Category: Semiconductors, Supply Chain, & Emerging Tech

Micron's $250B U.S. Investment
July 10, 2026

Micron’s $250B U.S. Investment Finds Its Edge on Korea’s Memory Juggernaut

Brendan Burke, Research Director at Futurum, analyzes how Micron's accelerated $250B U.S. investment and $3B supply chain commitment outposition Korea's memory efforts, addressing structural chip shortages and domestic supply requirements....
SK Hynix
July 10, 2026

Will SK Hynix’s Record $26.5bn ADR Issuance Help Close Its Capex Intensity Gap?

Brendan Burke, Research Director at Futurum, analyzes how SK Hynix's $26.5bn ADR issuance aims to close its capex intensity gap against Micron and Samsung, positioning it as a strategic AI...
Mercor Bets on Real-World AI Training: Will Environments Decide the Next AI Leaders?
July 10, 2026

Mercor Bets on Real-World AI Training: Will Environments Decide the Next AI Leaders?

Mercor's acquisition of Deeptune strategically positions it in reinforcement learning infrastructure, addressing enterprise concerns about AI agent reliability and hallucination management in the booming $181.3B AI platforms market....
How NVIDIA is Building a Critical Safety Layer for Physical AI
July 7, 2026

How NVIDIA is Building a Critical Safety Layer for Physical AI

Olivier Blanchard, Research Director at The Futurum Group, examines NVIDIA Halos for Robotics and whether a unified safety architecture could become a foundational requirement for scaling physical AI in industrial...
Qualcomm's Snapdragon Reality Elite Ups the Stakes for Spatial AI
July 6, 2026

Qualcomm’s Snapdragon Reality Elite Ups the Stakes for Spatial AI

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, Qualcomm's Snapdragon Reality Elite positions the chipmaker as a spatial AI leader, enabling on-device processing for mixed reality experiences....
Infineon's €5 Billion Dresden Fab Reshapes the Global Power Semiconductor Supply Chain
July 6, 2026

Infineon’s €5 Billion Dresden Fab Reshapes the Global Power Semiconductor Supply Chain

Brendan Burke, Research Director at Futurum, examines how Infineon's Dresden fab doubles capacity in tight power/analog markets, raising questions about pricing power and potential oversupply risks....
NVIDIA DSX Promises More Revenue per Gigawatt. Who Actually Captures It?
July 6, 2026

NVIDIA DSX Promises More Revenue per Gigawatt. Who Actually Captures It?

Brendan Burke, Research Director at Futurum, analyzes how NVIDIA's DSX design and revenue sharing model increase token efficiency and capture recurring value from AI infrastructure deployments....
Databricks AI’s GPU Reliability Push Exposes Hidden Risks for Large-Scale Training
July 3, 2026

Databricks AI’s GPU Reliability Push Exposes Hidden Risks for Large-Scale Training

Databricks AI reveals critical GPU reliability challenges in distributed training environments. Silent slowdowns and numerical corruption pose greater risks than visible failures, threatening model quality and compute efficiency at enterprise...
NVIDIA Jetson in Lunar Orbit Signals Commercial GPUs Are Ready for Spaceflight
July 1, 2026

NVIDIA Jetson in Lunar Orbit Signals Commercial GPUs Are Ready for Spaceflight

Brendan Burke, Research Director at Futurum, analyzes how Firefly Aerospace's deployment of NVIDIA Jetson in lunar orbit proves commercial GPUs now support demanding long-duration spaceflight missions....
Applied Materials' Master Class Schools Memory Makers on Logic-Class Fabrication
June 30, 2026

Applied Materials’ Master Class Schools Memory Makers on Logic-Class Fabrication

Brendan Burke, Research Director at Futurum, frames Applied Materials' advanced packaging systems for AI-scale HBM and 3D stacking as a logic-memory convergence that could double DRAM equipment spending....
Qualcomm’s Investor Day 2026 Agentic and AI Inference To Drive 2x Revenue Growth by 2030
June 29, 2026

Qualcomm’s Investor Day 2026: Agentic and AI Inference To Drive 2x Revenue Growth by 2030

Olivier Blanchard and Brendan Burke, Research Directors at Futurum, explain the significance of Qualcomm's June 24 Investor Day announcements as the company continues to evolve into a full-stack AI platform...
Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize
June 29, 2026

Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize

Brendan Burke and Olivier Blanchard, Research Directors at Futurum, explain why Qualcomm's June 24 Investor Day matters less for its new CPU than for its claim on the decode-heavy inference...

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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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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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