Menu

Category: Semiconductors, Supply Chain, & Emerging Tech

Will MediaTek’s 2nm SoC Challenge Qualcomm and Samsung in Flagship Chips?
September 19, 2025

Will MediaTek’s 2nm SoC Challenge Qualcomm and Samsung in Flagship Chips?

Olivier Blanchard, Research Director at Futurum, shares his insights on MediaTek’s first 2nm SoC built with TSMC’s N2P process, promising up to 18% more performance and 36% lower power use,...
Can NeuReality AI-SuperNIC Deliver the Speed AI Systems Need?
September 18, 2025

Can NeuReality AI-SuperNIC Deliver the Speed AI Systems Need?

Ray Wang, Research Director at Futurum shares his insights on NeuReality’s launch of the NR2 AI-SuperNIC, built for 1.6 Tbps throughput with UEC compliance and in-network compute to address scale-out...
Arm’s Lumex CSS Aims To Accelerate On-Device AI Innovation
September 18, 2025

Arm’s Lumex CSS Aims To Accelerate On-Device AI Innovation

Olivier Blanchard, Research Director at Futurum, shares his insights on Arm’s Lumex CSS platform, which combines C1 CPUs, Mali G1 GPUs, and system IP to deliver up to 5x AI...
NVIDIA’s New Rubin CPX Targets Future of Large-Scale Inference
September 18, 2025

NVIDIA’s New Rubin CPX Targets Future of Large-Scale Inference

Ray Wang, Research Director at Futurum, shares his insights on NVIDIA Rubin CPX, a GPU purpose-built for long-context inference. With 8 EF racks, 3x faster attention, and $5 billion revenue...
Can Uber Momenta Robotaxis Jump-Start Europe’s Driverless Future?
September 17, 2025

Can Uber Momenta Robotaxis Jump-Start Europe’s Driverless Future?

Olivier Blanchard, Research Director at Futurum, shares his insights on Uber and Momenta’s plan to test Level 4 robotaxis in Munich in 2026, a move that could mark Europe’s long-awaited...
Is Apple’s A19 Pro Really Redefining iPhone Performance?
September 17, 2025

Is Apple’s A19 Pro Really Redefining iPhone Performance?

Olivier Blanchard, Research Director at Futurum, explores Apple’s A19 Pro powering the iPhone 17 series, where claimed GPU and AI performance gains meet early benchmarks showing only modest improvements over...
The Six Five Pod | EP 276: Decoding Tech Giants: From Apple's Pivot to Oracle's AI Surge
September 15, 2025

The Six Five Pod | EP 276: Decoding Tech Giants: From Apple’s Pivot to Oracle’s AI Surge

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Apple's recent product launch event, focusing on the new iPhone Air and Apple Watch features....
Will SiFive's 2nd Generation Intelligence Family Drive AI Adoption?
September 12, 2025

Will SiFive’s New RISC-V IP Drive Adoption in Edge AI and Generative AI?

Ray Wang, Research Director at Futurum, shares his insights on SiFive’s 2nd Generation Intelligence RISC-V IP, combining scalar, vector, and matrix compute to power AI workloads from IoT to data...
Lenovo Unveils Yoga Tab and Idea Tab Plus at IFA 2025: Can They Redefine the Midrange Tablet Market?
September 12, 2025

Lenovo Unveils Yoga Tab and Idea Tab Plus at IFA 2025: Can They Redefine the Midrange Tablet Market?

Olivier Blanchard, Research Director at Futurum shares his insights on Lenovo Yoga Tab and Idea Tab Plus launched at IFA 2025, highlighting AI features, display upgrades, and competitive pricing aimed...
Synopsys Q3 FY 2025: IP Business Weakness and Transformation Pose Concerns, But Long-Term Thesis Unchanged
September 11, 2025

Synopsys Q3 FY 2025: IP Business Weakness and Transformation Pose Concerns, But Long-Term Thesis Unchanged

Ray Wang, Research Director at Futurum, examines Synopsys’ Q3 FY 2025 earnings, where strong Design Automation growth and Ansys contributions were tempered by weakness in Design IP and ongoing China-related...
Could NVIDIA’s Collaboration with MediaTek Trigger a $73 Billion Acquisition Bid?
September 11, 2025

Could NVIDIA’s Collaboration with MediaTek Trigger a $73 Billion Acquisition Bid?

Olivier Blanchard, Research Director at Futurum, shares his insights on NVIDIA and MediaTek’s GB10 collaboration, which fuses CPU, memory, and GPU into a superchip while fueling speculation of a $73...
BMW iX3 Showcases Qualcomm Ride Pilot Automated Driving Technology
September 10, 2025

BMW iX3 Showcases Qualcomm Ride Pilot Automated Driving Technology

Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm and BMW’s Snapdragon Ride Pilot launch in the BMW iX3, a scalable automated driving system validated in 60 countries and...

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.