Category: Semiconductors, Supply Chain, & Emerging Tech

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...
Gaining a Competitive Edge in Today’s IT Job Market - The Main Scoop
September 24, 2025

Gaining a Competitive Edge in Today’s IT Job Market – The Main Scoop

Enzo Damato, President of Rice Telecom, joins hosts to discuss bridging generational gaps in IT, his journey from mainframe hobbyist to AI innovator, and how future technologists can succeed in...
Can SiTime’s Titan Platform Disrupt the $4B Resonator Market?
September 22, 2025

Can SiTime’s Titan Platform Disrupt the $4B Resonator Market?

Olivier Blanchard, Research Director at Futurum, shares his insights on SiTime’s Titan Platform, the industry’s smallest MEMS resonators, enabling miniaturization across wearables, medical devices, and IoT....
The Six Five Pod | EP 277: From Intel's Comeback to Meta's XR Vision - Tech's Pivotal Updates
September 22, 2025

The Six Five Pod | EP 277: From Intel’s Comeback to Meta’s XR Vision – Tech’s Pivotal Updates

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent partnership between Intel and Nvidia, analyzing its implications for the tech industry. They...
Litigation SITREP: What you Need to Know About the Ongoing Dispute between Qualcomm and Arm
September 19, 2025

Litigation SITREP: What You Need To Know About the Ongoing Dispute Between Qualcomm and Arm

Olivier Blanchard, Research Director at Futurum, shares a recap of the litigation between Qualcomm and Arm, which includes a status report, analysis of the case and its broader ecosystem impact,...
Will MediaTek’s 2nm SoC Challenge Qualcomm and Samsung in Flagship Chips?
September 19, 2025

Will MediaTek’s 2nm SoC Challenge Qualcomm and Samsung in Flagship Chips?

Olivier Blanchard, Research Director at Futurum, shares his insights on MediaTek’s first 2nm SoC built with TSMC’s N2P process, promising up to 18% more performance and 36% lower power use,...
Can NeuReality AI-SuperNIC Deliver the Speed AI Systems Need?
September 18, 2025

Can NeuReality AI-SuperNIC Deliver the Speed AI Systems Need?

Ray Wang, Research Director at Futurum shares his insights on NeuReality’s launch of the NR2 AI-SuperNIC, built for 1.6 Tbps throughput with UEC compliance and in-network compute to address scale-out...
Arm’s Lumex CSS Aims To Accelerate On-Device AI Innovation
September 18, 2025

Arm’s Lumex CSS Aims To Accelerate On-Device AI Innovation

Olivier Blanchard, Research Director at Futurum, shares his insights on Arm’s Lumex CSS platform, which combines C1 CPUs, Mali G1 GPUs, and system IP to deliver up to 5x AI...
NVIDIA’s New Rubin CPX Targets Future of Large-Scale Inference
September 18, 2025

NVIDIA’s New Rubin CPX Targets Future of Large-Scale Inference

Ray Wang, Research Director at Futurum, shares his insights on NVIDIA Rubin CPX, a GPU purpose-built for long-context inference. With 8 EF racks, 3x faster attention, and $5 billion revenue...

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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