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Semiconductors and Components

At The Futurum Group, we collaborate with equipment makers, fabless designers, foundries, and integrated device manufacturers, spanning the entire semiconductor industry. Our data, research, and insights provide a deep understanding of technological fit, market dynamics, and competitive advantages, untangling this turbulent market. With our expertise, customers can strategically position their products, solutions, and technologies.

As a trusted advisor, and with one of the most cited semiconductor analysts, we have privileged access to top semiconductor CEOs and are sought after by policymakers and media for our expertise. We empower customers to make informed decisions, swiftly bring products to market with a unique edge, and drive sales.

Semiconductor manufacturers rely on us for positioning, message testing, go-to-market assets, lead generation, and more. OEMs turn to us to navigate market complexities and chart a path to distinctive success by leveraging semiconductor technology and their own unique platform value. End customers utilize our insights and market intelligence to plan long-term technology strategies.

Coverage

  • Automotive
  • Component Technology
  • Equipment & Substrates
  • Fab & Foundry
  • Memory
  • Processors

The Latest Insights on Semiconductors and Components

Daniel Newman and Patrick Moorhead share insights on how NVIDIA, Microsoft, Qualcomm, OpenText, and Meta navigate AI-driven innovation, supply chain challenges, and market diversification.
Daniel Newman and Patrick Moorhead discuss the latest tech trends from Episode 240 of The Six Five Webcast, like Dell’s AI-driven innovations, Qualcomm’s edge AI growth, Coherent’s photonics breakthroughs, and Meta’s pivot to defense AI applications.
Deepak Boppana, at Lattice Semiconductor, joins hosts Patrick Moorhead and Daniel Newman,, sharing insights on the Lattice Nexus 2 platform. This conversation delves into the platform's innovation and its pivotal role at Lattice Developers Conference 24.
Ford Tamer, CEO at Lattice, alongside Esam Elashmawi and Dan Mansur, share in-depth insights into Lattice's growth strategy, key product launches, and their unique stance in the Edge AI marketplace, directly from Lattice DevCon 2024.
Strong Revenue Growth, Operational Efficiency, and Strategic Realignments Define a Transformative Year for Synopsys
Dr. Bob Sutor, VP and Practice Lead at The Futurum Group, discusses Synopsys' fiscal year 2024 results, the company’s record-breaking revenue, operational efficiency, the sale of its Software Integrity business, and progress on the Ansys acquisition.
Marvell Reports 19% Sequential Revenue Growth Fueled by AI and Cloud Solutions While Addressing Operational Challenges Through Restructuring Efforts
Dr. Bob Sutor, VP and Practice Lead at The Futurum Group discusses Marvell’s Q3 FY2025 earnings and how AI silicon and cloud interconnect solutions drove robust revenue growth while restructuring costs presented challenges, shaping the company's outlook.

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Is ChatGPT’s OpenAI Looking to Make Its Own AI Chips?

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Todd R. Weiss, Senior Analyst with The Futurum Group, shares his insights about a recent Reuters news story that reported that ChatGPT’s OpenAI is looking…

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