Futurum Research analyzes ASML’s Q4 FY 2025, highlighting EUV momentum, backlog coverage into 2027, and how fab readiness, mix, and upgrades shape 2026 execution and margins....
Futurum Research analyzes Micron’s Q1 FY 2026, focusing on AI-led demand, HBM commitments, and a pulled-forward capacity roadmap, with guidance signaling continued strength into FY 2026 amid persistent industry supply...
Futurum Research analyzes HPE’s Q4 FY 2025 results, highlighting networking-led margin resiliency, AI server order momentum, and GreenLake ARR growth....
Futurum Research analyzes Applied Materials’ Q4 FY 2025 results, highlighting AI-led mix shifts, new products in epitaxy/bonding/metrology, and services momentum....
Ray Wang and Daniel Newman at Futurum analyze Micron’s Q4 FY 2025 earnings, focusing on record data center momentum, HBM growth, and margin expansion, while highlighting how AI demand positions...
Ray Wang, Research Director at Futurum, shares insights on Applied Materials Q3 FY 2025: record revenue and EPS with 48.9% gross margin, and a Q4 outlook below consensus on China...
Ray Wang, Research Director with The Futurum Group shares his insights on Micron’s Q3 earnings and company’s strong performance amid record-high DRAM and data center revenue....
Christina Day, Director of DRAM Product Marketing at Samsung Semiconductor, joins hosts Dave Nicholson and Lisa Martin to share her insights on how advanced memory technology is critical for accelerating...
Marvell Technologies continues to power innovation across its custom ASIC portfolio using 3nm, customization, and chiplet IP advances to provide optimized performance, power & area breakthroughs, and maximized returns on...
In this research report, Futurum Research explores why Micron is very well-positioned to provide leading edge memory and storage solutions that are high bandwidth, low latency, and offer massive capacity...
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