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Category: Semiconductors, Supply Chain, & Emerging Tech

Will Applied Materials Meet Expectations in the AI Capex Boom
August 12, 2025
 

Will Applied Materials Meet Expectations in the AI Capex Boom?

Insights on assessing Applied Materials’ Q3 2025 outlook amid AI-driven HBM demand and advanced packaging momentum....
Will NVIDIA and AMD Pass the 15% Fee to Chinese Buyers?
August 11, 2025
 

Will NVIDIA and AMD Pass the 15% Fee to Chinese Buyers?

Insights on how the recent 15% export license fee on NVIDIA’s H20 and AMD’s MI308 to China represents a significant policy development in the global AI semiconductor market....
Synopsys Wraps Up Ansys Acquisition, Targeting Integrated Design Solutions
August 11, 2025
 

Synopsys Wraps Up Ansys Acquisition, Targeting Integrated Design Solutions

Ray Wang, Research Director at Futurum, shares insights on Synopsys’ $35 billion acquisition of Ansys, uniting EDA and multiphysics simulation to deliver a unified silicon-to-systems design platform with a $31...
The Six Five Pod
August 11, 2025
 

The Six Five Pod | EP 271: Navigating AI’s Future: GPT-5, Palantir, Lip-Bu Tan, & Industry Disruption

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Trump's tariff threats on semiconductors, Apple's investment commitments, and Intel's leadership challenges. The hosts analyze...
August 8, 2025
 

NXP Strengthens Industrial Edge Capabilities With port GmbH Acquisition

Ray Wang, Research Director at Futurum shares his insights on NXP’s acquisition of port GmbH, examining how this move advances real-time industrial networking and simplifies protocol integration for software-defined manufacturing...
August 8, 2025
 

Will Jericho4 Help Broadcom Lead the Next Era of AI Networking?

Ray Wang, Research Director at Futurum, shares insights on Broadcom Jericho4 - an Ethernet router designed to connect over a million XPUs across data centers with lossless, secure performance for...
August 7, 2025
 

AMD Q2 FY 2025 Sales Beat Offset by MI308-Linked EPS Decline

Olivier Blanchard and Daniel Newman at Futurum unpack AMD’s Q2 FY 2025 results, where record EPYC and Ryzen sales were offset by export-driven MI308 charges. In focus: the MI355 ramp,...
Olivier Blanchard
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August 5, 2025
 

Lattice Q2 FY 2025 Results Show Strong Comms and Compute Growth

Ray Wang and Daniel Newman at Futurum analyse Lattice’s Q2 FY 2025 results, highlighting record server revenue, growing AI attach rates, and strong momentum in communications and compute despite industrial...
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August 4, 2025
 

The Six Five Pod | EP 270: Silicon Strategies: Intel’s 14A Gambit and the Future of Chip Manufacturing

In this episode of The Six Five Podcast, hosts Patrick Moorhead and Daniel Newman break down the latest tech earnings and market trends, with expert insights on Intel's foundry strategy,...
August 1, 2025
 

Qualcomm Q3 FY 2025 Earnings Beats Estimates, Driven by Auto and IoT Gains

Olivier Blanchard and Daniel Newman at Futurum break down Qualcomm’s Q3 FY 2025 earnings, focusing on how IoT and automotive strength offset handset softness and where Snapdragon platforms are gaining...
Olivier Blanchard
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August 1, 2025
 

Arm Q1 FY26 Earnings: Revenue Surpasses $1B on Surging AI and Cloud Demand

Futurum’s Ray Wang and Daniel Newman analyze Arm’s Q1 FY26 results, highlighting revenue above $1B, 25% royalty growth, and surging AI and cloud adoption. He examines key trends and offers...
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July 31, 2025
 

Is NVIDIA’s GB300 NVL72 Power Shelf the Answer to AI’s Grid Strain?

Ray Wang, Research Director at Futurum, shares his insights on how NVIDIA’s GB300 NVL72 reduces grid disruption from AI workloads using energy storage, ramp-rate control, and GPU burn to cut...

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