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Category: Semiconductors, Supply Chain, & Emerging Tech

Qualcomm’s Arduino Acquisition Expands Edge AI Access for Developers
October 22, 2025

Qualcomm’s Arduino Acquisition Expands Edge AI Access for Developers

Olivier Blanchard, Research Director at Futurum, shares his insights on “Qualcomm acquires Arduino,” launching UNO Q and Arduino App Lab to give 33+ million developers access to a full-stack edge...
The Six Five Pod EP 281 Inside the Week in Tech - Oracle, Salesforce, TSMC & the AI Cloud Race
October 20, 2025

The Six Five Pod | EP 281: Inside the Week in Tech – Oracle, Salesforce, TSMC & the AI Cloud Race

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent developments in the tech industry. They cover Oracle's financial analyst day, highlighting the company's...
Lattice Launches New FPGA for Quantum Security
October 15, 2025

Lattice Launches New FPGA for Quantum Security

Ray Wang, Research Director at Futurum, shares his insights on Lattice MachXO5-NX TDQ, the first CNSA 2.0-compliant PQC-ready secure control FPGA, highlighting its crypto-agility, Root of Trust, and quantum-resistant security...
Amazon’s Alexa Plus Takes A Voice-First Design With AI
October 15, 2025

Amazon’s Alexa+ Challenges GPT and Gemini with Voice-First Design

Olivier Blanchard, Research Director at Futurum, shares his insights on how Amazon’s Alexa+ redefines the AI assistant market by prioritizing voice-first, home-centered intelligence over productivity and search-driven models....
Amazon’s AZ3 Chips Help Advance Voice-First AI Agentic UX
October 14, 2025

Amazon’s AZ3 Chips Help Advance Voice-First AI Agentic UX

Olivier Blanchard, Research Director at Futurum, shares insights on how Amazon AZ3 chips and AZ3 Pro enable on-device AI acceleration, sensor fusion, and advanced language model execution for Alexa+....
The Six Five Pod | EP 280: Qualcomm, AMD, & Intel: Navigating the AI Revolution's Key Players
October 13, 2025

The Six Five Pod | EP 280: Qualcomm, AMD, & Intel: Navigating the AI Revolution’s Key Players

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss AMD's groundbreaking deal with OpenAI, Cisco's advancements in AI networking, Intel's foundry progress, and Qualcomm's...
QumulusAI USD.AI Financing Model for AI Infrastructure Capital
October 9, 2025

Could QumulusAI–USD.AI Financing Model Be a New Model for AI Infrastructure Capital

Ray Wang and Daniel Newman at Futurum share their insights on how QumulusAI USD.AI financing uses tokenized GPU collateral and stablecoin liquidity to fund up to 70% of deployments, enabling...
October 8, 2025

AI Cloud Platforms – Futurum Signal

Artificial intelligence is redefining how the cloud powers innovation. As enterprises move beyond experimentation and begin embedding AI into their core operations,...
How MediaTek is Driving AI Innovation at the Edge - Six Five Media
October 7, 2025

How MediaTek is Driving AI Innovation at the Edge – Six Five Media

PD Rajput, Associate Vice President at MediaTek, joins hosts to share insights on how edge AI, custom silicon, and advanced device capabilities are transforming client computing across Chromebooks and personal...
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....

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