Semiconductors, Supply Chain, & Emerging Tech

Powering Innovation: Semiconductors, Supply Chain Strategy, and Emerging Tech Trends

Semiconductors have created a technology super-cycle powering the AI revolution. The industry is on pace to approach  $1 trillion in revenue in 2026, marking a third consecutive year of elevated growth driven by AI training, inference, and new  classes of intelligent systems. The semiconductor industry now spans a deeply interdependent global supply chain where  constraints at any layer shape overall performance and economics. Beyond traditional data center compute, emerging  technologies are expanding the market through new computing form factors that depend on breakthrough semiconductor  innovation and frontier AI models, including intelligent robotics, domain-specific XPUs, and early hybrid classical-quantum  platforms. Together, these forces are shifting the industry from a focus on standalone chips toward tightly integrated,  system-level platforms that define the next phase of AI-driven growth. 

When working on strategy, product, marketing, and sales initiatives, consider intelligence from our expert analysts – planned deliverables for 2026 include:
  • Analyst Insight Report – a report on critical issues in the industry  
  • State of the Market Report – a report on technology, markets, products, and vendors
  • Futurum Signal Report Access – any Signal Report published in the relevant practice area

The Latest Insights on Semiconductors, Supply Chain, & Emerging Tech

Infineon's €5 Billion Dresden Fab Reshapes the Global Power Semiconductor Supply Chain

Infineon’s €5 Billion Dresden Fab Reshapes the Global Power Semiconductor Supply Chain

Brendan Burke, Research Director at Futurum, examines how Infineon's Dresden fab doubles capacity in tight power/analog markets, raising questions about [...]
NVIDIA DSX Promises More Revenue per Gigawatt. Who Actually Captures It?

NVIDIA DSX Promises More Revenue per Gigawatt. Who Actually Captures It?

Brendan Burke, Research Director at Futurum, analyzes how NVIDIA's DSX design and revenue sharing model increase token efficiency and capture [...]
NVIDIA Jetson in Lunar Orbit Signals Commercial GPUs Are Ready for Spaceflight

NVIDIA Jetson in Lunar Orbit Signals Commercial GPUs Are Ready for Spaceflight

Brendan Burke, Research Director at Futurum, analyzes how Firefly Aerospace's deployment of NVIDIA Jetson in lunar orbit proves commercial GPUs [...]
Applied Materials' Master Class Schools Memory Makers on Logic-Class Fabrication

Applied Materials’ Master Class Schools Memory Makers on Logic-Class Fabrication

Brendan Burke, Research Director at Futurum, frames Applied Materials' advanced packaging systems for AI-scale HBM and 3D stacking as a [...]
Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize

Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize

Brendan Burke and Olivier Blanchard, Research Directors at Futurum, explain why Qualcomm's June 24 Investor Day matters less for its [...]
Jalapeño in Nine Months: Did AI Just Break Chip Design Timelines?

Jalapeño in Nine Months: Did AI Just Break Chip Design Timelines?

Brendan Burke, Research Director at Futurum, analyzes how OpenAI and Broadcom's Jalapeño accelerator achieved record nine-month tape-out using AI-assisted design [...]

The Latest NEWS

The Age of Agentic Silicon: Data Center Chip Market to Reach $1.2 Trillion by 2030
July 6, 2026

The Age of Agentic Silicon: Data Center Chip Market to Reach $1.2 Trillion by 2030

Brendan Burke, Research Director at Futurum, shares findings from new research showing the data center semiconductor market surging to $1.2 trillion by 2030, as agentic AI inference reaches 45% of...
52% of Compute Decision Makers Use Reasoning Models as Primary AI Model Type
May 18, 2026

52% of Compute Decision Makers Use Reasoning Models as Primary AI Model Type

Futurum Research’s 1H 2026 data center semiconductor survey of 824 enterprise decision makers finds 52.3% of model-serving compute now goes to reasoning models, 54.0% describe their AI workload as balanced...
Chip Supply Is the Greatest Barrier to Scaling AI Compute for 26% of Decision-Makers
April 24, 2026

Chip Supply Is the Greatest Barrier to Scaling AI Compute for 26% of Decision-Makers

Brendan Burke, Research Director at Futurum, reveals chip supply and power constraints are the dominant barriers to scaling data center compute, with nearly half of organizations citing these as their...
Orbital Computing Can Reach $1 Trillion Addressable Market by 2030
April 22, 2026

Orbital Computing Can Reach $1 Trillion Addressable Market by 2030

Brendan Burke, Research Director at Futurum, explores how declining launch costs and rising terrestrial power bottlenecks could make orbital data centers a $1 trillion market by 2030....
Futurum Survey Finds That 65% of Compute Decision Makers Plan to Adopt Optical Computing
March 24, 2026

Futurum Survey Finds That 65% of Compute Decision Makers Plan to Adopt Optical Computing

Brendan Burke, Research Director at Futurum, reveals that ~65% of semiconductor decision-makers plan to adopt optical computing, with quantum accelerators and neuromorphic chips also gaining traction....
AI Grid Constraints Will Push Over 33% of Data Centers Off-Grid by 2030
March 12, 2026

AI Grid Constraints Will Push Over 33% of Data Centers Off-Grid by 2030

Brendan Burke, Nick Patience, and Olivier Blanchard, Analysts at Futurum, share their insights on how the power generation gap for AI data centers is forcing a permanent shift to off-grid...

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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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