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Semiconductors, Supply Chain, & Emerging Tech

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

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, Supply Chain, & Emerging Tech

Broadcom Q3 FY 2025 Earnings Beat Estimates Amid AI Semi Acceleration

Broadcom Q3 FY 2025 Earnings Beat Estimates Amid AI Semi Acceleration

Ray Wang, Research Director at Futurum, analyzes Broadcom’s Q3 FY2025 earnings, highlighting AI semiconductor momentum, VMware Cloud Foundation growth, and [...]
IBM and AMD Join Forces on Quantum-Centric Supercomputing Initiative

IBM and AMD Join Forces on Quantum-Centric Supercomputing Initiative

Ray Wang, Research Director at Futurum, shares insights on IBM and AMD’s partnership to build quantum-centric supercomputing architectures, merging quantum [...]
Marvell Q2 FY 2026 Earnings: Data Center Growth Healthy but Overshadowed by Rising Competition

Marvell Q2 FY 2026 Earnings: Data Center Growth Healthy but Overshadowed by Rising Competition

Ray Wang, Research Director at Futurum, shares insights on Marvell’s Q2 FY2026 earnings, highlighting how AI-driven custom silicon, electro-optics, and [...]
NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch

NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch

Futurum’s Ray Wang and Daniel Newman examine NVIDIA’s Q2 FY 2026 earnings, highlighting strong Blackwell adoption, record networking revenue, and [...]
Is NVIDIA's Jetson Thor the New Brain for General Robotics?

Is NVIDIA’s Jetson Thor the New Brain for General Robotics?

Ray Wang, Research Director at The Futurum Group shares his insights on the NVIDIA Jetson Thor, a new robotics computer [...]
Applied Materials Q3 FY 2025 Results Show Solid Quarterly Performance Overshadowed by China and Outlook Concerns

Applied Materials Q3 FY 2025 Results Show Solid Quarterly Performance Overshadowed by China and Outlook Concerns

Ray Wang, Research Director at Futurum, shares insights on Applied Materials Q3 FY 2025: record revenue and EPS with 48.9% [...]

The Latest NEWS

Futurum’s New Silicon Data Helps Vendors Understand Complex AI Hardware Supply Chain for Strategic Planning — Report Summary
November 13, 2025

Futurum’s New Silicon Data Helps Vendors Understand Complex AI Hardware Supply Chain for Strategic Planning — Report Summary

Ray Wang, Research Director for Semiconductors, Supply Chain, and Emerging Technology, shares insights on Futurum’s new Silicon Tracker dataset, aiming to help industry leaders understand the AI hardware supply chain....
GPUs Cornerstone, XPUs Rise $546B Data Center Semiconductor Market
November 12, 2025

GPUs Cornerstone, XPUs Rise: $546B Data Center Semiconductor Market

Ray Wang, Research Director for Semiconductors, Supply Chain, and Emerging Technology at Futurum, shares the key findings and insights from the newly launched 2H 2025 Data Center Semiconductor Decision Maker...
How Intel–NVIDIA Partnership Could Reshape the Semiconductor Supply Chain – Report Summary
September 24, 2025

How Intel–NVIDIA Partnership Could Reshape the Semiconductor Supply Chain – Report Summary

Ray Wang, Research Director for Semiconductors, Supply Chain, and Emerging Technologies, and Nick Patience, VP & AI Practice Lead at Futurum, share their perspectives on the broad impacts of the...
Too Important to Ignore: Unpacking Advanced Packaging for AI Semiconductor – Report Summary
August 27, 2025

Too Important to Ignore: Unpacking Advanced Packaging for AI Semiconductor – Report Summary

Ray Wang, Research Director at Futurum, shares insights on advanced packaging for AI accelerators, including development, adoption timelines, and real-world use cases....
Data Center Semiconductor Market Is Set to Exceed $500 Billion in 2029, Pushed by Global Compute Buildouts
August 25, 2025

Data Center Semiconductor Market Is Set to Exceed $500 Billion in 2029, Pushed by Global Compute Buildouts

Ray Wang, Research Director of Semiconductors, Supply Chain, and Emerging Tech at Futurum, reveals key findings from comprehensive data center semiconductor market research forecasting the global data center semiconductor market...
July 16, 2025

NVIDIA Becomes First to Reach $4 Trillion Market Cap — The Foundational Pillar of Accelerated Computing and AI Infrastructure

Ray Wang, Research Director for Semiconductors, Supply Chain, and Emerging Technology at Futurum, shared his analysis on why NVIDIA became the first company to reach a 4 trillion market cap,...

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