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

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Intel’s CEO, Pat Gelsinger for a conversation on the “Siliconomy” and how Intel is “Getting the Geek Back”at Intel InnovatiON 2023.
On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead provide their analysis and opinion on GlobalFoundries’ recent GTS 2023 event, unveiling the silicon revolution and taking an inside look at how the company is “Delivering a New Era of More.”
The Six Five Team discusses Arm Goes Public with Successful Debut.
On this episode of The Six Five On The Road, hosts Daniel Newman and Patrick Moorhead welcome Intel’s Greg Lavender, CTO, SVP and GM of Intel SATG for an inside preview of the upcoming Intel InnovatiON event happening this week in San Jose, California.
The Impact of Qualcomm’s Multi-Year Snapdragon 5G Modem-RF System Agreement With Apple on Both Companies and Consumers
Olivier Blanchard, Research Director at The Futurum Group, shares his insights into why the multi-year Snapdragon 5G modem-RF system agreement between Apple and Qualcomm is good news for both companies and for iPhone users.
Semtech’s Sequential Growth Earnings Point to Recovery, but Inventory Bloat Offsets Semiconductor Gains With a Drag on Hardware
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Semtech Q2 FY 2024 earnings, which point to recovery in high-margin semiconductors and IoT segments despite inventory bloat continuing to drag on module and router revenue.

The Latest NEWS

Amdocs Survey Finds Consumers Want More AR and MR Tech, but Need More Education and Guidance
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