Category: Semiconductors, Supply Chain, & Emerging Tech

Wayve Bets on General Robotics With a Marquee Research Hire
August 19, 2026

Wayve Bets on General Robotics With a Marquee Research Hire

Wayve appoints Apple's Alex Toshev as Research Director to lead general robotics intelligence team, marking strategic expansion from autonomous driving into broader Physical AI applications across robot manipulation and mobility....
Lenovo Q1 FY 2027 Can AI Infrastructure Offset Device Market Pressure
August 18, 2026

Lenovo Q1 FY 2027: Can AI Infrastructure Offset Device Market Pressure?

Futurum Research analyzes Lenovo’s Q1 FY 2027 earnings, focusing on AI infrastructure growth, AI PCs, services momentum, and guidance....
Applied Materials Q3 FY 2026 Advanced Packaging and DRAM Accelerate Growth
August 17, 2026

Applied Materials Q3 FY 2026: Advanced Packaging and DRAM Accelerate Growth

Brendan Burke, Research Director at Futurum, analyzes Applied Materials’ Q3 FY 2026 earnings, focusing on AI-driven chip equipment demand, DRAM strength, advanced packaging, and capacity visibility....
Terrestrial Data Centers Are Getting Expensive Enough to Make Space Cheap
August 17, 2026

Terrestrial Data Centers Are Getting Expensive Enough to Make Space Cheap

Futurum’s Brendan Burke on why a third of the $3 trillion AI data center buildout goes off-grid by 2030, and what launch, satellite hardware, and solar density must do before...
IBM and Together AI: Did IBM Cloud Just Become a Neocloud?
August 17, 2026

IBM and Together AI: Did IBM Cloud Just Become a Neocloud?

Brendan Burke, Research Director at Futurum, shares his insights on the $240 million IBM and Together AI agreement and why an anchor-tenant inference cluster moves IBM Cloud to the landlord...
Coherent Q4 FY 2026 Earnings 1.6T Transceivers Ramp, CPO Revenue Approaches
August 14, 2026

Coherent Q4 FY 2026 Earnings: 1.6T Transceivers Ramp, CPO Revenue Approaches

Brendan Burke, Research Director at Futurum, analyzes Coherent’s Q4 FY 2026 earnings, focusing on AI datacenter optics, indium phosphide capacity, CPO, NPO, and optical circuit switching....
Can Google's Pixel 11 Series Redefine the Smartphone Experience?
August 14, 2026

Can Google’s Pixel 11 Series Redefine the Smartphone Experience?

Google's Pixel 11 series features the Tensor G6 chip, delivering advanced AI and enhanced photography. Starting at $899, these devices redefine smartphones through personalized AI and superior camera performance....
Do Samsung Flex Titanium’s Advantages Come With Tricky Tradeoffs?
August 14, 2026

Do Samsung Flex Titanium’s Advantages Come With Tricky Tradeoffs?

Olivier Blanchard, Research Director at The Futurum Group shares insights on whether Samsung Flex Titanium can reduce crease visibility without creating new foldable compromises....
Microchip Q1 FY 2027 Earnings Beat as Data Center Exposure Nears $1 Billion
August 14, 2026

Microchip Q1 FY 2027 Earnings Beat as Data Center Exposure Nears $1 Billion

Brendan Burke, Research Director at Futurum, reviews Microchip's Q1 FY 2027 earnings, its data center exposure nearing $1 billion, and margin gains above its long-term model....
August 14, 2026

Earnings & News

Silicon Labs Q2 FY 2026 IoT Recovery Builds Momentum for Series 3 Platform
August 13, 2026

Silicon Labs Q2 FY 2026: IoT Recovery Builds Momentum for Series 3 Platform

Brendan Burke, Research Director at Futurum, analyzes Silicon Labs' Q2 FY 2026 earnings, focusing on sequential margin gains, the 22nm Series 3 up-market pivot, multi-protocol strategy, edge AI, and the...
CoreWeave Q2 FY 2026 AI Demand Drives Pricing and Capacity Growth
August 13, 2026

CoreWeave Q2 FY 2026: AI Demand Drives Pricing and Capacity Growth

Futurum Research analyzes CoreWeave’s Q2 FY 2026 earnings, focusing on AI cloud demand, managed inference growth, power expansion, and raised FY 2026 guidance....

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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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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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