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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

Broadcom’s AI Revenue Growth, VMware Integration, and Steady Contributions from the Mainframe Software Division Drive Strong Financial Performance in Q3 2024
Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on Broadcom’s Q3 2024 earnings, focusing on AI revenue growth, the impact of the VMware integration on profitability, and the contributions of the Mainframe Software Division.
GlobalFoundries Supports Formerly Stealth Startup to Manufacture Lower-Power CPUs
Dr. Bob Sutor, Vice President and Practice Lead of Emerging Technologies at The Futurum Group, looks at Carnegie Mellon University-connected startup Efficient’s partnership with GlobalFoundries to manufacture a processor that Efficient claims is up to 166x more energy-efficient than industry-standard embedded CPUs.
The Six Five team discusses NVIDIA Q2FY25 Earnings with Special Guest Dan Ives
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from NVIDIA, Salesforce, Dell, Pure Storage, and HP, as well as insights from VMware Explore 2024.
Marvell, GlobalFoundries, Google, CrowdStrike, Intel, and OpenAI are advancing their positions in the competitive technology landscape. In their latest Six Five webcast, Patrick Moorhead and Daniel Newman discuss strategic partnerships, innovations, and challenges as these companies navigate the rapidly evolving semiconductors, AI, cloud computing, cybersecurity, and advanced manufacturing sectors.
The Six Five team discusses Debating The Size of The AI GPU & ASIC Market

The Latest NEWS

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

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

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