Category: Semiconductors, Supply Chain, & Emerging Tech

Marvell's XConn Buy Yields a Two-Pronged Open Fabric Play Against NVLink
March 23, 2026

Marvell’s XConn Buy Yields a Two-Pronged Open Fabric Play Against NVLink

Brendan Burke, Research Director at Futurum, analyzes Marvell's dual PCIe 6.0 and CXL 3.0 switch launches from its XConn acquisition and what they mean for the open fabric challenge to...
Coherent's $23 Billion Growth Opportunity Lifted by NVIDIA's Optical Ambitions
March 23, 2026

Coherent’s $23 Billion Growth Opportunity Lifted by NVIDIA’s Optical Ambitions

Brendan Burke, Research Director at Futurum, analyzes Coherent's expanded $21 billion CPO TAM disclosed at OFC 2026 and how NVIDIA's Spectrum-6 and Kyber architectures create structural demand for co-packaged optics...
Acer’s FY 2025 Results Signal Value Proposition Evolution Ahead of 2026 Headwinds
March 20, 2026

Acer’s FY 2025 Results Signal Value Proposition Evolution Ahead of 2026 Headwinds

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, examines Acer’s FY 2025 results and multi-engine strategy signal as PCs face potential 2026 headwinds and the company expands...
Micron Q2 FY 2026 Earnings Driven by AI-Led Memory Demand
March 20, 2026

Micron Q2 FY 2026 Earnings Driven by AI-Led Memory Demand

Futurum Research reviews Micron Q2 FY 2026 earnings, focusing on AI-driven memory demand, HBM roadmap progress, supply constraints, and what the outlook signals for data center and edge markets....
NVIDIA GTC 2026 Day 1 - Can NVIDIA’s Ecosystem Accelerate the Inference Inflection
March 18, 2026

NVIDIA GTC 2026 Day 1 – Can NVIDIA’s Ecosystem Accelerate the Inference Inflection?

Brendan Burke, Research Director at Futurum, breaks down NVIDIA GTC 2026 Day 1, highlighting the NVIDIA Vera Rubin platform, the $27B Nebius-Meta deal, and how partners like HPE and Micron...
ASUSTeK Q4 FY 2025 Results Highlight Server Mix Shift and AI-Led Portfolio Expansion
March 17, 2026

ASUSTeK Q4 FY 2025 Results Highlight Server Mix Shift and AI-Led Portfolio Expansion

Olivier Blanchard, Research Director, Intelligent Devices at Futurum, reviews ASUSTeK’s Q4 2025 earnings, focusing on AI server momentum, portfolio shifts across PCs, and 2026 guidance implies for execution in a...
AWS Rises to the Agentic AI Moment With Cerebras Integration for Fast Inference
March 17, 2026

AWS Rises to the Agentic AI Moment With Cerebras Integration for Fast Inference

Brendan Burke, Research Director at Futurum, examines how the AWS-Cerebras partnership deploys disaggregated inference architecture through Amazon Bedrock, pairing Trainium prefill with Cerebras decode to target industry-leading speed....
Yann LeCun’s AMI Raises $1BN Seed Round - Is the World Model Era Finally Here
March 13, 2026

Yann LeCun’s AMI Raises $1BN Seed Round – Is the World Model Era Finally Here?

Nick Patience, VP & AI Platforms Practice Lead at Futurum, examines AMI Labs' $1.03B seed round - Europe's largest - and what it means for the world model era, sovereign...
Nebius Designs the Agentic Era of AI Cloud Platforms with NVIDIA Investment
March 13, 2026

Nebius Designs the Agentic Era of AI Cloud Platforms with NVIDIA Investment

Brendan Burke, Research Director at Futurum, examines NVIDIA’s $2 billion investment in Nebius and its implications for AI cloud infrastructure, including the push toward AI factories, inference platforms, and large-scale...
Synopsys Converge – Is the New Synopsys Ready to Own Multi-Physics Design
March 13, 2026

Synopsys Converge – Is the New Synopsys Ready to Own Multi-Physics Design?

Brendan Burke, Research Director at Futurum, shares his insights on Synopsys Converge 2026, where the "New Synopsys" unveiled Multiphysics-Fusion, AgentEngineer, and Ansys 2026 R1, among other announcements aimed at the...
Oracle Q3 FY 2026 Earnings Driven by OCI AI Infrastructure Demand
March 13, 2026

Oracle Q3 FY 2026 Earnings Driven by OCI AI Infrastructure Demand

Futurum Research analyzes Oracle’s Q3 FY 2026 earnings, focusing on OCI AI infrastructure momentum, sovereign cloud positioning, and Fusion’s embedded AI agents as the company scales capacity and backlog....
SkyWater's CEO Letter Redefines the US Foundry Model
March 12, 2026

SkyWater’s CEO Letter Redefines the US Foundry Model

Brendan Burke, Research Director at Futurum, examines SkyWater’s CEO letter and how it reframes mature nodes and advanced packaging as strategic infrastructure for quantum-era manufacturing....

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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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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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