Category: Semiconductors, Supply Chain, & Emerging Tech

AMD OpenAI Partnership Scale Win or Execution Risk at 6 GW
October 7, 2025

AMD OpenAI Partnership: Scale Win or Execution Risk at 6 GW?

Ray Wang, Research Director at Futurum, shares his insights on the AMD OpenAI partnership spanning 6 GW of Instinct GPUs, where milestone-linked warrants and power readiness define the next phase...
Hybrid Bonding at Scale: Powering the Next Era of Semiconductor Packaging
October 7, 2025

Hybrid Bonding at Scale: Powering the Next Era of Semiconductor Packaging

In our latest Market Brief, Hybrid Bonding at Scale: Powering the Next Era of Semiconductor Packaging, developed in partnership with Applied Materials, Futurum Research explores how hybrid bonding is transforming...
How Snapdragon Guardian Could Help Accelerate Commercial Snapdragon X Adoption
October 7, 2025

How Snapdragon Guardian Could Help Accelerate Commercial Snapdragon X Adoption

Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm’s Snapdragon Guardian, an always-on PC management platform with built-in cellular connectivity that challenges Intel vPro and reshapes enterprise security....
Can Lenovo’s GPU Services Close the AI Infrastructure Gap in Enterprises?
October 7, 2025

Can Lenovo’s GPU Services Close the AI Infrastructure Gap in Enterprises?

Ray Wang, Research Director at Futurum, shares his insights on Lenovo GPU Advanced Services, a modular suite designed to boost AI workload performance by up to 30% while simplifying GPU...
The Six Five Pod | EP 279: Government Shutdown Blues: Tech Impact and Economic Uncertainty
October 6, 2025

The Six Five Pod | EP 279: Government Shutdown Blues: Tech Impact and Economic Uncertainty

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discussMeta's $14 billion infrastructure deal with Core Weave, OpenAI's $6 billion agreement, and the ongoing debate...
IBM and AMD Team with Zyphra to Build AI Infrastructure on IBM Cloud
October 6, 2025

IBM and AMD Team with Zyphra to Build AI Infrastructure on IBM Cloud

Ray Wang, Research Director at Futurum, shares insights on IBM and AMD’s partnership with Zyphra to deliver one of the largest AI training clusters on IBM Cloud, advancing Zyphra’s $1...
Is Snapdragon 8 Elite Gen 5 the Benchmark for Next-Gen Flagship Phones?
October 1, 2025

Is Snapdragon 8 Elite Gen 5 the Benchmark for Next-Gen Flagship Phones?

Olivier Blanchard, Research Director at Futurum, shares his insights on Snapdragon 8 Elite Gen 5 - 20% faster CPU, 23% stronger GPU, 37% faster NPU, first APV video, and AI-enhanced...
Snapdragon X2 Elite Pushes AI-PC Performance to New Heights
October 1, 2025

Snapdragon X2 Elite Pushes AI-PC Performance to New Heights

Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm’s Snapdragon X2 Elite launch, spotlighting 18-core CPUs, 80 TOPS NPUs, redesigned GPUs, and multi-day battery targets for Windows PCs....
The Six Five Pod | EP 278: The Foundation of Future AI: From Micron's Memory Surge to Marvell's XPU and Nvidia's $100 Billion Blueprint
September 29, 2025

The Six Five Pod | EP 278: The Foundation of Future AI: From Micron’s Memory Surge to Marvell’s XPU and Nvidia’s $100 Billion Blueprint

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Nvidia's $100 billion investment in OpenAI, Oracle's leadership changes, Microsoft's addition of Anthropic to Copilot,...
Micron Q4 FY 2025 Earnings Top Estimates on DRAM and HBM Strength
September 26, 2025

Micron Q4 FY 2025 Earnings Top Estimates on DRAM and HBM Strength

Ray Wang and Daniel Newman at Futurum analyze Micron’s Q4 FY 2025 earnings, focusing on record data center momentum, HBM growth, and margin expansion, while highlighting how AI demand positions...
Can Synopsys and TSMC Accelerate Next-Gen Chip Design With AI?
September 25, 2025

Can Synopsys and TSMC Accelerate Next-Gen Chip Design With AI?

Ray Wang, Research Director at Futurum, shares insights on Synopsys and TSMC’s expanded collaboration on certified flows, IP, and 3DIC solutions to accelerate AI and multi-die chip design across advanced...
Will MediaTek Dimensity 9500 Raise the Bar for Flagship Smartphone AI and Gaming?
September 24, 2025

Will MediaTek Dimensity 9500 Raise the Bar for Flagship Smartphone AI and Gaming?

Olivier Blanchard, Research Director at Futurum, shares insights on MediaTek’s Dimensity 9500, a flagship chipset delivering top-tier AI, gaming, and efficiency, debuting in OPPO’s Find X9 series and competing directly...

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.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

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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