Brendan Burke, Research Director at Futurum, examines how Synopsys, Cadence, and Siemens EDA align with TSMC's sub-2nm roadmap, revealing divergent strategies as COUPE co-packaged optics create a new multiphysics EDA...
Brendan Burke, Research Director at Futurum, examines Google's split of its eighth-generation TPU line into TPU 8t for training and TPU 8i for inference, signaling a structural shift toward workload-specific...
Lenovo showcases AI solutions at Hannover Messe 2026, claiming 85% faster lead times. With 94% of manufacturers planning AI investment increases, competition intensifies between Lenovo, Siemens, and Rockwell Automation....
Brendan Burke, Research Director at Futurum, examines how Anthropic's $100 billion decade-long commitment to AWS Trainium and Graviton reshapes frontier AI infrastructure economics and supply dynamics....
IBM Quantum played a pivotal role in the Q4Bio Challenge Results, with five of six finalist teams using its quantum hardware to achieve novel discoveries in molecular simulation and drug...
Qualcomm's Snapdragon Wear Elite marks a turning point in wearable AI, delivering a dedicated neural processing unit for on-device intelligence, privacy, and real-time voice interactions—positioning the company against Apple and...
Brendan Burke, Research Director at Futurum, unpacks CadenceLIVE 2026's agentic AI expansion—ViraStack, InnoStack, and a customer-tested Mental Model architecture—and why 3D IC design automation remains the semiconductor industry's hardest unsolved...
Brendan Burke, Research Director at Futurum, examines Cerebras Systems' S-1 filing and $23B valuation, dissecting the $20B OpenAI deal, 86% UAE revenue concentration, and whether wafer-scale silicon can survive the...
Apple's leadership transition to hardware veteran John Ternus signals a strategic shift. Analysts question whether his product-focused background can match Tim Cook's operational excellence while navigating AI disruption and intensifying...
Qualcomm's Arduino Ventuno Q single-board computer challenges NVIDIA Jetson by delivering edge AI for robotics at under $300, leveraging the Dragonwing IQ8 processor for cost-effective vertical integration....
Wayve's $60M funding round from semiconductor giants AMD, Arm, and Qualcomm signals a shift: chip makers are entering autonomous vehicle development, challenging automakers and hyperscalers for platform dominance....
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