Category: Semiconductors, Supply Chain, & Emerging Tech

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....
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....

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.