Category: Semiconductors, Supply Chain, & Emerging Tech

Samsung Electronics Q4 FY 2025 Highlights AI-Driven Memory Strength
February 2, 2026

Samsung Electronics Q4 FY 2025 Highlights AI-Driven Memory Strength

Futurum Research analyzes Samsung’s Q4 FY 2025 results, highlighting AI-driven memory momentum, HBM and server SSD mix, foundry 2nm progress, and how 2026 supply, CapEx, and guidance shape execution....
Lam Research Q2 FY 2026 Highlights AI-Driven Demand and Packaging Gains
January 30, 2026

Lam Research Q2 FY 2026 Highlights AI-Driven Demand and Packaging Gains

Futurum Research analyzes Lam Research’s Q2 FY 2026 results, highlighting AI-driven WFE demand, GAA and advanced packaging adoption, and CSBG automation scale, with guidance pointing to a second-half weighted FY...
ASML Q4 FY 2025 Earnings Record Orders, Capacity Execution in Focus
January 30, 2026

ASML Q4 FY 2025 Earnings: Record Orders, Capacity Execution in Focus

Futurum Research analyzes ASML’s Q4 FY 2025, highlighting EUV momentum, backlog coverage into 2027, and how fab readiness, mix, and upgrades shape 2026 execution and margins....
Texas Instruments Q4 FY 2025 Earnings Highlight Industrial, Auto, DC Traction
January 29, 2026

Texas Instruments Q4 FY 2025 Earnings Highlight Industrial, Auto, DC Traction

Futurum Research analyzes TI’s Q4 FY 2025 results, highlighting industrial and automotive recovery and rising data center mix, with 300mm capacity and inventory strategy positioning TI for improving near-term demand....
IonQ Buys a Foundry Is Vertical Integration the Path to Fault-Tolerant Quantum
January 28, 2026

IonQ Buys a Foundry: Is Vertical Integration the Path to Fault-Tolerant Quantum?

Futurum’s Nick Patience and Brendan Burke examine why IonQ’s acquisition of SkyWater signals that fault-tolerant quantum computing is now a manufacturing and supply-chain challenge, not just a physics one....
AI Is the Largest Infrastructure Buildout Ever—Are Investments Keeping Up
January 28, 2026

AI Is the Largest Infrastructure Buildout Ever—Are Investments Keeping Up?

Brendan Burke, Research Director at The Futurum Group, examines Jensen Huang’s view of AI as the largest infrastructure buildout in human history and why value is shifting to the application...
Microsoft’s Maia 200 Signals the XPU Shift Toward Reinforcement Learning
January 27, 2026

Microsoft’s Maia 200 Signals the XPU Shift Toward Reinforcement Learning

Brendan Burke, Research Director at Futurum, analyzes Microsoft’s custom Maia 200 architecture and market position. The accelerator supports reinforcement learning with low-precision formats and deterministic networking....
Amazon EC2 G7e Goes GA With Blackwell GPUs. What Changes for AI Inference
January 27, 2026

Amazon EC2 G7e Goes GA With Blackwell GPUs. What Changes for AI Inference?

Nick Patience, VP and AI Practice Lead at Futurum, examines Amazon’s EC2 G7e instances and how higher GPU memory, bandwidth, and networking change AI inference and graphics workloads....
NVIDIA and CoreWeave Team to Break Through Data Center Real Estate Bottlenecks
January 27, 2026

NVIDIA and CoreWeave Team to Break Through Data Center Real Estate Bottlenecks

Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on NVIDIA’s $2 billion investment in CoreWeave to accelerate the buildout of over 5 gigawatts of specialized AI factories...
Did SPIE Photonics West 2026 Set the Stage for Scale-up Optics
January 27, 2026

Did SPIE Photonics West 2026 Set the Stage for Scale-up Optics?

Brendan Burke, Research Director at The Futurum Group, explains how SPIE Photonics West 2026 revealed that scaling co-packaged optics depends on cross-domain engineering, thermal materials, and manufacturing testing....
Intel Q4 FY 2025 AI PC Ramp Meets Supply Constraints
January 26, 2026

Intel Q4 FY 2025: AI PC Ramp Meets Supply Constraints

Futurum Research analyzes Intel’s Q4 FY 2025 results, highlighting AI PC and data center demand, 18A/14A progress, and near-term supply constraints with guidance improving as supply recovers from Q2 FY...
Is Tesla’s Multi-Foundry Strategy the Blueprint for Record AI Chip Volumes
January 22, 2026

Is Tesla’s Multi-Foundry Strategy the Blueprint for Record AI Chip Volumes?

Brendan Burke, Research Director at Futurum, explores how Tesla’s dual-foundry strategy for its AI5 chip enables record production scale and could make multi-foundry production the new standard for AI silicon....

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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