Market CoverageMicron Research Labs: Can $1 Billion a Year Out-Research Samsung and SK hynix?Brendan Burke, Research Director at Futurum, shares his insights on Micron Research Labs, the $10 billion Boise hub, and whether ecosystem research can offset Samsung and SK hynix R&D budgets that run larger.Brendan Burke·August 21, 2026
EarningsApplied Materials Q3 FY 2026: Advanced Packaging and DRAM Accelerate GrowthBrendan Burke, Research Director at Futurum, analyzes Applied Materials’ Q3 FY 2026 earnings, focusing on AI-driven chip equipment demand, DRAM strength, advanced packaging, and capacity visibility.Brendan Burke·August 17, 2026