Category: Semiconductors, Supply Chain, & Emerging Tech

Intel Bets on Agentic AI Economics with SambaNova Partnership
February 26, 2026

Intel Bets on Agentic AI Economics with SambaNova Partnership

Brendan Burke, Research Director at Futurum, explores how Intel and SambaNova are disrupting the AI inference market with specialized, power-efficient inference and low-latency logic engines designed for the next era...
indie Q4 FY 2025 Earnings Humanoid Robotics Catalyzed by Radar Chipset Ramp
February 24, 2026

indie Q4 FY 2025 Earnings: Humanoid Robotics Catalyzed by Radar Chipset Ramp

Brendan Burke, Research Director at Futurum, analyzes indie Semiconductor’s Q4 FY 2025, highlighting radar program ramps, DRAM‑less vision wins, and adjacencies in photonics and robotics, with Q1 guidance reflecting core...
Google Debuts Pixel 10A Amidst Minimal Hardware Evolution
February 20, 2026

Google Debuts Pixel 10A Amidst Minimal Hardware Evolution

Olivier Blanchard, Research Director at Futurum, dives into the timing, specs, competitive advantages, market positioning, and strategic importance of Google’s Pixel 10A release....
Analog Devices Q1 FY 2026 Broad-Based Recovery with AI Data Center Upside
February 20, 2026

Analog Devices Q1 FY 2026: Broad-Based Recovery with AI Data Center Upside

Brendan Burke, Research Director at Futurum, analyzes Analog Devices’ Q1 FY 2026 earnings, highlighting Industrial and Communications momentum, AI data center power/optics growth, pricing cadence, and a stronger second-half setup....
Cadence Q4 FY 2025 Earnings Underscore AI-Led EDA Momentum
February 20, 2026

Cadence Q4 FY 2025 Earnings Underscore AI-Led EDA Momentum

Brendan Burke, Research Director at Futurum, analyzes Cadence’s Q4 FY 2025 results, highlighting agentic AI workflows, hardware demand at hyperscalers, and portfolio traction across EDA, IP, and SDA that shape...
Will NVIDIA’s Meta Deal Ignite a CPU Supercycle
February 20, 2026

Will NVIDIA’s Meta Deal Ignite a CPU Supercycle?

Brendan Burke, Research Director at Futurum, analyzes NVIDIA and Meta's expanded partnership, deploying standalone Grace and Vera CPUs at hyperscale, signaling that agentic AI workloads are creating a new discrete...
Applied Materials Q1 FY 2026 AI Demand Lifts Outlook
February 17, 2026

Applied Materials Q1 FY 2026: AI Demand Lifts Outlook

Brendan Burke, Research Director at Futurum, analyzes Applied Materials’ Q1 FY 2026, highlighting AI-driven mix to leading-edge logic, HBM, and advanced packaging, new product launches, and services leverage....
Can Cadence Shorten Chip Design Timelines with ChipStack AI
February 16, 2026

Can Cadence Shorten Chip Design Timelines with ChipStack AI?

Brendan Burke, Research Director at Futurum, assesses Cadence’s launch of ChipStack, an agentic AI workflow for front‑end chip design and verification, using a structured “Mental Model” to coordinate multiple agents....
Cisco Live EMEA 2026 Can a Networking Giant Become an AI Platform Company
February 16, 2026

Cisco Live EMEA 2026: Can a Networking Giant Become an AI Platform Company?

Nick Patience, AI Platforms Practice Lead at Futurum, shares insights direct from Cisco Live EMEA 2026 on Cisco’s ambitious pivot from networking vendor to full-stack AI platform company, and where...
Lenovo Q3 FY 2026 Earnings Broad-Based Growth, AI Mix Rising
February 16, 2026

Lenovo Q3 FY 2026 Earnings: Broad-Based Growth, AI Mix Rising

Futurum Research analyzes Lenovo’s Q3 FY 2026 results, highlighting a revenue beat, rising AI mix across devices, infrastructure, and services, and management’s playbook to navigate persistent memory and silicon cost...
Cisco Q2 FY 2026 Earnings- AI Infrastructure Momentum Lifts Results
February 13, 2026

Cisco Q2 FY 2026 Earnings: AI Infrastructure Momentum Lifts Results

Futurum Research analyzes Cisco’s Q2 FY 2026 results, highlighting AI infrastructure momentum, campus networking demand, and margin mitigation plans, with guidance reaffirming a strong FY 2026 outlook....
Astera Labs Q4 2025 Earnings Diversified AI Connectivity Momentum
February 13, 2026

Astera Labs Q4 2025 Earnings: Diversified AI Connectivity Momentum

Brendan Burke, Research Director at Futurum, analyzes Astera Labs’ Q4 2025 beat and above-consensus guidance, highlighting momentum in smart fabrics, signal conditioning, and CXL memory as AI connectivity spend accelerates....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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