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 insightsHPE Q3 FY 2026: AI Infrastructure Demand Strengthens Outlook
Futurum Research analyzes HPE’s Q3 FY 2026 earnings, focusing on AI server demand, networking growth, supply constraints, and FY 2027 positioning.
Broadcom Q3 FY 2026: Can Custom Silicon Sustain AI Growth?
Futurum Research analyzes Broadcom’s Q3 FY 2026 earnings, focusing on AI custom silicon demand, networking growth, and Q4 FY 2026 guidance.
Thales-KSSL Rocket Deal: A Sovereign-Security Signal for Cyber Buyers
Thales and Kalyani Strategic Systems Limited’s September 2026 alliance signals durable sovereign-security commitment to government and defence buyers, combining indigenous 70-mm rocket production with cyber-physical threat convergence capabilities.
Marvell Q2 FY 2027: Connectivity and Custom Silicon Fuel AI Growth
Futurum Research at The Futurum Group analyzes Marvell’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, data center growth, custom silicon, and FY 2027 guidance.
Rapidus’ IIM-1 Fab Construction is Completed. Will Cadence Make It the First Agentic Foundry?
Rapidus’ IIM-1 fab completes construction in Chitose, leveraging Cadence Innostack AI Super Agent for its Raads platform and IBM 2nm transistor IP to compete with TSMC, Intel, and Samsung in inference accelerator production.
Synopsys Q3 FY 2026: AI Design Demand Drives EDA Growth
Futurum Research analyzes Synopsys’ Q3 FY 2026 earnings, focusing on AI-driven EDA demand, Ansys integration, and FY 2027 monetization priorities.
HP Q3 FY 2026: Can Premium PCs Offset Memory Cost Pressure?
Futurum Research analyzes HP’s Q3 FY 2026 earnings, focusing on PC mix, AI PC demand, memory cost pressure, and guidance.
NVIDIA Q2 FY 2027: AI Infrastructure Demand Extends Into FY 2028
Futurum Research analyzes NVIDIA’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, Vera Rubin production, Blackwell Ultra momentum, and FY 2028 growth expectations.
SiFive BigSky Ships the First RISC-V Server. Is the GPU Head Node the Prize?
Brendan Burke, Research Director at Futurum, shares his insights on SiFive’s BigSky, the first enterprise-grade RISC-V server, and why CUDA head node duty for NVIDIA GPUs is the socket that matters.
NVIDIA Nears $12.9B Deal for Hugging Face, Escalating AI Ecosystem Strategy
Nick Patience, VP & Practice Lead of AI Platforms at Futurum, shares his insights on NVIDIA’s reported $12.9 billion bid for Hugging Face and what it would mean for the future of open AI.
QumulusAI Q2 FY 2026: 118% Revenue Growth for Hyperspeed AI Compute Deployment
Brendan Burke, Research Director at Futurum, analyzes QumulusAI’s Q2 FY 2026 earnings, focusing on direct AI compute demand, GPU fleet expansion, and capacity execution.
NXP Tech Days: Can Physical AI Reference Designs Solidify the Neural Axis?
Brendan Burke and Olivier Blanchard, Research Directors at Futurum, share their insights from NXP Tech Days Silicon Valley, where reference designs from humanoid hands to a four-board MCX A5 networking demo gave NXP’s neural axis architecture production weight.
Research Reports
All Semiconductors reportsHow 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.
Packaging the AI Frontier: Intel Foundry’s Advanced Packaging Alignment with the XPU Industry Roadmap
In our latest market brief, Packaging the AI Frontier: Intel Foundry’s Advanced Packaging Alignment with the XPU Industry Roadmap, completed in partnership with Intel Foundry, Futurum Research examines why advanced packaging is becoming the architectural foundation of next-generation AI systems.
From Proof of Concept to Inference ROI: Overcoming the Five Failure Modes of Production AI with Nebius Token Factory
In our latest report, From Proof of Concept to Inference ROI: Overcoming the Five Failure Modes of Production AI with Nebius Token Factory, completed in partnership with Nebius, Futurum Research examines the operational barriers that prevent organizations from scaling AI successfully.