Category: Semiconductors, Supply Chain, & Emerging Tech

Amkor Q4 2025 Earnings Advanced Packaging Bottleneck Spurs Investment
February 11, 2026

Amkor Q4 2025 Earnings: Advanced Packaging Bottleneck Spurs Investment

Brendan Burke, Research Director at Futurum, analyzes Amkor Technology's Q4 2025 earnings, highlighting record advanced packaging revenue, AI-driven growth, and a potential $3 billion capital expansion plan....
Arm at the Center of the AI & Data Center Revolution
February 10, 2026

Arm at the Center of the AI & Data Center Revolution

In Arm at the Center of the AI & Data Center Revolution, Futurum Research examines how Arm’s scalable IP, partner ecosystem, and software enablement are positioning it as a unifying...
Texas Instruments Buys Silicon Labs To Fuel Edge AI Scale
February 10, 2026

Texas Instruments Buys Silicon Labs To Fuel Edge AI Scale

Brendan Burke, Research Director at Futurum, examines Texas Instruments’ acquisition of Silicon Labs, assessing how manufacturing integration, portfolio scale, and cost discipline could reshape embedded wireless connectivity markets....
Microchip Q3 2026 Earnings Signal Mix Shift to Networking and Data Center
February 9, 2026

Microchip Q3 2026 Earnings Signal Mix Shift to Networking and Data Center

Brendan Burke, Research Director at Futurum, analyzes Microchip Technology's Q3 fiscal 2026 results including broad-based market recovery and strategic wins in automotive Ethernet and Gen 6 PCIe switching....
Amazon Q4 FY 2025 Revenue Beat, AWS +24% Amid $200B Capex Plan
February 9, 2026

Amazon Q4 FY 2025: Revenue Beat, AWS +24% Amid $200B Capex Plan

Futurum Research reviews Amazon’s Q4 FY 2025 results, highlighting AWS acceleration from AI workloads, expanding custom silicon use, and an AI-led FY 2026 capex plan shaped by satellite and international...
Coherent Q2 FY 2026 AI Datacenter Demand Lifts Revenue and Margins
February 6, 2026

Coherent Q2 FY 2026: AI Datacenter Demand Lifts Revenue and Margins

Futurum Research analyzes Coherent’s Q2 FY 2026 results, highlighting AI datacenter optics demand, 6-inch indium phosphide capacity expansion, and growing OCS/CPO traction supporting margin expansion into FY 2027....
Arm Q3 FY 2026 Earnings Highlight AI-Driven Royalty Momentum
February 6, 2026

Arm Q3 FY 2026 Earnings Highlight AI-Driven Royalty Momentum

Futurum Research analyzes Arm’s Q3 FY 2026 results, highlighting CPU-led AI inference momentum, CSS-driven royalty leverage, and diversification across data center, edge, and automotive, with guidance pointing to continued growth....
Qualcomm Q1 FY 2026 Earnings Record Revenue, Memory Headwinds
February 6, 2026

Qualcomm Q1 FY 2026 Earnings: Record Revenue, Memory Headwinds

Futurum Research analyzes Qualcomm’s Q1 FY 2026 earnings, highlighting AI-native device momentum, Snapdragon X PCs, and automotive SDV traction amid near-term handset build constraints from industry-wide memory tightness....
Supermicro Q2 FY2026 Delivers Breakout AI GPU Platform Revenue
February 5, 2026

Supermicro Q2 FY2026 Delivers Breakout AI GPU Platform Revenue

Brendan Burke, Research Director at Futurum, covers Supermicro’s Q2 FY2026 breakout revenue growth, driven by power-optimized rack-scale AI systems that are helping data center builders improve their energy efficiency....
NXP Q4 FY 2025: Auto Stabilises, Edge AI Platforms Gain Traction
February 5, 2026

NXP Q4 FY 2025: Auto Stabilises, Edge AI Platforms Gain Traction

Futurum Research analyzes NXP’s Q4 FY 2025 earnings, highlighting SDV design wins, edge AI platform traction, and portfolio focus, with guidance pointing to steady margins and disciplined channel management into...
AMD Q4 FY 2025: Record Data Center And Client Momentum
February 5, 2026

AMD Q4 FY 2025: Record Data Center And Client Momentum

Futurum Research analyzes AMD’s Q4 FY 2025 results, highlighting data center CPU/GPU momentum, AI software progress, and a potential H2 FY 2026 rack-scale inflection, amid mixed client, gaming, and embedded...
Teradyne Q4 FY 2025 Shifts the Narrative to Data Center and Physical AI
February 4, 2026

Teradyne Q4 FY 2025 Shifts the Narrative to Data Center and Physical AI

Brendan Burke, Research Director at Futurum, analyzes Teradyne’s Q4 2025 results, where AI-driven demand reached 60% of revenue. Record memory test growth and the strategic scaling of Physical AI in...

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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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