Category: Semiconductors, Supply Chain, & Emerging Tech

Do Samsung Flex Titanium’s Advantages Come With Tricky Tradeoffs?
August 14, 2026

Do Samsung Flex Titanium’s Advantages Come With Tricky Tradeoffs?

Olivier Blanchard, Research Director at The Futurum Group shares insights on whether Samsung Flex Titanium can reduce crease visibility without creating new foldable compromises....
Microchip Q1 FY 2027 Earnings Beat as Data Center Exposure Nears $1 Billion
August 14, 2026

Microchip Q1 FY 2027 Earnings Beat as Data Center Exposure Nears $1 Billion

Brendan Burke, Research Director at Futurum, reviews Microchip's Q1 FY 2027 earnings, its data center exposure nearing $1 billion, and margin gains above its long-term model....
August 14, 2026

Earnings & News

Silicon Labs Q2 FY 2026 IoT Recovery Builds Momentum for Series 3 Platform
August 13, 2026

Silicon Labs Q2 FY 2026: IoT Recovery Builds Momentum for Series 3 Platform

Brendan Burke, Research Director at Futurum, analyzes Silicon Labs' Q2 FY 2026 earnings, focusing on sequential margin gains, the 22nm Series 3 up-market pivot, multi-protocol strategy, edge AI, and the...
CoreWeave Q2 FY 2026 AI Demand Drives Pricing and Capacity Growth
August 13, 2026

CoreWeave Q2 FY 2026: AI Demand Drives Pricing and Capacity Growth

Futurum Research analyzes CoreWeave’s Q2 FY 2026 earnings, focusing on AI cloud demand, managed inference growth, power expansion, and raised FY 2026 guidance....
From Blaize to NVIDIA: Why Is AI Infrastructure Converging on Indonesia?
August 13, 2026

From Blaize to NVIDIA: Why Is AI Infrastructure Converging on Indonesia?

Brendan Burke, Research Director at Futurum, shares his insights on 100 days that put Blaize, CoreWeave, NVIDIA, Nokia, Firmus, and Indosat on Indonesia's sovereign AI map, and the generation-plus-distribution model...
NXP Breaks Ground in Malaysia: Is Internal Test a Moat for Edge AI Margins?
August 13, 2026

NXP Breaks Ground in Malaysia: Is Internal Test a Moat for Edge AI Margins?

NXP's 500,000-square-foot Malaysia expansion doubles internal test capacity, enabling DDR memory validation that differentiates i.MX processors and protects margins in the competitive edge AI market....
Is the Supply Chain AI Accountability Gap a Recipe for Failure?
August 12, 2026

Is the Supply Chain AI Accountability Gap a Recipe for Failure?

AI reliability is the top adoption challenge for 55.4% of decision makers, and Kinaxis Maestro addresses this critical accountability gap in enterprise supply chain AI implementation....
Is the NVIDIA DSX Reference Design the Real Collateral for $500B in Financing?
August 11, 2026

Is the NVIDIA DSX Reference Design the Real Collateral for $500B in Financing?

Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA's $500 billion financing platforms and how DSX reference designs turn AI compute into collateral that banks, insurers, and pension...
Is Intel's $20 Billion Stock Offering Enough to Tool a 14A Fab?
August 11, 2026

Is Intel’s $20 Billion Stock Offering Enough to Tool a 14A Fab?

Brendan Burke, Research Director at Futurum, shares his insights on why Intel's upsized $20 billion stock offering matches the cost of tooling one 14A fab shell, and which WFE suppliers...
SiTime Q2 FY 2026 AI Demand and Renesas Integration Shape the Next Phase
August 10, 2026

SiTime Q2 FY 2026: AI Demand and Renesas Integration Shape the Next Phase

Futurum Research analyzes SiTime’s Q2 FY 2026 earnings, focusing on AI data center timing demand, Renesas timing integration, and guidance....
Motive's Unstoppable Momentum: What It Means for Fleet Management
August 8, 2026

Motive’s Unstoppable Momentum: What It Means for Fleet Management

Motive has secured the #1 ranking on G2's Momentum Grid for Fleet Management for eight consecutive quarters, positioning itself as the fastest-growing challenger disrupting the supply chain software market dominated...

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

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