Category: Semiconductors, Supply Chain, & Emerging Tech

Qualcomm's Snapdragon Reality Elite Ups the Stakes for Spatial AI
July 6, 2026

Qualcomm’s Snapdragon Reality Elite Ups the Stakes for Spatial AI

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, Qualcomm's Snapdragon Reality Elite positions the chipmaker as a spatial AI leader, enabling on-device processing for mixed reality experiences....
Infineon's €5 Billion Dresden Fab Reshapes the Global Power Semiconductor Supply Chain
July 6, 2026

Infineon’s €5 Billion Dresden Fab Reshapes the Global Power Semiconductor Supply Chain

Brendan Burke, Research Director at Futurum, examines how Infineon's Dresden fab doubles capacity in tight power/analog markets, raising questions about pricing power and potential oversupply risks....
NVIDIA DSX Promises More Revenue per Gigawatt. Who Actually Captures It?
July 6, 2026

NVIDIA DSX Promises More Revenue per Gigawatt. Who Actually Captures It?

Brendan Burke, Research Director at Futurum, analyzes how NVIDIA's DSX design and revenue sharing model increase token efficiency and capture recurring value from AI infrastructure deployments....
Databricks AI’s GPU Reliability Push Exposes Hidden Risks for Large-Scale Training
July 3, 2026

Databricks AI’s GPU Reliability Push Exposes Hidden Risks for Large-Scale Training

Databricks AI reveals critical GPU reliability challenges in distributed training environments. Silent slowdowns and numerical corruption pose greater risks than visible failures, threatening model quality and compute efficiency at enterprise...
NVIDIA Jetson in Lunar Orbit Signals Commercial GPUs Are Ready for Spaceflight
July 1, 2026

NVIDIA Jetson in Lunar Orbit Signals Commercial GPUs Are Ready for Spaceflight

Brendan Burke, Research Director at Futurum, analyzes how Firefly Aerospace's deployment of NVIDIA Jetson in lunar orbit proves commercial GPUs now support demanding long-duration spaceflight missions....
Applied Materials' Master Class Schools Memory Makers on Logic-Class Fabrication
June 30, 2026

Applied Materials’ Master Class Schools Memory Makers on Logic-Class Fabrication

Brendan Burke, Research Director at Futurum, frames Applied Materials' advanced packaging systems for AI-scale HBM and 3D stacking as a logic-memory convergence that could double DRAM equipment spending....
Qualcomm’s Investor Day 2026 Agentic and AI Inference To Drive 2x Revenue Growth by 2030
June 29, 2026

Qualcomm’s Investor Day 2026: Agentic and AI Inference To Drive 2x Revenue Growth by 2030

Olivier Blanchard and Brendan Burke, Research Directors at Futurum, explain the significance of Qualcomm's June 24 Investor Day announcements as the company continues to evolve into a full-stack AI platform...
Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize
June 29, 2026

Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize

Brendan Burke and Olivier Blanchard, Research Directors at Futurum, explain why Qualcomm's June 24 Investor Day matters less for its new CPU than for its claim on the decode-heavy inference...
Jalapeño in Nine Months: Did AI Just Break Chip Design Timelines?
June 26, 2026

Jalapeño in Nine Months: Did AI Just Break Chip Design Timelines?

Brendan Burke, Research Director at Futurum, analyzes how OpenAI and Broadcom's Jalapeño accelerator achieved record nine-month tape-out using AI-assisted design optimization and advanced packaging....
Will Intel 18A-P Risk Production Bring External Foundry Customers Through the Door?
June 26, 2026

Will Intel 18A-P Risk Production Bring External Foundry Customers Through the Door?

Brendan Burke, Research Director at Futurum, examines how Intel 18A-P's new Power Boost transistor and 9% performance gain could drive external customer adoption and design starts on Intel's leading-edge foundry...
Look Past IBM’s 0.7nm Label: Nanostack Architecture Is the Real Breakthrough
June 26, 2026

Look Past IBM’s 0.7nm Label: Nanostack Architecture Is the Real Breakthrough

Brendan Burke, Research Director at Futurum, analyzes IBM's groundbreaking nanostack architecture that moves semiconductor scaling into the Z dimension for the first time, delivering transformative performance gains and restarts SRAM...
Quantum Fine-Tuning and the Energy Case for Quantum in AI
June 25, 2026

Quantum Fine-Tuning and the Energy Case for Quantum in AI

Daniel Newman at Futurum, shares his insights on the shift to energy-to-solution as the definitive metric for quantum AI, arguing that energy efficiency, not qubit counts, will dictate which architectures...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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