Research notes and analysis from the Futurum practice areas.
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Thales’s selection to design uncrewed vessels for the Royal Netherlands Navy underscores OT/ICS security as defense’s greatest challenge, with quantum-safe cryptography now standard.
SK Hynix unveiled HBF specifications delivering 512GB capacity and 3TB/s bandwidth via UCIe interconnects, directly addressing the memory bottleneck constraining enterprise AI workloads as organizations prioritize generative AI investments.
Brendan Burke, Research Director at Futurum, reviews Teradyne’s Q2 FY 2026 earnings, record AI-driven semiconductor test demand, and a Q3 outlook beat.
Futurum Research analyzes Qualcomm’s Q3 FY 2026 earnings, focusing on handset pressure, automotive growth, and the data center ramp.
Futurum Research analyzes Arm’s Q1 FY 2027 earnings, focusing on data center royalties, AGI CPU demand, edge AI growth, and smartphone royalty pressure.