Category: Semiconductors, Supply Chain, & Emerging Tech

Applied Materials Q2 FY 2026 AI Capacity Expansion Fuels Equipment Demand
May 18, 2026

Applied Materials Q2 FY 2026: AI Capacity Expansion Fuels Equipment Demand

Brendan Burke, Research Director at Futurum, reviews Applied Materials Q2 FY 2026 earnings, focusing on AI-driven mix shift into leading-edge logic, DRAM, and advanced packaging, plus services growth tied to...
Cerebras IPO
May 15, 2026

Cerebras’ $95B First Day Valuation Sizes Up the 2028 XPU Opportunity

Brendan Burke, Research Director at Futurum, reviews how Cerebras' $95B valuation reflects investor confidence in XPU market growth through 2030, backed by $24.6B in contracted backlog....
Cisco Q3 FY 2026: AI Networking Momentum Drives Raised Outlook
May 15, 2026

Cisco Q3 FY 2026: AI Networking Momentum Drives Raised Outlook

Futurum Research reviews Cisco Q3 FY 2026 earnings, focusing on hyperscaler AI infrastructure demand, campus networking refresh momentum, and security positioning for agentic AI risks....
Can Modular Immune Cell Engineering Deliver a Platform Shift for Precision Medicine?
May 14, 2026

Can Modular Immune Cell Engineering Deliver a Platform Shift for Precision Medicine?

Biohub is funding 15 research teams to develop immune cell reprogramming tools, creating a modular approach that could reshape diagnostics, therapy, and prevention across diseases....
Revenue Surge
May 13, 2026

SiTime’s 88% Revenue Surge Signals Precision Timing’s New Strategic Role in AI Infrastructure

SiTime's Q1 2026 revenue surged 88% to $113.6M, driven by AI and high-performance systems demanding precision timing as a critical system requirement....
SiFive's P570 Gen 3 Tests Whether RISC-V Can Challenge Arm in Consumer Silicon
May 13, 2026

SiFive’s P570 Gen 3 Tests Whether RISC-V Can Challenge Arm in Consumer Silicon

Brendan Burke, Research Director at Futurum, examines how SiFive's P570 Gen 3 brings fully out-of-order vector execution and RVA23 compliance to consumer and edge markets, challenging Arm's decade-old midrange dominance....
CoreWeave Q1 FY 2026: Capacity Constraints Amid Accelerating AI Demand
May 13, 2026

CoreWeave Q1 FY 2026: Capacity Constraints Amid Accelerating AI Demand

Futurum Research reviews CoreWeave Q1 FY 2026 earnings, focusing on backlog growth, capacity scaling, and the near-term cost timing that shapes margin progression....
Acer’s Q1 2026 Result Highlights Value of Diversification and Product Focus
May 12, 2026

Acer’s Q1 2026 Result Highlights Value of Diversification and Product Focus

Olivier Blanchard is the Research Director & Practice Lead, Intelligent Devices at Futurum, reviews Acer’s Q1 2026 results, focusing on diversification, PC momentum, and operating profit pressure....
IonQ Q1 FY 2026 Earnings Show Record Revenue and Raised Outlook
May 12, 2026

IonQ Q1 FY 2026 Earnings Show Record Revenue and Raised Outlook

Futurum Research at Futurum reviews IonQ Q1 FY 2026 earnings, focusing on platform-driven demand signals, roadmap execution toward chip-based systems, and raised FY 2026 revenue guidance....
Silicon Labs Q1 FY 2026: Industrial Demand and Design Wins Support Recovery
May 12, 2026

Silicon Labs Q1 FY 2026: Industrial Demand and Design Wins Support Recovery

Brendan Burke, Research Director at Futurum, reviews Silicon Labs’ Q1 FY 2026 results, focusing on improving industrial demand signals, design win momentum, and how the pending acquisition affects guidance and...
Applied Materials
May 11, 2026

Applied Materials and TSMC Partner to Drive Semiconductor R&D Roadmap

Brendan Burke, Research Director at Futurum, examines how Applied Materials and TSMC's collaborative R&D program can compress the semiconductor materials commercialization timeline by 2x....
MRC Protocol
May 11, 2026

Can OpenAI’s MRC Networking Protocol Redefine the Economics of AI Training?

Brendan Burke, Research Director at Futurum, analyzes how OpenAI's MRC Networking Protocol addresses supercomputer bottlenecks and could redefine large-scale AI training economics through improved efficiency....

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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.