Semiconductors
For more than 50 years semiconductors have been the enabling technology that have transformed the global economy and society by delivering innovations in Computing, Telecommunications, Consumer Electronics, Automotive, Industrial Electronics, and Military and Civil Aerospace. The semiconductor market has grown to over $600 billion in annual sales (in 2024) and, as the era of Artificial Intelligence (AI) begins, annual sales exceeding $1 trillion are expected within a decade as the semiconductor industry once again plays a critical role in delivering technological advances.
Planned Deliverables
- Market Data – quarterly market sizing & five-year forecast (every three months)
- Decision Maker Survey – bi-annual IT Decision Maker survey (every six months)
- Analyst Insight – a monthly report on critical issues in the industry (every month)
- State of the Market – a quarterly report on technology, markets, products, and vendors (once per quarter)
- Market Landscape – an annual report on product segments and representative vendors, deployment types, buying personas, and use cases
- Inquiry hours – one-on-one time with our expert analysts to explore your challenges and opportunities
The Latest Insights on Semiconductors
Synopsys Deepens NVIDIA Collaboration to Accelerate EDA Workloads on Grace Blackwell Platform
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines how Synopsys and NVIDIA aim to accelerate chip design with Grace Blackwell, targeting 30x EDA speedups and enhanced AI productivity.
Custom Arm Neoverse V2 Chip Posts Gains in AI, HPC, and General Compute Across C4A VMs
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, unpacks Google Axion’s strong benchmarks across AI, HPC, and cloud workloads, showing how Google’s custom Arm CPU could reshape enterprise infrastructure.
AI-Driven Semiconductor Demand and Infrastructure Software Expansion Fueled Broadcom’s 25% YoY Revenue Growth in Q1 FY 2025
Richard Gordon and Daniel Newman at The Futurum Group break down Broadcom’s Q1 FY 2025 earnings, highlighting AI semiconductor growth, hyperscaler demand for XPUs, and VMware’s software transition driving 25% YoY revenue growth and strong Q2 guidance.
Strong AI Adoption Propels Marvell’s Revenue Growth, With Custom Silicon Ramping Up
Richard Gordon and Daniel Newman analyze Marvell’s Q4 FY 2025 earnings, highlighting AI growth, custom silicon momentum, and evolving semiconductor trends amid rising demand for efficiency-focused AI models.
Synopsys Introduces HAPS-200 and ZeBu-200, Extending Its Leadership in Hardware-Assisted Verification for Next-Gen Semiconductor Designs
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, explores how Synopsys’ HAV expansion with HAPS-200 and ZeBu-200 tackles AI, multi-die complexity, and scalable verification in semiconductor design.
Record Blackwell Sales of $11 Billion in Q4 FY 2025 Push Nvidia’s Data Center Revenue up 93% YoY
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, analyzes Nvidia’s Q4 FY 2025 earnings, highlighting record-breaking AI-driven growth, Blackwell’s rapid adoption, and margin pressures amid supply constraints. Key insights on gaming, automotive, and professional visualization trends.
