In Arm at the Center of the AI & Data Center Revolution, Futurum Research examines how Arm’s scalable IP, partner ecosystem, and software enablement are positioning it as a unifying...
Brendan Burke, Research Director at Futurum, examines Texas Instruments’ acquisition of Silicon Labs, assessing how manufacturing integration, portfolio scale, and cost discipline could reshape embedded wireless connectivity markets....
Brendan Burke, Research Director at Futurum, analyzes Microchip Technology's Q3 fiscal 2026 results including broad-based market recovery and strategic wins in automotive Ethernet and Gen 6 PCIe switching....
Futurum Research reviews Amazon’s Q4 FY 2025 results, highlighting AWS acceleration from AI workloads, expanding custom silicon use, and an AI-led FY 2026 capex plan shaped by satellite and international...
Futurum Research analyzes Arm’s Q3 FY 2026 results, highlighting CPU-led AI inference momentum, CSS-driven royalty leverage, and diversification across data center, edge, and automotive, with guidance pointing to continued growth....
Brendan Burke, Research Director at Futurum, covers Supermicro’s Q2 FY2026 breakout revenue growth, driven by power-optimized rack-scale AI systems that are helping data center builders improve their energy efficiency....
Futurum Research analyzes NXP’s Q4 FY 2025 earnings, highlighting SDV design wins, edge AI platform traction, and portfolio focus, with guidance pointing to steady margins and disciplined channel management into...
Futurum Research analyzes AMD’s Q4 FY 2025 results, highlighting data center CPU/GPU momentum, AI software progress, and a potential H2 FY 2026 rack-scale inflection, amid mixed client, gaming, and embedded...
Brendan Burke, Research Director at Futurum, analyzes Teradyne’s Q4 2025 results, where AI-driven demand reached 60% of revenue. Record memory test growth and the strategic scaling of Physical AI in...
Olivier Blanchard, Research Director at Futurum, examines Intel’s Xeon 6 workstation launch and whether core density and memory bandwidth can reshape CPU relevance in professional workloads....
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