Category: Semiconductors, Supply Chain, & Emerging Tech

From Blaize to NVIDIA: Why Is AI Infrastructure Converging on Indonesia?
August 13, 2026

From Blaize to NVIDIA: Why Is AI Infrastructure Converging on Indonesia?

Brendan Burke, Research Director at Futurum, shares his insights on 100 days that put Blaize, CoreWeave, NVIDIA, Nokia, Firmus, and Indosat on Indonesia's sovereign AI map, and the generation-plus-distribution model...
NXP Breaks Ground in Malaysia: Is Internal Test a Moat for Edge AI Margins?
August 13, 2026

NXP Breaks Ground in Malaysia: Is Internal Test a Moat for Edge AI Margins?

NXP's 500,000-square-foot Malaysia expansion doubles internal test capacity, enabling DDR memory validation that differentiates i.MX processors and protects margins in the competitive edge AI market....
Is the Supply Chain AI Accountability Gap a Recipe for Failure?
August 12, 2026

Is the Supply Chain AI Accountability Gap a Recipe for Failure?

AI reliability is the top adoption challenge for 55.4% of decision makers, and Kinaxis Maestro addresses this critical accountability gap in enterprise supply chain AI implementation....
Is the NVIDIA DSX Reference Design the Real Collateral for $500B in Financing?
August 11, 2026

Is the NVIDIA DSX Reference Design the Real Collateral for $500B in Financing?

Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA's $500 billion financing platforms and how DSX reference designs turn AI compute into collateral that banks, insurers, and pension...
Is Intel's $20 Billion Stock Offering Enough to Tool a 14A Fab?
August 11, 2026

Is Intel’s $20 Billion Stock Offering Enough to Tool a 14A Fab?

Brendan Burke, Research Director at Futurum, shares his insights on why Intel's upsized $20 billion stock offering matches the cost of tooling one 14A fab shell, and which WFE suppliers...
SiTime Q2 FY 2026 AI Demand and Renesas Integration Shape the Next Phase
August 10, 2026

SiTime Q2 FY 2026: AI Demand and Renesas Integration Shape the Next Phase

Futurum Research analyzes SiTime’s Q2 FY 2026 earnings, focusing on AI data center timing demand, Renesas timing integration, and guidance....
Motive's Unstoppable Momentum: What It Means for Fleet Management
August 8, 2026

Motive’s Unstoppable Momentum: What It Means for Fleet Management

Motive has secured the #1 ranking on G2's Momentum Grid for Fleet Management for eight consecutive quarters, positioning itself as the fastest-growing challenger disrupting the supply chain software market dominated...
NVIDIA AI Storage
August 7, 2026

NVIDIA AI Storage Goes Open at FMS 2026. Is Open Source the New Moat?

Brendan Burke, Research Director at Futurum, examines NVIDIA's FMS 2026 storage push and whether openness extends NVIDIA's platform control to the data path....
Samsung zHBM
August 7, 2026

Samsung zHBM Stacks Memory on the GPU. Has HBM Run Out of Beachfront?

Brendan Burke, Research Director at Futurum, shares his insights on Samsung zHBM, the FMS 2026 concept that stacks memory directly on AI accelerators, and on whether V10 BV-NAND and HBM4E...
AMD Acquires Taalas to Advance AI Workload Optimization
August 7, 2026

AMD Acquires Taalas to Advance AI Workload Optimization

Brendan Burke, Research Director at Futurum, shares his insights on AMD's Taalas acquisition and why the two-month model-to-silicon design flow, arriving alongside agentic EDA, is the asset that matters....
IonQ Q2 FY 2026 Tempo Quantum Computers Drive Growth Ahead of SkyWater Integration
August 7, 2026

IonQ Q2 FY 2026: Tempo Quantum Computers Drive Growth Ahead of SkyWater Integration

Brendan Burke, Research Director at Futurum, analyzes IonQ’s Q2 FY 2026 earnings, focusing on quantum platform growth, SkyWater integration, security demand, and raised FY 2026 guidance....
Lattice Semiconductor Q2 FY 2026 AMI Acquisition Pulls $1 Billion Revenue Rate Up to Q3 2026
August 7, 2026

Lattice Semiconductor Q2 FY 2026: AMI Acquisition Pulls $1 Billion Revenue Rate Up to Q3 2026

Brendan Burke, Research Director at Futurum, analyzes Lattice Semiconductor’s Q2 FY 2026 earnings, focusing on AI server demand, FPGA attach, AMI, and guidance....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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