Brendan Burke, Research Director at Futurum, examines SkyWater’s CEO letter and how it reframes mature nodes and advanced packaging as strategic infrastructure for quantum-era manufacturing....
Brendan Burke, Research Director at Futurum, shares his analysis of Broadcom's 3nm Taurus BCM83640 400G/lane optical DSP and what it means for the intensifying competition with Marvell over 1.6T AI...
Futurum Research analyzes HPE’s Q1 FY 2026 earnings, focusing on networking-for-AI demand, memory-driven supply constraints, Juniper integration progress, and what the updated outlook implies for FY 2026 execution....
Brendan Burke, Research Director at Futurum, shares insights on the Applied Materials and Micron partnership to co-develop advanced materials engineering for next-generation memory scaling, and what it means for the...
Futurum Research analyzes Marvell’s Q4 FY 2026 earnings, focusing on raised data center outlook, scale-up networking expansion, and connectivity roadmap transitions....
Brendan Burke, Research Director at Futurum, analyzes Broadcom’s Q1 FY 2026 earnings, focusing on AI accelerator and networking momentum, expanding custom XPU programs, and VMware’s role in AI-era private cloud...
Olivier Blanchard, Analyst at Futurum, shares his insights on Apple's new $599 MacBook Neo. This breakthrough price point is set to disrupt the entire budget PC market and could be...
Futurum Research analyzes Ingram Micro’s Q4 FY 2025 results, focusing on Xvantage-driven efficiency, AI workflow automation, and the company’s approach to AI infrastructure attach opportunities....
Olivier Blanchard, Research Director at Futurum, shares his insights on the partnership between Qualcomm and Ericsson and how both companies are working to establish not only the foundations for AI-first...
Olivier Blanchard, Research Director at Futurum, shares his insights on MediaTek’s micro-LED strategy, and how the expansion of data center and networking solutions from leading-edge and device-focused semiconductor vendors both...
Brendan Burke, Research Director at Futurum Research, analyzes Micron's 256GB SOCAMM2 module and its role in NVIDIA's Vera Rubin AI platform, as AMD and Qualcomm explore SOCAMM adoption for agentic...
Brendan Burke, Research Director at Futurum, shares insights on NVIDIA's $4 billion investment in Coherent and Lumentum to address the emerging optical interconnect bottleneck constraining AI data center scaling amid...
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