# Semiconductors

> Semiconductors have created a technology super-cycle powering the AI revolution. The industry is on pace to approach $1 trillion in revenue in 2026, marking a third consecutive year of elevated growth driven by AI training, inference, and new classes of intelligent systems.

- Canonical: https://trial.futurumgroup.com/practice-areas/semiconductors-supply-chain-emerging-tech/
- Code: aiChipSets

## Analysts

- [Brendan Burke](https://trial.futurumgroup.com/brendan-burke/): Research Director, Semiconductors, Supply Chain & Emerging Tech

## Latest insights

- [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)
- [Ricoh's Atsugi Bet: Can Supply Scale Unlock Channel Growth?](https://trial.futurumgroup.com/insights/ricohs-atsugi-bet-can-supply-scale-unlock-channel-growth/) (Insight, 2026-09-18)
- [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)
- [EY: Supply Chain AI Has a Deployment Problem](https://trial.futurumgroup.com/insights/ey-supply-chain-ai-has-a-deployment-problem/) (Insight, 2026-09-16)
- [Can Kinaxis Close the AI-to-Action Gap in Supply Chain?](https://trial.futurumgroup.com/insights/can-kinaxis-close-the-ai-to-action-gap-in-supply-chain/) (Insight, 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)
- [What Qualcomm’s Focus at IFA Berlin Signals About the Company’s Intelligent Edge Strategy](https://trial.futurumgroup.com/insights/what-qualcomms-focus-at-ifa-berlin-signals-about-the-companys-intelligent-edge-strategy/) (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)

## Latest research reports

- [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)
- [The Token Cost Reckoning Arrives in the CFO’s Office](https://trial.futurumgroup.com/research-reports/the-token-cost-reckoning-arrives-in-the-cfos-office/) (Research Report, 2026-09-09)
- [How Intel 18A-P Transistor Breakthroughs Shape Diamond Rapids CPU Design](https://trial.futurumgroup.com/research-reports/how-intel-18a-p-transistor-breakthroughs-shape-diamond-rapids-cpu-design/) (Research Report, 2026-08-24)
- [Five Layers of the AI Cake](https://trial.futurumgroup.com/research-reports/five-layers-of-the-ai-cake/) (Research Report, 2026-05-04)
- [Orbital Computing Can Reach $1 Trillion Addressable Market by 2030](https://trial.futurumgroup.com/research-reports/orbital-computing-can-reach-1-trillion-addressable-market-by-2030/) (Research Report, 2026-04-29)
- [Unblocking AI Compute: SiFive Intelligence’s Open Solution for Edge to Cloud Scale](https://trial.futurumgroup.com/research-reports/unblocking-ai-compute-sifive-intelligences-open-solution-for-edge-to-cloud-scale/) (Research Report, 2026-04-14)