Category: Semiconductors, Supply Chain, & Emerging Tech

SiTime's Nasdaq IPO Puts MEMS Timing at the Center of AI Infrastructure
July 29, 2026

SiTime’s Acquisition of Renesas Timing Division: A Strategic Leap in Timing Solutions

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, analyzes how SiTime's acquisition of Renesas' timing business consolidates 30 years of clocking legacy with innovative MEMS technology....
July 29, 2026

Synopsys, Cadence, and Siemens Take Agentic Chip Design Autonomous at DAC

Brendan Burke, Research Director at Futurum, examines how NVIDIA and AMD are driving agentic chip design at DAC 2026 through collaborations with Synopsys, Cadence, and Siemens spanning models, physics libraries,...
Cadence Q2 FY 2026 Earnings Climb on Agentic AI and Record Backlog
July 29, 2026

Cadence Q2 FY 2026 Earnings Climb on Agentic AI and Record Backlog

Brendan Burke, Research Director at Futurum, reviews Cadence's Q2 FY 2026 earnings, agentic AI demand, record backlog, and raised full-year outlook....
July 29, 2026

SiTime’s Acquisition of Renesas Timing Division: A Strategic Leap in Timing Solutions

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, analyzes how SiTime's acquisition of Renesas' timing business consolidates 30 years of clocking legacy with innovative MEMS technology....
AMD Advancing AI 2026: Does AMD Now Build the World’s Best CPUs and GPUs?
July 28, 2026

AMD Advancing AI 2026: Does AMD Now Build the World’s Best CPUs and GPUs?

Brendan Burke, Research Director at Futurum, shares his insights on AMD Advancing AI 2026, where Lisa Su declared Helios the world’s best AI rack and best data center CPU and...
July 28, 2026

AMD Advancing AI 2026: Does AMD Now Build the World’s Best CPUs and GPUs?

Brendan Burke, Research Director at Futurum, shares his insights on AMD Advancing AI 2026, where Lisa Su declared Helios the world’s best AI rack and best data center CPU and...
NVIDIA's Open Secure AI Alliance Bets Open Models Beat Closed Ones on Defense
July 28, 2026

NVIDIA’s Open Secure AI Alliance Bets Open Models Beat Closed Ones on Defense

Futurum’s Nick Patience, Fernando Montenegro, and Mitch Ashley unpack NVIDIA’s Open Secure AI Alliance and why the labs missing from it may matter more than the 35 that joined....
AI platform
July 28, 2026

Kinaxis Appoints Herb Yeh: A Strategic Move Amid Supply Chain Transformation

Kinaxis strengthens its competitive position by appointing Herb Yeh to a combined CFO-CSO role, consolidating financial discipline with strategic vision as enterprise demand for AI-driven supply chain solutions accelerates....
Intel Q2 FY 2026: Hyperscaler Server Demand Drives 59% DCAI Growth
July 27, 2026

Intel Q2 FY 2026: Hyperscaler Server Demand Drives 59% DCAI Growth

Futurum Research analyzes Intel’s Q2 FY 2026 earnings, focusing on AI-driven server CPU demand, foundry execution, AI PCs, and higher capital spending....
July 27, 2026

Intel Q2 FY 2026: Hyperscaler Server Demand Drives 59% DCAI Growth

Futurum Research analyzes Intel’s Q2 FY 2026 earnings, focusing on AI-driven server CPU demand, foundry execution, AI PCs, and higher capital spending....
STMicroelectronics Q2 FY 2026 Earnings Climb on Cloud AI and Satellite Strength
July 27, 2026

STMicroelectronics Q2 FY 2026 Earnings Climb on Cloud AI and Satellite Strength

Brendan Burke, Research Director at Futurum, reviews STMicroelectronics' Q2 FY 2026 earnings, the broad demand recovery, and the raised AI data center and satellite revenue ambitions....
July 27, 2026

STMicroelectronics Q2 FY 2026 Earnings Climb on Cloud AI and Satellite Strength

Brendan Burke, Research Director at Futurum, reviews STMicroelectronics' Q2 FY 2026 earnings, the broad demand recovery, and the raised AI data center and satellite revenue ambitions....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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