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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

Will Jericho4 Help Broadcom Lead the Next Era of AI Networking?

Ray Wang, Research Director at Futurum, shares insights on Broadcom Jericho4 - an Ethernet router designed to connect over a [...]

Lattice Q2 FY 2025 Results Show Strong Comms and Compute Growth

Ray Wang and Daniel Newman at Futurum analyse Lattice’s Q2 FY 2025 results, highlighting record server revenue, growing AI attach [...]

Arm Q1 FY26 Earnings: Revenue Surpasses $1B on Surging AI and Cloud Demand

Futurum’s Ray Wang and Daniel Newman analyze Arm’s Q1 FY26 results, highlighting revenue above $1B, 25% royalty growth, and surging [...]

Is NVIDIA’s GB300 NVL72 Power Shelf the Answer to AI’s Grid Strain?

Ray Wang, Research Director at Futurum, shares his insights on how NVIDIA’s GB300 NVL72 reduces grid disruption from AI workloads [...]

Intel Q2 FY 2025 Results Beat on Revenue, Margin Hit by One-Time Charges

Ray Wang and Daniel Newman from Futurum explore Intel’s Q2 FY 2025 earnings, highlighting revenue strength, margin pressures from restructuring, [...]

Can AWS’s New AI Infrastructure Offering Stand Out from Its Competitors?

Ray Wang, Research Director at Futurum, shares his insights on AWS’s launch of EC2 P6e-GB200 UltraServers, highlighting how NVIDIA Grace [...]

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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