# Brendan Burke

> Research Director, Semiconductors, Supply Chain & Emerging Tech

- Canonical: https://trial.futurumgroup.com/brendan-burke/
- Role: Analyst
- Practice areas: [Semiconductors](https://trial.futurumgroup.com/practice-areas/semiconductors-supply-chain-emerging-tech/)
- LinkedIn: https://www.linkedin.com/in/brendanmcburke

Brendan is Research Director, Semiconductors, Supply Chain, and Emerging Tech. He advises clients on strategic initiatives and leads the Futurum Semiconductors Practice. He is an experienced tech industry analyst who has guided tech leaders in identifying market opportunities spanning edge processors, generative AI applications, and hyperscale data centers. Before joining Futurum, Brendan consulted with global AI leaders and served as a Senior Analyst in Emerging Technology Research at PitchBook. At PitchBook, he developed market intelligence tools for AI, highlighted by one of the industry’s most comprehensive AI semiconductor market landscapes encompassing both public and private companies. He has advised Fortune 100 tech giants, growth-stage innovators, global investors, and leading market research firms. Before PitchBook, he led research teams in tech investment banking and market research. Brendan is based in Seattle, Washington. He has a Bachelor of Arts Degree from Amherst College.

## Recent work

- [Anderon Finalizes $1 Billion CHIPS Award. Who Buys Quantum Wafers Besides IBM?](https://trial.futurumgroup.com/insights/anderon-finalizes-1-billion-chips-award-who-buys-quantum-wafers-besides-ibm/) (Insight, 2026-09-22)
- [AI Infra Summit 2026 – Can Optics Break the AI Power Wall by 2028?](https://trial.futurumgroup.com/insights/ai-infra-summit-2026-can-optics-break-the-ai-power-wall-by-2028/) (Insight, 2026-09-22)
- [Lattice Mach-N2 Turns the Post-Quantum Procurement Gate Into an FPGA Moat](https://trial.futurumgroup.com/insights/lattice-mach-n2-turns-the-post-quantum-procurement-gate-into-an-fpga-moat/) (Insight, 2026-09-21)
- [SiFive Demos AMD ROCm on RISC-V. Is BigSky Now the Neutral Head Node?](https://trial.futurumgroup.com/insights/sifive-demos-amd-rocm-on-risc-v-is-bigsky-now-the-neutral-head-node/) (Insight, 2026-09-16)
- [Micron Hires a 37-Year EDA Veteran to Run Its $10 Billion Memory Lab. What Does That Say About Where Memory Scaling Goes Next?](https://trial.futurumgroup.com/insights/micron-hires-a-37-year-eda-veteran-to-run-its-10-billion-memory-lab-what-does-that-say-about-where-memory-scaling-goes-next/) (Insight, 2026-09-16)
- [AMD MLPerf Inference 6.1 Results Show ROCm Gaining 38% on the Same MI355X Hardware](https://trial.futurumgroup.com/insights/amd-mlperf-inference-61-results-show-rocm-gaining-38-on-the-same-mi355x-hardware/) (Insight, 2026-09-16)
- [The Off Ramp From Per-Token Pricing](https://trial.futurumgroup.com/research-reports/the-off-ramp-from-per-token-pricing/) (Research Report, 2026-09-16)
- [Arm's Agentic Moat Widens With CSS for Mobile 2, CSS N4, and Physical AI](https://trial.futurumgroup.com/insights/arms-agentic-moat-widens-with-css-for-mobile-2-css-n4-and-physical-ai/) (Insight, 2026-09-15)
- [d-Matrix Joins NVLink Fusion. Is It NVIDIA’s Hedge on Groq?](https://trial.futurumgroup.com/insights/d-matrix-joins-nvlink-fusion-is-it-nvidias-hedge-on-groq/) (Insight, 2026-09-14)
- [Can the IBM/Arm Dual Architecture Processor Align the Mainframe With the Agentic CPU Market?](https://trial.futurumgroup.com/insights/can-the-ibm-arm-dual-architecture-processor-align-the-mainframe-with-the-agentic-cpu-market/) (Insight, 2026-09-14)