Category: Semiconductors, Supply Chain, & Emerging Tech

SK Hynix Breaks 100T KRW: AI Memory Demand Is Now Structural
October 28, 2026

SK Hynix Breaks 100T KRW: AI Memory Demand Is Now Structural

SK Hynix achieved its first-ever quarter exceeding 100 trillion KRW in Q3 FY2026, with HBM4 fully ramped and 50%+ of 2027-2028 capacity already contracted, marking a decisive shift from speculative...
Cadence Maestro Puts Frontier-Class Reinforcement Learning Behind Chip Design Agents
October 27, 2026

Cadence Maestro Puts Frontier-Class Reinforcement Learning Behind Chip Design Agents

Brendan Burke, Research Director at Futurum, shares his insights on Cadence's Maestro AI model portfolio and why vertically integrated reinforcement learning makes domain-specialized models the next layer of agentic chip...
Qualcomm Wins Liability Verdict Against Arm With Royalty Suspension Ruling To Follow
October 27, 2026

Qualcomm Wins Liability Verdict Against Arm With Royalty Suspension Ruling To Follow

Olivier Blanchard, Research Director, Intelligent Devices at Futurum, shares his insights on the Qualcomm v. Arm verdict, why the nominal $2 award masks a much bigger win, and how a...
Ricoh Bets on Inkjet Solar to Redefine Its Channel Play
October 27, 2026

Ricoh Bets on Inkjet Solar to Redefine Its Channel Play

Ricoh pivots to clean-energy manufacturing with mass-production inkjet-printed perovskite solar cells, targeting hundreds of MW annually by 2030 in a $41.8B growing ecosystem....
Micron Accelerates 3D DRAM From a Fifth Consecutive Node of Process Leadership
October 26, 2026

Micron Accelerates 3D DRAM From a Fifth Consecutive Node of Process Leadership

Brendan Burke, Research Director at Futurum, analyzes Micron's technology webinar, the 3D DRAM roadmap through 1-delta and wafer bonding at 1-epsilon, the decision to skip 4F², and the 2x execution...
Synopsys GPU-Accelerated EDA Shows up to 40x Gains at GTC Berlin
October 26, 2026

Synopsys GPU-Accelerated EDA Shows up to 40x Gains at GTC Berlin

Brendan Burke, Research Director at Futurum, shares his insights on Synopsys at NVIDIA GTC Berlin, where 12x to 40x customer speedups across lithography, power devices, and photonics make the case...
Cadence Opens Europe's First Sovereign AI Platform for Chip and AI Factory Design With NVIDIA
October 26, 2026

Cadence Opens Europe's First Sovereign AI Platform for Chip and AI Factory Design With NVIDIA

Brendan Burke, Research Director at Futurum, shares his insights on the Cadence sovereign AI data center in Munich with NVIDIA and why selling jurisdiction plus Blackwell compute gives Cadence a...
Nokia Q3 FY 2026 AI Network Demand Tests Supply Capacity
October 26, 2026

Nokia Q3 FY 2026: AI Network Demand Tests Supply Capacity

Futurum Research analyzes Nokia’s Q3 FY 2026 earnings, examining AI network demand, optical manufacturing capacity, and live AI-RAN deployments....
Cadence AuraStack
October 23, 2026

Nokia Designs Network Hardware 5x Faster on Cadence's Agentic Supercomputer

Brendan Burke, Research Director at Futurum, shares his insights on Nokia deploying Cadence's AuraStack AI Super Agent on the Millennium M2000, why the on-premises system sale answers Synopsys Autopilot, and...
Western Digital's 55% Revenue Surge Signals AI Storage Boom
October 23, 2026

Western Digital's 55% Revenue Surge Signals AI Storage Boom

Western Digital's Q1 FY2027 revenue surged 55% to $4.38 billion with non-GAAP EPS jumping 161% to $4.64, driven by hyperscaler and cloud AI-storage investments positioning the company to capitalize on...
Qualcomm + PickNik + Layoffs = The Robotics Segment’s Stakes Are Starting To Feel A Bit More Real
October 22, 2026

Qualcomm + PickNik + Layoffs = The Robotics Segment’s Stakes Are Starting To Feel A Bit More Real

Qualcomm's acquisition of PickNik gives Dragonwing the motion planning layer between AI models and robot hardware. Whether it pays off depends on keeping MoveIt open....
NVIDIA's 104-Qubit JUPITER Simulation Makes GPU Supercomputers the Design Platform for Fault-Tolerant Quantum
October 21, 2026

NVIDIA's 104-Qubit JUPITER Simulation Makes GPU Supercomputers the Design Platform for Fault-Tolerant Quantum

Brendan Burke, Research Director at Futurum, examines NVIDIA's record 104-qubit fault-tolerant quantum simulation on JUPITER and why GPU supercomputers are becoming the quantum industry's design platform....

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.

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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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