Category: Semiconductors, Supply Chain, & Emerging Tech

Marvell Technology Q4 FY 2026 Earnings Raise Data Center Growth Outlook
March 9, 2026

Marvell Technology Q4 FY 2026 Earnings Raise Data Center Growth Outlook

Futurum Research analyzes Marvell’s Q4 FY 2026 earnings, focusing on raised data center outlook, scale-up networking expansion, and connectivity roadmap transitions....
Broadcom Q1 FY 2026 Earnings Driven by XPU Momentum
March 5, 2026

Broadcom Q1 FY 2026 Earnings Driven by XPU Momentum

Brendan Burke, Research Director at Futurum, analyzes Broadcom’s Q1 FY 2026 earnings, focusing on AI accelerator and networking momentum, expanding custom XPU programs, and VMware’s role in AI-era private cloud...
Could Apple’s New $599 MacBook Neo Decimate The Mid-Range Windows Laptop Market
March 5, 2026

Could Apple’s New $599 MacBook Neo Decimate The Mid-Range Windows Laptop Market?

Olivier Blanchard, Analyst at Futurum, shares his insights on Apple's new $599 MacBook Neo. This breakthrough price point is set to disrupt the entire budget PC market and could be...
Ingram Micro Q4 FY 2025 Earnings Highlight Xvantage-Driven Efficiency
March 5, 2026

Ingram Micro Q4 FY 2025 Earnings Highlight Xvantage-Driven Efficiency

Futurum Research analyzes Ingram Micro’s Q4 FY 2025 results, focusing on Xvantage-driven efficiency, AI workflow automation, and the company’s approach to AI infrastructure attach opportunities....
Qualcomm-Ericsson Partnership Accelerates Path to Intelligent AI6G Fabric
March 4, 2026

Qualcomm-Ericsson Partnership Accelerates Path to Intelligent AI/6G Fabric

Olivier Blanchard, Research Director at Futurum, shares his insights on the partnership between Qualcomm and Ericsson and how both companies are working to establish not only the foundations for AI-first...
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...
Can Micron’s Modular Memory Upgrade Help NVIDIA’s CPUs Outperform
March 4, 2026

Can Micron’s Modular Memory Upgrade Help NVIDIA’s CPUs Outperform?

Brendan Burke, Research Director at Futurum Research, analyzes Micron's 256GB SOCAMM2 module and its role in NVIDIA's Vera Rubin AI platform, as AMD and Qualcomm explore SOCAMM adoption for agentic...
NVIDIA's $4B Optics Bet Signals Photonics as AI's Next Bottleneck
March 3, 2026

NVIDIA’s $4B Optics Bet Signals Photonics as AI’s Next Bottleneck

Brendan Burke, Research Director at Futurum, shares insights on NVIDIA's $4 billion investment in Coherent and Lumentum to address the emerging optical interconnect bottleneck constraining AI data center scaling amid...
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...
CoreWeave Q4 FY 2025 Results Highlight Backlog Growth And Capacity Expansion
March 3, 2026

CoreWeave Q4 FY 2025 Results Highlight Backlog Growth And Capacity Expansion

Futurum Research reviews CoreWeave’s Q4 FY 2025 earnings, focusing on backlog-driven capacity expansion, platform monetization beyond GPUs, and execution cadence shaping AI infrastructure supply....
Dell Q4 FY 2026 Earnings Highlight AI-Optimized Server Ramp
March 2, 2026

Dell Q4 FY 2026 Earnings Highlight AI-Optimized Server Ramp

Futurum Research analyzes Dell’s Q4 FY 2026 earnings, focusing on AI-optimized server scale, backlog expansion, and implications for infrastructure and client markets....
NetApp Q3 FY 2026 Results Highlight All-Flash Growth And Cloud Services
March 2, 2026

NetApp Q3 FY 2026 Results Highlight All-Flash Growth And Cloud Services

Futurum Research analyzes NetApp’s Q3 FY 2026 earnings, focusing on all-flash growth, hyperscaler-native storage services, and AI data readiness initiatives....

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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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