Category: Semiconductors, Supply Chain, & Emerging Tech

Lattice Sentry 5.0 Turns Post-Quantum Silicon Into a Full Platform Security Stack
October 13, 2026

Lattice Sentry 5.0 Turns Post-Quantum Silicon Into a Full Platform Security Stack

Brendan Burke, Research Director at Futurum, shares his insights on why Lattice Sentry 5.0's PQC-enabled platform firmware resilience stack is the first product proof of the AMI acquisition thesis....
Marvell Investor Day 2026 Targets $80B FY 2031 Revenue With Custom Silicon and Optics
October 9, 2026

Marvell Investor Day 2026 Targets $80B FY 2031 Revenue With Custom Silicon and Optics

Brendan Burke, Research Director at Futurum, shares his insights on the Marvell Investor Day, the $80 billion FY 2031 target, and whether custom silicon and scale-up optics can compound at...
AMD's Class Y Versal Package Extends AI Silicon to 15 Year Space Missions
October 9, 2026

AMD's Class Y Versal Package Extends AI Silicon to 15 Year Space Missions

Brendan Burke, Research Director at Futurum, examines AMD's sampling of the Versal AI Core XQRVC1902 in a Class Y space-grade package, bringing AI compute density to 15-year human-rated and deep...
Astera Labs Bets on PCIe 7 as AI's Next Signal Bottleneck
October 9, 2026

Astera Labs Bets on PCIe 7 as AI's Next Signal Bottleneck

Astera Labs launches its broadest PCIe 7 signal-conditioning portfolio, including optical connectivity products, to address AI's growing interconnect demands. The expanded Aries family spans retimers, redrivers, and cable modules....
Lattice Brings FPGAs and AMI Firmware to Arm's $15 Billion AGI CPU Server Push
October 9, 2026

Lattice Brings FPGAs and AMI Firmware to Arm's $15 Billion AGI CPU Server Push

Brendan Burke, Research Director at Futurum, shares insights on the Lattice-Arm collaboration placing Lattice FPGAs and AMI firmware inside Arm AGI CPU server platforms as the merchant Arm server era...
SpaceX Closes the Final Gap to Become America's First Satellite-Terrestrial Carrier
October 9, 2026

SpaceX Closes the Final Gap to Become America's First Satellite-Terrestrial Carrier

SpaceX achieved two major Starlink Mobile milestones: acquiring 14 MHz of 800 MHz spectrum and gaining FCC approval for its Gen2 constellation of 15,000 satellites, making it America's first integrated...
Astera Labs Aries 7 Goes Optical. Can PCIe 7 Outgrow the Retimer Plateau?
October 9, 2026

Astera Labs Aries 7 Goes Optical. Can PCIe 7 Outgrow the Retimer Plateau?

Brendan Burke, Research Director at Futurum, examines Astera Labs Aries 7, the first PCIe 7 signal conditioning portfolio across copper and optics, and whether it can turn a maturing retimer...
CoreWeave Fully Connected 2026 Forge Brings Frontier Lab RL to Every AI Team
October 6, 2026

CoreWeave Fully Connected 2026: Forge Brings Frontier Lab RL to Every AI Team

Brendan Burke and Nick Patience of Futurum share insights from CoreWeave Fully Connected 2026, where CoreWeave Forge packaged frontier lab RL for every customer while enterprises enter the AI loop...
Reflection's Beam: Open-Weight Frontier at Enterprise Inference Cost
October 6, 2026

Reflection's Beam: Open-Weight Frontier at Enterprise Inference Cost

Reflection launches Beam, a sparse MoE model matching advanced reasoning benchmarks while cutting enterprise inference costs 3-4x, positioning itself as a credible open-weight challenger in the expanding AI market....
Synopsys Investor Day 2026 Turns EDA Into a Royalty and AI Model Revenue Share Business
October 2, 2026

Synopsys Investor Day 2026 Turns EDA Into a Royalty and AI Model Revenue Share Business

Brendan Burke, Research Director at Futurum, shares insights on the Synopsys Investor Day 2026, where a $1 billion Amazon royalty deal and GPT-Synopsys with OpenAI reprice EDA around customer volumes...
Micron Q4 FY 2026: AI Memory Demand Sustains Pricing Power
October 2, 2026

Micron Q4 FY 2026: AI Memory Demand Sustains Pricing Power

Futurum Research analyzes Micron’s Q4 FY 2026 earnings, focusing on AI memory demand, constrained supply, pricing power, and long-term customer contracts....
Thales Wins Ireland Radar Deal: A Sovereign Defence Benchmark
October 2, 2026

Thales Wins Ireland Radar Deal: A Sovereign Defence Benchmark

Thales has won a major contract to deliver Ireland's first Recognised Air Picture system, comprising four GM400α long-range radars and one GM200 multi-mission radar, with deliveries beginning in 2027....

Welcome

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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To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

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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