Category: Semiconductors, Supply Chain, & Emerging Tech

Silicon Labs Q4 FY 2025 Earnings Highlight Wireless Momentum and Acquisition
February 13, 2026

Silicon Labs Q4 FY 2025 Earnings Highlight Wireless Momentum and Acquisition

Brendan Burke, Research Director at Futurum, analyzes Silicon Labs’ Q4 FY 2025 results and TI’s pending acquisition, highlighting industrial wireless momentum, manufacturing synergies, and how internalized production could expand reach...
Does Nebius’ Acquisition of Tavily Create the Leading Agentic Cloud
February 12, 2026

Does Nebius’ Acquisition of Tavily Create the Leading Agentic Cloud?

Brendan Burke, Research Director at Futurum, explores Nebius’ acquisition of Tavily to create a unified "Agentic Cloud." By integrating real-time search, Nebius is addressing hallucinations and context gaps for autonomous...
Lattice Semiconductor Q4 FY 2025 Record Comms & Compute, AI Servers +85%
February 12, 2026

Lattice Semiconductor Q4 FY 2025: Record Comms & Compute, AI Servers +85%

Futurum Research analyzes Lattice’s Q4 FY 2025 results, highlighting data center companion FPGA momentum, expanding security attach, and a growing new-product mix that supports FY 2026 growth and margin resilience....
AI Capex 2026 The $690B Infrastructure Sprint
February 12, 2026

AI Capex 2026: The $690B Infrastructure Sprint

Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on the massive AI capex plans of US hyperscalers, specifically whether the projected $700 billion infrastructure build-out can be...
Will Applied Materials’ Transistor Breakthroughs Empower 2nm AI Chips?
February 11, 2026

Will Applied Materials’ Transistor Breakthroughs Empower 2nm AI Chips?

Brendan Burke, Research Director at Futurum, analyzes whether Applied Materials’ transistor breakthroughs will empower 2nm AI chips....
Will Cisco’s Silicon One G300 Be the Backbone of Agentic Inference
February 11, 2026

Will Cisco’s Silicon One G300 Be the Backbone of Agentic Inference?

Brendan Burke, Research Director at Futurum, analyzes Cisco's Silicon One G300 announcement. The 102.4T chip and 1.6T optics target agentic AI workloads, promising 6x system consolidation and improved reliability for...
Amkor Q4 2025 Earnings Advanced Packaging Bottleneck Spurs Investment
February 11, 2026

Amkor Q4 2025 Earnings: Advanced Packaging Bottleneck Spurs Investment

Brendan Burke, Research Director at Futurum, analyzes Amkor Technology's Q4 2025 earnings, highlighting record advanced packaging revenue, AI-driven growth, and a potential $3 billion capital expansion plan....
Arm at the Center of the AI & Data Center Revolution
February 10, 2026

Arm at the Center of the AI & Data Center Revolution

In Arm at the Center of the AI & Data Center Revolution, Futurum Research examines how Arm’s scalable IP, partner ecosystem, and software enablement are positioning it as a unifying...
Texas Instruments Buys Silicon Labs To Fuel Edge AI Scale
February 10, 2026

Texas Instruments Buys Silicon Labs To Fuel Edge AI Scale

Brendan Burke, Research Director at Futurum, examines Texas Instruments’ acquisition of Silicon Labs, assessing how manufacturing integration, portfolio scale, and cost discipline could reshape embedded wireless connectivity markets....
Microchip Q3 2026 Earnings Signal Mix Shift to Networking and Data Center
February 9, 2026

Microchip Q3 2026 Earnings Signal Mix Shift to Networking and Data Center

Brendan Burke, Research Director at Futurum, analyzes Microchip Technology's Q3 fiscal 2026 results including broad-based market recovery and strategic wins in automotive Ethernet and Gen 6 PCIe switching....
Amazon Q4 FY 2025 Revenue Beat, AWS +24% Amid $200B Capex Plan
February 9, 2026

Amazon Q4 FY 2025: Revenue Beat, AWS +24% Amid $200B Capex Plan

Futurum Research reviews Amazon’s Q4 FY 2025 results, highlighting AWS acceleration from AI workloads, expanding custom silicon use, and an AI-led FY 2026 capex plan shaped by satellite and international...
Coherent Q2 FY 2026 AI Datacenter Demand Lifts Revenue and Margins
February 6, 2026

Coherent Q2 FY 2026: AI Datacenter Demand Lifts Revenue and Margins

Futurum Research analyzes Coherent’s Q2 FY 2026 results, highlighting AI datacenter optics demand, 6-inch indium phosphide capacity expansion, and growing OCS/CPO traction supporting margin expansion into FY 2027....

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.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

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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