Practice Area
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.
Analysts covering Semiconductors
All practice areas
Brad Shimmin
Vice President & Practice Lead, Data Intelligence, Analytics, & Infrastructure
Brendan Burke
Research Director, Semiconductors, Supply Chain & Emerging Tech
Keith Kirkpatrick
Vice President & Research Director, Enterprise Software & Digital Workflows
Mitch Ashley
Vice President & Practice Lead, CIO & Technology Buyers, and Software Lifecycle Engineering
Nick Patience
Vice President & Practice Lead, AI Platforms
Olivier Blanchard
Research Director & Practice Lead, Intelligent Devices
Latest insights
All Semiconductors insightsAnderon Finalizes $1 Billion CHIPS Award. Who Buys Quantum Wafers Besides IBM?
Brendan Burke, Research Director at Futurum, shares insights on Anderon's finalized $1 billion CHIPS award and whether its quantum wafer manufacturing can build a customer base beyond its parent, IBM.
AI Infra Summit 2026 – Can Optics Break the AI Power Wall by 2028?
Brendan Burke, Research Director at Futurum, shares insights from AI Infra Summit 2026, where power-capped data centers pushed vendors toward optics, near-memory silicon, and physical AI ahead of a 2028 co-packaged optics ramp.
Lattice Mach-N2 Turns the Post-Quantum Procurement Gate Into an FPGA Moat
Brendan Burke, Research Director at Futurum, shares his insights on why Lattice Mach-N2's full CNSA 2.0 compliance and integrated flash extend the secure control FPGA lead as the post-quantum procurement gate nears.
Ricoh's Atsugi Bet: Can Supply Scale Unlock Channel Growth?
Ricoh's $39,000 per square meter Atsugi facility investment doubles inkjet head production by 2028, positioning channel partners to capitalize on industrial printing's 36% CAGR growth.
SiFive Demos AMD ROCm on RISC-V. Is BigSky Now the Neutral Head Node?
Brendan Burke, Research Director at Futurum, examines the SiFive and AMD ROCm demonstration on BigSky, why both GPU software ecosystems reached the RISC-V server within three weeks, and what Instinct-scale validation still requires.
Micron Hires a 37-Year EDA Veteran to Run Its $10 Billion Memory Lab. What Does That Say About Where Memory Scaling Goes Next?
Brendan Burke, Research Director at Futurum, examines Micron appointment of Deirdre Hanford to lead Micron Research Labs, signaling a strategic pivot toward design tools, base dies, and co-design as the next frontier in memory scaling.
AMD MLPerf Inference 6.1 Results Show ROCm Gaining 38% on the Same MI355X Hardware
Brendan Burke, Research Director at Futurum, shares his insights on AMD's MLPerf Inference 6.1 results and why ROCm's measured rate of improvement under a six-week release cadence is now AMD's most important competitive number.
EY: Supply Chain AI Has a Deployment Problem
EY's 2026 report reveals a critical gap: 94% of supply chain executives are transforming with AI, yet only 9% have embedded changes operationally, and just 37% report measurable impact despite increased spending.
Can Kinaxis Close the AI-to-Action Gap in Supply Chain?
Kinaxis addresses the persistent enterprise challenge where only 12% of supply chain leaders consider themselves AI leaders. At Kinexions EMEA 2026, the company showcases how its Maestro platform and agentic AI capabilities deliver operational.
Arm's Agentic Moat Widens With CSS for Mobile 2, CSS N4, and Physical AI
Brendan Burke, Research Director at Futurum, analyzes how Arm's Agentic AI strategy is expanding by launching CSS for Mobile 2, Neoverse CSS N4, and Arm Total Design for robotics.
What Qualcomm’s Focus at IFA Berlin Signals About the Company’s Intelligent Edge Strategy
Olivier Blanchard, research Director at Futurum, breaks down Qualcomm’s Dragonwing Q-2390 and IQ-2390 edge AI chips, which debuted at IFA Berlin, and what they signal about Qualcomm’s push beyond smartphones.
d-Matrix Joins NVLink Fusion. Is It NVIDIA’s Hedge on Groq?
Brendan Burke, Research Director at Futurum, examines d-Matrix’s integration of Raptor inference XPUs into NVIDIA MGX racks via NVLink Fusion, testing if 3D-DRAM architecture outperforms Groq’s SRAM-based LPX.
Research Reports
All Semiconductors reportsThe Off Ramp From Per-Token Pricing
In our latest report, The Off Ramp From Per-Token Pricing, completed in partnership with QumulusAI, Futurum Research examines how organizations progress from token-metered experimentation to reserved, hybrid AI infrastructure as their AI applications mature, and how that progression helps them…
The Token Cost Reckoning Arrives in the CFO’s Office
In our latest thought leadership brief, The Token Cost Reckoning Arrives in the CFO’s Office, completed in partnership with Google Cloud, Futurum Research examines how enterprises can track cost per successful agent run and cut token spend before their next budget review.
How Intel 18A-P Transistor Breakthroughs Shape Diamond Rapids CPU Design
In our latest thought leadership brief, Intel 18A-P Transistor Breakthroughs Shape Diamond Rapids CPU Design, completed in partnership with Intel, The Futurum Group examines the silicon-validated data behind Intel’s 18A-P process and what it means for Diamond Rapids, Intel’s next-generation Xeon…
Five Layers of the AI Cake
In our latest Market Brief, Five Layers of the AI Cake, completed in partnership with NVIDIA, Futurum Research examines AI as a five-layer infrastructure stack and explores what policymakers, investors, and enterprise leaders need to understand as the AI build-out accelerates.
Orbital Computing Can Reach $1 Trillion Addressable Market by 2030
The rise of orbital computing, driven by massive AI workload demand (300 GW by 2030) and the crisis of terrestrial grid connection delays, presents a trillion-dollar market opportunity.
Unblocking AI Compute: SiFive Intelligence’s Open Solution for Edge to Cloud Scale
In our latest Market Report, Unblocking AI Compute: SiFive Intelligence’s Open Solution for Edge to Cloud Scale , completed in partnership with SiFive, Futurum Research explores how shifting AI workload demands are driving the need for more efficient, flexible, and open compute architectures.