Category: Semiconductors, Supply Chain, & Emerging Tech

Is Intel's $20 Billion Stock Offering Enough to Tool a 14A Fab?
August 11, 2026

Is Intel’s $20 Billion Stock Offering Enough to Tool a 14A Fab?

Brendan Burke, Research Director at Futurum, shares his insights on why Intel's upsized $20 billion stock offering matches the cost of tooling one 14A fab shell, and which WFE suppliers...
SiTime Q2 FY 2026 AI Demand and Renesas Integration Shape the Next Phase
August 10, 2026

SiTime Q2 FY 2026: AI Demand and Renesas Integration Shape the Next Phase

Futurum Research analyzes SiTime’s Q2 FY 2026 earnings, focusing on AI data center timing demand, Renesas timing integration, and guidance....
Motive's Unstoppable Momentum: What It Means for Fleet Management
August 8, 2026

Motive’s Unstoppable Momentum: What It Means for Fleet Management

Motive has secured the #1 ranking on G2's Momentum Grid for Fleet Management for eight consecutive quarters, positioning itself as the fastest-growing challenger disrupting the supply chain software market dominated...
NVIDIA AI Storage
August 7, 2026

NVIDIA AI Storage Goes Open at FMS 2026. Is Open Source the New Moat?

Brendan Burke, Research Director at Futurum, examines NVIDIA's FMS 2026 storage push and whether openness extends NVIDIA's platform control to the data path....
Samsung zHBM
August 7, 2026

Samsung zHBM Stacks Memory on the GPU. Has HBM Run Out of Beachfront?

Brendan Burke, Research Director at Futurum, shares his insights on Samsung zHBM, the FMS 2026 concept that stacks memory directly on AI accelerators, and on whether V10 BV-NAND and HBM4E...
AMD Acquires Taalas to Advance AI Workload Optimization
August 7, 2026

AMD Acquires Taalas to Advance AI Workload Optimization

Brendan Burke, Research Director at Futurum, shares his insights on AMD's Taalas acquisition and why the two-month model-to-silicon design flow, arriving alongside agentic EDA, is the asset that matters....
IonQ Q2 FY 2026 Tempo Quantum Computers Drive Growth Ahead of SkyWater Integration
August 7, 2026

IonQ Q2 FY 2026: Tempo Quantum Computers Drive Growth Ahead of SkyWater Integration

Brendan Burke, Research Director at Futurum, analyzes IonQ’s Q2 FY 2026 earnings, focusing on quantum platform growth, SkyWater integration, security demand, and raised FY 2026 guidance....
Lattice Semiconductor Q2 FY 2026 AMI Acquisition Pulls $1 Billion Revenue Rate Up to Q3 2026
August 7, 2026

Lattice Semiconductor Q2 FY 2026: AMI Acquisition Pulls $1 Billion Revenue Rate Up to Q3 2026

Brendan Burke, Research Director at Futurum, analyzes Lattice Semiconductor’s Q2 FY 2026 earnings, focusing on AI server demand, FPGA attach, AMI, and guidance....
AMD Q2 FY 2026 EPYC and Helios Fuel the Next AI Growth Phase
August 7, 2026

AMD Q2 FY 2026: EPYC and Helios Fuel the Next AI Growth Phase

Brendan Burke, Research Director at Futurum, analyzes AMD’s Q2 FY 2026 earnings, focusing on Data Center growth, EPYC demand, Helios momentum, and the next phase of AI infrastructure execution....
SK hynix's 54 Trillion Won Investment: A Bold Move for AI Memory Dominance
August 7, 2026

SK hynix’s 54 Trillion Won Investment: A Bold Move for AI Memory Dominance

SK Hynix announces a massive 54 trillion won investment in AI memory production facilities, positioning itself at the center of the data intelligence supercycle as enterprise AI spending accelerates globally....
Is the AI Data Center Gold Rush Unsustainable?
August 7, 2026

Is the AI Data Center Gold Rush Unsustainable?

AI's rapid expansion is causing execution failures in data centers, with 92% of operators facing accelerated timelines and power shortages, leading to costly delays and reworks....
Epicor Prism Launches: A Major shift for Supply Chain AI Integration?
August 6, 2026

Epicor Prism Launches: A Major shift for Supply Chain AI Integration?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, examines how Epicor Prism's embedded AI agents are reshaping supply chain operations for manufacturers and distributors across...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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