Category: Semiconductors, Supply Chain, & Emerging Tech

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...
Xeon 6 Arrives for Workstations. Is Intel Reframing CPU Value
February 4, 2026

Xeon 6 Arrives for Workstations. Is Intel Reframing CPU Value?

Olivier Blanchard, Research Director at Futurum, examines Intel’s Xeon 6 workstation launch and whether core density and memory bandwidth can reshape CPU relevance in professional workloads....
Sandisk Q2 FY 2026 Revenue Beats on AI Storage Demand
February 3, 2026

Sandisk Q2 FY 2026 Revenue Beats on AI Storage Demand

Futurum Research analyzes Sandisk’s Q2 FY 2026 results, focusing on AI-driven data center SSD momentum, supply discipline with LTAs, and a premium mix in edge and consumer that supports margin...
SpaceX Acquires xAI: Rockets, Starlink, and AI Under One Roof
February 3, 2026

SpaceX Acquires xAI: Rockets, Starlink, and AI Under One Roof

Nick Patience, VP and Practice Lead for AI Platforms at Futurum, analyzes SpaceX's acquisition of xAI, examining the financial rationale, valuation metrics, and competitive implications for AI and satellite infrastructure...
Western Digital Q2 FY 2026 Results Beat on Cloud HDD Demand
February 3, 2026

Western Digital Q2 FY 2026 Results Beat on Cloud HDD Demand

Futurum Research analyzes Western Digital’s Q2 FY 2026, focusing on cloud nearline momentum, UltraSMR adoption, and roadmap progress in HAMR/ePMR, with LTAs and pricing discipline shaping outlook....
KLA Corporation Q2 FY 2026 Results Beat on AI-Led Demand
February 3, 2026

KLA Corporation Q2 FY 2026 Results Beat on AI-Led Demand

Futurum Research at Futurum analyzes KLA’s Q2 FY 2026 results, highlighting AI-driven inspection intensity, services scale, and advanced packaging momentum, with guidance tempered by supply constraints and DRAM cost headwinds....
SK Hynix Q4 FY 2025 Structural Shift to AI Memory Lifts Margins
February 2, 2026

SK Hynix Q4 FY 2025: Structural Shift to AI Memory Lifts Margins

Futurum Research analyzes SK Hynix’s Q4 FY 2025 results, highlighting HBM leadership, DDR5 server mix, and NAND roadmap, and why capacity, packaging, and customer alignment position the company for sustained...
Samsung Electronics Q4 FY 2025 Highlights AI-Driven Memory Strength
February 2, 2026

Samsung Electronics Q4 FY 2025 Highlights AI-Driven Memory Strength

Futurum Research analyzes Samsung’s Q4 FY 2025 results, highlighting AI-driven memory momentum, HBM and server SSD mix, foundry 2nm progress, and how 2026 supply, CapEx, and guidance shape execution....
Lam Research Q2 FY 2026 Highlights AI-Driven Demand and Packaging Gains
January 30, 2026

Lam Research Q2 FY 2026 Highlights AI-Driven Demand and Packaging Gains

Futurum Research analyzes Lam Research’s Q2 FY 2026 results, highlighting AI-driven WFE demand, GAA and advanced packaging adoption, and CSBG automation scale, with guidance pointing to a second-half weighted FY...
ASML Q4 FY 2025 Earnings Record Orders, Capacity Execution in Focus
January 30, 2026

ASML Q4 FY 2025 Earnings: Record Orders, Capacity Execution in Focus

Futurum Research analyzes ASML’s Q4 FY 2025, highlighting EUV momentum, backlog coverage into 2027, and how fab readiness, mix, and upgrades shape 2026 execution and margins....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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