Category: Semiconductors, Supply Chain, & Emerging Tech

Microchip Technology Q4 FY 2026 Revenue Beats Consensus With Data Center Wins
May 11, 2026

Microchip Technology Q4 FY 2026 Revenue Beats Consensus With Data Center Wins

Brendan Burke, Research Director at Futurum, reviews Microchip’s Q4 FY 2026 earnings, focusing on recovery execution and data center connectivity wins....
Astera Labs Q1 FY 2026 Earnings Highlight Scale-Up Switching Ramp
May 11, 2026

Astera Labs Q1 FY 2026 Earnings Highlight Scale-Up Switching Ramp

Brendan Burke, Research Director at Futurum, reviews Astera Labs’ Q1 FY 2026 earnings, focusing on PCIe Gen 6 mix, and how optics and custom programs shape the next growth phase....
Coherent Q3 FY 2026: AI Data Center Demand Accelerates Optical Growth
May 11, 2026

Coherent Q3 FY 2026: AI Data Center Demand Accelerates Optical Growth

Brendan Burke, Research Director at Futurum, reviews Coherent’s Q3 FY 2026 earnings, focusing on datacenter optics demand, manufacturing capacity expansion, and how systems and CPO roadmaps shape near-term execution priorities....
Arm Q4 FY 2026: Agentic CPU Shift Boosts Demand Outlook
May 8, 2026

Arm Q4 FY 2026: Agentic CPU Shift Boosts Demand Outlook

Brendan Burke, Research Director at Futurum, reviews Arm Q4 FY 2026 earnings, focusing on Arm AGI CPU traction, cloud royalty momentum, and what agentic AI implies for CPU demand in...
SiTime Q1 FY 2026: AI Inference Demand Drives Timing Content Expansion
May 8, 2026

SiTime Q1 FY 2026: AI Inference Demand Drives Timing Content Expansion

Futurum Research analyzes SiTime’s Q1 FY 2026 earnings, focusing on AI data center timing demand, inference-driven synchronization needs, and what the Q2 outlook implies for precision timing content growth....
Teradyne Q1 FY 2026 Earnings Credit Revenue Growth to AI Test Demand
May 7, 2026

Teradyne Q1 FY 2026 Earnings Credit Revenue Growth to AI Test Demand

Brendan Burke, Research Director at Futurum, reviews Teradyne’s Q1 FY 2026 earnings, focusing on AI-driven test demand and new interconnect and board test platforms....
Astera Labs' Scorpio Switch Family Adds Hardware Engines to Lift the Interconnect Ceiling for LLMs
May 7, 2026

Astera Labs’ Scorpio Switch Family Adds Hardware Engines to Lift the Interconnect Ceiling for LLMs

Brendan Burke, Research Director at Futurum, examines how Astera Labs' Scorpio X-Series 320 Lane Smart Fabric Switch embeds Hypercast and In-Network Compute engines to improve token economics and accelerator utilization...
AMD Q1 FY 2026 Data Center Momentum Builds as AI Deployments Scale
May 7, 2026

AMD Q1 FY 2026: Data Center Momentum Builds as AI Deployments Scale

Brendan Burke, Research Director at Futurum, analyzes AMD’s Q1 FY 2026 earnings, focusing on data center-driven growth, expanding server CPU demand tied to agentic AI, and second-half execution factors around...
Applied Materials Targets $3.5 Billion Electrochemical Deposition Market With NEXX Acquisition
May 7, 2026

Applied Materials Targets $3.5 Billion Electrochemical Deposition Market With NEXX Acquisition

Brendan Burke, Research Director at Futurum, examines how Applied Materials' acquisition of NEXX broadens its panel-level advanced packaging portfolio to address AI accelerator manufacturing demands....
Physical AI
May 6, 2026

Intel’s Client Computing Refresh: Leadership Announcements Signal Clear Trajectory

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, Intel consolidates client computing and physical AI under new leadership to compete against GPU-accelerated rivals in fragmented markets....
Lattice Semiconductor Q1 FY 2026 Results Set Up AMI Acquisition
May 6, 2026

Lattice Semiconductor Q1 FY 2026 Results Set Up AMI Acquisition

Brendan Burke, Research Director at Futurum, analyzes Lattice’s Q1 FY 2026 earnings, focusing on compute and communications demand, improving channel visibility, and how the planned AMI acquisition broadens platform control....
Lattice's $1.65B AMI Acquisition Doubles the Value of Neutral XPU Control to the AI Factory
May 6, 2026

Lattice’s $1.65B AMI Acquisition Doubles the Value of Neutral XPU Control to the AI Factory

Brendan Burke, Research Director at Futurum, shares insights on the Lattice AMI acquisition, a $1.65 billion bet on controlling the full stack of AI data center management and security, positioning...

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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.

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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

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