Futurum Research analyzes Sandisk’s Q2 FY 2026 results, focusing on AI-driven data center SSD momentum, supply discipline with LTAs, and a premium mix in edge and consumer that supports margin...
Nick Patience, VP and Practice Lead for AI Platforms at Futurum, analyzes SpaceX's acquisition of xAI, examining the financial rationale, valuation metrics, and competitive implications for AI and satellite infrastructure...
Futurum Research analyzes Western Digital’s Q2 FY 2026, focusing on cloud nearline momentum, UltraSMR adoption, and roadmap progress in HAMR/ePMR, with LTAs and pricing discipline shaping outlook....
Futurum Research at Futurum analyzes KLA’s Q2 FY 2026 results, highlighting AI-driven inspection intensity, services scale, and advanced packaging momentum, with guidance tempered by supply constraints and DRAM cost headwinds....
Futurum Research analyzes SK Hynix’s Q4 FY 2025 results, highlighting HBM leadership, DDR5 server mix, and NAND roadmap, and why capacity, packaging, and customer alignment position the company for sustained...
Futurum Research analyzes Samsung’s Q4 FY 2025 results, highlighting AI-driven memory momentum, HBM and server SSD mix, foundry 2nm progress, and how 2026 supply, CapEx, and guidance shape execution....
Futurum Research analyzes Lam Research’s Q2 FY 2026 results, highlighting AI-driven WFE demand, GAA and advanced packaging adoption, and CSBG automation scale, with guidance pointing to a second-half weighted FY...
Futurum Research analyzes ASML’s Q4 FY 2025, highlighting EUV momentum, backlog coverage into 2027, and how fab readiness, mix, and upgrades shape 2026 execution and margins....
Futurum Research analyzes TI’s Q4 FY 2025 results, highlighting industrial and automotive recovery and rising data center mix, with 300mm capacity and inventory strategy positioning TI for improving near-term demand....
Futurum’s Nick Patience and Brendan Burke examine why IonQ’s acquisition of SkyWater signals that fault-tolerant quantum computing is now a manufacturing and supply-chain challenge, not just a physics one....
Brendan Burke, Research Director at The Futurum Group, examines Jensen Huang’s view of AI as the largest infrastructure buildout in human history and why value is shifting to the application...
Brendan Burke, Research Director at Futurum, analyzes Microsoft’s custom Maia 200 architecture and market position. The accelerator supports reinforcement learning with low-precision formats and deterministic networking....
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