Category: Semiconductors, Supply Chain, & Emerging Tech

AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments
May 13, 2025

AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments

Olivier Blanchard and Daniel Newman at Futurum break down AMD’s Q1 FY 2025 earnings, highlighting EPYC and Instinct-driven Data Center growth, record Ryzen ASPs, and how AI momentum is powering...
The Six Five Pod EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM
May 12, 2025

The Six Five Pod EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss ServiceNow's Knowledge conference, IBM's Think event, and the UK-US trade deal. The hosts analyze AMD...
Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum
May 8, 2025

Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum

Olivier Blanchard, Research Director at Futurum, examines Lattice’s Q1 FY 2025 earnings, highlighting record design wins across AI, robotics, and automotive, and how new products are paving the way for...
Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues
May 5, 2025

Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues

Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong YoY growth AI-driven IoT and automotive....
The Six Five Pod | EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition
May 5, 2025

The Six Five Pod | EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google's antitrust issues, IBM and Nvidia's White House announcements, Taiwan's semiconductor regulations, and Intel's Foundry...
Tariff Watch 2025 - Has the Tech Community Dodged a Bullet?
April 30, 2025

TariffWatch 2025 – Has the Tech Community Dodged a Bullet?

Alex Smith, VP Channels Research at The Futurum Group, shares his insights on how tariffs impact different technology sectors and vendors. It will explore how the industry is looking to...
Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing
April 28, 2025

Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing

In our latest Research Brief, Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing, The Futurum Group explores how organizations can overcome latency and storage inefficiencies by unlocking stranded NVMe...
Lightmatter: Solving How to Interconnect Millions of Chips
April 23, 2025

Lightmatter: Solving How to Interconnect Millions of Chips

The Futurum Group’s Ron Westfall shares his insights on why Lightmatter can be a frontrunner in photonic supercomputing through its Passage M1000 and L200 products aimed at transforming AI infrastructure...
Micron Introducing Breakthrough G9 NAND to Premium Smartphones
April 22, 2025

Micron Introducing Breakthrough G9 NAND to Premium Smartphones

The Futurum Group’s Ron Westfall shares his insights on why Micron’s G9 NAND with UFS 4.1 and UFS 3.1 drives the mobile ecosystem forward by delivering faster, more efficient, and...
The Six Five Pod | EP 258: From Intel's Altera Sale to HPE's Elliot Shake-up: Tech's Turbulent Week
April 21, 2025

The Six Five Pod | EP 258: From Intel’s Altera Sale to HPE’s Elliot Shake-up: Tech’s Turbulent Week

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the whiplash-inducing tariff announcements affecting US-China trade, Intel's strategic move to sell a majority stake...
NBL100: Nokia Celebrates Bell Labs Innovation Powerhouse
April 15, 2025

NBL100: Nokia Celebrates Bell Labs Innovation Powerhouse

Ron Westfall, Research Director at The Futurum Group, shares insights on why Nokia CNS and Bell Labs are driving the portfolio innovation key to enable CSP and enterprise transformation of...
Can Synopsys and NVIDIA Redefine Chip Design Timelines with 30x Speed Gains?
April 14, 2025

Can Synopsys and NVIDIA Redefine Chip Design Timelines with 30x Speed Gains?

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines how Synopsys and NVIDIA aim to accelerate chip design with Grace Blackwell, targeting 30x EDA speedups and enhanced...

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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