’s BlueField-2 DPUs and Base Command AI Development Hub Serve up More Power, Less Friction at COMPUTEX 2021

NVIDIA continues to expand its focus and customer value as it rolls out software solutions and service offerings designed to help its customers accelerate their own internal application development and...
June 4, 2021

COMPUTEX 2021: AMD Shines with New Portfolio-wide Innovations

AMD CEO Lisa Su shrewdly leveraged the Computex Keynote to promote AMD’s latest portfolio-wide innovations and capabilities including especially its first application of 3D chiplet technology. Futurum’s Ron Westfall assesses...
June 3, 2021

The Dip in Chips: How the Semiconductor Industry is Responding to the Global Supply Chain Crisis – Futurum Tech Webcast

Futurum’s Fred McClimans and Ron Westfall analyze the ongoing crisis in the global semiconductor supply chain and its impact across key industries such as the automotive, telecommunications, and medical equipment...
June 2, 2021

Record Earnings Report from Dell Technologies

June 2, 2021

NVIDIA Keeps Up Its Record-Breaking Run in Fiscal Q1

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.

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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

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