Category: Semiconductors, Supply Chain, & Emerging Tech

TSMC OIP
September 24, 2026

TSMC's OIP Forum Turns Agentic Chip Design Demos Into Production Flows

Brendan Burke, Research Director at Futurum, examines TSMC OIP 2026, where A14 certifications and foundry-endorsed agentic flows arrived together and IC-Link by imec opened the first managed-cloud mixed-partner EDA path...
Cadence ChipStack RTL Generation Agent
September 23, 2026

Cadence ChipStack Adds RTL Generation: Can Agents Code Production Silicon?

Brendan Burke, Research Director at Futurum, examines the Cadence ChipStack RTL Generation Agent, its claimed 24% area and 18% power gains over foundation model code generation, and Honda's validation on...
ADI SHARC-FX
September 23, 2026

ADI SHARC-FX Runs on Cadence IP: Is the Proprietary DSP Era Over?

Brendan Burke and Olivier Blanchard, Research Directors at Futurum, examine ADI's decision to rebuild its SHARC automotive audio DSP on Cadence Tensilica IP and what the ADI SHARC-FX shift means...
Coherent PhotonLink
September 23, 2026

Coherent PhotonLink Raises Its TAM to $90 Billion. Will Bundling Win CPO?

Brendan Burke, Research Director at Futurum, examines Coherent PhotonLink, the $90 billion 2030 TAM claim, and whether bundling the full optical chain can beat specialist rivals in CPO, NPO, and...
Anderon Finalizes $1 Billion CHIPS Award. Who Buys Quantum Wafers Besides IBM?
September 22, 2026

Anderon Finalizes $1 Billion CHIPS Award. Who Buys Quantum Wafers Besides IBM?

Brendan Burke, Research Director at Futurum, shares insights on Anderon's finalized $1 billion CHIPS award and whether its quantum wafer manufacturing can build a customer base beyond its parent, IBM....
AI Infra Summit 2026 – Can Optics Break the AI Power Wall by 2028?
September 22, 2026

AI Infra Summit 2026 – Can Optics Break the AI Power Wall by 2028?

Brendan Burke, Research Director at Futurum, shares insights from AI Infra Summit 2026, where power-capped data centers pushed vendors toward optics, near-memory silicon, and physical AI ahead of a 2028...
Lattice Mach-N2 Turns the Post-Quantum Procurement Gate Into an FPGA Moat
September 21, 2026

Lattice Mach-N2 Turns the Post-Quantum Procurement Gate Into an FPGA Moat

Brendan Burke, Research Director at Futurum, shares his insights on why Lattice Mach-N2's full CNSA 2.0 compliance and integrated flash extend the secure control FPGA lead as the post-quantum procurement...
Ricoh's Atsugi Bet: Can Supply Scale Unlock Channel Growth?
September 18, 2026

Ricoh's Atsugi Bet: Can Supply Scale Unlock Channel Growth?

Ricoh's $39,000 per square meter Atsugi facility investment doubles inkjet head production by 2028, positioning channel partners to capitalize on industrial printing's 36% CAGR growth....
SiFive Demos AMD ROCm on RISC-V. Is BigSky Now the Neutral Head Node?
September 16, 2026

SiFive Demos AMD ROCm on RISC-V. Is BigSky Now the Neutral Head Node?

Brendan Burke, Research Director at Futurum, examines the SiFive and AMD ROCm demonstration on BigSky, why both GPU software ecosystems reached the RISC-V server within three weeks, and what Instinct-scale...
Micron Hires a 37-Year EDA Veteran to Run Its $10 Billion Memory Lab. What Does That Say About Where Memory Scaling Goes Next?
September 16, 2026

Micron Hires a 37-Year EDA Veteran to Run Its $10 Billion Memory Lab. What Does That Say About Where Memory Scaling Goes Next?

Brendan Burke, Research Director at Futurum, examines Micron appointment of Deirdre Hanford to lead Micron Research Labs, signaling a strategic pivot toward design tools, base dies, and co-design as the...
AMD MLPerf Inference 6.1 Results Show ROCm Gaining 38% on the Same MI355X Hardware
September 16, 2026

AMD MLPerf Inference 6.1 Results Show ROCm Gaining 38% on the Same MI355X Hardware

Brendan Burke, Research Director at Futurum, shares his insights on AMD's MLPerf Inference 6.1 results and why ROCm's measured rate of improvement under a six-week release cadence is now AMD's...
The Off Ramp From Per-Token Pricing
September 16, 2026

The Off Ramp From Per-Token Pricing

In our latest report, The Off Ramp From Per-Token Pricing, completed in partnership with QumulusAI, Futurum Research examines how organizations progress from token-metered experimentation to reserved, hybrid AI infrastructure as...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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