Futurum Research·InsightInfineon’s €5 Billion Dresden Fab Reshapes the Global Power Semiconductor Supply ChainBrendan Burke, Research Director at Futurum, examines how Infineon’s Dresden fab doubles capacity in tight power/analog markets, raising questions about pricing power and potential oversupply risks.Brendan Burke·July 6, 2026
Futurum Research·InsightWill a U.S. Quantum Foundry Leverage $4.6 Billion in New Capital to Become the Next TSMC?Brendan Burke, Research Director at Futurum, shares his insights on how $4.6B in new capital is fueling U.S. quantum foundries modeled after TSMC, while identifying the cryogenic and packaging chain as the key constraint to success.Brendan Burke·June 23, 2026
