Category: Semiconductors, Supply Chain, & Emerging Tech

Texas Instruments Q4 FY 2025 Earnings Highlight Industrial, Auto, DC Traction
January 29, 2026

Texas Instruments Q4 FY 2025 Earnings Highlight Industrial, Auto, DC Traction

Futurum Research analyzes TI’s Q4 FY 2025 results, highlighting industrial and automotive recovery and rising data center mix, with 300mm capacity and inventory strategy positioning TI for improving near-term demand....
IonQ Buys a Foundry Is Vertical Integration the Path to Fault-Tolerant Quantum
January 28, 2026

IonQ Buys a Foundry: Is Vertical Integration the Path to Fault-Tolerant Quantum?

Futurum’s Nick Patience and Brendan Burke examine why IonQ’s acquisition of SkyWater signals that fault-tolerant quantum computing is now a manufacturing and supply-chain challenge, not just a physics one....
AI Is the Largest Infrastructure Buildout Ever—Are Investments Keeping Up
January 28, 2026

AI Is the Largest Infrastructure Buildout Ever—Are Investments Keeping Up?

Brendan Burke, Research Director at The Futurum Group, examines Jensen Huang’s view of AI as the largest infrastructure buildout in human history and why value is shifting to the application...
Microsoft’s Maia 200 Signals the XPU Shift Toward Reinforcement Learning
January 27, 2026

Microsoft’s Maia 200 Signals the XPU Shift Toward Reinforcement Learning

Brendan Burke, Research Director at Futurum, analyzes Microsoft’s custom Maia 200 architecture and market position. The accelerator supports reinforcement learning with low-precision formats and deterministic networking....
Amazon EC2 G7e Goes GA With Blackwell GPUs. What Changes for AI Inference
January 27, 2026

Amazon EC2 G7e Goes GA With Blackwell GPUs. What Changes for AI Inference?

Nick Patience, VP and AI Practice Lead at Futurum, examines Amazon’s EC2 G7e instances and how higher GPU memory, bandwidth, and networking change AI inference and graphics workloads....
NVIDIA and CoreWeave Team to Break Through Data Center Real Estate Bottlenecks
January 27, 2026

NVIDIA and CoreWeave Team to Break Through Data Center Real Estate Bottlenecks

Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on NVIDIA’s $2 billion investment in CoreWeave to accelerate the buildout of over 5 gigawatts of specialized AI factories...
Did SPIE Photonics West 2026 Set the Stage for Scale-up Optics
January 27, 2026

Did SPIE Photonics West 2026 Set the Stage for Scale-up Optics?

Brendan Burke, Research Director at The Futurum Group, explains how SPIE Photonics West 2026 revealed that scaling co-packaged optics depends on cross-domain engineering, thermal materials, and manufacturing testing....
Intel Q4 FY 2025 AI PC Ramp Meets Supply Constraints
January 26, 2026

Intel Q4 FY 2025: AI PC Ramp Meets Supply Constraints

Futurum Research analyzes Intel’s Q4 FY 2025 results, highlighting AI PC and data center demand, 18A/14A progress, and near-term supply constraints with guidance improving as supply recovers from Q2 FY...
Is Tesla’s Multi-Foundry Strategy the Blueprint for Record AI Chip Volumes
January 22, 2026

Is Tesla’s Multi-Foundry Strategy the Blueprint for Record AI Chip Volumes?

Brendan Burke, Research Director at Futurum, explores how Tesla’s dual-foundry strategy for its AI5 chip enables record production scale and could make multi-foundry production the new standard for AI silicon....
Synopsys and GlobalFoundries Reshape Physical AI Through Processor IP Unbundling
January 16, 2026

Synopsys and GlobalFoundries Reshape Physical AI Through Processor IP Unbundling

Brendan Burke, Research Director at Futurum, evaluates GlobalFoundries’ acquisition of Synopsys’ Processor IP to lead in specialized silicon for Physical AI. Synopsys pivots to a neutral ecosystem strategy, prioritizing foundation...
Qualcomm Unveils Future of Intelligence at CES 2026, Pushes the Boundaries of On-Device AI
January 16, 2026

Qualcomm Unveils Future of Intelligence at CES 2026, Pushes the Boundaries of On-Device AI

Olivier Blanchard, Research Director at Futurum, shares his/her insights on Qualcomm’s CES 2026 announcements, which highlight both the breadth of Qualcomm’s Snapdragon and Dragonwing portfolios, and the velocity with which...
TSMC Q4 FY 2025 Results and FY 2026 Outlook Signal AI-Led Growth
January 16, 2026

TSMC Q4 FY 2025 Results and FY 2026 Outlook Signal AI-Led Growth

Futurum Research analyzes TSMC’s Q4 FY 2025 update, highlighting AI-led demand, advanced-node mix, tight capacity, and a higher FY 2026 capex plan to scale N2 and advanced packaging while sustaining...

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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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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